Civic Intelligence

Patterson-Wesselman-Simpson Foundation

990PF • Fiscal year 2019 • EIN 54-1922003

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 21, 2020

Organization Profile
10009 Magnolia BendBonita Springs, FL 34135

(703) 475-9420

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

19%

Faster asset growth than 74% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$56,715

Up $9,041 (+19%) from 2018

Net Assets

Up

$56,715

Up $9,041 (+19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin68th percentile

Revenue

Up

$70,211

Up $70,211 from 2018

Expenses

Down

$61,170

Down $90,107 (-60%) from 2018

Net Income

Up

$9,041

Up $160,318 (+106%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2019

Assets$56,715
Liabilities$0
Net Assets$56,715
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$70,211
Expenses$61,170
Net Income$9,041
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 21, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
7034759420
Address
10009 MAGNOLIA BEND, BONITA SPRINGS, FL 34135

Signing Officer

Name
Terri J Wesselman
Title
Treasurer
Phone
7034759420
Signed
2020-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
9801 WASHINGTONIAN BLVD STE 500, GAITHERSBURG, MD 20878
Preparer
William E Turco CPA
Phone
3012963600
Raw XML Appendix322 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/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0208
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt035338
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0777
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02552
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt051049
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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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
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0517 NORTH MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14625 W BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KILMARNOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052500
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/AppliedToCurrentYearAmt02544
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0145879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt040087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0139964
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0139964
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0252243
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0145879
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt040087
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061170
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058626
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0392207
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0333581
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JULIEN G PATTERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010009 MAGNOLIA BEND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BONITA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0341358120
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt069369
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt049344
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SPDR S&P 500 ETF TRUST
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DIRECTOR & OFFICER INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0863
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0863
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI J WESSELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07034759420
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATTERSON-WESSELMAN-SIMPSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0541922003
ReturnHeader/Filer/PhoneNum07034759420
ReturnHeader/Filer/USAddress/AddressLine1Txt010009 MAGNOLIA BEND
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034135
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09801 WASHINGTONIAN BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020878
ReturnHeader/PreparerPersonGrp/PhoneNum03012963600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E TURCO CPA
ReturnHeader/ReturnTs02020-02-25T07:59:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$56,715
Liabilities
$0
Net assets
$56,715
Revenue
$70,211
Expenses
$61,170
Net income
$9,041
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