Civic Intelligence

The Patton Charitable Foundation

990PF • Fiscal year 2021 • EIN 65-6346631

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 14, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

20th percentile

-3.1%

Faster asset growth than 20% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-5.2%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$728,187

Down $23,358 (-3.1%) from 2020

Net Assets

Down

$728,187

Down $23,358 (-3.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$73,493

Down $4,031 (-5.2%) from 2020

Expenses

Down

$96,851

Down $41,367 (-30%) from 2020

Net Income

Up

-$23,358

Up $37,336 (+62%) from 2020

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

2021

Assets$728,187
Liabilities$0
Net Assets$728,187

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

2021

Revenue$73,493
Expenses$96,851
Net Income-$23,358
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 14, 2022
Return Version
2021v4.1
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
2022-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Larry P King CPA
Address
7452 Oakmark Rd, Harmony, FL 34773
Preparer
Larry P King CPA
Phone
4077581730
Raw XML AppendixShowing 400 of 734 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mary Ann B Casey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Edward B Patton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Pamela W Patton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Richard R Patton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jennifer Patton
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt201000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt40500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Special FundEducationSecondary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Annual FundEducationPrimary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Annual FundEducationYoung Women
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Annual FundHealth ResearchBrain Diseases
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Annual FundSpiritualWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Annual FundMilitaryWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Annual FundIntergenerationalWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Annual FundSpiritualWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Annual FundCommunityHealthcare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Annual FundEducationHigher
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Annual FundCommunityWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Annual FundWelfareChildren
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Annual FundEnvironmentConservation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Annual FundResearchMedical
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Annual FundEnvironmentConservation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Annual FundCommunityHealth Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Annual FundEducationHigher
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Annual FundCommunityNuitrition
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Annual FundEducationPrimary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Annual FundSpiritualTibetan Buddhism
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21Annual FundDevelopmentYouth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22Annual FundEducationPreparatory
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Annual FundCommunityZen Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Annual FundEmotional HealthYoung Adults
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Annual FundDevelopmentYoung Men
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Annual FundEducationSecondary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Annual FundCommunityTheatre
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28Annual FundCommunityHistorical Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29Annual FundEducationYouth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30Annual FundDevelopmentYoung Women
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31Annual FundEducationHigher
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32Employee FundCommunityWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33Annual FundCommunityWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34Annual FundCommunityJournalism
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35Annual FundEducationSecondary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36Annual FundEducationSecondary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37Annual FundEducationSecondary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38Annual FundEducationAdults
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39Annual FundCommunityNutrition
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40Annual FundEducationPrimary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41Annual FundCommunityYouth Welfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42Annual FundCommunityWelfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Groton School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Westminster School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Nashoba Brooks School

Document Assets

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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