Civic Intelligence

The Julia a Whitney Foundation C/O Fay Dewitt

990PF • Fiscal year 2016 • EIN 13-6192314

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

1049 Fifth AvenueNew York, NY 10028-0115

(212) 396-1049

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

36th percentile

-2.2%

Faster asset growth than 36% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

53%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$909,485

Down $20,027 (-2.2%) from 2015

Net Assets

Down

$909,485

Down $20,027 (-2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$52,097

Up $17,986 (+53%) from 2015

Expenses

Down

$72,124

Down $31,783 (-31%) from 2015

Net Income

Up

-$20,027

Up $49,769 (+71%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,118,310Liabilities 2010: $0Net Assets 2010: $1,118,3102010Assets 2011: $1,099,285Liabilities 2011: $0Net Assets 2011: $1,099,2852011Assets 2012: $1,086,838Liabilities 2012: $12012Assets 2013: $1,023,536Liabilities 2013: $0Net Assets 2013: $1,023,5362013Assets 2014: $999,308Liabilities 2014: $0Net Assets 2014: $999,3082014Assets 2015: $929,512Liabilities 2015: $0Net Assets 2015: $929,5122015Assets 2016: $909,485Liabilities 2016: $0Net Assets 2016: $909,4852016Assets 2017: $884,292Liabilities 2017: $0Net Assets 2017: $884,2922017Assets 2018: $915,202Liabilities 2018: $0Net Assets 2018: $915,2022018Assets 2019: $914,432Liabilities 2019: $0Net Assets 2019: $914,4322019Assets 2020: $867,091Liabilities 2020: $0Net Assets 2020: $867,0912020Assets 2021: $915,677Liabilities 2021: $0Net Assets 2021: $915,6772021Assets 2022: $903,870Liabilities 2022: $0Net Assets 2022: $903,8702022Assets 2023: $879,133Liabilities 2023: $0Net Assets 2023: $879,1332023Assets 2024: $794,521Liabilities 2024: $0Net Assets 2024: $794,5212024

Highlighted filing

2016

Assets$909,485
Liabilities$0
Net Assets$909,485

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $24,0172010Expenses 2011: $61,6052011Revenue 2012: $54,391Expenses 2012: $66,838Net Income 2012: -$12,4472012Revenue 2013: $3,112Expenses 2013: $66,414Net Income 2013: -$63,3022013Revenue 2014: $51,036Expenses 2014: $75,264Net Income 2014: -$24,2282014Revenue 2015: $34,111Expenses 2015: $103,907Net Income 2015: -$69,7962015Revenue 2016: $52,097Expenses 2016: $72,124Net Income 2016: -$20,0272016Revenue 2017: $64,559Expenses 2017: $89,752Net Income 2017: -$25,1932017Revenue 2018: $121,517Expenses 2018: $90,607Net Income 2018: $30,9102018Revenue 2019: $103,899Expenses 2019: $104,669Net Income 2019: -$7702019Revenue 2020: $59,610Expenses 2020: $106,951Net Income 2020: -$47,3412020Revenue 2021: $171,201Expenses 2021: $122,615Net Income 2021: $48,5862021Revenue 2022: $138,184Expenses 2022: $149,991Net Income 2022: -$11,8072022Revenue 2023: $128,490Expenses 2023: $153,227Net Income 2023: -$24,7372023Revenue 2024: $65,672Expenses 2024: $150,284Net Income 2024: -$84,6122024

Highlighted filing

2016

Revenue$52,097
Expenses$72,124
Net Income-$20,027
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Faye DewittPresident-$0--
David GodfreyTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Julia A Whitney Foundation
EIN
13-6192314
Phone
2123961049
Address
1049 Fifth Avenue, New York, NY 10028-0115

Signing Officer

Name
Faye DeWitt
Title
President
Phone
2123961049
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Allison & Godfrey
Address
134 East Avenue, Norwalk, CT 06851
Preparer
David L Godfrey
Phone
2032277470
Raw XML Appendix366 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/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Faye Dewitt
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01049 Fifth Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New York
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010028
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02123961049
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/GrantOrContributionPdDurYrGrp/Amt070000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Sponsorship of the Met Family Benefit $65,000. Children's Art Class Scholarships $5,000.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Metropolitan Museum of Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(1)(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None - Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 Fifth Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0100280198
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070000
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/AppliedToCurrentYearAmt09276
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt061632
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt085008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070908
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt075732
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt061632
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Portfolio Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/Amt1407
TaxesSchedule/TaxesDetail/CategoryTxt0New York Filing Fee
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0250
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1407
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Faye DeWitt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02123961049
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Julia A Whitney Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Fay DeWitt
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0136192314
ReturnHeader/Filer/PhoneNum02123961049
ReturnHeader/Filer/USAddress/AddressLine1Txt01049 Fifth Avenue
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100280115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId008F5EB8A3CFCA204D6E62A8FD480B155B8199C1A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B84CCDC0E0E5679B50B20AFEC916E4EEC725DA0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.99.220.194
ReturnHeader/FilingSecurityInformation/IPDt02017-05-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:27:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061175330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allison & Godfrey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0134 East Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norwalk
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006851
ReturnHeader/PreparerPersonGrp/PhoneNum02032277470
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Godfrey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T07:17:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.07$0.15$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.13$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.14$0.15$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.17$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.06$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.12$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03$0.10$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.07$0.06
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.05$0.07$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02