Civic Intelligence

The Patocs Foundation

990PF • Fiscal year 2015 • EIN 52-2067644

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 12, 2016

Organization Profile
PO Box 2158Marco Island, FL 34146-2158

(302) 530-8947

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

42nd percentile

$1,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

64th percentile

3.8%

Faster asset growth than 64% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

-0.1%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,620,448

Up $168,128 (+3.8%) from 2014

Net Assets

Up

$4,620,448

Up $168,128 (+3.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin90th percentile

Revenue

Down

$332,056

Down $263 (-0.1%) from 2014

Expenses

Up

$163,928

Up $146,894 (+862%) from 2014

Net Income

Down

$168,128

Down $147,157 (-47%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $3,574,839Liabilities 2011: $02011Assets 2012: $3,910,352Liabilities 2012: $02012Assets 2013: $4,137,035Liabilities 2013: $0Net Assets 2013: $4,137,0352013Assets 2014: $4,452,320Liabilities 2014: $0Net Assets 2014: $4,452,3202014Assets 2015: $4,620,448Liabilities 2015: $0Net Assets 2015: $4,620,4482015Assets 2016: $5,633,814Liabilities 2016: $0Net Assets 2016: $5,633,8142016Assets 2017: $5,924,256Liabilities 2017: $0Net Assets 2017: $5,924,2562017Assets 2018: $5,817,652Liabilities 2018: $0Net Assets 2018: $5,817,6522018Assets 2019: $5,764,529Liabilities 2019: $0Net Assets 2019: $5,764,5292019Assets 2020: $5,877,991Liabilities 2020: $250,009Net Assets 2020: $5,627,9832020Assets 2021: $5,847,503Liabilities 2021: $86,000Net Assets 2021: $5,761,5032021Assets 2022: $6,237,618Liabilities 2022: $0Net Assets 2022: $6,237,6182022Assets 2023: $9,676,666Liabilities 2023: $0Net Assets 2023: $9,676,6662023Assets 2024: $21,100,517Liabilities 2024: $0Net Assets 2024: $21,100,5172024

Highlighted filing

2015

Assets$4,620,448
Liabilities$0
Net Assets$4,620,448
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $212,876Expenses 2011: $357,336Net Income 2011: -$144,4602011Revenue 2012: $698,242Expenses 2012: $362,729Net Income 2012: $335,5132012Revenue 2013: $285,404Expenses 2013: $58,721Net Income 2013: $226,6832013Revenue 2014: $332,319Expenses 2014: $17,034Net Income 2014: $315,2852014Revenue 2015: $332,056Expenses 2015: $163,928Net Income 2015: $168,1282015Revenue 2016: $1,060,961Expenses 2016: $47,595Net Income 2016: $1,013,3662016Revenue 2017: $361,856Expenses 2017: $71,414Net Income 2017: $290,4422017Revenue 2018: $473,798Expenses 2018: $580,402Net Income 2018: -$106,6042018Revenue 2019: $282,948Expenses 2019: $336,071Net Income 2019: -$53,1232019Revenue 2020: $191,396Expenses 2020: $327,942Net Income 2020: -$136,5462020Revenue 2021: $532,241Expenses 2021: $556,392Net Income 2021: -$24,1512021Revenue 2022: $655,129Expenses 2022: $179,014Net Income 2022: $476,1152022Revenue 2023: $7,093,833Expenses 2023: $358,895Net Income 2023: $6,734,9382023Revenue 2024: $30,082,799Expenses 2024: $4,933,370Net Income 2024: $25,149,4292024

Highlighted filing

2015

Revenue$332,056
Expenses$163,928
Net Income$168,128
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scot P KaufmanExecutive Director-$1,000-$1,000
PATRICIA D KAUFMANVP & Secy-$0--
M Scot KaufmanPresident-$0--
Filing and Contact Details

Filer

Filer Name
The PATOCS Foundation
EIN
52-2067644
In Care Of
% M SCOT KAUFMAN
Phone
3025308947
Address
PO Box 2158, Marco Island, FL 34146-2158

Signing Officer

Name
M Scot Kaufman
Title
President
Phone
3025308947
Signed
2016-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE 4000, INDIANAPOLIS, IN 46204
Preparer
Jennifer D Rhoderick
Phone
3176817000
Raw XML Appendix340 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Scot P Kaufman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VP & SECY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2executive director
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0POBOX 2158
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Marco Island
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0341462158
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0M SCOT KAUFMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03025308947
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0M SCOT KAUFMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Cancer Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Preserving history
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Johns Hopkins Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARCO ISLAND HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0600 North Wolfe Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 2282
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Marco Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021287
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134146
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0153650
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0257086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0103436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0146565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0143619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0168360
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0103436
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt064924
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0290184
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0146565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0143619
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0153650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0355108
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0458544
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0M Scot Kaufman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 2158
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MARCO ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0341462158
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05300
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Nontaxable Dividend
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0657
TaxesSchedule/TaxesDetail/Amt0128
TaxesSchedule/TaxesDetail/Amt17500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ON INVESTMENT INC
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0128
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M SCOT KAUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03025308947
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The PATOCS Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PATO
ReturnHeader/Filer/EIN0522067644
ReturnHeader/Filer/InCareOfNm0% M SCOT KAUFMAN
ReturnHeader/Filer/PhoneNum03025308947
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2158
ReturnHeader/Filer/USAddress/CityNm0Marco Island
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341462158
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER D RHODERICK
ReturnHeader/ReturnTs02016-11-14T12:38:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,620,448
Liabilities
$0
Net assets
$4,620,448
Revenue
$332,056
Expenses
$163,928
Net income
$168,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$30.1$4.93$25.1
2023Detailed filing. Detailed filing data is available for this year.$9.68$0.00$9.68$7.09$0.36$6.73
2022Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.66$0.18$0.48
2021Detailed filing. Detailed filing data is available for this year.$5.85$0.09$5.76$0.53$0.56$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.88$0.25$5.63$0.19$0.33$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.28$0.34$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.47$0.58$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.36$0.07$0.29
2016Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$1.06$0.05$1.01
2015Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.33$0.16$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.33$0.02$0.32
2013Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.29$0.06$0.23
2012Summary only. Only limited summary data is available for this year.$3.91$0.00$0.70$0.36$0.34
2011Summary only. Only limited summary data is available for this year.$3.57$0.00$0.21$0.36$0.14