Civic Intelligence

David & Barbara Whitwam Foundation Inc.

990PF • Fiscal year 2023 • EIN 38-2712616

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

Organization Profile
Northern Trust CompanyPO Box, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

10th percentile

-70%

Higher net margin than 10% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

34th percentile

-2.6%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

179%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$858,911

Down $23,262 (-2.6%) from 2022

Net Assets

Down

$858,911

Down $23,262 (-2.6%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin10th percentile

Revenue

Up

$33,226

Up $21,336 (+179%) from 2022

Expenses

Down

$56,487

Down $35,299 (-38%) from 2022

Net Income

Up

-$23,261

Up $56,635 (+71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,718,601Liabilities 2011: $02011Assets 2012: $1,496,887Liabilities 2012: $02012Assets 2013: $1,625,791Liabilities 2013: $02013Assets 2014: $1,567,043Liabilities 2014: $02014Assets 2015: $1,337,553Liabilities 2015: $02015Assets 2019: $1,159,085Liabilities 2019: $1Net Assets 2019: $1,159,0852019Assets 2020: $1,064,802Liabilities 2020: $1Net Assets 2020: $1,064,8022020Assets 2021: $962,070Liabilities 2021: $1Net Assets 2021: $962,0702021Assets 2022: $882,173Liabilities 2022: $1Net Assets 2022: $882,1732022Assets 2023: $858,911Liabilities 2023: $1Net Assets 2023: $858,9112023Assets 2024: $871,564Liabilities 2024: $0Net Assets 2024: $871,5642024

Highlighted filing

2023

Assets$858,911
Liabilities$1
Net Assets$858,911
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $76,544Expenses 2011: $367,201Net Income 2011: -$290,6572011Revenue 2012: $161,850Expenses 2012: $383,564Net Income 2012: -$221,7142012Revenue 2013: $283,470Expenses 2013: $154,566Net Income 2013: $128,9042013Revenue 2014: $107,541Expenses 2014: $166,289Net Income 2014: -$58,7482014Revenue 2015: $185,808Expenses 2015: $415,298Net Income 2015: -$229,4902015Revenue 2019: $218,930Expenses 2019: $104,284Net Income 2019: $114,6462019Revenue 2020: $18,562Expenses 2020: $112,846Net Income 2020: -$94,2842020Revenue 2021: $9,154Expenses 2021: $111,884Net Income 2021: -$102,7302021Revenue 2022: $11,890Expenses 2022: $91,786Net Income 2022: -$79,8962022Revenue 2023: $33,226Expenses 2023: $56,487Net Income 2023: -$23,2612023Revenue 2024: $44,617Expenses 2024: $31,862Net Income 2024: $12,7552024

Highlighted filing

2023

Revenue$33,226
Expenses$56,487
Net Income-$23,261
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID WHITWAMPresident-$0--
MARK WHTWAMTreasurer-$0--
LAURA RIDGEWAYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
David and Barbara Whitwam Foundation
EIN
38-2712616
Phone
3126306000
Address
NORTHERN TRUST COMPANY, PO BOX, IL 60680

Signing Officer

Name
Trustee
Title
Trustee
Phone
3126306000
Signed
2024-05-03

Preparer

Firm
The Northern Trust Company
Address
PO BOX 803878, CHICAGO, IL 60680
Raw XML Appendix325 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.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0833056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0836336
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY OF SOUTHWEST MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CORNERSTONE ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2READINESS CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIFIED CIVIC MONUMENTS PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0OF BENTON HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02015 LAKEVIEW AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt180 W MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2347 CATALPA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 541
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0St Joseph
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Benton Harbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Benton Harbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Benton Harbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041571
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt059483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt049671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt047237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0863343
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0863343
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0214583
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt059483
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt049671
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt047237
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054371
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012800
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01077926
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01065126
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX COST ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0707
TaxesSchedule/TaxesDetail/Amt0160
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND BARBARA WHITWAM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0382712616
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0NORTHERN TRUST COMPANY
ReturnHeader/Filer/USAddress/CityNm0PO BOX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0361561860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060680
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-03
ReturnHeader/ReturnTs02024-08-01T14:01:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$858,911
Liabilities
$1
Net assets
$858,911
Revenue
$33,226
Expenses
$56,487
Net income
-$23,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.09$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.01$0.11$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.22$0.10$0.11
2015Summary only. Only limited summary data is available for this year.$1.34$0.00$0.19$0.42$0.23
2014Summary only. Only limited summary data is available for this year.$1.57$0.00$0.11$0.17$0.06
2013Summary only. Only limited summary data is available for this year.$1.63$0.00$0.28$0.15$0.13
2012Summary only. Only limited summary data is available for this year.$1.50$0.00$0.16$0.38$0.22
2011Summary only. Only limited summary data is available for this year.$1.72$0.00$0.08$0.37$0.29