Civic Intelligence

The Patterson Foundation

990PF • Fiscal year 2024 • EIN 65-6230256

Jul 01, 2023 to Jun 30, 2024 • Filed on May 09, 2025

Organization Profile

View Organization Page

2 N Tamiami Trail 206Sarasota, FL 34236

(941) 952-1413

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.22x

Higher debt load relative to revenue than 33% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Net Margin

12th percentile

-16%

Higher net margin than 12% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

59th percentile

$707,599

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2024 filings • $250M-$1B nonprofits • Source year 2024

Asset Growth

42nd percentile

4.1%

Faster asset growth than 42% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

13%

Faster revenue growth than 58% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$290,506,568

Up $11,498,554 (+4.1%) from 2023

Net Assets

Up

$286,909,186

Up $10,305,904 (+3.7%) from 2023

Liabilities

Up

$3,597,382

Up $1,192,650 (+50%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin12th percentile

Revenue

Up

$16,423,583

Up $1,858,034 (+13%) from 2023

Expenses

Up

$18,975,717

Up $7,133,281 (+60%) from 2023

Net Income

Down

-$2,552,134

Down $5,275,247 (-194%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

Highlighted filing

2024

Assets$290,506,568
Liabilities$3,597,382
Net Assets$286,909,186
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

Highlighted filing

2024

Revenue$16,423,583
Expenses$18,975,717
Net Income-$2,552,134
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORTHERN TRUSTTrusteeFT$707,599-$707,599
DEBRA JACOBSPresident & CEOFT$436,331$88,753$525,084
JOHN T BERTEAUChairman Emeritus-$0--
RIC GREGORIAChairman-$0--
CHARLES D BAILEY JRVice Chairman-$0--
DAVE BULLOCKGoverning Board Member-$0--
CATHY LAYTONGoverning Board Member-$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
2025-05-09
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 AppendixShowing 400 of 1,457 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF - PART VIII
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF - PART II - LINE 14
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0BREAK DOWN OF NORTHERN TRUST FEES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1FIXED ASSETS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0AS BOTH TRUSTEE AND INVESTMENT BROKER FOR TPF, NORTHERNTRUST RECEIVES BOTH CUSTODIAL/INVESTMENT FEES ANDOUTSIDE INVESTMENT FEES WHICH BREAK DOWN AS FOLLOWS:CUSTODIAL/INVESTMENT FEES: 707,599OUTSIDE INVESTMENT FEES: 320,244TOTAL FEES: 1,027,843
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1FURNITURE AND FIXTURES 184,148LEASEHOLD IMPROVEMENTS 47,756COMPUTERS AND EQUIPMENT 197,590LESS ACCUMULATED DEPRECIATION (373,730)NET BOOK VALUE 55,764
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES, COMMON STOCK, NO PAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC CLS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADR MICHELIN COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ADR MITSUBISHI UFJ FINL GROUP INC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ADR NOVO-NORDISK A S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ADR SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ADR TOTALENERGIES SE SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AIRBNB INC CL A COM USD0.0001 CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ALCON AG COM USD0.04 WI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ALPHABET INC CAP STK USD0.001 CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AMERICAN WTR WKS CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMERIPRISE FINL INC COM

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$290,506,568
Liabilities
$3,597,382
Net assets
$286,909,186
Revenue
$16,423,583
Expenses
$18,975,717
Net income
-$2,552,134
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
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