Civic Intelligence

Kenneth W& Ora P Whitney Foundation

990PF • Fiscal year 2013 • EIN 22-2464657

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 13, 2014

400 Avinger LaneRoom/Suite 40628036

(704) 896-1406

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

59th percentile

4.6%

Faster asset growth than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

54th percentile

3.2%

Faster revenue growth than 54% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$35,892

Up $1,565 (+4.6%) from 2012

Net Assets

$35,892

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$1,880

Up $59 (+3.2%) from 2012

Expenses

Down

$315

Down $1,499 (-83%) from 2012

Net Income

Up

$1,565

Up $1,558 (+22257%) from 2012

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $34,321Liabilities 2011: $0Net Assets 2011: $34,3212011Assets 2012: $34,327Liabilities 2012: $02012Assets 2013: $35,892Liabilities 2013: $0Net Assets 2013: $35,8922013Assets 2014: $36,639Liabilities 2014: $0Net Assets 2014: $36,6392014Assets 2015: $38,288Liabilities 2015: $0Net Assets 2015: $38,2882015Assets 2016: $38,181Liabilities 2016: $0Net Assets 2016: $38,1812016

Highlighted filing

2013

Assets$35,892
Liabilities$0
Net Assets$35,892

Operations Trend

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

$15K$10K$5.0K$0-$5.0KExpenses 2011: $1,2752011Revenue 2012: $1,821Expenses 2012: $1,814Net Income 2012: $72012Revenue 2013: $1,880Expenses 2013: $315Net Income 2013: $1,5652013Revenue 2014: $6,393Expenses 2014: $10,448Net Income 2014: -$4,0552014Revenue 2015: $1,986Expenses 2015: $337Net Income 2015: $1,6492015Revenue 2016: $229Expenses 2016: $336Net Income 2016: -$1072016

Highlighted filing

2013

Revenue$1,880
Expenses$315
Net Income$1,565
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH WHITNEYDirector-$0--
Filing and Contact Details

Filer

EIN
22-2464657
Phone
7048961406

Signing Officer

Name
Kenneth Whitney
Title
Director
Phone
7048961406
Signed
2014-03-13

Preparer

Preparer
Barbara G Mccall
Raw XML Appendix193 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
CompensationExplanation/CompensationExplanationGrp/PersonNm0KENNETH WHITNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt017008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt210122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0320 SHARES BMY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1120 SHARES XOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2390 SHARES INTC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3240 SHARES LLY
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt01565
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01565
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0315
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01880
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01565
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt035892
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt034327
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt035892
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02306
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02306
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02306
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02337
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/DistributableAmountGrp/TotalTaxAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt031
IRS990PF/FMVAssetsEOYAmt053643
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0564
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02129
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02129
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt033763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt033763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt051514
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt034327
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt035892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt034327
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt035892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt053643
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt034327
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt035892
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt034327
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt035892
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt047451
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01347
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt046104
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0712
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02337
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt046739
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt047451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KENNETH WHITNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10400 AVINGER LANE 406
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0DAVIDSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode028036
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt046739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DIVIDEND INCOME WAS A SOURCE OF INCOME TO PROVIDE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1CONTRIBUTIONS FOR THE FOUNDATION
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KENNETH WHITNEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10400 AVINGER LANE 406
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0DAVIDSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode028036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07048961406
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt02306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01008
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02306
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01202
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01202
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03508
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07048961406
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10KENNETH W& ORA P WHITNEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0222464657
ReturnHeader/Filer/PhoneNum07048961406
ReturnHeader/Filer/USAddress/AddressLine10400 AVINGER LANE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 406
ReturnHeader/Filer/USAddress/City0DAVIDSON
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028036
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA G MCCALL
ReturnHeader/ReturnTs02014-04-12T12:40:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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