Civic Intelligence

The Bruce and Beth White Family Foundation

990PF • Fiscal year 2019 • EIN 20-8107053

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

1st percentile

-1148%

Higher net margin than 1% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

5th percentile

-15%

Faster asset growth than 5% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-69%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Down

$5,402,152

Down $982,560 (-15%) from 2018

Net Assets

Down

$5,402,152

Down $982,560 (-15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$85,596

Down $194,798 (-69%) from 2018

Expenses

Up

$1,068,156

Up $469,822 (+79%) from 2018

Net Income

Down

-$982,560

Down $664,620 (-209%) from 2018

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

2019

Assets$5,402,152
Liabilities$0
Net Assets$5,402,152

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

2019

Revenue$85,596
Expenses$1,068,156
Net Income-$982,560
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE W WHITEPresident-$0--
ELIZABETH E WHITEVice President-$0--
CAROL ANN BOWMANSec & Treas-$0--
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
2020-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Schroeder & Associates Ltd
Address
15129 South Route 59 Unit A, Plainfield, IL 60544
Preparer
John W Schroeder
Phone
8157828285
Raw XML Appendix357 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/PersonNm1ELIZABETH E WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CAROL ANN BOWMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC & TREAS
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELIZABETH E WHITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt274465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR OUR LADY OF GUADALUPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT FOR COLLEGE OF BUSINESS AND SCHOOL OF HOSPITALITY AND TOURISM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MATCHING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BIG SHOULDERS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PURDUE UNIVERSITY NORTHWEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BACK ON MY FEET FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3BIG SHOULDERS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/a
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0212 W VAN BUREN SUITE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12200 169TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21520 LOCUST STREET SUITE 804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3212 W VAN BUREN SUITE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HAMMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILDELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHIAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0874465
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/AppliedToCurrentYearAmt0333756
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0333756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0217288
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01462313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0127728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0436007
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02932934
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0689598
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0217288
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01462313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0127728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0436007
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01023354
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0689598
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02932934
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02243336
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXP FROM FLOW THRU
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/Desc7REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9TELEPHONE AND TELECOMMUNICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10UNIFORM EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt23214
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt376
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41819
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt522874
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt65509
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt71111
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt82983
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt925769
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0301
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt130372
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0301
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130372
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt576
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61819
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt722874
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt85509
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt91111
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt102983
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125769
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06734
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06734
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0639
TaxesSchedule/TaxesDetail/Amt17485
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0639
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ANN BOWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC & TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-26
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/PreparerFirmEIN0831466809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schroeder & Associates Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015129 South Route 59 Unit A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plainfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060544
ReturnHeader/PreparerPersonGrp/PhoneNum08157828285
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W SCHROEDER
ReturnHeader/ReturnTs02020-11-04T09:23:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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