Civic Intelligence

Howard Whitfield Foundation

990PF • Fiscal year 2017 • EIN 21-0593879

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

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.

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

6.4%

Faster asset growth than 60% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$209,897

Up $12,672 (+6.4%) from 2016

Net Assets

Up

$209,897

Up $12,672 (+6.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Up

$23,073

Up $40,515 (+232%) from 2016

Expenses

Down

$10,401

Down $3,908 (-27%) from 2016

Net Income

Up

$12,672

Up $44,423 (+140%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2011: $204,512Liabilities 2011: $02011Assets 2012: $193,436Liabilities 2012: $02012Assets 2013: $224,242Liabilities 2013: $02013Assets 2014: $227,191Liabilities 2014: $02014Assets 2015: $228,976Liabilities 2015: $0Net Assets 2015: $228,9762015Assets 2016: $197,225Liabilities 2016: $0Net Assets 2016: $197,2252016Assets 2017: $209,897Liabilities 2017: $0Net Assets 2017: $209,8972017

Highlighted filing

2017

Assets$209,897
Liabilities$0
Net Assets$209,897
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KRevenue 2011: $5,305Expenses 2011: $11,336Net Income 2011: -$6,0312011Revenue 2012: $6,918Expenses 2012: $17,994Net Income 2012: -$11,0762012Revenue 2013: $49,249Expenses 2013: $18,443Net Income 2013: $30,8062013Revenue 2014: $18,252Expenses 2014: $15,303Net Income 2014: $2,9492014Revenue 2015: $15,525Expenses 2015: $13,740Net Income 2015: $1,7852015Revenue 2016: -$17,442Expenses 2016: $14,309Net Income 2016: -$31,7512016Revenue 2017: $23,073Expenses 2017: $10,401Net Income 2017: $12,6722017

Highlighted filing

2017

Revenue$23,073
Expenses$10,401
Net Income$12,672
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD ODELLBoard Member-$0--
AUBREY V ATKINSBoard Member-$0--
MARY PAT MAGEESecretary/Treasurer-$0--
JIM STEFANKIEWICZVice President-$0--
WILLIAM MOSSPresident-$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
2018-11-05
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
Raw XML Appendix325 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/PersonNm0HOWARD ODELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AUBREY V ATKINS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JIM STEFANKIEWICZ
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY PAT MAGEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07327417777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE SCHOLARSHIPS - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS COLLEGES - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
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/AppliedToCurrentYearAmt07559
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0161
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02937
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0299
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0299
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07559
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0299
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03236
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0300
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MORGAN STANLEY ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MORGAN STANLEY OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt190
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02371
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02371
TaxesSchedule/TaxesDetail/Amt0206
TaxesSchedule/TaxesDetail/CategoryTxt02016 FORM 990-PF TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0206
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY PAT MAGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07327417777
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOWARD WHITFIELD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOWA
ReturnHeader/Filer/EIN0210593879
ReturnHeader/Filer/InCareOfNm0% MARY PAT MAGEE
ReturnHeader/Filer/PhoneNum07327417777
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 336
ReturnHeader/Filer/USAddress/CityNm0RED BANK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00917C7622B705DB5025AFAEF1D582A9C8ACAB3C5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00917C7622B705DB5025AFAEF1D582A9C8ACAB3C5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId022006220183185000090
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.30.139
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0331 NEWMAN SPRINGS RD STE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RED BANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0077016765
ReturnHeader/PreparerPersonGrp/PhoneNum07328423113
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN G BELLOMY CPA
ReturnHeader/ReturnTs02018-11-14T13:46:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,897
Liabilities
$0
Net assets
$209,897
Revenue
$23,073
Expenses
$10,401
Net income
$12,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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