Civic Intelligence

The White Horse Group Foundation Inc.

990PF • Fiscal year 2015 • EIN 20-0674318

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

86th percentile

18%

Faster asset growth than 86% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

29%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$19,143,988

Up $2,921,020 (+18%) from 2014

Net Assets

Up

$19,128,659

Up $2,922,051 (+18%) from 2014

Liabilities

Down

$15,329

Down $1,031 (-6.3%) from 2014

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin96th percentile

Revenue

Up

$3,387,601

Up $760,178 (+29%) from 2014

Expenses

Up

$465,550

Up $30,415 (+7.0%) from 2014

Net Income

Up

$2,922,051

Up $729,763 (+33%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$60M$40M$20M$0Assets 2010: $7,294,947Liabilities 2010: $1,100Net Assets 2010: $7,293,8472010Assets 2011: $7,937,197Liabilities 2011: $5,4472011Assets 2012: $10,787,632Liabilities 2012: $13,138Net Assets 2012: $10,774,4942012Assets 2013: $14,028,508Liabilities 2013: $14,1882013Assets 2014: $16,222,968Liabilities 2014: $16,360Net Assets 2014: $16,206,6082014Assets 2015: $19,143,988Liabilities 2015: $15,329Net Assets 2015: $19,128,6592015Assets 2019: $20,108,548Liabilities 2019: $18,372Net Assets 2019: $20,090,1772019Assets 2020: $19,488,731Liabilities 2020: $17,168Net Assets 2020: $19,471,5622020Assets 2021: $19,643,689Liabilities 2021: $18,245Net Assets 2021: $19,625,4442021Assets 2022: $19,844,634Liabilities 2022: $13,394Net Assets 2022: $19,831,2402022Assets 2023: $30,996,478Liabilities 2023: $17,572Net Assets 2023: $30,978,9062023Assets 2024: $55,916,663Liabilities 2024: $495,989Net Assets 2024: $55,420,6742024

Highlighted filing

2015

Assets$19,143,988
Liabilities$15,329
Net Assets$19,128,659
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $665,6652010Revenue 2011: $1,530,684Expenses 2011: $892,781Net Income 2011: $637,9032011Expenses 2012: $437,5602012Revenue 2013: $3,624,024Expenses 2013: $384,198Net Income 2013: $3,239,8262013Revenue 2014: $2,627,423Expenses 2014: $435,135Net Income 2014: $2,192,2882014Revenue 2015: $3,387,601Expenses 2015: $465,550Net Income 2015: $2,922,0512015Revenue 2019: $1,004,812Expenses 2019: $1,711,883Net Income 2019: -$707,0712019Revenue 2020: $917,839Expenses 2020: $1,536,452Net Income 2020: -$618,6132020Revenue 2021: $1,323,195Expenses 2021: $1,169,313Net Income 2021: $153,8822021Revenue 2022: $1,851,984Expenses 2022: $1,428,326Net Income 2022: $423,6582022Revenue 2023: $12,759,250Expenses 2023: $1,611,584Net Income 2023: $11,147,6662023Revenue 2024: $26,175,126Expenses 2024: $1,733,358Net Income 2024: $24,441,7682024

Highlighted filing

2015

Revenue$3,387,601
Expenses$465,550
Net Income$2,922,051
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dorothy BontragerVP-$0--
J Michael BontragerPres / Director / Sec-$0--
Filing and Contact Details

Filer

Filer Name
The White Horse Group Foundation Inc
EIN
20-0674318
In Care Of
% KRISTINE BARTHOLETTI
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
J Michael Bontrager
Title
president
Phone
8008391754
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37525 W State-F&F
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38525 W STATE-SCREEN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ANGEL OAK MULTI-STRATEGY INCOM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BP CAPITAL TWINLINE MLP FUND C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COHO RELATIVE VALUE EQUITY FUN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GOLDMAN SACHS STRATEGIC INC IN

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,143,988
Liabilities
$15,329
Net assets
$19,128,659
Revenue
$3,387,601
Expenses
$465,550
Net income
$2,922,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.9$0.50$55.4$26.2$1.73$24.4
2023Detailed filing. Detailed filing data is available for this year.$31.0$0.02$31.0$12.8$1.61$11.1
2022Detailed filing. Detailed filing data is available for this year.$19.8$0.01$19.8$1.85$1.43$0.42
2021Detailed filing. Detailed filing data is available for this year.$19.6$0.02$19.6$1.32$1.17$0.15
2020Detailed filing. Detailed filing data is available for this year.$19.5$0.02$19.5$0.92$1.54$0.62
2019Detailed filing. Detailed filing data is available for this year.$20.1$0.02$20.1$1.00$1.71$0.71
2015Detailed filing. Detailed filing data is available for this year.$19.1$0.02$19.1$3.39$0.47$2.92
2014Detailed filing. Detailed filing data is available for this year.$16.2$0.02$16.2$2.63$0.44$2.19
2013Summary only. Only limited summary data is available for this year.$14.0$0.01$3.62$0.38$3.24
2012Detailed filing. Detailed filing data is available for this year.$10.8$0.01$10.8$0.44
2011Summary only. Only limited summary data is available for this year.$7.94$0.01$1.53$0.89$0.64
2010Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.67