Civic Intelligence

The Patocs Foundation

990PF • Fiscal year 2018 • EIN 52-2067644

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 01, 2019

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

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

14th percentile

-22%

Higher net margin than 14% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

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.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

34th percentile

-1.8%

Faster asset growth than 34% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Down

$5,817,652

Down $106,604 (-1.8%) from 2017

Net Assets

Down

$5,817,652

Down $106,604 (-1.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$473,798

Up $111,942 (+31%) from 2017

Expenses

Up

$580,402

Up $508,988 (+713%) from 2017

Net Income

Down

-$106,604

Down $397,046 (-137%) from 2017

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

2018

Assets$5,817,652
Liabilities$0
Net Assets$5,817,652

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

2018

Revenue$473,798
Expenses$580,402
Net Income-$106,604
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 1, 2019
Return Version
2018v3.1
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
2019-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE SUITE 4000, INDIANAPOLIS, IN 46204
Preparer
Jennifer D Rhoderick
Phone
3176817000
Raw XML Appendix364 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/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0M SCOT KAUFMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03025308947
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3555000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support programs to provide education.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support the multi-parish, Catholic Faith Fest music festival.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support academic programs to develop skills for students.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support programs for the expansion and improvement of healthcare services.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WORCESTER PREPARATORY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST MARK ROMAN CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE HIGHLANDS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UPPER CHESAPEAKE HEALTH SYSTEM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3SO III FI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt052-0903685
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt152-6080509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt254-0699812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt352-1398513
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0508 SOUTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt12407 LAUREL BROOK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2597 BROADVIEW AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3520 UPPER CHESAPEAKE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BERLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FALLSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WARRENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BEL AIR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021811
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220186
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321014
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0565125
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/AppliedToCurrentYearAmt0351992
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0215708
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0353212
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0567700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01220
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0215708
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/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt07925
TaxesSchedule/TaxesDetail/Amt12202
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02202
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M SCOT KAUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03025308947
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-01
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/AtSubmissionCreationDeviceId0546AEF48A1BC04B239994BD26C6FA8D29160F92E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C83822F5396AC840D807BFB7F22727A427797D48
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId054673720191905000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-07-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0164.57.159.254
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE SUITE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER D RHODERICK
ReturnHeader/ReturnTs02019-07-09T10:59:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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