Civic Intelligence

The Patocs Foundation

990PF • Fiscal year 2017 • EIN 52-2067644

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,924,256

Up $290,442 (+5.2%) from 2016

Net Assets

Up

$5,924,256

Up $290,442 (+5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$361,856

Down $699,105 (-66%) from 2016

Expenses

Up

$71,414

Up $23,819 (+50%) from 2016

Net Income

Down

$290,442

Down $722,924 (-71%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$5,924,256
Liabilities$0
Net Assets$5,924,256

Operations Trend

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

2017

Revenue$361,856
Expenses$71,414
Net Income$290,442
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA D KAUFMANVP & Secy-$0--
M Scot KaufmanPresident-$0--
Scot P KaufmanExecutive Director-$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
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
1775 Tysons Boulevard, Tysons, VA 22102
Preparer
Jennifer D Rhoderick
Phone
7037471000
Raw XML Appendix371 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04810006
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
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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/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support programs providing opportunities to underserved youth.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support programs providing hospice care to low-income families.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support programs for survivors of childhood brain tumors and their families.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CHILL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RAYMOND A WOOD FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt003-0353892
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126-4737028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt281-4548646
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt080 Industrial Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1520 Upper Chesapeake Drive Suite 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt210034 Blue Marlin Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Burlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Bel Air
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Ocean City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221842
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt058750
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0340054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt065596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt065596
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt065596
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt065596
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0215708
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/TotalContributionsAmt07500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012
TaxesSchedule/TaxesDetail/Amt03902
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03902
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M SCOT KAUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03025308947
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08F61F8706459740600BB3559773F330FD568FB80
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05621BFEBED3FCF9C7D77A657FBD1E0DDC8860802
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId054673720183195000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.250.248.154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01775 Tysons Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tysons
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022102
ReturnHeader/PreparerPersonGrp/PhoneNum07037471000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER D RHODERICK
ReturnHeader/ReturnTs02018-11-15T09:04:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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