Civic Intelligence

Patterson-Wesselman-Simpson Foundation

990PF • Fiscal year 2017 • EIN 54-1922003

Oct 01, 2016 to Sep 30, 2017 • Filed on Nov 19, 2018

10009 Magnolia BendBonita Springs, FL 34135-8120

(703) 652-3141

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-129336%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$198,951

Down $42,681 (-18%) from 2016

Net Assets

Down

$198,951

Down $42,681 (-18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$33

Down $78,168 (-100%) from 2016

Expenses

Up

$42,714

Up $21,265 (+99%) from 2016

Net Income

Down

-$42,681

Down $99,433 (-175%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $200,243Liabilities 2011: $02011Assets 2012: $312,425Liabilities 2012: $02012Assets 2013: $376,450Liabilities 2013: $0Net Assets 2013: $376,4502013Assets 2014: $227,922Liabilities 2014: $0Net Assets 2014: $227,9222014Assets 2015: $184,880Liabilities 2015: $0Net Assets 2015: $184,8802015Assets 2016: $241,632Liabilities 2016: $0Net Assets 2016: $241,6322016Assets 2017: $198,951Liabilities 2017: $0Net Assets 2017: $198,9512017Assets 2018: $47,674Liabilities 2018: $0Net Assets 2018: $47,6742018Assets 2019: $56,715Liabilities 2019: $0Net Assets 2019: $56,7152019Assets 2020: $52,839Liabilities 2020: $0Net Assets 2020: $52,8392020Assets 2021: $53,118Liabilities 2021: $0Net Assets 2021: $53,1182021Assets 2022: $55,012Liabilities 2022: $0Net Assets 2022: $55,0122022Assets 2023: $40,818Liabilities 2023: $0Net Assets 2023: $40,8182023Assets 2024: $39,164Liabilities 2024: $0Net Assets 2024: $39,1642024Assets 2025: $37,492Liabilities 2025: $0Net Assets 2025: $37,4922025

Highlighted filing

2017

Assets$198,951
Liabilities$0
Net Assets$198,951

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $103,456Expenses 2011: $61,746Net Income 2011: $41,7102011Revenue 2012: $132,654Expenses 2012: $20,472Net Income 2012: $112,1822012Expenses 2013: $40,8342013Revenue 2014: $4,420Expenses 2014: $152,948Net Income 2014: -$148,5282014Revenue 2015: $4,690Expenses 2015: $47,732Net Income 2015: -$43,0422015Revenue 2016: $78,201Expenses 2016: $21,449Net Income 2016: $56,7522016Revenue 2017: $33Expenses 2017: $42,714Net Income 2017: -$42,6812017Revenue 2018: $0Expenses 2018: $151,277Net Income 2018: -$151,2772018Revenue 2019: $70,211Expenses 2019: $61,170Net Income 2019: $9,0412019Revenue 2020: $87,066Expenses 2020: $90,734Net Income 2020: -$3,6682020Revenue 2021: $6,067Expenses 2021: $5,788Net Income 2021: $2792021Revenue 2022: $64,788Expenses 2022: $62,894Net Income 2022: $1,8942022Revenue 2023: $8,900Expenses 2023: $3,713Net Income 2023: $5,1872023Revenue 2024: $1,493Expenses 2024: $3,147Net Income 2024: -$1,6542024Revenue 2025: $1,524Expenses 2025: $3,196Net Income 2025: -$1,6722025

Highlighted filing

2017

Revenue$33
Expenses$42,714
Net Income-$42,681
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Nov 19, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIEN G PATTERSONPresident-$0--
TERRI J WESSELMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Patterson-wesselman-simpson Foundation
EIN
54-1922003
Phone
7036523141
Address
10009 MAGNOLIA BEND, BONITA SPRINGS, FL 34135-8120

Signing Officer

Name
Terri J Wesselman
Title
Treasurer
Phone
7036523141
Signed
2018-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
9737 WASHINGTONIAN BLVD 400, GAITHERSBURG, MD 20878-7340
Preparer
William E Turco CPA
Phone
3012963600
Raw XML Appendix355 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt017946
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt08973
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08973
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt017946
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-42681
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt012600
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01206
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt042714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09127
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031964
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-42681
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0198951
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0241632
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0198951
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010598
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010598
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010598
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010598
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0208
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0208
IRS990PF/FMVAssetsEOYAmt0198951
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0241424
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0198743
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0198743
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0208
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0208
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0208
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0241632
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0198951
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0241632
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0198951
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0198951
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0241632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0198951
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0241632
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0198951
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0215194
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0215194
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03228
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010598
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0211966
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0215194
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIEN G PATTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TERRI J WESSELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010009 MAGNOLIA BEND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110009 MAGNOLIA BEND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BONITA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BONITA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0341358120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1341358120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt080269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt080269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt015500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt043700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0148000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt035500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.378688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.096857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.595238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.914455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.148801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.138087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0211966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0160029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt073416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0161845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0238574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0121105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.893438
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010750
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010750
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010750
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010009 MAGNOLIA BEND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BONITA SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0341358120
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TERRI J WESSELMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum07036523141
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JULIEN G PATTERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT ORGANIZATIONS COLLEGE SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT ORGANIZATIONS CHARITABLE PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DRIVE TO WORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LANCASTER COUNTY VA EDUCATION FOUNDATION (LCVEF)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HAVEN SHELTER & SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SIGNA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4YMCA KAMP KEKOKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BOYS & GIRLS CLUB OF THE NORTHERN NECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 14526
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 928
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25726 RICHMOND RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31600 TYSONS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41083 BOYS CAMP RD PO BOX 580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5517 NORTH MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KILMARNOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WARSAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MCLEAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4KILMARNOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5KILMARNOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222572
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd522482
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010598
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt040087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0139964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012319
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012319
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0211351
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0139964
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023649
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0152
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0223670
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0223518
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012600
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DIRECTOR & OFFICER INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0154
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0154
TaxesSchedule/TaxesDetail/Amt058
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI J WESSELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07036523141
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATTERSON-WESSELMAN-SIMPSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0541922003
ReturnHeader/Filer/PhoneNum07036523141
ReturnHeader/Filer/USAddress/AddressLine1Txt010009 MAGNOLIA BEND
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341358120
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B5D81DC4B59E9AE60A161358FD3D1D3CF07A66D4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0421F84F3FD310337A15DA0701DBF1A34D9A683CD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.187
ReturnHeader/FilingSecurityInformation/IPDt02018-11-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:48:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09737 WASHINGTONIAN BLVD 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208787340
ReturnHeader/PreparerPersonGrp/PhoneNum03012963600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E TURCO CPA
ReturnHeader/ReturnTs02018-11-20T12:59:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.02$0.03$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.01$0.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.09$0.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.65$0.63$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.06$0.06$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.87$0.91$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.70$0.61$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.00$1.51$1.51
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.00$0.43$0.43
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.78$0.21$0.57
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.05$0.48$0.43
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.04$1.53$1.49
2013Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.41
2012Summary only. Only limited summary data is available for this year.$3.12$0.00$1.33$0.20$1.12
2011Summary only. Only limited summary data is available for this year.$2.00$0.00$1.03$0.62$0.42