Howard Whitfield Foundation

990PF • Fiscal year 2015 • EIN 21-0593879

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

Organization Profile

PO Box 336Red Bank, NJ 07701

(732) 741-7777

Siviq Scores

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

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

11%

Higher net margin than 67% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

0.8%

Faster asset growth than 52% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

-15%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets58th percentile

Assets

$228,976

Up $1,785 (+0.8%) from 2014

Net Assets

$228,976

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin67th percentile

Revenue

Down

$15,525

Down $2,727 (-15%) from 2014

Expenses

Down

$13,740

Down $1,563 (-10%) from 2014

Net Income

Down

$1,785

Down $1,164 (-39%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2015

Assets$228,976

Liabilities$0

Net Assets$228,976

Open 2015 Filing

Operations Trend

Revenue Growth28th percentile

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

Highlighted filing

2015

Revenue$15,525

Expenses$13,740

Net Income$1,785

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Nov 11, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HOWARD ODELL	Board Member	-	$0	-	-
AUBREY V ATKINS	Board Member	-	$0	-	-
MARY PAT MAGEE	Secretary/Treasurer	-	$0	-	-
JIM STEFANKIEWICZ	Vice President	-	$0	-	-
WILLIAM MOSS	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Howard Whitfield Foundation
EIN: 21-0593879
In Care Of: % MARY PAT MAGEE
Phone: 7327417777
Address: PO BOX 336, RED BANK, NJ 07701

Signing Officer

Name: Mary Pat Magee
Title: Treasurer
Phone: 7327417777
Signed: 2016-11-11
Discuss with paid preparer: Yes

Preparer

Firm: Withumsmithbrownpc
Address: 331 NEWMAN SPRINGS RD STE 125, RED BANK, NJ 07701-6765
Preparer: Glenn G Bellomy CPA
Phone: 7328423113

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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/PersonNm	1	AUBREY V ATKINS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	VICE PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	VARIOUS COLLEGES - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	00000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	10839
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	10839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1835
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	161
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	848
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	826
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	11000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	161
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1835
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1674
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	149
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	69
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	69
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MORGAN STANLEY ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MORGAN STANLEY OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	82
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	82
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	2508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	OUTSIDE SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	2500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2508
TaxesSchedule/TaxesDetail/CategoryTxt	0	2013 FORM 990-PF TAX
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARY PAT MAGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7327417777
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HOWARD WHITFIELD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HOWA
ReturnHeader/Filer/EIN	0	210593879
ReturnHeader/Filer/InCareOfNm	0	% MARY PAT MAGEE
ReturnHeader/Filer/PhoneNum	0	7327417777
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 336
ReturnHeader/Filer/USAddress/CityNm	0	RED BANK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NJ
ReturnHeader/Filer/USAddress/ZIPCd	0	07701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	331 NEWMAN SPRINGS RD STE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	RED BANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	077016765
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7328423113
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	GLENN G BELLOMY CPA
ReturnHeader/ReturnTs	0	2016-11-11T13:30:36-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $228,976
Liabilities: $0
Net assets: $228,976
Revenue: $15,525
Expenses: $13,740
Net income: $1,785

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2017Detailed filing. Detailed filing data is available for this year.	$2.10	$0.00	$2.10	$0.23	$0.10	$0.13
2016Detailed filing. Detailed filing data is available for this year.	$1.97	$0.00	$1.97	$0.17	$0.14	$0.32
2015Detailed filing. Detailed filing data is available for this year.	$2.29	$0.00	$2.29	$0.16	$0.14	$0.02
2014Summary only. Only limited summary data is available for this year.	$2.27	$0.00		$0.18	$0.15	$0.03
2013Summary only. Only limited summary data is available for this year.	$2.24	$0.00		$0.49	$0.18	$0.31
2012Summary only. Only limited summary data is available for this year.	$1.93	$0.00		$0.07	$0.18	$0.11
2011Summary only. Only limited summary data is available for this year.	$2.05	$0.00		$0.05	$0.11	$0.06