Civic Intelligence

The Patton Charitable Foundation

990PF • Fiscal year 2014 • EIN 65-6346631

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 30, 2015

66 Gomez RoadHobe Sound, FL 33455

(772) 546-9891

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

54th percentile

4.9%

Higher net margin than 54% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

44th percentile

0.5%

Faster asset growth than 44% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,411,888

Up $7,190 (+0.5%) from 2013

Net Assets

Up

$1,411,888

Up $7,190 (+0.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$146,075

Up $45,190 (+45%) from 2013

Expenses

Down

$138,885

Down $9,429 (-6.4%) from 2013

Net Income

Up

$7,190

Up $54,619 (+115%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,594,502Liabilities 2010: $0Net Assets 2010: $1,594,5022010Assets 2011: $1,514,749Liabilities 2011: $0Net Assets 2011: $1,514,7492011Assets 2012: $1,452,127Liabilities 2012: $0Net Assets 2012: $1,452,1272012Assets 2013: $1,404,698Liabilities 2013: $0Net Assets 2013: $1,404,6982013Assets 2014: $1,411,888Liabilities 2014: $0Net Assets 2014: $1,411,8882014Assets 2015: $1,311,278Liabilities 2015: $0Net Assets 2015: $1,311,2782015Assets 2016: $1,280,186Liabilities 2016: $0Net Assets 2016: $1,280,1862016Assets 2017: $1,208,871Liabilities 2017: $0Net Assets 2017: $1,208,8712017Assets 2018: $1,127,175Liabilities 2018: $0Net Assets 2018: $1,127,1752018Assets 2019: $812,239Liabilities 2019: $0Net Assets 2019: $812,2392019Assets 2020: $751,545Liabilities 2020: $0Net Assets 2020: $751,5452020Assets 2021: $728,187Liabilities 2021: $0Net Assets 2021: $728,1872021Assets 2022: $638,365Liabilities 2022: $0Net Assets 2022: $638,3652022Assets 2023: $602,979Liabilities 2023: $0Net Assets 2023: $602,9792023Assets 2024: $505,215Liabilities 2024: $0Net Assets 2024: $505,2152024

Highlighted filing

2014

Assets$1,411,888
Liabilities$0
Net Assets$1,411,888

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $101,2052010Expenses 2011: $181,3672011Expenses 2012: $132,9292012Revenue 2013: $100,885Expenses 2013: $148,314Net Income 2013: -$47,4292013Revenue 2014: $146,075Expenses 2014: $138,885Net Income 2014: $7,1902014Revenue 2015: $31,390Expenses 2015: $132,000Net Income 2015: -$100,6102015Revenue 2016: $117,477Expenses 2016: $148,569Net Income 2016: -$31,0922016Revenue 2017: $59,895Expenses 2017: $131,210Net Income 2017: -$71,3152017Revenue 2018: $68,878Expenses 2018: $150,574Net Income 2018: -$81,6962018Revenue 2019: $99,757Expenses 2019: $414,693Net Income 2019: -$314,9362019Revenue 2020: $77,524Expenses 2020: $138,218Net Income 2020: -$60,6942020Revenue 2021: $73,493Expenses 2021: $96,851Net Income 2021: -$23,3582021Revenue 2022: $8,542Expenses 2022: $98,364Net Income 2022: -$89,8222022Revenue 2023: $62,934Expenses 2023: $151,605Net Income 2023: -$88,6712023Revenue 2024: $49,948Expenses 2024: $101,494Net Income 2024: -$51,5462024

Highlighted filing

2014

Revenue$146,075
Expenses$138,885
Net Income$7,190
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 30, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN B CASEYTrustee-$0--
EDWARD B PATTONTrustee-$0--
PAMELA W PATTONTrustee-$0--
RICHARD R PATTONTrustee-$0--
JENNIFER PATTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Patton Charitable Foundation
EIN
65-6346631
Phone
7725469891
Address
66 Gomez Road, Hobe Sound, FL 33455

Signing Officer

Name
Jennifer Patton
Title
Trustee
Phone
7725469891
Signed
2015-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Larry P King CPA
Address
14816 Hartford Run Dr, Orlando, FL 32828-7824
Preparer
Larry P King CPA
Phone
4077581730
Raw XML AppendixShowing 400 of 738 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/CategoryTxt0Larry P. King, CPA Tax Return Preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03000
DistributionFromCorpusElection/ElectionDesc0THE INTERNAL REVENUE SERVICE HAS RECENTLY (REVIEWED OR UPDATED 25-APR-2014)ANSWERED THE FOLLOWING QUESTION. "CAN A PRIVATE FOUNDATION MAKE AN ELECTION TO TREAT A QUALIFYING DISTRIBUTION AS MADE OUT OF CORPUS, IN ORDER TO REFRESH AN EXPIRING EXCESS DISTRIBUTION CARRYOVER UNDER CODE SECTION 4942?" THE ANSWER IS AS FOLLOWS: "A PRIVATE FOUNDATION CANNOT REFRESH THE LIFE OF AN EXCESS QUALIFYING DISTRIBUTION CARRYOVER BEYOND THE FIVE- YEAR PERIOD SET FORTH IN SECTION 4942(I) BY MAKING AN ELECTION TO TREAT A CURRENT-YEAR QUALIFYING DISTRIBUTION AS MADE OUT OF CORPUS." IN ORDER TO COMPLY WITH THE RECENT IRS GUIDANCE, THE PATTON CHARITABLE FOUNDATION HAS ADJUSTED EXCESS DISTRIBUTIONS CARRYOVER REPORTED ON LINE 3, PART XIII.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4328 Cherry Street
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Boston
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0http://foundationcenter.org/grantmaker/patton/
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt162500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt291000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt30500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt351000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt361000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt371000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Children'sAnnual FundEducation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Children'sAnnual FundEducation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Children'sAnnual FundEducation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Children'sAnnual FundEducation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EducationCapital CampaignYoung Women
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Health ResearchAnnual FundBrain Diseases
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Children'sAnnual FundEducation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SpiritualAnnual FundWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ElementaryAnnual FundEducation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SupportAnnual FundCharities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10ElementaryAnnual FundEducation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11PublicAnnual FundEducation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12MilitaryAnnual FundWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13EducationAnnual FundArts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14IntergenerationalAnnual FundWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15EducationAnnual FundElementary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16EducationAnnual FundAdvanced
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17AmateurAnnual FundAthletics

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.05$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.06$0.15$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.01$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.07$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.08$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.10$0.41$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.15$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.13$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.15$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.03$0.13$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.15$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.18
2010Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.10