Civic Intelligence

The Bruce and Beth White Family Foundation

990PF • Fiscal year 2015 • EIN 20-8107053

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

701 E 83rd AvenueMerrillville, IN 46410

(219) 472-2975

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

1st percentile

-3355%

Higher net margin than 1% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

9th percentile

-10%

Faster asset growth than 9% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,769,986

Down $874,620 (-10%) from 2014

Net Assets

Down

$7,769,986

Down $874,620 (-10%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$26,071

Down $178,400 (-87%) from 2014

Expenses

Up

$900,691

Up $592,275 (+192%) from 2014

Net Income

Down

-$874,620

Down $770,675 (-741%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $9,784,813Liabilities 2011: $02011Assets 2012: $9,287,041Liabilities 2012: $02012Assets 2013: $8,748,551Liabilities 2013: $0Net Assets 2013: $8,748,5512013Assets 2014: $8,644,606Liabilities 2014: $0Net Assets 2014: $8,644,6062014Assets 2015: $7,769,986Liabilities 2015: $0Net Assets 2015: $7,769,9862015Assets 2016: $7,401,738Liabilities 2016: $0Net Assets 2016: $7,401,7382016Assets 2017: $6,702,652Liabilities 2017: $0Net Assets 2017: $6,702,6522017Assets 2018: $6,384,712Liabilities 2018: $0Net Assets 2018: $6,384,7122018Assets 2019: $5,402,152Liabilities 2019: $0Net Assets 2019: $5,402,1522019Assets 2020: $5,321,590Liabilities 2020: $0Net Assets 2020: $5,321,5902020Assets 2021: $5,367,874Liabilities 2021: $0Net Assets 2021: $5,367,8742021Assets 2022: $4,054,757Liabilities 2022: $0Net Assets 2022: $4,054,7572022Assets 2023: $4,716,969Liabilities 2023: $0Net Assets 2023: $4,716,9692023Assets 2024: $4,865,674Liabilities 2024: $0Net Assets 2024: $4,865,6742024

Highlighted filing

2015

Assets$7,769,986
Liabilities$0
Net Assets$7,769,986

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $64,524Expenses 2011: $501,716Net Income 2011: -$437,1922011Revenue 2012: $63,600Expenses 2012: $561,372Net Income 2012: -$497,7722012Revenue 2013: $52,065Expenses 2013: $590,555Net Income 2013: -$538,4902013Revenue 2014: $204,471Expenses 2014: $308,416Net Income 2014: -$103,9452014Revenue 2015: $26,071Expenses 2015: $900,691Net Income 2015: -$874,6202015Revenue 2016: $176,921Expenses 2016: $545,169Net Income 2016: -$368,2482016Revenue 2017: $1,181,154Expenses 2017: $1,880,240Net Income 2017: -$699,0862017Revenue 2018: $280,394Expenses 2018: $598,334Net Income 2018: -$317,9402018Revenue 2019: $85,596Expenses 2019: $1,068,156Net Income 2019: -$982,5602019Revenue 2020: $223,356Expenses 2020: $303,918Net Income 2020: -$80,5622020Revenue 2021: $1,278,226Expenses 2021: $1,231,942Net Income 2021: $46,2842021Revenue 2022: -$14,871Expenses 2022: $1,298,246Net Income 2022: -$1,313,1172022Revenue 2023: $3,443,391Expenses 2023: $2,781,179Net Income 2023: $662,2122023Revenue 2024: $2,248,692Expenses 2024: $2,099,987Net Income 2024: $148,7052024

Highlighted filing

2015

Revenue$26,071
Expenses$900,691
Net Income-$874,620
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE W WHITEPresident-$0--
ELIZABETH E WHITEVice President-$0--
CAROL ANN BOWMANSec & Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-OPERATING AND SCHOLARSHIP FUNDSPCCHICAGO, IL, US$475,000
Paid Grant-OPERATING FUNDSPCPHILADELPHIA, PA, US$100,000
Paid Grant-OPERATING FUNDSPCPHILADELPHIA, PA, US$85,634
Paid Grant-OPERATING FUNDSPCDENVER, CO, US$51,700
Paid Grant-OPERATING FUNDSPCDENVER, CO, US$26,150
Filing and Contact Details

Filer

Filer Name
The Bruce and Beth White
EIN
20-8107053
Phone
2194722975
Address
701 E 83RD AVENUE, MERRILLVILLE, IN 46410

Signing Officer

Name
Carol Ann Bowman
Title
Sec & Treas
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Dallmann & Associates LTD
Address
16W375 83RD ST, Burr Ridge, IL 60527
Preparer
Michael D Dallmann
Phone
6306559300
Raw XML Appendix360 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/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC & TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0840 N LAKE SHORE DR UNIT 2601
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02194722975
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELIZABETH E WHITE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185634
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt226150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt451700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING AND SCHOLARSHIP FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4OPERATING FUNDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BACK ON MY FEET FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BACK ON MY FEET FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SUSAN G KOMEN FOR THE CURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3BIG SHOULDERS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4SUSAN G KOMEN FOR THE CURE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11520 LOCUST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21835 FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3212 W VAN BUREN SUITE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41835 FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DENVER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480218
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0738484
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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/AppliedToCurrentYearAmt0429364
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0429364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0131220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt086742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04637
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0658606
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0436007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0131220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt086742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04637
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0865371
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0436007
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0658606
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0222599
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOOKS, SUBSCRIPTIONS, REFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PROMOTIONAL MATERIALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7RECRUITING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9TELEPHONE AND TELECOMMUNICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1217
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt210539
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt35414
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt462
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52016
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt74838
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81803
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310539
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45414
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt562
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt62016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt84838
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt91803
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt07000
TaxesSchedule/TaxesDetail/Amt1841
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0841
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ANN BOWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC & TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BRUCE AND BETH WHITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0208107053
ReturnHeader/Filer/PhoneNum02194722975
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 E 83RD AVENUE
ReturnHeader/Filer/USAddress/CityNm0MERRILLVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046410
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dallmann & Associates LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016W375 83RD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burr Ridge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060527
ReturnHeader/PreparerPersonGrp/PhoneNum06306559300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D DALLMANN
ReturnHeader/ReturnTs02016-05-12T05:58:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.00$4.87$2.25$2.10$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.00$4.72$3.44$2.78$0.66
2022Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.01$1.30$1.31
2021Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$1.28$1.23$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$0.22$0.30$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.09$1.07$0.98
2018Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.28$0.60$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.00$6.70$1.18$1.88$0.70
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.40$0.00$7.40$0.18$0.55$0.37
2015Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.03$0.90$0.87
2014Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.20$0.31$0.10
2013Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.05$0.59$0.54
2012Summary only. Only limited summary data is available for this year.$9.29$0.00$0.06$0.56$0.50
2011Summary only. Only limited summary data is available for this year.$9.78$0.00$0.06$0.50$0.44