Civic Intelligence

Whitten Foundation

990 • Fiscal year 2013 • EIN 31-1550508

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileWWW.WHITTENFOUNDATION.ORG
59055 Pine Bay Lane70445

(985) 882-7789

Siviq Scores

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

Liabilities / Assets

95th percentile

1.10x

Higher debt load relative to assets than 95% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

97th percentile

11.10x

Higher debt load relative to revenue than 97% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

4th percentile

-66%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

16th percentile

-4.5%

Faster asset growth than 16% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M 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 / Assets95th percentile

Assets

Down

$15,648,152

Down $741,133 (-4.5%) from 2012

Net Assets

Down

-$1,640,033

Down $1,027,465 (-168%) from 2012

Liabilities

Up

$17,288,185

Up $286,332 (+1.7%) from 2012

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin4th percentile

Revenue

$1,557,158

No earlier filing loaded for comparison.

Expenses

Up

$2,584,623

Up $179,284 (+7.5%) from 2012

Net Income

-$1,027,465

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$20M$10M$0-$10MAssets 2011: $17,205,416Liabilities 2011: $17,102,651Net Assets 2011: $102,7652011Assets 2012: $16,389,285Liabilities 2012: $17,001,853Net Assets 2012: -$612,5682012Assets 2013: $15,648,152Liabilities 2013: $17,288,185Net Assets 2013: -$1,640,0332013Assets 2014: $14,901,203Liabilities 2014: $17,337,906Net Assets 2014: -$2,436,7032014Assets 2015: $14,416,684Liabilities 2015: $17,305,728Net Assets 2015: -$2,889,0442015

Highlighted filing

2013

Assets$15,648,152
Liabilities$17,288,185
Net Assets-$1,640,033
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $2,591,5682011Expenses 2012: $2,405,3392012Revenue 2013: $1,557,158Expenses 2013: $2,584,623Net Income 2013: -$1,027,4652013Revenue 2014: $1,547,772Expenses 2014: $2,343,895Net Income 2014: -$796,1232014Revenue 2015: $1,590,360Expenses 2015: $2,042,701Net Income 2015: -$452,3412015

Highlighted filing

2013

Revenue$1,557,158
Expenses$2,584,623
Net Income-$1,027,465
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$1,557,158
Mission and Program Overview

Mission

Provide safe, sanitary housing to low and moderate income tenants.

Low income housing and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$15,290,351$14,564,131▼ $726,220
Loans From Officers Directors$4,306,501$4,296,901▼ $9,600
Cash and Non-Interest-Bearing Accounts$1,098,429$1,083,516▼ $14,913
Total Assets$16,389,285$15,648,152▼ $741,133
Other Assets Total$505$505→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,544,289$12,601,758▲ $57,469
Accounts Payable and Accrued Expenses$124,850$359,974▲ $235,124
Other Liabilities$26,213$29,552▲ $3,339
Total Liabilities$17,001,853$17,288,185▲ $286,332
Net Assets / Fund Balance
Unrestricted Net Assets$-612,568$-1,640,033▼ $1,027,465
Total Net Assets Fund Balance$-612,568$-1,640,033▼ $1,027,465
Total Liabilities and Net Assets / Fund Balance$16,389,285$15,648,152▼ $741,133

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,326,207$6,021,539$20,347,746
Other Land Buildings$1,848$230,668$232,516
Land$200,000-$200,000
Leasehold Improvements$36,076$30,247$66,323
Equipment$0$16,433$16,433
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Patrick CoffeyChairman
Lamond WhittenBoard Member
Kimberly FarmerSecretary / Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,557,158
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,027,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,269,301
Salaries, Compensation, and Employee Benefits$315,322
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$728,069--$728,069
Occupancy$613,497--$613,497
Interest$584,807--$584,807
Other Salaries and Wages$315,322--$315,322
Insurance$185,401--$185,401
Fees for Services Management$76,886--$76,886
Office Expenses$28,459--$28,459
Information Technology-$16,802-$16,802
Advertising$9,039--$9,039
Fees for Services Accounting-$6,415-$6,415
Fees for Services Legal-$4,624-$4,624
Travel$2,814$110-$2,924
Other Expenses$929$400-$400
All Other Expenses$96--$96
Total Functional Expenses$2,550,553$34,070$0$2,584,623
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$4,306,501$4,296,901▼ $9,600
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$19,621
Due to Related Parties$9,931
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The foundation retained third party professional management to manage operations of the two rental complexes.”

Form 990, Part VI, Section A, Line 8B

“The board of directors is the foundations only committee.”

Form 990, Part VI, Section B, Line 11

“As board member, lamond whitten reviews and signs the form 990 each year.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
31-1550508
Phone
9858827789

Signing Officer

Name
Lamond Whitten
Title
Board Member
Phone
9858827789
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lamond Whitten
Formed
1997
Legal Domicile
La
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Preparer
Mark D Bohnet
Phone
5048378844
Raw XML Appendix382 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RETAINED THIRD PARTY PROFESSIONAL MANAGEMENT TO MANAGE OPERATIONS OF THE TWO RENTAL COMPLEXES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS THE FOUNDATIONS ONLY COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS BOARD MEMBER, LAMOND WHITTEN REVIEWS AND SIGNS THE FORM 990 EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/WebsiteAddressTxt0WWW.WHITTENFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAMOND WHITTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum09858827789
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHITTEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0311550508
ReturnHeader/Filer/PhoneNum09858827789
ReturnHeader/Filer/USAddress/AddressLine1059055 PINE BAY LANE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEGMANN DAZET & COMPANY APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10111 VETERANS BLVD SUITE 800
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ReturnHeader/PreparerPersonGrp/PhoneNum05048378844
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK D BOHNET
ReturnHeader/ReturnTs02014-11-14T14:51:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,648,152
Liabilities
$17,288,185
Net assets
-$1,640,033
Revenue
$1,557,158
Expenses
$2,584,623
Net income
-$1,027,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$14.4$17.3$2.89$1.59$2.04$0.45
2014Detailed filing. Detailed filing data is available for this year.$14.9$17.3$2.44$1.55$2.34$0.80
2013Detailed filing. Detailed filing data is available for this year.$15.6$17.3$1.64$1.56$2.58$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$17.0$0.61$2.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.2$17.1$0.10$2.59