Civic Intelligence

The Henrietta & David Whitcomb Family Fd

EIN 13-7267896 • Watertown, MA

134 Mount Auburn StreetWatertown, MA 02472
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

99th percentile

2544%

Faster asset growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1297%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$445,422

Up $428,574 (+2544%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$445,422

Up $428,574 (+2544%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

Up

$461,774

Up $428,709 (+1297%) from 2023

Expenses

Down

$33,200

Down $227,694 (-87%) from 2023

Net Income

Up

$428,574

Up $656,403 (+288%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $562,974Liabilities 2010: $0Net Assets 2010: $562,9742010Assets 2011: $510,669Liabilities 2011: $12011Assets 2012: $440,405Liabilities 2012: $0Net Assets 2012: $440,4052012Assets 2013: $361,936Liabilities 2013: $0Net Assets 2013: $361,9362013Assets 2014: $310,483Liabilities 2014: $0Net Assets 2014: $310,4832014Assets 2015: $210,757Liabilities 2015: $0Net Assets 2015: $210,7572015Assets 2016: $165,160Liabilities 2016: $0Net Assets 2016: $165,1602016Assets 2017: $105,807Liabilities 2017: $0Net Assets 2017: $105,8072017Assets 2018: $183,297Liabilities 2018: $0Net Assets 2018: $183,2972018Assets 2019: $364,925Liabilities 2019: $0Net Assets 2019: $364,9252019Assets 2020: $316,912Liabilities 2020: $0Net Assets 2020: $316,9122020Assets 2021: $377,305Liabilities 2021: $0Net Assets 2021: $377,3052021Assets 2022: $261,989Liabilities 2022: $0Net Assets 2022: $261,9892022Assets 2023: $16,848Liabilities 2023: $0Net Assets 2023: $16,8482023Assets 2024: $445,422Liabilities 2024: $0Net Assets 2024: $445,4222024

Highlighted filing

2024

Assets$445,422
Liabilities$0
Net Assets$445,422
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2010: $69,0152010Revenue 2011: $1,860Expenses 2011: $54,165Net Income 2011: -$52,3052011Expenses 2012: $71,0942012Revenue 2013: $563Expenses 2013: $79,032Net Income 2013: -$78,4692013Revenue 2014: $447Expenses 2014: $51,900Net Income 2014: -$51,4532014Revenue 2015: $256Expenses 2015: $99,982Net Income 2015: -$99,7262015Revenue 2016: $38Expenses 2016: $45,635Net Income 2016: -$45,5972016Revenue 2017: $287Expenses 2017: $59,640Net Income 2017: -$59,3532017Revenue 2018: $173,865Expenses 2018: $96,375Net Income 2018: $77,4902018Revenue 2019: $205,788Expenses 2019: $24,160Net Income 2019: $181,6282019Revenue 2020: $1,944Expenses 2020: $49,957Net Income 2020: -$48,0132020Revenue 2021: $1,677Expenses 2021: $70,025Net Income 2021: -$68,3482021Revenue 2022: $45,220Expenses 2022: $49,592Net Income 2022: -$4,3722022Revenue 2023: $33,065Expenses 2023: $260,894Net Income 2023: -$227,8292023Revenue 2024: $461,774Expenses 2024: $33,200Net Income 2024: $428,5742024

Highlighted filing

2024

Revenue$461,774
Expenses$33,200
Net Income$428,574
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$445,422
Liabilities
$0
Net assets
$445,422
Revenue
$461,774
Expenses
$33,200
Net income
$428,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$4.62$0.33$4.29
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.33$2.61$2.28
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.45$0.50$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.02$0.70$0.68
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.02$0.50$0.48
2019Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$2.06$0.24$1.82
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.74$0.96$0.77
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.00$0.60$0.59
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.00$0.46$0.46
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.00$1.00$1.00
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.00$0.52$0.51
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.01$0.79$0.78
2012Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.71
2011Summary only. Only limited summary data is available for this year.$5.11$0.00$0.02$0.54$0.52
2010Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David K WhitcombTrustee-$0--
Henrietta WhitcombTrustee-$0--
Steven RodmanTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Henrietta & David Whitcomb Family FD
EIN
13-7267896
Phone
6176803870
Address
134 Mount Auburn Street, Watertown, MA 02472

Signing Officer

Name
Steven Rodman
Title
Treasurer
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Walsh & Associates PC
Address
9 Damonmill Square Unit 5A-1, Concord, MA 01742
Preparer
Michael J Walsh
Phone
9783692151
Raw XML Appendix291 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/PersonNm0David K Whitcomb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Henrietta Whitcomb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Steven Rodman
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0136 Waverly Place Penthouse
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1136 Waverly Place Penthouse
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2134 Mount Auburn Street 8
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030700
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/AppliedToCurrentYearAmt04371
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0250305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt051987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014053
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014053
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0398552
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028829
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0250305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt051987
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031515
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028829
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0412605
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0383776
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID AND HENRIETTA WHITCOMB
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1DAVID AND HENRIETTA WHITCOMB
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0136 Waverly Place Penthouse
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1136 Waverly Place Penthouse
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010014
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110014
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0302470
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1100952
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0294318
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1100952
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01015 SHS MONSTER BEVERAGE120 SHS MOODY'S CORP115 SHS S&P GLOBAL750 SHS TESLA
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1107 SHS MOODY'S CORP101 SHS S&P GLOBAL
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-06-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Rodman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Henrietta & David Whitcomb Family FD
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0137267896
ReturnHeader/Filer/PhoneNum06176803870
ReturnHeader/Filer/USAddress/AddressLine1Txt0134 Mount Auburn Street
ReturnHeader/Filer/USAddress/CityNm0Watertown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002472
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043443262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walsh & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 Damonmill Square Unit 5A-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001742
ReturnHeader/PreparerPersonGrp/PhoneNum09783692151
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J WALSH
ReturnHeader/ReturnTs02025-05-13T15:09:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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