Civic Intelligence

The Tony Patino Fellowship Corp

EIN 84-3688542 • 501(c)3 • Los Angeles, CA

Profile

the Corporation is organized and shall be operated for the purposes of providing support to UC HASTINGS COLLEGE OF THE LAW (now known as UC LAW SAN FRANCISCO), Columbia Law School and University of Chicago School of Law (collectively, the "Schools"), all of which are nonprofit corporations, exempt under section 501(c)(3) of the Code, and public charities under section 509 of the Code, or corresponding provisions hereafter in effect. Specifically, the Corporation shall provide support including the making or awarding of grants, scholarships, or other payments to individual beneficiaries who are members of the charitable class benefited by the Schools, and at all times:(1) the recipients shall be selected on an objective and nondiscriminatory basis consistent with the private foundation rules in Treas. Reg. section 53.4945-4(b); (2) the officers, directors, or trustees of the Schools shall have a significant voice in the timing of the payments, the manner of making them, and the selectio

PO Box 712696Los Angeles, CA 90071

www.patinofellowship.org

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

7th percentile

-40%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

65th percentile

9.3%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

5.0%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$18,051,019

Up $2,951,658 (+20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$18,051,019

Up $2,951,658 (+20%) from 2022

Operations
Liabilities / Revenue7th percentileNet Margin7th percentile

Revenue

Down

$452,869

Down $16,717,108 (-97%) from 2022

Expenses

Up

$633,362

Up $182,305 (+40%) from 2022

Net Income

Down

-$180,493

Down $16,899,413 (-101%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$20M$15M$10M$5.0M$0Assets 2021: $0Net Assets 2021: $02021Assets 2022: $15,099,361Liabilities 2022: $0Net Assets 2022: $15,099,3612022Assets 2024: $18,051,019Liabilities 2024: $0Net Assets 2024: $18,051,0192024

Highlighted filing

2024

Assets$18,051,019
Liabilities$0
Net Assets$18,051,019
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2021: $02021Revenue 2022: $17,169,977Expenses 2022: $451,057Net Income 2022: $16,718,9202022Revenue 2024: $452,869Expenses 2024: $633,362Net Income 2024: -$180,4932024

Highlighted filing

2024

Revenue$452,869
Expenses$633,362
Net Income-$180,493
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$18,051,019
Liabilities
$0
Net assets
$18,051,019
Revenue
$452,869
Expenses
$633,362
Net income
-$180,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$0.00$18.1$0.45$0.63$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$0.00$15.1$17.2$0.45$16.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 17, 2025
Return Version
2024v5.1
Gross Receipts
$461,713
Mission and Program Overview

Mission

the Corporation is organized and shall be operated for the purposes of providing support to UC HASTINGS COLLEGE OF THE LAW (now known as UC LAW SAN FRANCISCO), Columbia Law School and University of Chicago School of Law (collectively, the "Schools"), all of which are nonprofit corporations, exempt under section 501(c)(3) of the Code, and public charities under section 509 of the Code, or corresponding provisions hereafter in effect. Specifically, the Corporation shall provide support including the making or awarding of grants, scholarships, or other payments to individual beneficiaries who are members of the charitable class benefited by the Schools, and at all times:(1) the recipients shall be selected on an objective and nondiscriminatory basis consistent with the private foundation rules in Treas. Reg. section 53.4945-4(b); (2) the officers, directors, or trustees of the Schools shall have a significant voice in the timing of the payments, the manner of making them, and the selectio

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,451,866$17,975,469▲ $1,523,603
Cash and Non-Interest-Bearing Accounts$60,157$75,550▲ $15,393
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$16,512,023$18,051,019▲ $1,538,996
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$16,393,315$17,932,311▲ $1,538,996
Net Assets Without Donor Restrictions$118,708$118,708→ $0
Total Net Assets Fund Balance$16,512,023$18,051,019▲ $1,538,996
Total Liabilities and Net Assets / Fund Balance$16,512,023$18,051,019▲ $1,538,996

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$16,451,866-▲ $2,171,873$197,432$17,975,470
2023$15,011,677-▲ $2,065,576$154,266$16,451,866
2022-$16,481,426▼ $1,049,716$165,002$15,011,677
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Stephan P Van Liere EsqChairman
Douglas WeinbergDirector
Grisel RuizDirector
Karlyn J HunterDirector
Kate KalsteinDirector
Kent SprinkleDirector
Robert MagnaniniDirector
William Keane EsqDirector
Martha Belcher EsqChrmn Emeritus
Brian MalloyGeneral Counsel
Mainon SchwartzSecretary
Nathan ChristensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$484
Program Service Revenue
$0
Investment Income
$452,385
Other Revenue
$0
All Other Contributions
$484
Change in Net Assets
$-180,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$352,917
Other Expenses$280,445
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$352,917--$352,917
Fees for Service Investment Mgmnt Fees-$97,920-$97,920
Travel$44,002$14,667-$58,669
Conferences and Meetings$33,815$12,159-$45,974
Fees for Services Management-$26,495-$26,495
Fees for Services Other-$20,000-$20,000
Advertising$10,865$3,621-$14,486
Fees for Services Accounting$7,793$2,597-$10,390
Information Technology$1,577$525-$2,102
Insurance-$360-$360
Other Expenses$263$200-$200
All Other Expenses-$198-$198
Total Functional Expenses$453,289$180,073$0$633,362
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Treasurer and general counsel to the board of directors reviews 990 upon completion by cpa firm and upon their approval, files the return.”

Form 990, Part VI, Section B, Line 12C

“Directors are attorneys and are very attentive to any appearance of a conflict of interest.”

Form 990, Part VI, Section C, Line 18

“The organization makes the form 990 available upon request with reasonable notice, as required by law. In addition, the organization's 990 is posted on www.guidestar.org website. Copies of the 990 are also sent to the deans of the three law schools.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Tony Patino Fellowship Corp
EIN
84-3688542
Phone
5039134376
Address
PO BOX 712696, LOS ANGELES, CA 90071

Signing Officer

Name
Nathan Christensen
Title
Treasurer
Signed
2025-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephan P Van Liere Esq
Formed
2019
Legal Domicile
De
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Douglas R Ashbrook CPA
Address
1239 Salerno Court, Oceanside, CA 92056
Preparer
Douglas Ashbrook CPA
Phone
8584555255
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING = $1”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“funds are used solely to further the Fellowship including making scholarship grants to students at the three law schools.”

Raw XML AppendixShowing 400 of 497 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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IRS990/Desc0The Corporation had a successful 2024 with the three Law Schools it supports. Columbia Law School. Selection Day for Columbia took place on September 7, 2024, which was attended by representatives from the law school, alumni and current students. We are pleased to report that Kevin Barbosa, Luke Cronin, and Rohan Naikwere were named Fellows at that dinner. The Corporation supported Columbia Law School by providing Columbia Law School Fellows-Elect a total of $131,250 in scholarship funds for the 2024 calendar year. In addition, the Corporation spent approximately $7,787 on Columbia Law School related events benefiting the law students and law school such as the Selection Day Dinner and Fellows-Elect Dinners, Lunches and Lunches and Dinners with the Columbia Fellows-Elect and Columbia Law School Alumni who serve as mentors to the students. The Corporation received 49 applications for the Columbia Law School 1L 2024-2025 class year and Wassa Bagayoko and Ria Kanani were selected as the new 1L Fellows-Elect for Columbia Law School. In addition, Columbia has a Law School Representative on the Fellowships Screening, Renewal and Selection Committees for Columbia Law School. University of Chicago Law School. Selection Day for Chicago took place on September 28, 2024, which was attended by representatives from the law school, alumni and current students. We are pleased to report that Talla Khelghati, Maya Lorey and Christian Pierre-Canel were named Fellows at that dinner. The Corporation provided the University of Chicago Law School Fellows-Elect a total of $116,666.60 in scholarship funds for the 2024 calendar year. In addition, the Corporation spent approximately $20,106 on University of Chicago Law School related events benefiting the law students and law school such as the Selection Day Dinner and Fellows-Elect Dinners. The Fellowship received 35 applications for the University of Chicago Law School 1L 2024-2025 class year and Vadim Trubetskoy and Jonathan Kamanta were selected as the new 1L Fellows-Elect for the University of Chicago Law School. In addition, Chicago has a Law School Representative on the Fellowships Screening, Renewal and Selection Committees for the University of Chicago Law School. UC Law San Francisco. Selection Day for UC Law San Francisco took place on August 24, 2024, which was attended by representatives from the law school, alumni and current students. We are pleased to report that Iris Wagner and Sam Ruby were named Fellows at that dinner. The Corporation supported UC Law San Francisco by providing UC Law San Francisco Fellows-Elect a total of $105,000 in scholarship funds for the 2024 calendar year. In addition, the Corporation spent approximately $24,213 on UC Law San Francisco Fellowship related events benefiting the law students and law school such as the Selection Day Dinner, Mentorship Program, and Fellows-Elect Dinners. The Corporation received 63 applications for the UC Law San Francisco 1L 2024-2025 class year and Kavita Rai and Nilab Nawabi were selected as the new 1L Fellows-Elect for UC Law San Francisco. In addition, UC Law San Francisco has a Law School Representative on the Fellowships Screening, Renewal and Selection Committees for UC Law San Francisco.
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IRS990/Form990PartVIISectionAGrp/TitleTxt11GENERAL COUNSEL
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IRS990/MissionDesc0the Corporation is organized and shall be operated for the purposes of providing support to UC HASTINGS COLLEGE OF THE LAW (now known as UC LAW SAN FRANCISCO), Columbia Law School and University of Chicago School of Law (collectively, the "Schools"), all of which are nonprofit corporations, exempt under section 501(c)(3) of the Code, and public charities under section 509 of the Code, or corresponding provisions hereafter in effect. Specifically, the Corporation shall provide support including the making or awarding of grants, scholarships, or other payments to individual beneficiaries who are members of the charitable class benefited by the Schools, and at all times:(1) the recipients shall be selected on an objective and nondiscriminatory basis consistent with the private foundation rules in Treas. Reg. section 53.4945-4(b); (2) the officers, directors, or trustees of the Schools shall have a significant voice in the timing of the payments, the manner of making them, and the selectio
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FELLOWSHIP SEEKS TO IDENTIFY LAW STUDENTS AT THREE DESIGNATED LAW SCHOOLS WHO WILL BECOME LEADERS IN THE WORDS OF PROFESSOR JEROME HALL, PEOPLE OF CHARACTER AND CAPABILITY AND WHO WILL USE THEIR LAW DEGREES TO SERVE OTHERS. THE FELLOWSHIP WAS ESTABLISHED AT UC HASTINGS COLLEGE OF THE LAW IN 1974 (now known as UC LAW SAN FRANCISCO, THE UNIVERSITY OF CHICAGO IN 1983, AND COLUMBIA UNIVERSITY IN 1984 (COLLECTIVELY, THE SCHOOLS.) WORKING IN CONJUNCTION WITH THE SCHOOLS, SINCE 1974, THE FELLOWSHIP PROGRAM HAS DESIGNATED AND SUPPORTED MORE THAN 200 GRADUATES OF THESE THREE SUPPORTED SCHOOLS. THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED FOR THE PURPOSES OF PROVIDING SUPPORT TO THE SCHOOLS, ALL OF WHICH ARE NONPROFIT CORPORATIONS, EXEMPT UNDER SECTION 501(C)(3) OF THE CODE, AND PUBLIC CHARITIES UNDER SECTION 509 OF THE CODE, OR CORRESPONDING PROVISIONS HEREAFTER IN EFFECT, AS SET FORTH BELOW IN SCHEDULE O. UP THROUGH 2021, ANOTHER ENTITY, THE FRIENDS OF THE TONY PATINO FELLOWSHIP, INC., WAS RESPONSIBLE FOR THE FUNCTIONING OF THE FELLOWSHIP. IN 2022, THE CORPORATION TOOK OVER THE FELLOWSHIP FUNCTIONS AND ASSETS AND IS NOW THE ENTITY AWARDING THE FELLOWSHIP SCHOLARSHIPS AT THE THREE SUPPORTED SCHOOLS IN 2022 AND THEREAFTER. REPRESENTATIVES OF EACH SCHOOL PARTICIPATE IN THE SELECTION OF FELLOWSHIP RECIPIENTS FROM THEIR RESPECTIVE SCHOOLS, AND THE SCHOOLS THE CORPORATION HAVE DEVELOPED SIGNED, WRITTEN AGREEMENTS REGARDING THE ADMINISTRATION AND OPERATION OF THE FELLOWSHIP AT EACH RESPECTIVE SCHOOL.IN THIS WAY, THE CORPORATION OPERATES AS A FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION, WITH REPRESENTATIVES FROM EACH OF THE SCHOOLS SERVING ON THE CORPORATIONS SCREENING, SELECTION AND RENEWAL COMMITTEES.ACCORDINGLY, EACH OF THE SCHOOLS HAS A SIGNIFICANT VOICE IN HOW THE CORPORATION MANAGES AND USES ITS ASSETS, MAINTAINING A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. THE CORPORATION THUS SATISFIES BOTH THE RESPONSIVENESS TEST AND INTEGRAL PART TEST REQUIRED OF A TYPE III SUPPORTING ORGANIZATION UNDER THE CODE AND TREASURY REGULATIONS AND FURTHER QUALIFIES AS A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION SINCE IT ENGAGES IN ACTIVITIES SUBSTANTIALLY ALL OF WHICH DIRECTLY FURTHER THE EXEMPT PURPOSES OF THE SCHOOLS, EACH OF WHICH IS A PUBLIC CHARITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1EACH OF THE SCHOOLS HAS A SIGNIFICANT VOICE IN HOW THE CORPORATION MANAGES AND USES ITS ASSETS, MAINTAINING A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. THE CORPORATION THUS SATISFIES BOTH THE RESPONSIVENESS TEST AND INTEGRAL PART TEST REQUIRED OF A TYPE III SUPPORTING ORGANIZATION UNDER THE CODE AND TREASURY REGULATIONS AND FURTHER QUALIFIES AS A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION SINCE IT ENGAGES IN ACTIVITIES SUBSTANTIALLY ALL OF WHICH DIRECTLY FURTHER THE EXEMPT PURPOSES OF THE SCHOOLS, EACH OF WHICH IS A PUBLIC CHARITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2See comments above for Part IV, Section D. Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3In particular, the screening, selection and renewal functions which are performed by the Corporation in connection with the grants paid to the Schools would otherwise have to be conducted by the Schools themselves but for the involvement of the Corporation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section E, Line 2b: Reasons For The Organization's Position
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1COLUMBIA LAW SCHOOL
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0funds are used solely to further the Fellowship including making scholarship grants to students at the three law schools.

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