Civic Intelligence

Whitaker Foundation

990PF • Fiscal year 2021 • EIN 23-7301744

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
PO Box 996Snoqualmie, WA 98065

(425) 395-7583

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-100%

Higher net margin than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

13th percentile

-4.9%

Faster asset growth than 13% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-31%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,635,324

Down $83,445 (-4.9%) from 2020

Net Assets

Down

$1,635,324

Down $83,445 (-4.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Down

$83,544

Down $37,152 (-31%) from 2020

Expenses

Down

$167,489

Down $13,164 (-7.3%) from 2020

Net Income

Down

-$83,945

Down $23,988 (-40%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,917,283Liabilities 2012: $0Net Assets 2012: $1,917,2832012Assets 2013: $1,953,224Liabilities 2013: $0Net Assets 2013: $1,953,2242013Assets 2015: $1,840,323Liabilities 2015: $0Net Assets 2015: $1,840,3232015Assets 2019: $1,778,726Liabilities 2019: $0Net Assets 2019: $1,778,7262019Assets 2020: $1,718,769Liabilities 2020: $0Net Assets 2020: $1,718,7692020Assets 2021: $1,635,324Liabilities 2021: $0Net Assets 2021: $1,635,3242021Assets 2022: $1,587,926Liabilities 2022: $0Net Assets 2022: $1,587,9262022

Highlighted filing

2021

Assets$1,635,324
Liabilities$0
Net Assets$1,635,324
Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

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

$200K$100K$0-$100KExpenses 2012: $124,1332012Revenue 2013: $171,106Expenses 2013: $136,565Net Income 2013: $34,5412013Revenue 2015: $87,859Expenses 2015: $143,611Net Income 2015: -$55,7522015Revenue 2019: $103,203Expenses 2019: $172,435Net Income 2019: -$69,2322019Revenue 2020: $120,696Expenses 2020: $180,653Net Income 2020: -$59,9572020Revenue 2021: $83,544Expenses 2021: $167,489Net Income 2021: -$83,9452021Revenue 2022: $120,603Expenses 2022: $167,785Net Income 2022: -$47,1822022

Highlighted filing

2021

Revenue$83,544
Expenses$167,489
Net Income-$83,945
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM WHITAKERPres./Vice Pres.-$0--
CHERYL MATHENYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Whitaker Foundation
EIN
23-7301744
In Care Of
% WILLIAM WHITAKER
Phone
4253957583
Address
PO BOX 996, SNOQUALMIE, WA 98065

Signing Officer

Name
William Whitaker
Title
President
Phone
2066211900
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Bader Martin Ps
Address
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 98104-1022
Preparer
Sherry J Perrault
Phone
2066211900
Raw XML Appendix334 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/PersonNm0WILLIAM WHITAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHERYL MATHENY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES./VICE PRES.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0136859
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0136859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt051544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018163
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014292
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014292
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0138832
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt051544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028457
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013355
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018163
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0164172
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027313
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0153124
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0125811
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOOKKEEPING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE COMPUTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0861
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1385
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2840
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3165
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0861
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1385
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2840
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt425
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0106
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0106
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD CORRECTION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt070
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt02227
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM WHITAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02066211900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITAKER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0237301744
ReturnHeader/Filer/InCareOfNm0% WILLIAM WHITAKER
ReturnHeader/Filer/PhoneNum04253957583
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 996
ReturnHeader/Filer/USAddress/CityNm0SNOQUALMIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BADER MARTIN PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 2ND AVE 34TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981041022
ReturnHeader/PreparerPersonGrp/PhoneNum02066211900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY J PERRAULT
ReturnHeader/ReturnTs02022-05-13T17:48:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITAKER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,635,324
Liabilities
$0
Net assets
$1,635,324
Revenue
$83,544
Expenses
$167,489
Net income
-$83,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.12$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.17$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.12$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.10$0.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.09$0.14$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.17$0.14$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.12
Peer Organizations

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