Civic Intelligence

Whitten Foundation

990 • Fiscal year 2015 • EIN 31-1550508

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 22, 2016

Organization ProfileWWW.WHITTENFOUNDATION.ORG
PO Box 16506Mobile, AL 36616

(251) 650-7337

Siviq Scores

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

Liabilities / Assets

96th percentile

1.20x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

97th percentile

10.88x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

8th percentile

-28%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

26th percentile

-3.3%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

2.8%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$14,416,684

Down $484,519 (-3.3%) from 2014

Net Assets

Down

-$2,889,044

Down $452,341 (-19%) from 2014

Liabilities

Down

$17,305,728

Down $32,178 (-0.2%) from 2014

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin8th percentile

Revenue

Up

$1,590,360

Up $42,588 (+2.8%) from 2014

Expenses

Down

$2,042,701

Down $301,194 (-13%) from 2014

Net Income

Up

-$452,341

Up $343,782 (+43%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2015

Assets$14,416,684
Liabilities$17,305,728
Net Assets-$2,889,044
Open 2015 Filing

Operations Trend

Revenue Growth47th 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

2015

Revenue$1,590,360
Expenses$2,042,701
Net Income-$452,341
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 22, 2016
Return Version
2015v2.1
Gross Receipts
$1,590,360
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$13,840,812$13,112,744▼ $728,068
Loans From Officers Directors$4,296,901$4,296,901→ $0
Cash and Non-Interest-Bearing Accounts$1,058,926$1,302,475▲ $243,549
Total Assets$14,901,203$14,416,684▼ $484,519
Other Assets Total$1,465$1,465→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,293,188$12,298,136▲ $4,948
Accounts Payable and Accrued Expenses$705,749$678,025▼ $27,724
Other Liabilities$42,068$32,666▼ $9,402
Total Liabilities$17,337,906$17,305,728▼ $32,178
Net Assets / Fund Balance
Unrestricted Net Assets$-2,436,703$-2,889,044▼ $452,341
Total Net Assets Fund Balance$-2,436,703$-2,889,044▼ $452,341
Total Liabilities and Net Assets / Fund Balance$14,901,203$14,416,684▼ $484,519

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,874,893$7,472,853$20,347,746
Other Land Buildings$6,598$230,668$237,266
Land$200,000-$200,000
Leasehold Improvements$31,253$35,070$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
$1,590,360
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-452,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,728,729
Salaries, Compensation, and Employee Benefits$313,972
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$525,284--$525,284
Other Salaries and Wages$261,473--$261,473
Insurance$179,676--$179,676
Fees for Services Management$85,725--$85,725
Interest$66,063--$66,063
Fees for Services Legal-$58,451-$58,451
Information Technology$15,056$26,886-$41,942
Other Employee Benefits$30,875--$30,875
Payroll Taxes$21,624--$21,624
All Other Expenses-$4,664-$4,664
Other Expenses$4,595$62-$4,595
Fees for Services Other-$4,463-$4,463
Travel$3,616--$3,616
Advertising$967--$967
Total Functional Expenses$1,948,175$94,526$0$2,042,701
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
Tenant Deposits$18,043
Due to Related Parties$14,623
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
2516507337
Address
PO BOX 16506, MOBILE, AL 36616

Signing Officer

Name
Patrick Coffey
Title
Chairman
Phone
2516507337
Signed
2016-11-22
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 Appendix385 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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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd21
IRS990ScheduleL/TotalBalanceDueAmt04296901
IRS990/ScheduleORequiredInd01
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
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0WHITTEN FOUNDATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0FOUNDATION COURTYARD ORLEANS LLC
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt014416684
IRS990/TotalAssetsGrp/BOYAmt014901203
IRS990/TotalAssetsGrp/EOYAmt014416684
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094526
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01948175
IRS990/TotalFunctionalExpensesGrp/TotalAmt02042701
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017337906
IRS990/TotalLiabilitiesEOYAmt017305728
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-2889044
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01948175
IRS990/TotalProgramServiceRevenueAmt01590360
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01590360
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01590360
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014901203
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014416684
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IRS990/TravelGrp/ProgramServicesAmt03616
IRS990/TravelGrp/TotalAmt03616
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-2436703
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-2889044
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 16506
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036616
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.WHITTENFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK COFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02516507337
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0311550508
ReturnHeader/Filer/PhoneNum02516507337
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 16506
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036616
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720870824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGMANN DAZET & COMPANY APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 VETERANS BLVD SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0METAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070005
ReturnHeader/PreparerPersonGrp/PhoneNum05048378844
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D WHITE
ReturnHeader/ReturnTs02016-11-22T11:58:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,416,684
Liabilities
$17,305,728
Net assets
-$2,889,044
Revenue
$1,590,360
Expenses
$2,042,701
Net income
-$452,341
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