The Patterson Family Charitable Supporting Organization (EIN 460511147) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

James Patterson

Phone

8017567303

Tax Period

2025-01-01 to 2025-12-31

The Patterson Family Charitable Supporting Organization, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $53K in total revenue in fiscal year 2025. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 25% operating margin.

Mission

Financial support of its primary charity and other listed charities

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $46,312

Other Revenue $7,050

TOTAL REVENUE $53,362

Expense Breakdown

Grants Paid $38,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,947

Other Expenses $1,947

TOTAL EXPENSES $39,947

Year-over-Year Comparison

	2025	2024	Change
Revenue	$53,362	$36,290	+0.5%
Expenses	$39,947	$47,527	-0.2%
Net Income	$13,415	$-11,237	-2.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Patterson	Director	2.00	Director	$0	$0	$0
Blaine Patterson	Director	2.00	Director	$0	$0	$0
Mike Wittenberg	Director	1.00	Director	$0	$0	$0
Ken Greenwood	Director	1.00	Director	$0	$0	$0
Chad Smith	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$53,362	$39,947	$4,129,838	$13,415
2024	No data	No data	No data	No data
2023	$31,656	$36,010	$4,173,252	$-4,354
2022	$83,661	$31,682	$4,172,085	$51,979
2021	$77,987	$148,128	$4,120,106	$-70,141

The Patterson Family Charitable Supporting Organization