Civic Intelligence

The Whitehead Charitable Foundation

990PF • Fiscal year 2018 • EIN 06-0956618

Dec 01, 2017 to Nov 30, 2018 • Filed on Oct 15, 2019

Organization Profile
3330 Cumberland Blvd Suite 400Atlanta, GA 30339

(404) 419-7117

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

55th percentile

2.0%

Faster asset growth than 55% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

134%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,485,825

Up $87,310 (+2.0%) from 2017

Net Assets

Up

$4,485,825

Up $87,310 (+2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin77th percentile

Revenue

Up

$388,962

Up $222,736 (+134%) from 2017

Expenses

Up

$301,652

Up $10,572 (+3.6%) from 2017

Net Income

Up

$87,310

Up $212,164 (+170%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,101,166Liabilities 2011: $02011Assets 2012: $4,117,904Liabilities 2012: $02012Assets 2013: $4,657,184Liabilities 2013: $0Net Assets 2013: $4,657,1842013Assets 2015: $4,636,026Liabilities 2015: $0Net Assets 2015: $4,636,0262015Assets 2016: $4,552,289Liabilities 2016: $0Net Assets 2016: $4,552,2892016Assets 2017: $4,398,515Liabilities 2017: $0Net Assets 2017: $4,398,5152017Assets 2018: $4,485,825Liabilities 2018: $0Net Assets 2018: $4,485,8252018Assets 2019: $4,521,218Liabilities 2019: $0Net Assets 2019: $4,521,2162019Assets 2020: $4,295,120Liabilities 2020: $0Net Assets 2020: $4,295,1202020Assets 2021: $4,327,671Liabilities 2021: $0Net Assets 2021: $4,327,6712021Assets 2022: $4,612,621Liabilities 2022: $0Net Assets 2022: $4,612,6212022Assets 2023: $4,632,643Liabilities 2023: $0Net Assets 2023: $4,632,6432023Assets 2024: $4,856,467Liabilities 2024: $0Net Assets 2024: $4,856,4672024

Highlighted filing

2018

Assets$4,485,825
Liabilities$0
Net Assets$4,485,825
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $286,917Expenses 2011: $284,871Net Income 2011: $2,0462011Revenue 2012: $467,152Expenses 2012: $292,544Net Income 2012: $174,6082012Revenue 2013: $813,290Expenses 2013: $274,010Net Income 2013: $539,2802013Revenue 2015: $60,102Expenses 2015: $351,864Net Income 2015: -$291,7622015Revenue 2016: $125,830Expenses 2016: $243,746Net Income 2016: -$117,9162016Revenue 2017: $166,226Expenses 2017: $291,080Net Income 2017: -$124,8542017Revenue 2018: $388,962Expenses 2018: $301,652Net Income 2018: $87,3102018Revenue 2019: $365,942Expenses 2019: $330,551Net Income 2019: $35,3912019Revenue 2020: $80,944Expenses 2020: $307,040Net Income 2020: -$226,0962020Revenue 2021: $335,343Expenses 2021: $302,792Net Income 2021: $32,5512021Revenue 2022: $663,692Expenses 2022: $378,807Net Income 2022: $284,8852022Revenue 2023: $370,968Expenses 2023: $350,946Net Income 2023: $20,0222023Revenue 2024: $543,638Expenses 2024: $319,814Net Income 2024: $223,8242024

Highlighted filing

2018

Revenue$388,962
Expenses$301,652
Net Income$87,310
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Oct 15, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN WHITEHEADPresident/Director/Treasurer-$0--
PETER J WHITEHEADVice President/Director-$0--
SUSAN E WHITEHEADDirector-$0--
TRACIE K HENDERSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Whitehead Charitable Foundation
EIN
06-0956618
In Care Of
% CROSSPOINT ADVISORY
Phone
4044197117
Address
3330 CUMBERLAND BLVD SUITE 400, ATLANTA, GA 30339

Signing Officer

Name
John Whitehead
Title
President
Phone
4044197117
Signed
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Henderson Brady Llp
Address
PO BOX 724495, ATLANTA, GA 31139
Preparer
Kevin Brady
Phone
4044197121
Raw XML Appendix345 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN WHITEHEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER J WHITEHEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN E WHITEHEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TRACIE K HENDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR/TREASURER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O CROSSPOINT ADVISORY LLC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3125 NASHAU STREET
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0238923
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0259779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-538
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2460
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TaxesSchedule/TaxesDetail/Amt06490
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06490
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WHITEHEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04044197117
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHITEHEAD CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0060956618
ReturnHeader/Filer/InCareOfNm0% CROSSPOINT ADVISORY
ReturnHeader/Filer/PhoneNum04044197117
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ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030339
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DC32BFB837EE94C47537619B4E0980ADF8685215
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DC32BFB837EE94C47537619B4E0980ADF8685215
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId067350620192755000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.132.254.202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENDERSON BRADY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 724495
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031139
ReturnHeader/PreparerPersonGrp/PhoneNum04044197121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN BRADY
ReturnHeader/ReturnTs02019-10-02T20:30:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,485,825
Liabilities
$0
Net assets
$4,485,825
Revenue
$388,962
Expenses
$301,652
Net income
$87,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.54$0.32$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.37$0.35$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.66$0.38$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.34$0.30$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.08$0.31$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.37$0.33$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.39$0.30$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.00$4.40$0.17$0.29$0.12
2016Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.13$0.24$0.12
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.64$0.00$4.64$0.06$0.35$0.29
2013Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.81$0.27$0.54
2012Summary only. Only limited summary data is available for this year.$4.12$0.00$0.47$0.29$0.17
2011Summary only. Only limited summary data is available for this year.$4.10$0.00$0.29$0.28$0.00