Civic Intelligence

Lee Whitehall Educational Trust

990PF • Fiscal year 2019 • EIN 35-6560882

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 01, 2022

Organization Profile
121 W Main StreetAttica, IN 47918

(765) 762-6741

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

$407,442

No earlier filing loaded for comparison.

Net Assets

$407,442

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin25th percentile

Revenue

$12,878

No earlier filing loaded for comparison.

Expenses

$14,293

No earlier filing loaded for comparison.

Net Income

-$1,415

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2019: $407,442Liabilities 2019: $0Net Assets 2019: $407,4422019Assets 2020: $431,304Liabilities 2020: $0Net Assets 2020: $431,3042020Assets 2021: $459,591Liabilities 2021: $0Net Assets 2021: $459,5912021Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2019

Assets$407,442
Liabilities$0
Net Assets$407,442
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0-$10KRevenue 2019: $12,878Expenses 2019: $14,293Net Income 2019: -$1,4152019Revenue 2020: $17,162Expenses 2020: $14,881Net Income 2020: $2,2812020Revenue 2021: $34,145Expenses 2021: $17,862Net Income 2021: $16,2832021Revenue 2023: -$1,983Expenses 2023: $475Net Income 2023: -$2,4582023

Highlighted filing

2019

Revenue$12,878
Expenses$14,293
Net Income-$1,415
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 1, 2022
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS P O'CONNORCo-Trustee-$0--
RALPH SHRADERCo-Trustee-$0--
SHERI HARDMANCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Lee Whitehall Educational Trust
EIN
35-6560882
Phone
7657626741
Address
121 W MAIN STREET, ATTICA, IN 47918

Signing Officer

Name
Ralph Shrader
Title
Co-trustee
Phone
7657626741
Signed
2022-09-01

Preparer

Firm
Heman Lawson Hawks Llp
Address
2549 YEAGER ROAD SUITE 190, WEST LAFAYETTE, IN 47906
Preparer
Bret a Hawks CPA
Phone
7654635566
Raw XML Appendix272 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/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt028180
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IRS990PF/FMVAssetsEOYAmt0407442
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0798606
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0402179
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0396427
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0421438
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0402179
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0798606
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0396427
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01792
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01792
OtherIncreasesSchedule/OtherIncreasesDetail/Amt028180
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE OF STOCK VALUE
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/Amt1187
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH SHRADER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07657626741
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE WHITEHALL EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEEW
ReturnHeader/Filer/EIN0356560882
ReturnHeader/Filer/PhoneNum07657626741
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 W MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0ATTICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047918
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351756461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMAN LAWSON HAWKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02549 YEAGER ROAD SUITE 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047906
ReturnHeader/PreparerPersonGrp/PhoneNum07654635566
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRET A HAWKS CPA
ReturnHeader/ReturnTs02022-11-15T08:42:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$407,442
Liabilities
$0
Net assets
$407,442
Revenue
$12,878
Expenses
$14,293
Net income
-$1,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.00$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.34$0.18$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.17$0.15$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.13$0.14$0.01