Civic Intelligence

The Patocs Foundation

990PF • Fiscal year 2019 • EIN 52-2067644

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

33rd percentile

-0.9%

Faster asset growth than 33% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-40%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$5,764,529

Down $53,123 (-0.9%) from 2018

Net Assets

Down

$5,764,529

Down $53,123 (-0.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin18th percentile

Revenue

Down

$282,948

Down $190,850 (-40%) from 2018

Expenses

Down

$336,071

Down $244,331 (-42%) from 2018

Net Income

Up

-$53,123

Up $53,481 (+50%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2019

Assets$5,764,529
Liabilities$0
Net Assets$5,764,529
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$282,948
Expenses$336,071
Net Income-$53,123
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

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
2020-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIR STE 4000, INDIANAPOLIS, IN 46204
Preparer
Jennifer D Rhoderick
Phone
3176817000
Raw XML Appendix395 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/PersonNm0PATRICIA D KAUFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1M Scot Kaufman
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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Promote literary, visual, and performing arts on Marco Island.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Create and present visual and performing arts
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Provide training of psychoanalysis to enhance study through research and scholarship.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Provide support for educational programs and exhibits relating to the museum.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Provide support for charities in and around Marco Island.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PETER J GOLUEKE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHICAGO PSYCHOANALYTIC INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Anderson Abruzzo Int'l Balloon Museum Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ISLAND COUNTRY CLUB CHARITABLE FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SO III FI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt685-0323409
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0597 BROADVIEW AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1520 UPPER CHESAPEAKE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt21010 WINTERBERRY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt35833 PELICAN BAY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4440 E CLEMENT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5122 S MICHIGAN AVE STE 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt69201 Balloon Museum Dr NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt7500 NASSAU RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARRENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BEL AIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARCO ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Albuquerque
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MARCO ISLAND
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0319370
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01220
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0320590
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022101
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01220
TaxesSchedule/TaxesDetail/Amt05847
TaxesSchedule/TaxesDetail/Amt16250
TaxesSchedule/TaxesDetail/Amt2294
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXTENSION PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt2INTEREST AND PENALTIES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05847
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M SCOT KAUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03025308947
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B42A3DE48109993CFFC38276D2D02F085DC5FDFD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId054673720203075000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.140.3.79
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIR STE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER D RHODERICK
ReturnHeader/ReturnTs02020-11-02T14:42:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,764,529
Liabilities
$0
Net assets
$5,764,529
Revenue
$282,948
Expenses
$336,071
Net income
-$53,123
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