Civic Intelligence

The Whitney Foundation

EIN 37-1312678 • Peoria, IL

2406 West NebraskaPeoria, IL 61604
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.12x

Higher debt load relative to revenue than 75% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

70th percentile

18%

Higher net margin than 70% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

50th percentile

2.2%

Faster asset growth than 50% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

28%

Faster revenue growth than 70% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$594,833

Up $5,556 (+0.9%) from 2022

Liabilities

Up

$5,000

Up $5,000 from 2022

Net Assets

Up

$589,833

Up $556 (+0.1%) from 2022

Revenue

Up

$42,075

Up $17,778 (+73%) from 2022

Expenses

Down

$34,345

Down $19,692 (-36%) from 2022

Net Income

Up

$7,730

Up $37,470 (+126%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2015: $616,992Liabilities 2015: $0Net Assets 2015: $616,9922015Assets 2016: $621,405Liabilities 2016: $0Net Assets 2016: $621,4052016Assets 2017: $634,537Liabilities 2017: $0Net Assets 2017: $634,5372017Assets 2018: $637,890Liabilities 2018: $0Net Assets 2018: $637,8902018Assets 2019: $620,755Liabilities 2019: $0Net Assets 2019: $620,7552019Assets 2020: $621,509Liabilities 2020: $0Net Assets 2020: $621,5092020Assets 2021: $619,017Liabilities 2021: $0Net Assets 2021: $619,0172021Assets 2022: $589,277Liabilities 2022: $0Net Assets 2022: $589,2772022Assets 2024: $594,833Liabilities 2024: $5,000Net Assets 2024: $589,8332024

Highlighted filing

2024

Assets$594,833
Liabilities$5,000
Net Assets$589,833

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2015: $15,839Expenses 2015: $37,413Net Income 2015: -$21,5742015Revenue 2016: $33,400Expenses 2016: $28,987Net Income 2016: $4,4132016Revenue 2017: $26,908Expenses 2017: $13,776Net Income 2017: $13,1322017Revenue 2018: $25,855Expenses 2018: $22,502Net Income 2018: $3,3532018Revenue 2019: $27,318Expenses 2019: $44,453Net Income 2019: -$17,1352019Revenue 2020: $49,400Expenses 2020: $48,646Net Income 2020: $7542020Revenue 2021: $52,545Expenses 2021: $55,037Net Income 2021: -$2,4922021Revenue 2022: $24,297Expenses 2022: $54,037Net Income 2022: -$29,7402022Revenue 2024: $42,075Expenses 2024: $34,345Net Income 2024: $7,7302024

Highlighted filing

2024

Revenue$42,075
Expenses$34,345
Net Income$7,730

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA B WHITNEYPresident/DirectorPT$0--
DOUGLAS R WHITNEYVP/Secr./Treas./DirectorPT$0--
ETHAN A WHITNEYVice President/DirectorPT$0--
CLIFFORD L BATEMANDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantELMWOOD HISTORICAL SOCIETYFOR PRESERVATION OF LOCAL HISTORICAL ITEMS-ELMWOOD, IL, US$20,000
Paid GrantUNIVERSITY OF ILLINOIS FOUNDATIONTO SUPPORT EDUCATIONAL ACTIVITIES-URBANA, IL, US$10,000
Paid GrantELMWOOD FIRE DEPARTMENTTO SUPPORT THE FIRE DEPARTMENT OF ELMWOOD, IL-ELMWOOD, IL, US$5,000
Paid GrantELMWOOD POLICE DEPARTMENTTO SUPPORT THE POLICE DEPARTMENT OF ELMWOOD, IL-ELMWOOD, IL, US$5,000
Paid GrantBYE AMBULANCE SERVICETO SUPPORT EMERGENCY RESCUE SERVICE-ELMWOOD, IL, US$3,000
Paid GrantELMWOOD K-9 UNIT OF POLICE DEPARTMENTTO SUPPORT THE K-9 UNIT OF THE POLICE DEPARTMENT-ELMWOOD, IL, US$3,000
Filing and Contact Details

Filer

Filer Name
The Whitney Foundation
EIN
37-1312678
Phone
3096732131
Address
2406 WEST NEBRASKA, PEORIA, IL 61604

Signing Officer

Name
Linda Whitney
Title
Director
Phone
3096789702
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
201 CLOCK TOWER DR 3RD FLOOR, EAST PEORIA, IL 61611
Preparer
Russell F Plattner
Phone
3096944251
Raw XML Appendix356 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE FUNDS FOR VARIOUS EXEMPT ORGANIZATIONS TO ENABLE THEM TO CARRY OUT THEIR CHARITABLE PURPOSE AS DESCRIBED IN PART XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt046000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LINDA B WHITNEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DOUGLAS R WHITNEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2ETHAN A WHITNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT EMERGENCY RESCUE SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE FIRE DEPARTMENT OF ELMWOOD, IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR PRESERVATION OF LOCAL HISTORICAL ITEMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE K-9 UNIT OF THE POLICE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT THE POLICE DEPARTMENT OF ELMWOOD, IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT EDUCATIONAL ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BYE AMBULANCE SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ELMWOOD FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ELMWOOD HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ELMWOOD K-9 UNIT OF POLICE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ELMWOOD POLICE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF ILLINOIS FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 N MAGNOLIA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2302 N MAGNOLIA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3201 W MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4201 W MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51305 W GREEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELMWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ELMWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ELMWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ELMWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ELMWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5URBANA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd261529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd361529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd461529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd561801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt046000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010239
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt035761
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030639
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035761
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16777
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16777
TaxesSchedule/TaxesDetail/Amt0604
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03096789702
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHITNEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0371312678
ReturnHeader/Filer/PhoneNum03096732131
ReturnHeader/Filer/USAddress/AddressLine1Txt02406 WEST NEBRASKA
ReturnHeader/Filer/USAddress/CityNm0PEORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 CLOCK TOWER DR 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST PEORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061611
ReturnHeader/PreparerPersonGrp/PhoneNum03096944251
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUSSELL F PLATTNER
ReturnHeader/ReturnTs02022-05-12T12:13:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITNEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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