Civic Intelligence

Mary & Christopher Rodgers Foundation Whippoorwill Financial

990PF • Fiscal year 2023 • EIN 23-6724756

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 06, 2024

Organization Profile
8620 Baltimore Drive 201Dallas, TX 75225-3496

(603) 770-9087

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-39%

Higher net margin than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-2.2%

Faster asset growth than 44% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$390,918

Down $8,763 (-2.2%) from 2022

Net Assets

Down

$390,918

Down $8,763 (-2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin16th percentile

Revenue

Down

$21,373

Down $6,052 (-22%) from 2022

Expenses

Up

$29,664

Up $5,086 (+21%) from 2022

Net Income

Down

-$8,291

Down $11,138 (-391%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2020: $384,381Liabilities 2020: $0Net Assets 2020: $384,3812020Assets 2021: $401,160Liabilities 2021: $0Net Assets 2021: $396,8352021Assets 2022: $399,681Liabilities 2022: $0Net Assets 2022: $399,6812022Assets 2023: $390,918Liabilities 2023: $0Net Assets 2023: $390,9182023Assets 2024: $395,724Liabilities 2024: $0Net Assets 2024: $395,7242024

Highlighted filing

2023

Assets$390,918
Liabilities$0
Net Assets$390,918
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$40K$20K$0-$20KRevenue 2020: $11,878Expenses 2020: $23,043Net Income 2020: -$11,1652020Revenue 2021: $38,161Expenses 2021: $25,481Net Income 2021: $12,6802021Revenue 2022: $27,425Expenses 2022: $24,578Net Income 2022: $2,8472022Revenue 2023: $21,373Expenses 2023: $29,664Net Income 2023: -$8,2912023Revenue 2024: $35,566Expenses 2024: $30,136Net Income 2024: $5,4302024

Highlighted filing

2023

Revenue$21,373
Expenses$29,664
Net Income-$8,291
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES RODGERSTrustee-$0--
SARAH M SMITHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVARIOUS ORGANIZATIONSCHARITABLE PURPOSES501(C)(3)DALLAS, TX, US$25,000
Filing and Contact Details

Filer

Filer Name
Mary and Christopher Rodgers Founda
EIN
23-6724756
Phone
6037709087
Address
8620 BALTIMORE DRIVE 201, DALLAS, TX 75225-3496

Signing Officer

Name
Sarah M Smith
Title
Trustee
Phone
6037709087
Signed
2024-06-06

Preparer

Firm
Weidema Lavin & Grott Accounting Pc
Address
TWO INTERNATIONAL DRIVE SUITE 225, PORTSMOUTH, NH 03801-6810
Preparer
Ellen M Lavin
Phone
6037661968
Raw XML Appendix225 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0472
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0146
IRS990PF/FMVAssetsEOYAmt0390918
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011411
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0388270
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0399681
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0372791
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012921
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0359870
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05592
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018360
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0367199
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0372791
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18620 BALTIMORE DRIVE
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt025000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt025000
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SARAH M SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075225
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06227
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018773
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IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0455
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03564
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH M SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06037709087
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY AND CHRISTOPHER RODGERS FOUNDA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0236724756
ReturnHeader/Filer/PhoneNum06037709087
ReturnHeader/Filer/USAddress/AddressLine1Txt08620 BALTIMORE DRIVE 201
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752253496
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453636258
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEIDEMA LAVIN & GROTT ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO INTERNATIONAL DRIVE SUITE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTSMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0038016810
ReturnHeader/PreparerPersonGrp/PhoneNum06037661968
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLEN M LAVIN
ReturnHeader/ReturnTs02024-06-17T07:53:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,918
Liabilities
$0
Net assets
$390,918
Revenue
$21,373
Expenses
$29,664
Net income
-$8,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.36$0.30$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.21$0.30$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.27$0.25$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$3.97$0.38$0.25$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.12$0.23$0.11