Civic Intelligence

Witman Family Foundation

990PF • Fiscal year 2018 • EIN 26-2702670

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 31, 2019

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

99th percentile

243%

Faster asset growth than 99% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

7420%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,044,388

Up $3,574,566 (+243%) from 2017

Net Assets

Up

$5,044,388

Up $3,574,566 (+243%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin98th percentile

Revenue

Up

$3,669,630

Up $3,620,829 (+7420%) from 2017

Expenses

Up

$95,064

Up $23,440 (+33%) from 2017

Net Income

Up

$3,574,566

Up $3,597,389 (+15762%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $30,544Liabilities 2010: $0Net Assets 2010: $30,5442010Assets 2011: $19,762Liabilities 2011: $0Net Assets 2011: $19,7622011Assets 2012: $1,370,124Liabilities 2012: $0Net Assets 2012: $1,370,1242012Assets 2013: $1,374,727Liabilities 2013: $0Net Assets 2013: $1,374,7272013Assets 2014: $1,558,843Liabilities 2014: $0Net Assets 2014: $1,558,8432014Assets 2015: $1,555,579Liabilities 2015: $0Net Assets 2015: $1,555,5792015Assets 2016: $1,492,645Liabilities 2016: $0Net Assets 2016: $1,492,6452016Assets 2017: $1,469,822Liabilities 2017: $0Net Assets 2017: $1,469,8222017Assets 2018: $5,044,388Liabilities 2018: $0Net Assets 2018: $5,044,3882018Assets 2019: $5,055,077Liabilities 2019: $0Net Assets 2019: $5,055,0772019Assets 2020: $4,645,142Liabilities 2020: $0Net Assets 2020: $4,645,1422020Assets 2021: $4,535,873Liabilities 2021: $0Net Assets 2021: $4,535,8732021Assets 2022: $6,055,528Liabilities 2022: $0Net Assets 2022: $6,055,5282022Assets 2023: $5,303,772Liabilities 2023: $0Net Assets 2023: $5,303,7722023Assets 2024: $5,160,720Liabilities 2024: $0Net Assets 2024: $5,160,7202024

Highlighted filing

2018

Assets$5,044,388
Liabilities$0
Net Assets$5,044,388
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $26,3102010Expenses 2011: $11,0262011Expenses 2012: $9,0302012Revenue 2013: $54,086Expenses 2013: $49,483Net Income 2013: $4,6032013Revenue 2014: $255,204Expenses 2014: $71,088Net Income 2014: $184,1162014Revenue 2015: $69,777Expenses 2015: $73,041Net Income 2015: -$3,2642015Revenue 2016: $9,481Expenses 2016: $72,415Net Income 2016: -$62,9342016Revenue 2017: $48,801Expenses 2017: $71,624Net Income 2017: -$22,8232017Revenue 2018: $3,669,630Expenses 2018: $95,064Net Income 2018: $3,574,5662018Revenue 2019: $227,313Expenses 2019: $216,624Net Income 2019: $10,6892019Revenue 2020: -$42,416Expenses 2020: $367,519Net Income 2020: -$409,9352020Revenue 2021: $204,451Expenses 2021: $313,720Net Income 2021: -$109,2692021Revenue 2022: $1,915,323Expenses 2022: $395,668Net Income 2022: $1,519,6552022Revenue 2023: -$400,204Expenses 2023: $351,552Net Income 2023: -$751,7562023Revenue 2024: $175,232Expenses 2024: $318,284Net Income 2024: -$143,0522024

Highlighted filing

2018

Revenue$3,669,630
Expenses$95,064
Net Income$3,574,566
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 31, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew WitmanPres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
Witman Family Foundation
EIN
26-2702670
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Matthew Witman
Title
president
Phone
8008391754
Signed
2019-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix356 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/PersonNm0Matthew Witman
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt340000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHALLENGED ATHLETES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RIDING EMPHASIZING INDIVIDUAL NEEDS AND STRENGTHS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAN DIEGO AG IN THE CLASSROOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TRINITY EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09591 WAPLES ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2420 S BROADWAY STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3845 CHESTNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BONSALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ESCONDIDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ESCONDIDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt01693
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt058832
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0150358
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0148665
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt058832
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0H W Witman III B A Witman Bypass
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1H W Witman III B A Witman Survivo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o Matthew Witman P O Box 1659
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1c/o Matthew Witman P O Box 1659
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Escondido
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Escondido
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092033
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192033
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03691386
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1305000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033881
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt033881
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0H W Witman III B A Witman Bypass
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0c/o Matthew Witman P O Box 1659
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Escondido
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092033
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/Amt1231
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2018
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2017
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW WITMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Witman Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WITM
ReturnHeader/Filer/EIN0262702670
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId078D185D94E59032E4B5D677F857013E059842DEA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C5E5A4654C1C37B4810F575F1A1D05F0CA21AED
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520191005000040
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02019-04-10T14:01:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,044,388
Liabilities
$0
Net assets
$5,044,388
Revenue
$3,669,630
Expenses
$95,064
Net income
$3,574,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.18$0.32$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.40$0.35$0.75
2022Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$1.92$0.40$1.52
2021Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.20$0.31$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.04$0.37$0.41
2019Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.23$0.22$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$3.67$0.10$3.57
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.01$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.26$0.07$0.18
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.05$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.03