Civic Intelligence

Whittaker Family Foundation

990PF • Fiscal year 2017 • EIN 16-1255224

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 28, 2017

Organization Profile
PO Box 11Mcgraw, NY 13101

(607) 745-5536

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

1st percentile

-1447%

Higher net margin than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$1,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 49.3% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

22nd percentile

-4.9%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$570,466

Down $29,361 (-4.9%) from 2016

Net Assets

$570,466

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin1st percentile

Revenue

Up

$2,029

Up $267 (+15%) from 2016

Expenses

Up

$31,390

Up $3,433 (+12%) from 2016

Net Income

Down

-$29,361

Down $3,166 (-12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

2017

Assets$570,466
Liabilities$0
Net Assets$570,466
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

2017

Revenue$2,029
Expenses$31,390
Net Income-$29,361
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM DOUGLAS WHITTAKERTrusteePT$0$1,000$1,000
GAYLORD DANIEL WHITTAKER JRTrusteePT$0$1,000$1,000
JOHN DAVID WHITTAKERTrusteePT$0$1,000$1,000
DEBORAH J WHITTAKERTrusteePT$0$1,000$1,000
CAROLYN K WHITTAKER WEAVERTrusteePT$0$1,000$1,000
Filing and Contact Details

Filer

Filer Name
Whittaker Family Foundation
EIN
16-1255224
Phone
6077455536
Address
PO BOX 11, MCGRAW, NY 13101

Signing Officer

Name
William Douglas Whittaker
Title
Trustee
Phone
6077455536
Signed
2017-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Sandra Spencer CPA
Address
6564 RIDINGS RD, SYRACUSE, NY 13206-1201
Preparer
Sandra Spencer CPA
Phone
3154450640
Raw XML Appendix298 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/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
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MAKES DIRECT CHARITABLE DONATIONS TO CHARITIES IN CARRYING OUT THE MISSION OF THE LORD.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt09850
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST MARYS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt061 N MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013045
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
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/AppliedToCurrentYearAmt027850
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01122
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0295
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027850
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0295
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01122
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0231
LandEtcSchedule2/LandEtcGrp/BookValueAmt02077
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02308
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt02077
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROPERTY MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt148
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2880
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2880
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt13274
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - 2015 NET INVEST. IN
TaxesSchedule/TaxesDetail/CategoryTxt1REAL ESTATE TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM DOUGLAS WHITTAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06077455536
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTAKER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0161255224
ReturnHeader/Filer/PhoneNum06077455536
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11
ReturnHeader/Filer/USAddress/CityNm0MCGRAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E825F5DE88B10D89CF66110A011B6450E4DFAD81
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E825F5DE88B10D89CF66110A011B6450E4DFAD81
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743026692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANDRA SPENCER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06564 RIDINGS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0132061201
ReturnHeader/PreparerPersonGrp/PhoneNum03154450640
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA SPENCER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-03T11:19:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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
$570,466
Liabilities
$0
Net assets
$570,466
Revenue
$2,029
Expenses
$31,390
Net income
-$29,361
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
2017Detailed filing. Detailed filing data is available for this year.$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