Civic Intelligence

Patterson Dental Foundation

990PF • Fiscal year 2019 • EIN 74-3076772

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 23, 2020

1031 Mendota Heights RoadSt Paul, MN 55120

(651) 686-1725

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.04x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$24,521,975

Up $3,757,504 (+18%) from 2018

Net Assets

Up

$24,466,848

Up $3,743,194 (+18%) from 2018

Liabilities

Up

$55,127

Up $14,310 (+35%) from 2018

Revenue

Down

$1,327,433

Down $664,947 (-33%) from 2018

Expenses

Down

$1,548,818

Down $148,219 (-8.7%) from 2018

Net Income

Down

-$221,385

Down $516,728 (-175%) from 2018

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $15,984,495Liabilities 2010: $38,247Net Assets 2010: $15,946,2482010Assets 2011: $15,817,609Liabilities 2011: $43,282Net Assets 2011: $15,774,3272011Assets 2012: $16,890,021Liabilities 2012: $34,9992012Assets 2013: $20,308,965Liabilities 2013: $38,756Net Assets 2013: $20,270,2092013Assets 2014: $21,393,155Liabilities 2014: $42,039Net Assets 2014: $21,351,1162014Assets 2015: $20,674,095Liabilities 2015: $43,333Net Assets 2015: $20,630,7622015Assets 2016: $21,265,726Liabilities 2016: $47,617Net Assets 2016: $21,218,1092016Assets 2017: $23,548,942Liabilities 2017: $89,490Net Assets 2017: $23,459,4522017Assets 2018: $20,764,471Liabilities 2018: $40,817Net Assets 2018: $20,723,6542018Assets 2019: $24,521,975Liabilities 2019: $55,127Net Assets 2019: $24,466,8482019Assets 2020: $26,987,261Liabilities 2020: $89,676Net Assets 2020: $26,897,5852020Assets 2021: $31,471,348Liabilities 2021: $265,591Net Assets 2021: $31,205,7572021Assets 2022: $25,960,629Liabilities 2022: $163,773Net Assets 2022: $25,796,8562022Assets 2023: $28,314,928Liabilities 2023: $191,572Net Assets 2023: $28,123,3562023Assets 2024: $31,495,625Liabilities 2024: $233,439Net Assets 2024: $31,262,1862024

Highlighted filing

2019

Assets$24,521,975
Liabilities$55,127
Net Assets$24,466,848

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $783,7832010Expenses 2011: $787,5162011Revenue 2012: $979,930Expenses 2012: $981,875Net Income 2012: -$1,9452012Revenue 2013: $1,639,265Expenses 2013: $914,236Net Income 2013: $725,0292013Revenue 2014: $2,520,987Expenses 2014: $1,124,695Net Income 2014: $1,396,2922014Revenue 2015: $1,910,705Expenses 2015: $1,202,614Net Income 2015: $708,0912015Revenue 2016: $1,616,890Expenses 2016: $1,420,085Net Income 2016: $196,8052016Revenue 2017: $2,459,224Expenses 2017: $1,483,932Net Income 2017: $975,2922017Revenue 2018: $1,992,380Expenses 2018: $1,697,037Net Income 2018: $295,3432018Revenue 2019: $1,327,433Expenses 2019: $1,548,818Net Income 2019: -$221,3852019Revenue 2020: $973,294Expenses 2020: $1,329,222Net Income 2020: -$355,9282020Revenue 2021: $3,196,851Expenses 2021: $1,847,711Net Income 2021: $1,349,1402021Revenue 2022: $1,940,593Expenses 2022: $1,699,448Net Income 2022: $241,1452022Revenue 2023: $1,345,792Expenses 2023: $1,599,697Net Income 2023: -$253,9052023Revenue 2024: $3,846,667Expenses 2024: $1,744,900Net Income 2024: $2,101,7672024

Highlighted filing

2019

Revenue$1,327,433
Expenses$1,548,818
Net Income-$221,385
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 23, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
R STEPHEN ARMSTRONGTreasurer-$0--
RONALD E EZERSKIDirector-$0--
GEORGE L HENRIQUESPresident-$0--
LESLIE B KORSHVP/Secretary-$0--
ELIZABETH DYGERTDirector-$0--
MARK WALCHIRKDirector-$0--
DALE A SPANNDirector-$0--
KEVIN POHLMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Patterson Foundation
EIN
74-3076772
Phone
6516861725
Address
1031 MENDOTA HEIGHTS ROAD, ST PAUL, MN 55120

Signing Officer

Name
George L Henriques
Title
President
Phone
6516861725
Signed
2020-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Akins Henke and Company
Address
600 INWOOD AVENUE NORTH SUITE 160, OAKDALE, MN 55128
Preparer
Georgia Akins
Phone
6516363806
Raw XML AppendixShowing 400 of 1,084 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt022976552
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0347489
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD INCLUDE ALL ITEMS REQUESTED IN THE GRANT APPLICATION. GRANT APPLICATIONS CAN BE OBTAINED BY WRITING, EMAILING ([email protected]) OR CALLING (651) 686-1929. THE GRANT APPLICATION INCLUDES A BRIEF DESCRIPTION OF YOUR PROJECT AND STATEMENT OF NEED, SUMMARY OF THE ORGANIZATION, ITS MISSION AND GOALS, ORGANIZATION BUDGET, AND A PROJECT BUDGET.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LINDSAY STEWART FOUNDATION MANAGER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION FOCUSES ON PROVIDING GRANTS IN EDUCATION HEALTH AND HUMAN SERVICES, AND EDUCATIONAL SCHOLARSHIPS. EDUCATION GRANTS ARE SUPPORT FOR EDUCATION IN THE FOUNDATION'S FOCUS AREAS OF ORAL HEALTH, ANIMAL HEALTH AND OCCUPATIONAL AND PHYSICAL REHABILITATION. HEALTH AND HUMAN SERVICES GRANTS ASSIST PROGRAMS THAT BENEFIT ECONOMICALLY DISADVANTAGED PEOPLE OR YOUTH WITH SPECIAL NEEDS. EDUCATIONAL SCHOLARSHIPS ARE SUPPORT FOR DEPENDENTS OF PATTERSON COMANIES, INC. EMPLOYEES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MOST APPLICATIONS THAT RECEIVE FUNDING REQUIRE 60 TO 140 DAYS FOR CONSIDERATION AND APPROVAL.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0GUIDE DOGS FOR THE BLIND INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SEE GENERAL FOOTNOTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SEE GENERAL FOOTNOTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13ADOPT A SMILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32SEE GENERAL FOOTNOTE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.5$0.23$31.3$3.85$1.74$2.10
2023Detailed filing. Detailed filing data is available for this year.$28.3$0.19$28.1$1.35$1.60$0.25
2022Detailed filing. Detailed filing data is available for this year.$26.0$0.16$25.8$1.94$1.70$0.24
2021Detailed filing. Detailed filing data is available for this year.$31.5$0.27$31.2$3.20$1.85$1.35
2020Detailed filing. Detailed filing data is available for this year.$27.0$0.09$26.9$0.97$1.33$0.36
2019Detailed filing. Detailed filing data is available for this year.$24.5$0.06$24.5$1.33$1.55$0.22
2018Detailed filing. Detailed filing data is available for this year.$20.8$0.04$20.7$1.99$1.70$0.30
2017Detailed filing. Detailed filing data is available for this year.$23.5$0.09$23.5$2.46$1.48$0.98
2016Detailed filing. Detailed filing data is available for this year.$21.3$0.05$21.2$1.62$1.42$0.20
2015Detailed filing. Detailed filing data is available for this year.$20.7$0.04$20.6$1.91$1.20$0.71
2014Detailed filing. Detailed filing data is available for this year.$21.4$0.04$21.4$2.52$1.12$1.40
2013Detailed filing. Detailed filing data is available for this year.$20.3$0.04$20.3$1.64$0.91$0.73
2012Summary only. Only limited summary data is available for this year.$16.9$0.03$0.98$0.98$0.00
2011Detailed filing. Detailed filing data is available for this year.$15.8$0.04$15.8$0.79
2010Detailed filing. Detailed filing data is available for this year.$16.0$0.04$15.9$0.78