Civic Intelligence

Joseph B Patterson Foundation

990PF • Fiscal year 2015 • EIN 95-6982416

Dec 01, 2014 to Nov 30, 2015 • Filed on Aug 23, 2016

11100 Santa Monica BlvdLos Angeles, CA 90025

(310) 556-2496

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

92.78x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-66537%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-6.5%

Faster asset growth than 32% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-6.9%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$266,346

Down $18,366 (-6.5%) from 2014

Net Assets

Down

$263,841

Down $17,965 (-6.4%) from 2014

Liabilities

Down

$2,505

Down $401 (-14%) from 2014

Revenue

Down

$27

Down $2 (-6.9%) from 2014

Expenses

Down

$17,992

Down $1,992 (-10.0%) from 2014

Net Income

Up

-$17,965

Up $1,990 (+10.0%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $291,813Liabilities 2011: $3,5212011Assets 2012: $302,073Liabilities 2012: $3,2862012Assets 2013: $304,857Liabilities 2013: $3,0962013Assets 2014: $284,712Liabilities 2014: $2,906Net Assets 2014: $281,8062014Assets 2015: $266,346Liabilities 2015: $2,505Net Assets 2015: $263,8412015Assets 2016: $255,868Liabilities 2016: $1,090Net Assets 2016: $254,7782016Assets 2017: $249,554Liabilities 2017: $2,236Net Assets 2017: $247,3182017Assets 2018: $238,542Liabilities 2018: $5,266Net Assets 2018: $233,2762018Assets 2019: $228,223Liabilities 2019: $5,266Net Assets 2019: $222,9572019Assets 2020: $218,287Liabilities 2020: $9,483Net Assets 2020: $208,8042020Assets 2021: $201,403Liabilities 2021: $5,266Net Assets 2021: $196,1372021Assets 2022: $190,092Liabilities 2022: $5,266Net Assets 2022: $184,8262022Assets 2023: $178,976Liabilities 2023: $5,266Net Assets 2023: $173,7102023Assets 2024: $176,403Liabilities 2024: $5,066Net Assets 2024: $171,3372024

Highlighted filing

2015

Assets$266,346
Liabilities$2,505
Net Assets$263,841

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $29,496Expenses 2011: $19,120Net Income 2011: $10,3762011Revenue 2012: $33,476Expenses 2012: $22,981Net Income 2012: $10,4952012Revenue 2013: $14,837Expenses 2013: $11,863Net Income 2013: $2,9742013Revenue 2014: $29Expenses 2014: $19,984Net Income 2014: -$19,9552014Revenue 2015: $27Expenses 2015: $17,992Net Income 2015: -$17,9652015Revenue 2016: $62Expenses 2016: $9,125Net Income 2016: -$9,0632016Revenue 2017: $1,168Expenses 2017: $8,628Net Income 2017: -$7,4602017Revenue 2018: $1,521Expenses 2018: $15,563Net Income 2018: -$14,0422018Revenue 2019: $621Expenses 2019: $10,940Net Income 2019: -$10,3192019Revenue 2020: $3,573Expenses 2020: $17,726Net Income 2020: -$14,1532020Revenue 2021: $1,699Expenses 2021: $14,366Net Income 2021: -$12,6672021Revenue 2022: $2,552Expenses 2022: $13,863Net Income 2022: -$11,3112022Revenue 2023: $3,036Expenses 2023: $14,152Net Income 2023: -$11,1162023Revenue 2024: $4,754Expenses 2024: $7,127Net Income 2024: -$2,3732024

Highlighted filing

2015

Revenue$27
Expenses$17,992
Net Income-$17,965
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Aug 23, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH B PATTERSONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joseph B Patterson Foundation
EIN
95-6982416
Phone
3105562496
Address
11100 SANTA MONICA BLVD, LOS ANGELES, CA 90025

Signing Officer

Name
Joseph B Patterson
Title
Trustee
Signed
2016-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Skidmore Markell & Company
Address
2480 Stearns Street, Simi Valley, CA 93063-2418
Preparer
Jerry S Markell CPA
Phone
8055274024
Raw XML Appendix275 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/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011783
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01823
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07483
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02383
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011783
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015137
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016960
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt02505
LoansFromOfficersSchedule/LoansFromOfficerGrp/ConsiderationFMVAmt02505
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0CASH
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0JOSEPH B PATTERSON
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt03000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0IMMEDIATE CASH REQUIREMENT
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0UPON AVAILABILITY OF FUNDS
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0NONE
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0TRUSTEE
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA FILING FEE
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH B PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH B PATTERSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0956982416
ReturnHeader/Filer/PhoneNum03105562496
ReturnHeader/Filer/USAddress/AddressLine1Txt011100 SANTA MONICA BLVD
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Skidmore Markell & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02480 Stearns Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0930632418
ReturnHeader/PreparerPersonGrp/PhoneNum08055274024
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY S MARKELL CPA
ReturnHeader/ReturnTs02016-08-29T14:14:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.05$1.71$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.05$1.74$0.03$0.14$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.05$1.85$0.03$0.14$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.05$1.96$0.02$0.14$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.09$2.09$0.04$0.18$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.05$2.23$0.01$0.11$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.39$0.05$2.33$0.02$0.16$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.02$2.47$0.01$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.01$2.55$0.00$0.09$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.66$0.03$2.64$0.00$0.18$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.03$2.82$0.00$0.20$0.20
2013Summary only. Only limited summary data is available for this year.$3.05$0.03$0.15$0.12$0.03
2012Summary only. Only limited summary data is available for this year.$3.02$0.03$0.33$0.23$0.10
2011Summary only. Only limited summary data is available for this year.$2.92$0.04$0.29$0.19$0.10