The Sam And Deidre Patterson Foundation

The Sam And Deidre Patterson Foundation consistently grows assets with unpaid leadership and low liabilities.

EIN: 20709431 · Wilmington, DE · NTEE: T22 · Updated: 2026-03-28

$121KRevenue
$393KAssets
85/100Mission Score (Excellent)
T22
The Sam And Deidre Patterson Foundation Financial Summary
MetricValue
Total Revenue$121K
Total Expenses$21K
Program Spending90%
Net Assets$360K
Transparency Score85/100

Is The Sam And Deidre Patterson Foundation Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

The Sam And Deidre Patterson Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About The Sam And Deidre Patterson Foundation

The Sam And Deidre Patterson Foundation (EIN: 20709431) is a nonprofit organization based in Wilmington, DE, classified under NTEE code T22. The organization reported total revenue of $121K and total assets of $393K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Sam And Deidre Patterson Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

22Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

The Sam And Deidre Patterson Foundation is a small nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 24.6%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$37K
Total Expenses$21K
Surplus / Deficit+$16K
Total Assets$360K
Total Liabilities$1
Net Assets$360K
Operating Margin42.5%
Debt-to-Asset Ratio0.0%
Months of Reserves201.6 months

Financial Health Grade: A

In 2023, The Sam And Deidre Patterson Foundation reported a surplus of $16K with revenue exceeding expenses, holds 201.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), The Sam And Deidre Patterson Foundation's revenue has grown at a compound annual growth rate (CAGR) of 24.6%.

YearRevenue ChangeExpense ChangeAsset Change
2023+38.7%-10.8%+4.6%
2022-18.7%-6.8%+0.8%
2021+80.5%+102.4%+2.2%
2020-55.7%-52.2%+2.0%
2019+99.3%+73.2%+5.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2004

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Sam And Deidre Patterson Foundation appears to be a small, private foundation with consistent, albeit modest, financial activity. Over the past five years, its revenue has fluctuated, with a notable peak in 2012 ($154,901) and a more recent high in 2019 ($41,299), before settling into the $26,000-$37,000 range in the last three reported periods. The organization consistently maintains very low liabilities ($1), indicating strong financial stability and a lack of debt. Its assets have shown steady growth, increasing from $161,537 in 2011 to $359,926 in 2023, demonstrating prudent financial management and asset accumulation. Spending efficiency is generally strong, with expenses typically well below revenue, allowing for asset growth. For instance, in 2023, expenses were $21,425 against $37,258 in revenue. A key indicator of efficiency and transparency is the consistent reporting of 0% officer compensation across all filings, suggesting that the foundation's leadership is unpaid, which is a positive sign for donor confidence. The NTEE code T22 indicates it's a private grantmaking foundation, which typically means its primary activity is distributing grants rather than direct program services. Given its nature as a private foundation, the transparency requirements might differ slightly from public charities, but the consistent filing of IRS Form 990s and the clear financial data provided indicate a commitment to regulatory compliance. The absence of officer compensation is a significant strength in terms of financial transparency and efficiency. Overall, the foundation exhibits sound financial health, efficient operations for its size, and good transparency through its consistent public filings.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The Sam And Deidre Patterson Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, The Sam And Deidre Patterson Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$37KTotal Revenue
$21KTotal Expenses
$360KTotal Assets
$1Total Liabilities
$360KNet Assets
  • The organization reported a surplus of $16K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the foundation's officers are not paid, which is highly favorable for resource allocation and donor trust.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for The Sam And Deidre Patterson Foundation:

  • Consistent asset growth (from $161,537 in 2011 to $359,926 in 2023).
  • Extremely low liabilities ($1 across all reported periods).
  • 0% officer compensation, indicating volunteer leadership and efficient use of funds.
  • Expenses consistently below revenue in most years, allowing for financial stability.
  • Consistent filing of IRS Form 990s, demonstrating transparency and compliance.

Frequently Asked Questions about The Sam And Deidre Patterson Foundation

Is The Sam And Deidre Patterson Foundation a legitimate charity?

The Sam And Deidre Patterson Foundation (EIN: 20709431) is a registered tax-exempt nonprofit based in Delaware. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $121K. No red flags identified. 5 strengths noted. Financial health grade: A.

How does The Sam And Deidre Patterson Foundation spend its money?

The Sam And Deidre Patterson Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to The Sam And Deidre Patterson Foundation tax-deductible?

The Sam And Deidre Patterson Foundation is registered as a tax-exempt nonprofit (EIN: 20709431). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does The Sam And Deidre Patterson Foundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), The Sam And Deidre Patterson Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is The Sam And Deidre Patterson Foundation located?

The Sam And Deidre Patterson Foundation is headquartered in Wilmington, Delaware and files with the IRS under EIN 20709431. It is classified under NTEE code T22.

How many years of IRS 990 filings does The Sam And Deidre Patterson Foundation have?

The Sam And Deidre Patterson Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $121K in total revenue.

Is The Sam And Deidre Patterson Foundation financially stable?

Yes, the foundation appears financially stable. It consistently maintains very low liabilities ($1) and has shown steady asset growth from $161,537 in 2011 to $359,926 in 2023, indicating strong financial health.

How efficient is the foundation's spending?

The foundation demonstrates strong spending efficiency. Expenses are consistently lower than revenue in most years, allowing for asset accumulation. For example, in 2023, expenses were $21,425 against $37,258 in revenue. The 0% officer compensation also points to efficient use of funds.

Does the foundation pay its officers?

No, the IRS 990 filings consistently report 0% officer compensation, meaning the foundation's leadership is unpaid.

Filing History

IRS 990 filing history for The Sam And Deidre Patterson Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The Sam And Deidre Patterson Foundation's revenue has grown by 1300.2%, moving from $3K to $37K. Total assets increased by 122.8% over the same period, from $162K to $360K. Total functional expenses rose by 25.4%, from $17K to $21K. In its most recent filing year (2023), The Sam And Deidre Patterson Foundation reported a surplus of $16K, with revenue exceeding expenses. The organization holds $1 in liabilities against $360K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $360K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $37K $21K $360K $1 View 990
2022 $27K $24K $344K $1 View 990
2021 $33K $26K $341K $1 View 990
2020 $18K $13K $334K $1
2019 $41K $27K $327K $1 View 990
2015 $21K $15K $309K $1 View 990
2014 $22K $36K $304K $1 View 990
2013 $44K $26K $318K $1 View 990
2012 $155K $17K $300K $1 View 990
2011 $3K $17K $162K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $37K, expenses of $21K, and assets of $360K (revenue +38.7% year-over-year).
  • 2022: Revenue of $27K, expenses of $24K, and assets of $344K (revenue -18.7% year-over-year).
  • 2021: Revenue of $33K, expenses of $26K, and assets of $341K (revenue +80.5% year-over-year).
  • 2020: Revenue of $18K, expenses of $13K, and assets of $334K (revenue -55.7% year-over-year).
  • 2019: Revenue of $41K, expenses of $27K, and assets of $327K (revenue +99.3% year-over-year).
  • 2015: Revenue of $21K, expenses of $15K, and assets of $309K (revenue -5.7% year-over-year).
  • 2014: Revenue of $22K, expenses of $36K, and assets of $304K (revenue -50.2% year-over-year).
  • 2013: Revenue of $44K, expenses of $26K, and assets of $318K (revenue -71.6% year-over-year).
  • 2012: Revenue of $155K, expenses of $17K, and assets of $300K (revenue +5721.2% year-over-year).
  • 2011: Revenue of $3K, expenses of $17K, and assets of $162K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for The Sam And Deidre Patterson Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for The Sam And Deidre Patterson Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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