Civic Intelligence

Whitaker Fund

990PF • Fiscal year 2014 • EIN 23-7289515

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization Profile
2266 Willow StreetSan Diego, CA 92106

(619) 322-5741

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

30th percentile

-4.2%

Higher net margin than 30% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$5,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

3.6%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,012,048

Down $2,792 (-0.3%) from 2013

Net Assets

Down

$1,012,048

Down $2,792 (-0.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin30th percentile

Revenue

Up

$65,918

Up $2,298 (+3.6%) from 2013

Expenses

Down

$68,710

Down $1,117 (-1.6%) from 2013

Net Income

Up

-$2,792

Up $3,415 (+55%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,024,956Liabilities 2011: $0Net Assets 2011: $1,024,9562011Assets 2012: $1,021,047Liabilities 2012: $0Net Assets 2012: $1,021,0472012Assets 2013: $1,014,840Liabilities 2013: $0Net Assets 2013: $1,014,8402013Assets 2014: $1,012,048Liabilities 2014: $0Net Assets 2014: $1,012,0482014Assets 2015: $1,003,904Liabilities 2015: $0Net Assets 2015: $1,003,9042015Assets 2016: $1,054,095Liabilities 2016: $0Net Assets 2016: $1,000,1882016Assets 2017: $987,634Liabilities 2017: $0Net Assets 2017: $987,6342017Assets 2018: $984,642Liabilities 2018: $0Net Assets 2018: $984,6422018Assets 2019: $973,942Liabilities 2019: $0Net Assets 2019: $973,9422019Assets 2020: $960,578Liabilities 2020: $0Net Assets 2020: $960,5782020Assets 2021: $972,375Liabilities 2021: $0Net Assets 2021: $972,3752021Assets 2022: $974,634Liabilities 2022: $0Net Assets 2022: $974,6342022Assets 2024: $952,370Liabilities 2024: $0Net Assets 2024: $952,3702024

Highlighted filing

2014

Assets$1,012,048
Liabilities$0
Net Assets$1,012,048
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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

$100K$50K$0-$50KExpenses 2011: $67,2502011Expenses 2012: $70,8212012Revenue 2013: $63,620Expenses 2013: $69,827Net Income 2013: -$6,2072013Revenue 2014: $65,918Expenses 2014: $68,710Net Income 2014: -$2,7922014Revenue 2015: $61,044Expenses 2015: $69,188Net Income 2015: -$8,1442015Revenue 2016: $64,909Expenses 2016: $68,625Net Income 2016: -$3,7162016Revenue 2017: $69,534Expenses 2017: $69,647Net Income 2017: -$1132017Revenue 2018: $76,645Expenses 2018: $69,309Net Income 2018: $7,3362018Revenue 2019: $58,707Expenses 2019: $69,407Net Income 2019: -$10,7002019Revenue 2020: $57,093Expenses 2020: $69,257Net Income 2020: -$12,1642020Revenue 2021: $79,977Expenses 2021: $69,166Net Income 2021: $10,8112021Revenue 2022: $73,651Expenses 2022: $71,392Net Income 2022: $2,2592022Revenue 2024: $72,600Expenses 2024: $75,456Net Income 2024: -$2,8562024

Highlighted filing

2014

Revenue$65,918
Expenses$68,710
Net Income-$2,792
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN K WRIGHTSectreary/TreasurerPT$5,000-$5,000
FRED C WHITAKER JRPresident/Director-$0--
Filing and Contact Details

Filer

Filer Name
Whitaker Fund
EIN
23-7289515
Phone
6193225741
Address
2266 WILLOW STREET, SAN DIEGO, CA 92106

Signing Officer

Name
Jonathan K Wright
Title
Secretary/treasurer
Phone
6193225741
Signed
2015-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Bbd Llp
Address
1835 MARKET STREET 26TH FLOOR, PHILADELPHIA, PA 19103
Preparer
Thomas J Dockray
Phone
2155677770
Raw XML AppendixShowing 400 of 418 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt291192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD INFLATION PROTECTION SEC ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD WELLESLEY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD GNMA FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2792
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt058995
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt058995
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt058995
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt059654
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0659
IRS990PF/DistributableAmountGrp/TotalTaxAmt0659
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01211247
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01167041
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018169
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JONATHAN K WRIGHT
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JONATHAN K WRIGHT
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13WESTERN VIRGINIA FOUNDATION FOR THE ARTS AND SCIENCES
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033584
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09715
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07184
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068710
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09715
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040779
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031064
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0385
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN K WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06193225741
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
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ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0237289515

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,012,048
Liabilities
$0
Net assets
$1,012,048
Revenue
$65,918
Expenses
$68,710
Net income
-$2,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.07$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.08$0.07$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.06$0.07$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.06$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.08$0.07$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.07$0.07$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.00$0.06$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07