Civic Intelligence

Pathnote Foundation Inc

EIN 81-0927994 • Madison, WI

2901 W Beltline Hwy Ste 201Madison, WI 53713
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

89th percentile

54%

Higher net margin than 89% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2022

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

55%

Faster revenue growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $3,761,162 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $3,761,162 (-100%) from 2021

Revenue

Up

$1,081,039

Up $383,733 (+55%) from 2021

Expenses

Down

$494,621

Down $18,476 (-3.6%) from 2021

Net Income

Up

$586,418

Up $402,209 (+218%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $1,000,011Liabilities 2015: $02015Assets 2016: $1,489,082Liabilities 2016: $0Net Assets 2016: $1,489,0822016Assets 2017: $1,888,433Liabilities 2017: $0Net Assets 2017: $1,888,4332017Assets 2018: $2,167,166Liabilities 2018: $0Net Assets 2018: $2,167,1662018Assets 2019: $2,839,882Liabilities 2019: $1Net Assets 2019: $2,839,8822019Assets 2020: $3,576,951Liabilities 2020: $1Net Assets 2020: $3,576,9512020Assets 2021: $3,761,162Liabilities 2021: $0Net Assets 2021: $3,761,1622021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2015: $1,000,011Expenses 2015: $0Net Income 2015: $1,000,0112015Revenue 2016: $501,840Expenses 2016: $12,769Net Income 2016: $489,0712016Revenue 2017: $518,125Expenses 2017: $118,774Net Income 2017: $399,3512017Revenue 2018: $556,316Expenses 2018: $277,583Net Income 2018: $278,7332018Revenue 2019: $953,425Expenses 2019: $280,709Net Income 2019: $672,7162019Revenue 2020: $1,191,027Expenses 2020: $453,958Net Income 2020: $737,0692020Revenue 2021: $697,306Expenses 2021: $513,097Net Income 2021: $184,2092021Revenue 2022: $1,081,039Expenses 2022: $494,621Net Income 2022: $586,4182022

Highlighted filing

2022

Revenue$1,081,039
Expenses$494,621
Net Income$586,418

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARN FAULKNERDirector-$0--
KAREN FAULKNERDirector-$0--
JOHN F SUBYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pathnote Foundation Inc
EIN
81-0927994
Phone
6082733100
Address
2901 W BELTLINE HWY STE 201, MADISON, WI 53713

Signing Officer

Name
Tarn Faulkner
Title
Director
Phone
6082733100
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
John F Suby and Associates Sc
Address
2901 W BELTLINE HIGHWAY STE 201, MADISON, WI 53713
Preparer
John F Suby CPA
Phone
6082733100
Raw XML Appendix364 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501(C)3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0733 3RD AVENUE FLOOR 16
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1733 3RD AVENUE FLOOR 16
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 791490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31300 DARBYTON DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41300 DARBYTON DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5400 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6400 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 791490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 791490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 791490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HEWITT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HEWITT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd376643
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd476643
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd536104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd636104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd721279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd821279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd921279
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0200809
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0200809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0219717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0259064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0102151
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt094752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0934875
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0259191
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0219717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0259064
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0102151
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt094752
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0460000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0259191
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0934875
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0675684
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GORDON JUDITH FAULKNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02901 W BELTLINE HWY STE 201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MADISON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053713
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0499900
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0938 SHS UNITEDHEALTH GROUP INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02232407
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12040377
OtherDecreasesSchedule/OtherDecreasesDetail/Amt274796
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS OF ASSETS TRANSFERRED UPON DISSOLUTION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CUMULATIVE DIFFERENCE IN BASIS AND FMV OF STOCK
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2RETAINED TO PAY FINAL YEAR EXPENSES
OtherIncomeSchedule2/OtherIncomeDetail/Desc02021 990-PF EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04924
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033251
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt033251
TaxesSchedule/TaxesDetail/Amt01370
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01370
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TARN FAULKNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06082733100
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATHNOTE FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN SUBY
ReturnHeader/Filer/BusinessNameControlTxt0PATH
ReturnHeader/Filer/EIN0810927994
ReturnHeader/Filer/PhoneNum06082733100
ReturnHeader/Filer/USAddress/AddressLine1Txt02901 W BELTLINE HWY STE 201
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053713
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270420681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN F SUBY AND ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 W BELTLINE HIGHWAY STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053713
ReturnHeader/PreparerPersonGrp/PhoneNum06082733100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F SUBY CPA
ReturnHeader/ReturnTs02023-05-15T12:43:07-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TARN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FAULKNER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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