Civic Intelligence

Whitney Family Foundation

990PF • Fiscal year 2023 • EIN 20-4024989

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2024

Organization Profile
1406 Quincy StPort Townsend, WA 98368

(360) 301-0382

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

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.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-22%

Faster asset growth than 20% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

404%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$348,897

Down $100,569 (-22%) from 2022

Net Assets

Down

$348,897

Down $100,569 (-22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin66th percentile

Revenue

Up

$26,000

Up $20,843 (+404%) from 2022

Expenses

Down

$22,750

Down $16,248 (-42%) from 2022

Net Income

Up

$3,250

Up $37,091 (+110%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,091,751Liabilities 2011: $02011Assets 2012: $1,065,318Liabilities 2012: $02012Assets 2013: $1,133,958Liabilities 2013: $02013Assets 2014: $995,069Liabilities 2014: $0Net Assets 2014: $995,0692014Assets 2015: $954,159Liabilities 2015: $0Net Assets 2015: $954,1592015Assets 2016: $507,401Liabilities 2016: $0Net Assets 2016: $507,4012016Assets 2017: $583,516Liabilities 2017: $0Net Assets 2017: $583,5162017Assets 2018: $428,338Liabilities 2018: $5,951Net Assets 2018: $422,3872018Assets 2019: $518,836Liabilities 2019: $5,951Net Assets 2019: $512,8852019Assets 2020: $483,513Liabilities 2020: $2,147Net Assets 2020: $481,3662020Assets 2021: $477,101Liabilities 2021: $0Net Assets 2021: $477,1012021Assets 2022: $449,466Liabilities 2022: $0Net Assets 2022: $449,4662022Assets 2023: $348,897Liabilities 2023: $0Net Assets 2023: $348,8972023Assets 2024: $334,645Liabilities 2024: $0Net Assets 2024: $334,6452024

Highlighted filing

2023

Assets$348,897
Liabilities$0
Net Assets$348,897
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$200K$0-$200K-$400K-$600KRevenue 2011: $82,751Expenses 2011: $67,046Net Income 2011: $15,7052011Revenue 2012: $13,023Expenses 2012: $82,314Net Income 2012: -$69,2912012Revenue 2013: $158,167Expenses 2013: $89,527Net Income 2013: $68,6402013Revenue 2014: -$48,407Expenses 2014: $90,482Net Income 2014: -$138,8892014Revenue 2015: $45,784Expenses 2015: $86,694Net Income 2015: -$40,9102015Revenue 2016: -$490,654Expenses 2016: $52,605Net Income 2016: -$543,2592016Revenue 2017: $100,702Expenses 2017: $63,693Net Income 2017: $37,0092017Revenue 2018: -$45,917Expenses 2018: $76,645Net Income 2018: -$122,5622018Revenue 2019: $98,644Expenses 2019: $172,360Net Income 2019: -$73,7162019Revenue 2020: $22,285Expenses 2020: $107,385Net Income 2020: -$85,1002020Revenue 2021: $71,998Expenses 2021: $210,356Net Income 2021: -$138,3582021Revenue 2022: $5,157Expenses 2022: $38,998Net Income 2022: -$33,8412022Revenue 2023: $26,000Expenses 2023: $22,750Net Income 2023: $3,2502023Revenue 2024: $51,666Expenses 2024: $56,447Net Income 2024: -$4,7812024

Highlighted filing

2023

Revenue$26,000
Expenses$22,750
Net Income$3,250
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID S WHITNEYPresident-$0--
RUTH L WHITNEYVice President-$0--
TROY D WHITNEYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Whitney Family Foundation
EIN
20-4024989
Phone
3603010382
Address
1406 QUINCY ST, PORT TOWNSEND, WA 98368

Signing Officer

Name
David Whitney
Title
President
Phone
3603010382
Signed
2024-04-01
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
19723 TENTH AVE NE STE 108, POULSBO, WA 98370
Preparer
Elizabeth OConnor
Phone
3607793515
Raw XML Appendix277 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/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS INSTITUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ENVIRONMENTAL PROTECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HELPING ONES IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7HEALTH AND HUMAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CARE OF CHILDREN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8SAVE THE CHILDREN
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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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0204130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0107240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0168080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt070420
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0607873
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0204130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0107240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0168080
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020865
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020865
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0607873
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0587008
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID WHITNEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01406 QUINCY ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Port Townsend
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098368
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt016000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0103819
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CURRENT YEAR NET LOSS CAPITAL ACCOUNT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DYNAMIC OPPORTUNITY FD
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010000
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03603010382
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITNEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0204024989
ReturnHeader/Filer/PhoneNum03603010382
ReturnHeader/Filer/USAddress/AddressLine1Txt01406 QUINCY ST
ReturnHeader/Filer/USAddress/CityNm0PORT TOWNSEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098368
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019723 TENTH AVE NE STE 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POULSBO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098370
ReturnHeader/PreparerPersonGrp/PhoneNum03607793515
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth OConnor
ReturnHeader/ReturnTs02024-04-04T19:51:57Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITNEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$348,897
Liabilities
$0
Net assets
$348,897
Revenue
$26,000
Expenses
$22,750
Net income
$3,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.05$0.06$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.03$0.02$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.01$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.07$0.21$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.10$0.17$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.01$0.42$0.05$0.08$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.10$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.49$0.05$0.54
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.05$0.09$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.09$0.14
2013Summary only. Only limited summary data is available for this year.$1.13$0.00$0.16$0.09$0.07
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.01$0.08$0.07
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$0.08$0.07$0.02