Civic Intelligence

Whittemore Foundation

990PF • Fiscal year 2017 • EIN 13-3527578

Jan 01, 2017 to Dec 31, 2017 • Filed on May 24, 2018

Organization Profile
53 Westwood RoadWest Hartford, CT 06117

(860) 233-6100

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,209,481

Up $145,209 (+14%) from 2016

Net Assets

Up

$1,209,481

Up $145,209 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Down

$170,188

Down $127,025 (-43%) from 2016

Expenses

Down

$20,218

Down $4,556 (-18%) from 2016

Net Income

Down

$149,970

Down $122,469 (-45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $709,413Liabilities 2011: $8,7502011Assets 2012: $854,280Liabilities 2012: $32,5002012Assets 2013: $676,414Liabilities 2013: $13,5002013Assets 2014: $522,439Liabilities 2014: $0Net Assets 2014: $522,4392014Assets 2015: $793,028Liabilities 2015: $0Net Assets 2015: $793,0282015Assets 2016: $1,064,272Liabilities 2016: $0Net Assets 2016: $1,064,2722016Assets 2017: $1,209,481Liabilities 2017: $0Net Assets 2017: $1,209,4812017

Highlighted filing

2017

Assets$1,209,481
Liabilities$0
Net Assets$1,209,481
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200KRevenue 2011: $121,199Expenses 2011: $236,546Net Income 2011: -$115,3472011Revenue 2012: $352,273Expenses 2012: $233,156Net Income 2012: $119,1172012Revenue 2013: $125,464Expenses 2013: $277,110Net Income 2013: -$151,6462013Revenue 2014: $46,901Expenses 2014: $84,293Net Income 2014: -$37,3922014Revenue 2015: $316,036Expenses 2015: $81,030Net Income 2015: $235,0062015Revenue 2016: $297,213Expenses 2016: $24,774Net Income 2016: $272,4392016Revenue 2017: $170,188Expenses 2017: $20,218Net Income 2017: $149,9702017

Highlighted filing

2017

Revenue$170,188
Expenses$20,218
Net Income$149,970
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 24, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK B WHITTEMOREPresident - As Needed-$0--
LAURENCE F WHITTEMORE IIIVice President - As Needed-$0--
EDWARD B WHITTEMOREVice President - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Whittemore Foundation
EIN
13-3527578
Phone
8602336100
Address
53 WESTWOOD ROAD, WEST HARTFORD, CT 06117

Signing Officer

Name
Eb Whittemore
Title
Vice President
Phone
8602336100
Signed
2018-05-24
Discuss with paid preparer
Yes

Preparer

Firm
Drucker & Scaccetti Pc
Address
1600 MARKET STREET SUITE 3300, PHILADELPHIA, PA 19103
Preparer
James G Mcgrory CPA
Phone
2156653960
Raw XML Appendix349 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/PersonNm0FREDERICK B WHITTEMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURENCE F WHITTEMORE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EDWARD B WHITTEMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT - AS NEEDED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT - AS NEEDED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT - AS NEEDED
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08602336100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FREDERICK B WHITTEMORE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LAURENCE F WHITTEMORE III
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED STATES SQUASH RACQUETS ASSOC INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0555 EIGHTH AVENUE SUITE 1102
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01464
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0130288
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0102762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt065641
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0102762
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01464
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0102762
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026062
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FREDERICK B WHITTEMORE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0136 EAST 79TH STREET APT 6A
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010075
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0110103
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CALL 100 MORGAN STANLEY AT 55.000 EXPIRES 6/15/18
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-16045
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0-20100
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04761
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MORGAN STANLEY - COST BASIS ADJUSTMENT: TEMPLETON GLB TOTAL RETURN ADV
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CORPORATION FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0464
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0464
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07404
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07404
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EB WHITTEMORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08602336100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTEMORE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0133527578
ReturnHeader/Filer/PhoneNum08602336100
ReturnHeader/Filer/USAddress/AddressLine1Txt053 WESTWOOD ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006117
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D33FA7F254BC09848346BBAA17B51EB9116DA51E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0262A5F787B32E309468E8803F52FC996F95AB226
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.98.221.242
ReturnHeader/FilingSecurityInformation/IPDt02018-05-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:13:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232628118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DRUCKER & SCACCETTI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 MARKET STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02156653960
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES G MCGRORY CPA
ReturnHeader/ReturnTs02018-06-01T08:30:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,209,481
Liabilities
$0
Net assets
$1,209,481
Revenue
$170,188
Expenses
$20,218
Net income
$149,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.17$0.02$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.30$0.02$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.32$0.08$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.05$0.08$0.04
2013Summary only. Only limited summary data is available for this year.$0.68$0.01$0.13$0.28$0.15
2012Summary only. Only limited summary data is available for this year.$0.85$0.03$0.35$0.23$0.12
2011Summary only. Only limited summary data is available for this year.$0.71$0.01$0.12$0.24$0.12