Civic Intelligence

Whitten Foundation

990 • Fiscal year 2014 • EIN 31-1550508

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization ProfileWWW.WHITTENFOUNDATION.ORG
59055 Pine Bay LaneLacombe, LA 70445

(985) 882-7789

Siviq Scores

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

Liabilities / Assets

96th percentile

1.16x

Higher debt load relative to assets than 96% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

97th percentile

11.20x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

5th percentile

-51%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

15th percentile

-4.8%

Faster asset growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-0.6%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$14,901,203

Down $746,949 (-4.8%) from 2013

Net Assets

Down

-$2,436,703

Down $796,670 (-49%) from 2013

Liabilities

Up

$17,337,906

Up $49,721 (+0.3%) from 2013

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin5th percentile

Revenue

Down

$1,547,772

Down $9,386 (-0.6%) from 2013

Expenses

Down

$2,343,895

Down $240,728 (-9.3%) from 2013

Net Income

Up

-$796,123

Up $231,342 (+23%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2014

Assets$14,901,203
Liabilities$17,337,906
Net Assets-$2,436,703
Open 2014 Filing

Operations Trend

Revenue Growth33rd percentile

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

2014

Revenue$1,547,772
Expenses$2,343,895
Net Income-$796,123
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$1,547,772
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$14,564,131$13,840,812▼ $723,319
Loans From Officers Directors$4,296,901$4,296,901→ $0
Cash and Non-Interest-Bearing Accounts$1,083,516$1,058,926▼ $24,590
Total Assets$15,648,152$14,901,203▼ $746,949
Other Assets Total$505$1,465▲ $960
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,601,758$12,293,188▼ $308,570
Accounts Payable and Accrued Expenses$359,974$705,749▲ $345,775
Other Liabilities$29,552$42,068▲ $12,516
Total Liabilities$17,288,185$17,337,906▲ $49,721
Net Assets / Fund Balance
Unrestricted Net Assets$-1,640,033$-2,436,703▼ $796,670
Total Net Assets Fund Balance$-1,640,033$-2,436,703▼ $796,670
Total Liabilities and Net Assets / Fund Balance$15,648,152$14,901,203▼ $746,949

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,600,550$6,747,196$20,347,746
Other Land Buildings$6,598$230,668$237,266
Land$200,000-$200,000
Leasehold Improvements$33,664$32,659$66,323
Equipment$0$16,433$16,433
Compensation and Service Providers
Top Officer Pay12th 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
$1,547,772
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-796,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,966,511
Salaries, Compensation, and Employee Benefits$377,384
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
Interest$506,589--$506,589
Occupancy$491,620--$491,620
Other Salaries and Wages$377,384--$377,384
Insurance$85,458--$85,458
Fees for Services Management$78,211--$78,211
Fees for Services Legal-$22,847-$22,847
Office Expenses$16,522--$16,522
Advertising$13,203--$13,203
Information Technology-$8,518-$8,518
Travel$3,429$286-$3,715
Other Expenses$78$510-$78
Total Functional Expenses$2,304,398$39,497$0$2,343,895
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$4,296,901$4,296,901→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$28,569
Tenant Deposits$13,499
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

“The chairman/board member 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

Filer Name
Whitten Foundation
EIN
31-1550508
Phone
9858827789
Address
59055 PINE BAY LANE, LACOMBE, LA 70445

Signing Officer

Name
Patrick Coffey
Title
Chairman
Phone
9858827789
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Wegmann Dazet & Company Apc
Address
111 VETERANS BLVD SUITE 800, METAIRIE, LA 70005
Preparer
John D White
Phone
5048378844
Raw XML Appendix378 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/ExplanationTxt2THE CHAIRMAN/BOARD MEMBER 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/TotalProgramServiceRevenueAmt01547772
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01547772
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01547772
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IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.WHITTENFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK COFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09858827789
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGMANN DAZET & COMPANY APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 VETERANS BLVD SUITE 800
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D WHITE
ReturnHeader/ReturnTs02015-12-01T16:22:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,901,203
Liabilities
$17,337,906
Net assets
-$2,436,703
Revenue
$1,547,772
Expenses
$2,343,895
Net income
-$796,123
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