Civic Intelligence

Lee Whitehall Educational Trust

990PF • Fiscal year 2023 • EIN 35-6560882

Jan 01, 2023 to Feb 28, 2023 • Filed on Oct 05, 2023

121 W Main StAttica, IN 47918

(765) 762-6741

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

124%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2023

Assets

Down

$0

Down $459,591 (-100%) from 2021

Net Assets

Down

$0

Down $459,591 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

-$1,983

Down $36,128 (-106%) from 2021

Expenses

Down

$475

Down $17,387 (-97%) from 2021

Net Income

Down

-$2,458

Down $18,741 (-115%) from 2021

Historical Trend

Balance Sheet Trend

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

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

2023

Revenue-$1,983
Expenses$475
Net Income-$2,458
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Feb 28, 2023
Signed
Oct 5, 2023
Return Version
2022v5.0
Compensation and Service Providers

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 ST, ATTICA, IN 47918

Signing Officer

Name
Ralph Shrader
Title
Co-trustee
Phone
7657626741
Signed
2023-10-05

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 Appendix240 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/FinalReturnInd0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0192785
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHOLARSHIPS TO HIGH SCHOOL GRADUATES FROM ATTICA CONSOLIDATED SCHOOL CORPORATION AND WARREN CENTRAL SCHOOL CORPORATION.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07657626741
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0STUDENT FROM THE ATTICA CONSOLIDATED SCHOOL CORPORATION AND WARREN CENTRAL SCHOOL CORPORATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 15TH OF EACH YEAR
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01527
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01659813
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE ENTITY IS TRANSFERRING ALL OF THEIR ASSETS TO WARREN COUNTY COMMUNITY FOUNDATION INC (EIN:35-2070789). THE FOUNDATION WILL UTILIZE THE REMAINING ASSETS FROM THE LEE WHITEHALL EDUCATIONAL TRUST TO CONTINUE PROVIDING SCHOLARSHIPS TO SEEGER AND ATTICA STUDENTS.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0383113
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0475
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH SHRADER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07657626741
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE WHITEHALL EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEEW
ReturnHeader/Filer/EIN0356560882
ReturnHeader/Filer/PhoneNum07657626741
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 W MAIN ST
ReturnHeader/Filer/USAddress/CityNm0ATTICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047918
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRET A HAWKS CPA
ReturnHeader/ReturnTs02023-10-05T16:13:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RALPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHRADER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-02-28
ReturnHeader/TaxYr02022

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