Civic Intelligence

Whittaker Family Foundation

990PF • Fiscal year 2019 • EIN 16-1255224

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 08, 2019

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-1368%

Higher net margin than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$600

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

30th percentile

-7.6%

Faster asset growth than 30% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

25%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$496,015

Down $40,856 (-7.6%) from 2018

Net Assets

Down

$496,015

Down $40,856 (-7.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Up

$2,986

Up $597 (+25%) from 2018

Expenses

Up

$43,842

Up $7,858 (+22%) from 2018

Net Income

Down

-$40,856

Down $7,261 (-22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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 2019: $496,015Liabilities 2019: $0Net Assets 2019: $496,0152019Assets 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

2019

Assets$496,015
Liabilities$0
Net Assets$496,015
Open 2019 Filing

Operations Trend

Revenue Growth77th 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 2019: $2,986Expenses 2019: $43,842Net Income 2019: -$40,8562019Revenue 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

2019

Revenue$2,986
Expenses$43,842
Net Income-$40,856
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM DOUGLAS WHITTAKERTrusteePT$600-$600
GAYLORD DANIEL WHITTAKER JRTrusteePT$0--
JOHN DAVID WHITTAKERTrusteePT$0--
DEBORAH J WHITTAKERTrusteePT$0--
CAROLYN K WHITTAKER WEAVERTrusteePT$0--
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
2019-10-08
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 Appendix314 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/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06077455536
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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/Expenses1Amt02792
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1INCLUSION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST MARYS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PEACHTREE PRESBYTERIAN PRESCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt061 N MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13434 ROSWELL ROAD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130305
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037000
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/AppliedToCurrentYearAmt024777
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05577
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020592
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015015
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05577
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039792
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015015
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020592
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05577
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01154
LandEtcSchedule2/LandEtcGrp/BookValueAmt01154
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02308
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROPERTY MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt177
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2915
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt177
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2915
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/Amt13564
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - 2015 NET INVEST. IN
TaxesSchedule/TaxesDetail/CategoryTxt1REAL ESTATE TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM DOUGLAS WHITTAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06077455536
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-08
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/AtSubmissionCreationDeviceId06A60B7C051382C9A466949301E8B617B35BB73AE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06A60B7C051382C9A466949301E8B617B35BB73AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.125.238.238
ReturnHeader/FilingSecurityInformation/IPDt02019-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:15:43
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/PreparationDt02019-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA SPENCER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-10T13:15:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,015
Liabilities
$0
Net assets
$496,015
Revenue
$2,986
Expenses
$43,842
Net income
-$40,856
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
2019Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.03$0.44$0.41
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