Civic Intelligence

Withington Foundation Inc C/O Andrew K Rooke

990PF • Fiscal year 2018 • EIN 22-3291812

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

7029 Sheaff LaneFort Washington, PA 19034

(215) 591-9573

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

63rd percentile

4.8%

Faster asset growth than 63% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

68%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$15,946,480

Up $731,750 (+4.8%) from 2017

Net Assets

Up

$15,946,260

Up $733,375 (+4.8%) from 2017

Liabilities

Down

$220

Down $1,625 (-88%) from 2017

Revenue

Up

$1,924,784

Up $776,474 (+68%) from 2017

Expenses

Down

$1,190,008

Down $33,725 (-2.8%) from 2017

Net Income

Up

$734,776

Up $810,199 (+1074%) from 2017

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $17,633,055Liabilities 2010: $21,507Net Assets 2010: $17,611,5482010Assets 2011: $17,140,213Liabilities 2011: $20,680Net Assets 2011: $17,119,5332011Assets 2012: $16,766,426Liabilities 2012: $18,632Net Assets 2012: $16,747,7942012Assets 2013: $16,590,060Liabilities 2013: $17,533Net Assets 2013: $16,572,5272013Assets 2014: $16,373,430Liabilities 2014: $18,025Net Assets 2014: $16,355,4052014Assets 2015: $15,935,000Liabilities 2015: $0Net Assets 2015: $15,935,0002015Assets 2016: $15,294,859Liabilities 2016: $0Net Assets 2016: $15,294,8592016Assets 2017: $15,214,730Liabilities 2017: $1,845Net Assets 2017: $15,212,8852017Assets 2018: $15,946,480Liabilities 2018: $220Net Assets 2018: $15,946,2602018Assets 2019: $14,185,943Liabilities 2019: $29,420Net Assets 2019: $14,156,5232019Assets 2020: $13,133,543Liabilities 2020: $170Net Assets 2020: $13,133,3732020Assets 2021: $12,788,554Liabilities 2021: $2,811Net Assets 2021: $12,785,7432021Assets 2022: $12,405,877Liabilities 2022: $2,236Net Assets 2022: $12,403,6412022Assets 2023: $11,336,463Liabilities 2023: $1,480Net Assets 2023: $11,334,9832023Assets 2024: $23,497,277Liabilities 2024: $97,500Net Assets 2024: $23,399,7772024

Highlighted filing

2018

Assets$15,946,480
Liabilities$220
Net Assets$15,946,260

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,287,3942010Expenses 2011: $1,207,1902011Expenses 2012: $1,274,7272012Revenue 2013: $1,091,157Expenses 2013: $1,283,403Net Income 2013: -$192,2462013Revenue 2014: $1,148,594Expenses 2014: $1,371,007Net Income 2014: -$222,4132014Revenue 2015: $1,207,147Expenses 2015: $1,317,316Net Income 2015: -$110,1692015Revenue 2016: $881,147Expenses 2016: $1,291,801Net Income 2016: -$410,6542016Revenue 2017: $1,148,310Expenses 2017: $1,223,733Net Income 2017: -$75,4232017Revenue 2018: $1,924,784Expenses 2018: $1,190,008Net Income 2018: $734,7762018Revenue 2019: -$486,386Expenses 2019: $1,263,688Net Income 2019: -$1,750,0742019Revenue 2020: $175,592Expenses 2020: $1,198,479Net Income 2020: -$1,022,8872020Revenue 2021: $690,092Expenses 2021: $1,050,813Net Income 2021: -$360,7212021Revenue 2022: $647,642Expenses 2022: $1,033,065Net Income 2022: -$385,4232022Revenue 2023: $341,688Expenses 2023: $1,412,118Net Income 2023: -$1,070,4302023Revenue 2024: $13,558,493Expenses 2024: $1,552,296Net Income 2024: $12,006,1972024

Highlighted filing

2018

Revenue$1,924,784
Expenses$1,190,008
Net Income$734,776
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW K ROOKEPresidentPT$0--
TAYLOR ROOKEVice PresidentPT$0--
CHARLES C ROOKESecretary TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Withington Foundation Inc
EIN
22-3291812
Phone
2155919573
Address
7029 SHEAFF LANE, FORT WASHINGTON, PA 19034

Signing Officer

Name
Andrew K Rooke
Title
Officer
Phone
2155919573
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Mcgee Hearne & Paiz Llp
Address
PO BOX 1088, CHEYENNE, WY 82003
Preparer
Amber Nuse
Phone
3076342151
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1151860515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116102188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117276140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118149857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119269621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120376368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121101277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1221471780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123212013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124159880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12552462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126104365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AAPL - APPLE INC COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABT - ABBOTT LAB COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BLACK HILLS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CATERPILLAR INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CELG - CELGENE CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CITIGROUP INC COM NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DUKE ENERGY CORP NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EASTMAN CHEMICAL CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ELI LILLY & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EVERSOURCE ENERGY COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FEDEX CORP DELAWARE COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GENL DYNAMICS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HDFC BANK LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HEALTH CARE SELECT SPDR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HONEYWELL INTL INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INTL BUSINESS MACHINES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50INTUIT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES CORE U.S.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ISHARES MSCI EAFE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNITED HEALTH GROUP INC UNH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93UNITED PARCEL SVC CL B
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95URBAN EDGE PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VANGUARD INFORMATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108ISHARES MSCI JAPAN ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112WILLIAMS COMPANIES DEL - ML 4493
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115FIDELITY 500 INDEX FD-AL - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116FINANCIAL SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117HEALTH CARE SELECT SECTOR - JPM 9002
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121ISHARES CORE S&P SMALL-CAP ETF - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122FIDELITY INTERNATIONAL INDEX FUND - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123JPMORGAN BETABUILDERS CANADA ETF - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124JPMORGAN BETABUILDERS EUROPE - ETF - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125JPMORGAN BETABUILDERS JAPAN - ETF - JPM 9002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126ISHARES EDGE MSCI MIN VOL - JPM 9002
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0344866
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ORDINARY INCOME/(LOSS) FROM K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1NET RENTAL REAL ESTATE INCOME/(LOSS) FROM K-1'S
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-66422
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-206297
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01924784
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01711690

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$0.10$23.4$13.6$1.55$12.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$0.34$1.41$1.07
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.65$1.03$0.39
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.69$1.05$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$0.18$1.20$1.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.03$14.2$0.49$1.26$1.75
2018Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.92$1.19$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.00$15.2$1.15$1.22$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.00$15.3$0.88$1.29$0.41
2015Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.21$1.32$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.02$16.4$1.15$1.37$0.22
2013Detailed filing. Detailed filing data is available for this year.$16.6$0.02$16.6$1.09$1.28$0.19
2012Detailed filing. Detailed filing data is available for this year.$16.8$0.02$16.7$1.27
2011Detailed filing. Detailed filing data is available for this year.$17.1$0.02$17.1$1.21
2010Detailed filing. Detailed filing data is available for this year.$17.6$0.02$17.6$1.29