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Patricks Purpose Foundation FY2022 filing

Tax-deductible

Newport Beach, CA501(c)(3)Education EIN 83-1475192Revenue $187K in FY2022

On file with the IRSpatrickspurposefoundation.orgPo Box 10104, 92658-0104 · Newport Beach, CATax-exempt since Aug 2018Publicly supported charity — 170(b)(1)(A)(vi)

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To promote mental wellness in schools and create a student-driven culture of kindness through educational programs and initiatives.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $12K a year · 5% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
23 mo
of spending, in cash
Looks good: 23.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $65K
Looks good: 7 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$187K
+5% vs prior year
Spent
$168K
To programs
99%
Net assets
$321K
By yearFY2020–FY2025
Revenue
$187K
FY2022▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$82K
FY2021$177K
FY2022$187K
FY2023$256K
FY2024$215K
FY2025$240K
Expenses
$168K
FY2022
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021Not on file
FY2022$168K
FY2023$150K
FY2024$216K
FY2025$317K
Net assets
$321K
FY2022▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$166K
FY2021$302K
FY2022$321K
FY2023$427K
FY2024$426K
FY2025$348K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2018.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $165K Management & general 1% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
Kim Turner
President
$0Pt VII · Sec A
Emily Turner
Vice-Preside
$0Pt VII · Sec A
Jan Zucker
Treasurer
$0Pt VII · Sec A
Gary Edwards
Board Member
$0Pt VII · Sec A
Shannon Eusey
Board Member
$0Pt VII · Sec A
See Patricks Purpose Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes student mental wellness and kindness through school programs and initiatives.

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Provided by the organization

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3 programs · $165K · in their own filed words · FY2022
01

Contributions to local hospitals and organizations to support established mental health programs.

$60Kprogram expense
02

The organization promoted mental wellness by hosting community forums, student assemblies and other events aimed at increasing mental health awareness.

$55Kprogram expense
03

Contribution to CDM foundation to fund the family liaison staff member at corona del mar high school.

$50Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Fidelity Investments Charitable Gift FundFY2024$28K
Donor Advised Charitable Giving INCFY2024$22K
Charities Aid Foundation AmericaFY2024$6K
American Endowment FoundationFY2024$5K
Muller Family FoundationFY2024$2K
The Mellor Family FoundationFY2024$1K
Lincoln Financial Foundation INCFY2024$400
Total grants receivedfrom 7 funders$65K
See all 7 funders →
Grants paid · 16 grants · $531K · 2022–2025
Penn St Counseling & PsychologicalFY2025$100,000
Hoag Hospital FoundationCA · FY2025$65,000
Minding Your MindPA · FY2025$31,000
One RecoveryCA · FY2025$10,000
Orange County School of the Arts FoundationCA · FY2025$10,000
The Cdm FoundationCA · FY2025$10,000
Working Wardrobes for a New StartCA · FY2024$50,000
Minding Your MindPA · FY2024$50,000
One RecoveryCA · FY2024$10,000
Penn St Counseling & PsychologicalFY2023$50,000
Hoag Hospital FoundationCA · FY2023$25,000
The Cdm FoundationCA · FY2023$10,000
The Cdm FoundationCA · FY2022$50,000
Scripps CollegeCA · FY2022$25,000
Hoag Hospital FoundationCA · FY2022$25,000
Tad HealthFY2022$10,000

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$187K
Ln 12
Gifts and grantsLn 1h$190K
Investment incomeLn 3$2K
Money outPt IX
$168K
Ln 25
Programscol B$165K
Managementcol C$2K
Owns and owesPt X
$321K
net assets · Ln 32
Cash and savingsLn 1–2$321K
Total assetsLn 16$321K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$190K
Fundraising eventsLn 1c$82K
Investment incomeLn 3$2K
Total revenueLn 12$187K
Assets in detailPt X, end of year
CashLn 1$158K
SavingsLn 2$162K
Cash and savings togetherLn 1–2$321K
Total assetsLn 16$321K
LiabilitiesLn 26$0
Net assetsLn 32$321K
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$302K$321K
Total assetsLn 16$302K$321K
LiabilitiesLn 26$0$0
Net assetsLn 32$302K$321K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$110K$110K
Advertising and promotionLn 12$605$605
Office expensesLn 13$685$482$203
TravelLn 17$3K$3K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$46K$46K
All other expensesLn 24e$5K$5K
Total functional expensesLn 25$168K$165K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $240K$317K−$78K$348K 990 PDF
FY2024 $215K$216K−$717$426K 990 PDF
FY2023 $256K$150K$106K$427K 990 PDF
FY2022 Viewing $187K$168K$19K$321K 990 PDF
FY2021 $177K$302K 990 PDF
FY2020 $82K$166K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $186,822 revenue, 12 lines filed
I-8 Contributions and grants$190,097
I-9 Program service revenue$0
I-10 Investment income$2,425
I-11 Other revenue−$5,700
I-12 Total revenue$186,822
I-13 Grants and similar amounts paid$110,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$57,664
I-18 Total expenses$167,664
I-19 Revenue less expenses$19,158
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $186,822 across 6 lines filed
VIII-1c Fundraising events$82,500
VIII-1f All other contributions, gifts and grants$107,597
VIII-1h Total contributions, gifts and grants$190,097
VIII-3 Investment incomeRelated to mission $2,425$2,425
VIII-8 Net income from fundraising eventsExcluded from tax −$5,700−$5,700
VIII-12 Total revenueRelated to mission $2,425 · Excluded from tax −$5,700$186,822
Part IX · Statement of functional expenses $167,664 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $110,000$110,000
IX-12 Advertising and promotionPrograms $605$605
IX-13 Office expensesPrograms $482 · Management $203$685
IX-17 TravelPrograms $3,053$3,053
IX-23 InsuranceManagement $2,143$2,143
IX-24 Other expenses (24a–d)Programs $46,031$46,031
IX-24e All other expensesPrograms $5,147$5,147
IX-25 Total functional expensesPrograms $165,318 · Management $2,346 · Fundraising $0$167,664
Part X · Balance sheet $320,824 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $141,593$158,325
X-2 Savings and temporary cash investmentsStart of year $160,073$162,499
X-16 Total assetsStart of year $301,666$320,824
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $301,666$320,824
X-32 Total net assets or fund balancesStart of year $301,666$320,824
X-33 Total liabilities and net assetsStart of year $301,666$320,824
Part XI · Reconciliation of net assets $320,824 net assets at year end
XI-1 Total revenue$186,822
XI-2 Total expenses$167,664
XI-3 Revenue less expenses$19,158
XI-4 Net assets at start of year$301,666
XI-10 Net assets at end of year$320,824

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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