Civic Intelligence

Whittaker Family Foundation

990PF • Fiscal year 2014 • EIN 16-1255224

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 15, 2014

PO Box 1113101

(607) 745-5536

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

2nd percentile

-477%

Higher net margin than 2% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$1,200

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 62.3% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

36th percentile

-1.4%

Faster asset growth than 36% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-25%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$646,034

Down $9,174 (-1.4%) from 2013

Net Assets

$646,034

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue

Down

$1,925

Down $635 (-25%) from 2013

Expenses

Down

$11,099

Down $20,517 (-65%) from 2013

Net Income

Up

-$9,174

Up $19,882 (+68%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $133,028Liabilities 2010: $0Net Assets 2010: $133,0282010Assets 2012: $684,264Liabilities 2012: $0Net Assets 2012: $684,2642012Assets 2013: $655,208Liabilities 2013: $12013Assets 2014: $646,034Liabilities 2014: $0Net Assets 2014: $646,0342014Assets 2015: $626,022Liabilities 2015: $0Net Assets 2015: $626,0222015Assets 2016: $599,827Liabilities 2016: $12016Assets 2017: $570,466Liabilities 2017: $0Net Assets 2017: $570,4662017Assets 2018: $536,871Liabilities 2018: $0Net Assets 2018: $536,8712018Assets 2020: $468,463Liabilities 2020: $12020Assets 2021: $487,703Liabilities 2021: $0Net Assets 2021: $487,7032021Assets 2022: $472,890Liabilities 2022: $0Net Assets 2022: $472,8902022Assets 2023: $466,986Liabilities 2023: $0Net Assets 2023: $466,9862023Assets 2024: $452,108Liabilities 2024: $12024Assets 2025: $433,596Liabilities 2025: $0Net Assets 2025: $433,5962025

Highlighted filing

2014

Assets$646,034
Liabilities$0
Net Assets$646,034

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $20,9912010Expenses 2012: $60,5422012Revenue 2013: $2,560Expenses 2013: $31,616Net Income 2013: -$29,0562013Revenue 2014: $1,925Expenses 2014: $11,099Net Income 2014: -$9,1742014Revenue 2015: $1,720Expenses 2015: $21,732Net Income 2015: -$20,0122015Revenue 2016: $1,762Expenses 2016: $27,957Net Income 2016: -$26,1952016Revenue 2017: $2,029Expenses 2017: $31,390Net Income 2017: -$29,3612017Revenue 2018: $2,389Expenses 2018: $35,984Net Income 2018: -$33,5952018Revenue 2020: $3,874Expenses 2020: $31,426Net Income 2020: -$27,5522020Revenue 2021: $45,376Expenses 2021: $26,136Net Income 2021: $19,2402021Revenue 2022: $37,129Expenses 2022: $51,942Net Income 2022: -$14,8132022Revenue 2023: $16,392Expenses 2023: $22,296Net Income 2023: -$5,9042023Revenue 2024: $14,940Expenses 2024: $29,818Net Income 2024: -$14,8782024Revenue 2025: $26,740Expenses 2025: $45,252Net Income 2025: -$18,5122025

Highlighted filing

2014

Revenue$1,925
Expenses$11,099
Net Income-$9,174
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 15, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAYLORD DANIEL WHITTAKER JRTrusteePT$0$1,200$1,200
JOHN DAVID WHITTAKERTrusteePT$0$1,200$1,200
WILLIAM DOUGLAS WHITTAKERTrusteePT$0--
DEBORAH J WHITTAKERTrusteePT$0--
CAROLYN K WHITTAKER WEAVERTrusteePT$0--
Filing and Contact Details

Filer

EIN
16-1255224
Phone
6077455536

Signing Officer

Name
William Douglas Whittaker
Title
Trustee
Phone
6077455536
Signed
2014-08-15
Discuss with paid preparer
Yes

Preparer

Preparer
Sandra Spencer CPA
Phone
3154450640
Raw XML Appendix281 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01000
CompensationExplanation/CompensationExplanationGrp/PersonNm0WILLIAM DOUGLAS WHITTAKER
CompensationExplanation/CompensationExplanationGrp/PersonNm1GAYLORD DANIEL WHITTAKER JR
CompensationExplanation/CompensationExplanationGrp/PersonNm2JOHN DAVID WHITTAKER
CompensationExplanation/CompensationExplanationGrp/PersonNm3DEBORAH J WHITTAKER
CompensationExplanation/CompensationExplanationGrp/PersonNm4CAROLYN K WHITTAKER WEAVER
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt01000
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0DEPOSIT ON LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt01000
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032244
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032244
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032244
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032283
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt039
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt039
IRS990PF/FMVAssetsEOYAmt0673036
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IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01000
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0655208
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0643249
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0655208
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0655484
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0654484
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09832
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01000
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0645652
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0655484
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM DOUGLAS WHITTAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GAYLORD DANIEL WHITTAKER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN DAVID WHITTAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DEBORAH J WHITTAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CAROLYN K WHITTAKER WEAVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine103720 ROUTE 41
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1111561 W HAMPDEN PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine122534 E CHEROKEE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine133011 S KRAMERIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine145785 LONE STAR VALLEY RD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1LAKEWOOD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3DENVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4AUBURN
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MAKES DIRECT CHARITABLE DONATIONS TO CHARITIES IN CARRYING OUT THE MISSION OF THE LORD.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101584 TULLIE CIRCLE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0303292311
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
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/AppliedToCurrentYearAmt011048
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03655
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021196
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021027
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021027
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011048
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021027
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042223
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt148
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - 2013 NET INVEST. IN
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM DOUGLAS WHITTAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06077455536
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHITTAKER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0161255224
ReturnHeader/Filer/PhoneNum06077455536
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 11
ReturnHeader/Filer/USAddress/City0MCGRAW
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode013101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743026692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SANDRA SPENCER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10336 N MIDLER AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode013206
ReturnHeader/PreparerPersonGrp/PhoneNum03154450640
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA SPENCER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-18T12:40:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$0.27$0.45$0.19
2024Summary only. Only limited summary data is available for this year.$4.52$0.00$0.15$0.30$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.16$0.22$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.37$0.52$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.00$4.88$0.45$0.26$0.19
2020Summary only. Only limited summary data is available for this year.$4.68$0.00$0.04$0.31$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.00$5.37$0.02$0.36$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$0.02$0.31$0.29
2016Summary only. Only limited summary data is available for this year.$6.00$0.00$0.02$0.28$0.26
2015Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.02$0.22$0.20
2014Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.02$0.11$0.09
2013Summary only. Only limited summary data is available for this year.$6.55$0.00$0.03$0.32$0.29
2012Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.61
2010Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.21
Peer Organizations

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