Civic Intelligence

David G Whitcomb Foundation

990PF • Fiscal year 2016 • EIN 13-4079827

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization Profile
404 White Birch RoadGermantown, NY 12526

(518) 828-1565

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-348%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

96th percentile

$67,500

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 294.5% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-44%

Faster asset growth than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$103,706

Down $79,967 (-44%) from 2015

Net Assets

Down

$101,417

Down $79,968 (-44%) from 2015

Liabilities

Flat

$2,288

Flat from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin3rd percentile

Revenue

Down

$22,917

Down $2,621 (-10%) from 2015

Expenses

Down

$102,758

Down $7,611 (-6.9%) from 2015

Net Income

Up

-$79,841

Up $4,990 (+5.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$600K$400K$200K$0Assets 2011: $502,953Liabilities 2011: $2,274Net Assets 2011: $500,6792011Assets 2012: $414,903Liabilities 2012: $2,2742012Assets 2013: $344,972Liabilities 2013: $2,273Net Assets 2013: $342,6992013Assets 2014: $268,724Liabilities 2014: $2,288Net Assets 2014: $266,4362014Assets 2015: $183,673Liabilities 2015: $2,288Net Assets 2015: $181,3852015Assets 2016: $103,706Liabilities 2016: $2,288Net Assets 2016: $101,4172016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2016

Assets$103,706
Liabilities$2,288
Net Assets$101,417
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $134,4122011Revenue 2012: $36,858Expenses 2012: $122,744Net Income 2012: -$85,8862012Revenue 2013: $48,687Expenses 2013: $119,170Net Income 2013: -$70,4832013Revenue 2014: $37,759Expenses 2014: $113,076Net Income 2014: -$75,3172014Revenue 2015: $25,538Expenses 2015: $110,369Net Income 2015: -$84,8312015Revenue 2016: $22,917Expenses 2016: $102,758Net Income 2016: -$79,8412016Revenue 2017: $9,921Expenses 2017: $120,122Net Income 2017: -$110,2012017

Highlighted filing

2016

Revenue$22,917
Expenses$102,758
Net Income-$79,841
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT K MONTGOMERYSecretaryFT$67,500-$67,500
RACHEL TIMANVice President-$0--
LINDA CROSSPresident-$0--
DOUGLAS BRYCEVice President-$0--
AVEN KERRTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
David G Whitcomb Foundation
EIN
13-4079827
In Care Of
% ROBERT MONTGOMERY
Address
404 WHITE BIRCH ROAD, GERMANTOWN, NY 12526

Signing Officer

Name
Robert Montgomery
Title
Secretary
Phone
5188282846
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pattison Koskey Howe Bucci Pc
Address
502 UNION STREET, HUDSON, NY 12534
Preparer
Jean H Lossi
Phone
5188281565
Raw XML Appendix356 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/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0404 WHITE BIRCH ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GERMANTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012526
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT MONTGOMERY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05188282846
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PRODUCTION OF CONCERTS FEATURING YOUNG MUSICIANS FINANCIAL SUPPORT TO CHAMBER MUSIC ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0102758
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER STATING PURPOSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT MONTGOMERY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05188282846
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0404 WHITE BIRCH RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GERMANTOWN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd012526
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07110
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt099356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt094187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt096553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt099978
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0106494
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0106494
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0485722
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt095648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt099356
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt094187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt096553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt099978
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102758
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt095648
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0592216
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0496568
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02046
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02046
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0127
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ARTISTIC PROGRAM COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09807
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11782
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt296
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09807
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11782
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt296
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02288
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02288
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01499
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01499
TaxesSchedule/TaxesDetail/Amt05451
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NYS FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05451
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt150
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05188282846
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID G WHITCOMB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0134079827
ReturnHeader/Filer/InCareOfNm0% ROBERT MONTGOMERY
ReturnHeader/Filer/USAddress/AddressLine1Txt0404 WHITE BIRCH ROAD
ReturnHeader/Filer/USAddress/CityNm0GERMANTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012526
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0239C32F6D083392F681925A7F8EB9554A988AB32
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0239C32F6D083392F681925A7F8EB9554A988AB32
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014015520171505000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.148.100.34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATTISON KOSKEY HOWE BUCCI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0502 UNION STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012534
ReturnHeader/PreparerPersonGrp/PhoneNum05188281565
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN H LOSSI
ReturnHeader/ReturnTs02017-05-30T09:42:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,706
Liabilities
$2,288
Net assets
$101,417
Revenue
$22,917
Expenses
$102,758
Net income
-$79,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$1.20$1.10
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.02$1.01$0.23$1.03$0.80
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.02$1.81$0.26$1.10$0.85
2014Detailed filing. Detailed filing data is available for this year.$2.69$0.02$2.66$0.38$1.13$0.75
2013Detailed filing. Detailed filing data is available for this year.$3.45$0.02$3.43$0.49$1.19$0.70
2012Summary only. Only limited summary data is available for this year.$4.15$0.02$0.37$1.23$0.86
2011Detailed filing. Detailed filing data is available for this year.$5.03$0.02$5.01$1.34