Civic Intelligence

The Patterson Foundation

990T • Fiscal year 2023 • EIN 65-6230256

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 23, 2023

Organization Profile

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2 N Tamiami Trail 206Sarasota, FL 34236

(941) 952-1413

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2012: $212,514,331Liabilities 2012: $2,820,3182012Assets 2013: $222,423,695Liabilities 2013: $2,057,0642013Assets 2014: $242,730,146Liabilities 2014: $4,740,5922014Assets 2015: $234,214,009Liabilities 2015: $1,521,6872015Assets 2016: $219,730,798Liabilities 2016: $1,470,3722016Assets 2020: $229,759,472Liabilities 2020: $1,075,1902020Assets 2021: $300,889,113Liabilities 2021: $2,467,724Net Assets 2021: $298,421,3892021Assets 2022: $274,127,553Liabilities 2022: $2,892,520Net Assets 2022: $271,235,0332022Assets 2023: $279,008,014Liabilities 2023: $2,404,732Net Assets 2023: $276,603,2822023Assets 2024: $290,506,568Liabilities 2024: $3,597,382Net Assets 2024: $286,909,1862024Assets 2025: $303,914,597Liabilities 2025: $3,432,801Net Assets 2025: $300,481,7962025

Latest loaded filing

2025

Assets$303,914,597
Liabilities$3,432,801
Net Assets$300,481,796
Open 2025 Filing

Operations Trend

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

$40M$20M$0-$20MRevenue 2012: $4,624,655Expenses 2012: $10,451,703Net Income 2012: -$5,827,0482012Revenue 2013: $15,417,643Expenses 2013: $12,400,906Net Income 2013: $3,016,7372013Revenue 2014: $13,896,248Expenses 2014: $14,987,268Net Income 2014: -$1,091,0202014Revenue 2015: $31,379,629Expenses 2015: $8,878,930Net Income 2015: $22,500,6992015Revenue 2016: $5,326,444Expenses 2016: $12,830,783Net Income 2016: -$7,504,3392016Revenue 2020: $6,924,291Expenses 2020: $17,586,469Net Income 2020: -$10,662,1782020Revenue 2021: $23,103,729Expenses 2021: $11,973,318Net Income 2021: $11,130,4112021Revenue 2022: $20,136,399Expenses 2022: $18,027,519Net Income 2022: $2,108,8802022Revenue 2023: $14,565,549Expenses 2023: $11,842,436Net Income 2023: $2,723,1132023Revenue 2024: $16,423,583Expenses 2024: $18,975,717Net Income 2024: -$2,552,1342024Revenue 2025: $16,554,394Expenses 2025: $16,884,899Net Income 2025: -$330,5052025

Latest loaded filing

2025

Revenue$16,554,394
Expenses$16,884,899
Net Income-$330,505
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 23, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
The Patterson Foundation
EIN
65-6230256
Phone
9419521413
Address
2 N TAMIAMI TRAIL 206, SARASOTA, FL 34236

Signing Officer

Name
ENTER SIGNING OFFICER'S NAME HERE
Title
Trustee
Phone
9419521413
Signed
2023-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Rebecca U Stoner
Phone
9413654617
Raw XML Appendix148 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$304$3.43$300$16.6$16.9$0.33
2024Detailed filing. Detailed filing data is available for this year.$291$3.60$287$16.4$19.0$2.55
2023Detailed filing. Detailed filing data is available for this year.$279$2.40$277$14.6$11.8$2.72
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$274$2.89$271$20.1$18.0$2.11
2021Detailed filing. Detailed filing data is available for this year.$301$2.47$298$23.1$12.0$11.1
2020Summary only. Only limited summary data is available for this year.$230$1.08$6.92$17.6$10.7
2016Summary only. Only limited summary data is available for this year.$220$1.47$5.33$12.8$7.50
2015Summary only. Only limited summary data is available for this year.$234$1.52$31.4$8.88$22.5
2014Summary only. Only limited summary data is available for this year.$243$4.74$13.9$15.0$1.09
2013Summary only. Only limited summary data is available for this year.$222$2.06$15.4$12.4$3.02
2012Summary only. Only limited summary data is available for this year.$213$2.82$4.62$10.5$5.83