Civic Intelligence

Patrick J Durkin Charitable Foundation

990PF • Fiscal year 2023 • EIN 86-6397016

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 01, 2024

Organization Profile
DMOC 1010 Washington Blvd STE 800Stamford, CT 06901

(203) 561-5824

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

61st percentile

8.9%

Higher net margin than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

4.0%

Faster asset growth than 59% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-65%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$209,846

Up $8,054 (+4.0%) from 2022

Net Assets

Up

$209,846

Up $8,054 (+4.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin61st percentile

Revenue

Down

$104,281

Down $189,727 (-65%) from 2022

Expenses

Up

$95,011

Up $2,748 (+3.0%) from 2022

Net Income

Down

$9,270

Down $192,475 (-95%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2022: $201,792Liabilities 2022: $0Net Assets 2022: $201,7922022Assets 2023: $209,846Liabilities 2023: $0Net Assets 2023: $209,8462023Assets 2024: $191,596Liabilities 2024: $0Net Assets 2024: $191,5962024

Highlighted filing

2023

Assets$209,846
Liabilities$0
Net Assets$209,846
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$300K$200K$100K$0-$100KRevenue 2022: $294,008Expenses 2022: $92,263Net Income 2022: $201,7452022Revenue 2023: $104,281Expenses 2023: $95,011Net Income 2023: $9,2702023Revenue 2024: $108,512Expenses 2024: $126,902Net Income 2024: -$18,3902024

Highlighted filing

2023

Revenue$104,281
Expenses$95,011
Net Income$9,270
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 1, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen DurkinPresident, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Patrick J Durkin Charitable Foundation
EIN
86-6397016
In Care Of
% William Durkin
Phone
2035615824
Address
DMOC 1010 Washington Blvd STE 800, Stamford, CT 06901

Signing Officer

Name
William Durkin
Title
Trustee
Phone
2035615824
Signed
2024-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Geoff Carter CPA
Address
4 High Ridge Park ste 301, Stamford, CT 06905
Preparer
Geoffrey B Carter
Phone
2035946505
Raw XML Appendix252 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0103114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Through Morgan Stanley - See Attached
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03954
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08546
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08546
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08546
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08578
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032
IRS990PF/DistributableAmountGrp/TotalTaxAmt032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt032
IRS990PF/FMVAssetsEOYAmt0218524
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0174166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt079250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt094916
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02612
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08578
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0171554
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0174166
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President, Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0132 East 72nd Street Apt 4
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New York
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04 High Ridge Park Ste 301
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Stamford
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Geoff Carter CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02035946505
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt048000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Improve Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Improve Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The New School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Human Rights Watch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Protect Students Abroad
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Middlebury College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt066 W 12th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1350 Fifth Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25 Anchor Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt314 Old Chapel Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Newburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Middlebury
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08546
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt077857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0162311
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt084454
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt077857
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt084454
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0162311
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt077857
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Matrix Trust Company
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 52129
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Phoenix
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MS Advisory Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-1216
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0unrealized loss on investment securities
TaxesSchedule/TaxesDetail/Amt0145
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes through Morgan Stanley
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0145
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Durkin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02035615824
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Patrick J Durkin Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0866397016
ReturnHeader/Filer/InCareOfNm0% William Durkin
ReturnHeader/Filer/PhoneNum02035615824
ReturnHeader/Filer/USAddress/AddressLine1Txt0DMOC 1010 Washington Blvd STE 800
ReturnHeader/Filer/USAddress/CityNm0Stamford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271521437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Geoff Carter CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 High Ridge Park ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stamford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006905
ReturnHeader/PreparerPersonGrp/PhoneNum02035946505
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Geoffrey B Carter
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-01T08:53:31-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,846
Liabilities
$0
Net assets
$209,846
Revenue
$104,281
Expenses
$95,011
Net income
$9,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$1.09$1.27$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.04$0.95$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$2.94$0.92$2.02