Civic Intelligence

The White Pine Fund

990PF • Fiscal year 2023 • EIN 26-3168334

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
BNY Mellon One Mellon Cntr 151-3750Pittsburgh, PA 15258

(412) 234-9684

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$33,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

47th percentile

2.6%

Faster asset growth than 47% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

7.2%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,730,229

Up $170,274 (+2.6%) from 2022

Net Assets

Up

$6,730,229

Up $170,274 (+2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin80th percentile

Revenue

Up

$553,433

Up $37,119 (+7.2%) from 2022

Expenses

Down

$386,297

Down $12,180 (-3.1%) from 2022

Net Income

Up

$167,136

Up $49,299 (+42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,545,929Liabilities 2012: $0Net Assets 2012: $5,545,9292012Assets 2013: $5,574,130Liabilities 2013: $0Net Assets 2013: $5,574,1302013Assets 2014: $5,966,508Liabilities 2014: $0Net Assets 2014: $5,966,5082014Assets 2015: $5,940,588Liabilities 2015: $0Net Assets 2015: $5,940,5882015Assets 2016: $5,852,284Liabilities 2016: $0Net Assets 2016: $5,852,2842016Assets 2017: $5,857,194Liabilities 2017: $0Net Assets 2017: $5,857,1942017Assets 2018: $6,008,473Liabilities 2018: $0Net Assets 2018: $6,008,4732018Assets 2020: $6,026,226Liabilities 2020: $0Net Assets 2020: $6,026,2262020Assets 2021: $6,442,169Liabilities 2021: $0Net Assets 2021: $6,442,1692021Assets 2022: $6,559,955Liabilities 2022: $0Net Assets 2022: $6,559,9552022Assets 2023: $6,730,229Liabilities 2023: $0Net Assets 2023: $6,730,2292023Assets 2024: $6,724,494Liabilities 2024: $0Net Assets 2024: $6,724,4942024

Highlighted filing

2023

Assets$6,730,229
Liabilities$0
Net Assets$6,730,229
Open 2023 Filing

Operations Trend

Revenue Growth52nd percentile

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

$1.0M$500K$0-$500KExpenses 2012: $335,1372012Revenue 2013: $424,751Expenses 2013: $390,644Net Income 2013: $34,1072013Revenue 2014: $784,128Expenses 2014: $395,813Net Income 2014: $388,3152014Revenue 2015: $337,312Expenses 2015: $392,492Net Income 2015: -$55,1802015Revenue 2016: $282,073Expenses 2016: $376,874Net Income 2016: -$94,8012016Revenue 2017: $370,317Expenses 2017: $371,502Net Income 2017: -$1,1852017Revenue 2018: $446,797Expenses 2018: $314,795Net Income 2018: $132,0022018Revenue 2020: $326,914Expenses 2020: $325,013Net Income 2020: $1,9012020Revenue 2021: $593,651Expenses 2021: $119,902Net Income 2021: $473,7492021Revenue 2022: $516,314Expenses 2022: $398,477Net Income 2022: $117,8372022Revenue 2023: $553,433Expenses 2023: $386,297Net Income 2023: $167,1362023Revenue 2024: $366,154Expenses 2024: $374,275Net Income 2024: -$8,1212024

Highlighted filing

2023

Revenue$553,433
Expenses$386,297
Net Income$167,136
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA BARCLAY HUMPHREYPresident-$33,000-$33,000
Filing and Contact Details

Filer

Filer Name
The White Pine Fund
EIN
26-3168334
In Care Of
% BNY MELLON
Phone
4122349684
Address
BNY Mellon One Mellon Cntr 151-3750, Pittsburgh, PA 15258

Signing Officer

Name
Rebecca Humphrey
Title
Officer
Phone
4123649395
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
30 Isabella Street Suite 107, Pittsburgh, PA 15212-5859
Preparer
Lauren R Denton
Phone
4123649395
Raw XML Appendix346 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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE MELLON CTR 151-3750
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Pittsburgh
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015258
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BNY MELLON
IRS990PF/StatementsRegardingActyGrp/PhoneNum04122349684
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0306502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PITTSBURGH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015258
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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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/AppliedToCurrentYearAmt033799
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0306502
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0331160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0340301
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0297361
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0306502
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0147
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0147
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02984
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03514
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03514
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC. EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt044
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03138
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK BALANCE ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01733
TaxesSchedule/TaxesDetail/Amt15464
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01733
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA HUMPHREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum04123649395
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The White Pine Fund
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0263168334
ReturnHeader/Filer/InCareOfNm0% BNY MELLON
ReturnHeader/Filer/PhoneNum04122349684
ReturnHeader/Filer/USAddress/AddressLine1Txt0BNY Mellon One Mellon Cntr 151-3750
ReturnHeader/Filer/USAddress/CityNm0Pittsburgh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015258
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 Isabella Street Suite 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152125859
ReturnHeader/PreparerPersonGrp/PhoneNum04123649395
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN R DENTON
ReturnHeader/ReturnTs02024-07-03T12:42:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUMPHREY
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
$6,730,229
Liabilities
$0
Net assets
$6,730,229
Revenue
$553,433
Expenses
$386,297
Net income
$167,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.00$6.72$0.37$0.37$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.55$0.39$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.52$0.40$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.44$0.00$6.44$0.59$0.12$0.47
2020Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.33$0.33$0.00
2018Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.45$0.31$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.37$0.37$0.00
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.28$0.38$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.34$0.39$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.78$0.40$0.39
2013Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.42$0.39$0.03
2012Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.34