Civic Intelligence

Whitaker Foundation Inc.

990PF • Fiscal year 2013 • EIN 30-0262001

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 01, 2014

Organization Profile
Pob 14037 2937 Paris Pike40512

(859) 299-5246

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,095,574

Up $131,902 (+14%) from 2012

Net Assets

Up

$1,095,574

Up $131,902 (+14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin89th percentile

Revenue

$33,943

No earlier filing loaded for comparison.

Expenses

Down

$15,884

Down $6,595 (-29%) from 2012

Net Income

$18,059

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$30M$20M$10M$0Assets 2010: $869,402Liabilities 2010: $0Net Assets 2010: $869,4022010Assets 2011: $870,046Liabilities 2011: $0Net Assets 2011: $870,0462011Assets 2012: $963,672Liabilities 2012: $0Net Assets 2012: $963,6722012Assets 2013: $1,095,574Liabilities 2013: $0Net Assets 2013: $1,095,5742013Assets 2014: $1,154,888Liabilities 2014: $0Net Assets 2014: $1,154,8882014Assets 2015: $1,082,340Liabilities 2015: $0Net Assets 2015: $1,082,3402015Assets 2016: $16,970,417Liabilities 2016: $0Net Assets 2016: $16,970,4172016Assets 2017: $17,672,446Liabilities 2017: $0Net Assets 2017: $17,672,4462017Assets 2018: $16,212,570Liabilities 2018: $0Net Assets 2018: $16,212,5702018Assets 2019: $18,461,278Liabilities 2019: $0Net Assets 2019: $18,461,2782019Assets 2020: $19,545,127Liabilities 2020: $0Net Assets 2020: $19,545,1272020Assets 2021: $21,214,795Liabilities 2021: $0Net Assets 2021: $21,214,7952021Assets 2022: $17,870,387Liabilities 2022: $0Net Assets 2022: $17,870,3872022Assets 2023: $19,226,687Liabilities 2023: $0Net Assets 2023: $19,226,6872023Assets 2024: $20,475,102Liabilities 2024: $0Net Assets 2024: $20,475,1022024

Highlighted filing

2013

Assets$1,095,574
Liabilities$0
Net Assets$1,095,574
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $70,9792010Expenses 2011: $49,1032011Expenses 2012: $22,4792012Revenue 2013: $33,943Expenses 2013: $15,884Net Income 2013: $18,0592013Revenue 2014: $61,830Expenses 2014: $31,603Net Income 2014: $30,2272014Revenue 2015: $59,920Expenses 2015: $62,187Net Income 2015: -$2,2672015Revenue 2016: $16,385,654Expenses 2016: $478,615Net Income 2016: $15,907,0392016Revenue 2017: $598,086Expenses 2017: $953,020Net Income 2017: -$354,9342017Revenue 2018: $674,867Expenses 2018: $978,263Net Income 2018: -$303,3962018Revenue 2019: $689,891Expenses 2019: $904,901Net Income 2019: -$215,0102019Revenue 2020: $556,335Expenses 2020: $985,542Net Income 2020: -$429,2072020Revenue 2021: $1,033,089Expenses 2021: $1,021,883Net Income 2021: $11,2062021Revenue 2022: $810,598Expenses 2022: $1,021,192Net Income 2022: -$210,5942022Revenue 2023: $807,002Expenses 2023: $937,850Net Income 2023: -$130,8482023Revenue 2024: $1,988,245Expenses 2024: $1,138,652Net Income 2024: $849,5932024

Highlighted filing

2013

Revenue$33,943
Expenses$15,884
Net Income$18,059
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 1, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELMER WHITAKERPresident-$0--
BEVERLY R WHITAKERDirector-$0--
JACK E WHITAKERSecretary-$0--
MITCH DURHAMTreasurer-$0--
Filing and Contact Details

Filer

EIN
30-0262001
Phone
8592995246

Signing Officer

Name
Jack E Whitaker
Title
Secretary
Signed
2014-07-01
Discuss with paid preparer
Yes

Preparer

Preparer
Stewart A Smith
Phone
8592682221
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11POB 14037 2937 PARIS PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12POB 14037 2937 PARIS PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13POB 14037 2937 PARIS PIKE
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt079487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt069866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.06840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.08357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.11017
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0287
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0835791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0797027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0721500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0934662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.34200
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09775
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09775
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09775
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10POB 14037 2937 PARIS PIKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0LEXINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0405124037
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10JACK WHITAKER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08592995246
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ELMER WHITAKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF FOUNDATION PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ALICE LLOYD COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SCOTT ROSE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10100 PURPSOE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11POB 5001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PIPPA PASSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode041844
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode140745
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt09775
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt039395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt039395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040580
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09496
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09775
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040580
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt079975
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CORP FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04953
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Kentucky Trust Company
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04953
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ELMER WHITAKER REVOCABLE TRUST
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1ELMER WHITAKER
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2JACK E WHITAKER

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,095,574
Liabilities
$0
Net assets
$1,095,574
Revenue
$33,943
Expenses
$15,884
Net income
$18,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.99$1.14$0.85
2023Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.81$0.94$0.13
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.81$1.02$0.21
2021Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$1.03$1.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$0.56$0.99$0.43
2019Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.69$0.90$0.22
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.67$0.98$0.30
2017Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.60$0.95$0.35
2016Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$16.4$0.48$15.9
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.03$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.03$0.02$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.07