Civic Intelligence

Whittaker Family Foundation

990PF • Fiscal year 2024 • EIN 16-1255224

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 16, 2024

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

7th percentile

-100%

Higher net margin than 7% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-3.2%

Faster asset growth than 41% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-8.9%

Faster revenue growth than 34% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Flat

$452,108

Flat from 2024

Net Assets

$452,108

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin7th percentile

Revenue

Flat

$14,940

Flat from 2024

Expenses

Flat

$29,818

Flat from 2024

Net Income

Flat

-$14,878

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth41st 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: $0Net Assets 2024: $452,1082024Assets 2024: $452,108Liabilities 2024: $12024Assets 2025: $433,596Liabilities 2025: $0Net Assets 2025: $433,5962025

Highlighted filing

2024

Assets$452,108
Liabilities$0
Net Assets$452,108
Open 2024 Filing

Operations Trend

Revenue Growth34th 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 2024: $14,940Expenses 2024: $29,818Net Income 2024: -$14,8782024Revenue 2025: $26,740Expenses 2025: $45,252Net Income 2025: -$18,5122025

Highlighted filing

2024

Revenue$14,940
Expenses$29,818
Net Income-$14,878
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM DOUGLAS WHITTAKERTrusteePT$0--
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
2024-10-16
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 Appendix294 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CAROLYN K WHITTAKER WEAVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013045
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt025871
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012265
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02698
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02698
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016769
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012265
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03907
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026468
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0597
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019467
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018870
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02308
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02308
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROPERTY RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMISSION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt179
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt279
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3136
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08506
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PROPERTY RENTAL
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08506
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt054
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - 2021 NET INVEST. IN
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM DOUGLAS WHITTAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06077455536
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-16
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA SPENCER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-21T11:54:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$452,108
Liabilities
$0
Net assets
$452,108
Revenue
$14,940
Expenses
$29,818
Net income
-$14,878
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
2024Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.15$0.30$0.15
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