Civic Intelligence

Whiting Foundation

990PF • Fiscal year 2023 • EIN 38-6056693

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 08, 2023

Organization Profile
G-9460 S Saginaw Road Suite JGrand Blanc, MI 48439

(810) 767-3600

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

90th percentile

57%

Higher net margin than 90% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

26th percentile

$15,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

311%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,451,205

Up $1,403,972 (+16%) from 2022

Net Assets

Up

$10,451,205

Up $1,403,972 (+16%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin90th percentile

Revenue

Up

$2,453,977

Up $1,856,888 (+311%) from 2022

Expenses

Down

$1,050,005

Down $91,170 (-8.0%) from 2022

Net Income

Up

$1,403,972

Up $1,948,058 (+358%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$15M$10M$5.0M$0Assets 2012: $6,247,790Liabilities 2012: $02012Assets 2013: $6,035,641Liabilities 2013: $02013Assets 2014: $5,942,056Liabilities 2014: $02014Assets 2015: $5,756,731Liabilities 2015: $02015Assets 2016: $6,441,523Liabilities 2016: $02016Assets 2020: $9,955,023Liabilities 2020: $6032020Assets 2021: $9,591,319Liabilities 2021: $1Net Assets 2021: $9,591,3192021Assets 2022: $9,047,233Liabilities 2022: $1Net Assets 2022: $9,047,2332022Assets 2023: $10,451,205Liabilities 2023: $1Net Assets 2023: $10,451,2052023Assets 2024: $10,091,742Liabilities 2024: $1Net Assets 2024: $10,091,7422024Assets 2025: $9,982,637Liabilities 2025: $0Net Assets 2025: $9,982,6372025

Highlighted filing

2023

Assets$10,451,205
Liabilities$1
Net Assets$10,451,205
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $352,556Expenses 2012: $495,313Net Income 2012: -$142,7572012Revenue 2013: $370,269Expenses 2013: $573,434Net Income 2013: -$203,1652013Revenue 2014: $412,673Expenses 2014: $462,585Net Income 2014: -$49,9122014Revenue 2015: $403,938Expenses 2015: $612,968Net Income 2015: -$209,0302015Revenue 2016: $405,774Expenses 2016: $602,567Net Income 2016: -$196,7932016Revenue 2020: $680,939Expenses 2020: $1,007,204Net Income 2020: -$326,2652020Revenue 2021: $646,621Expenses 2021: $1,009,722Net Income 2021: -$363,1012021Revenue 2022: $597,089Expenses 2022: $1,141,175Net Income 2022: -$544,0862022Revenue 2023: $2,453,977Expenses 2023: $1,050,005Net Income 2023: $1,403,9722023Revenue 2024: $814,988Expenses 2024: $1,174,451Net Income 2024: -$359,4632024Revenue 2025: $1,142,134Expenses 2025: $1,251,239Net Income 2025: -$109,1052025

Highlighted filing

2023

Revenue$2,453,977
Expenses$1,050,005
Net Income$1,403,972
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORA M ZIEMBOSecretaryPT$15,000-$15,000
JOHN T LINDHOLMEx Director-$0--
LINDA J LEMIEUXPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Whiting Foundation
EIN
38-6056693
Phone
8107673600
Address
G-9460 S SAGINAW ROAD SUITE J, GRAND BLANC, MI 48439

Signing Officer

Name
John T Lindholm
Title
Ex Director
Phone
8107673600
Signed
2023-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Lewis & Knopf Cpas
Address
5206 GATEWAY CENTRE SUITE 100, FLINT, MI 48507
Preparer
Akshay Kapoor
Phone
8102384617
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALCON SA ACT NOM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALLIANT ENERGY CORP - 8400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALTRIA GROUP INC - 1400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMBEV SA SHS ADR - 9,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN ELECTRIC POWER INC - 610 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ASTRAZENECA PLC ADR - 3300 SHARES
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Filings

Displayed year

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

Open filing
Assets
$10,451,205
Liabilities
$1
Net assets
$10,451,205
Revenue
$2,453,977
Expenses
$1,050,005
Net income
$1,403,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.98$0.00$9.98$1.14$1.25$0.11
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.81$1.17$0.36
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$2.45$1.05$1.40
2022Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.60$1.14$0.54
2021Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.65$1.01$0.36
2020Summary only. Only limited summary data is available for this year.$9.96$0.00$0.68$1.01$0.33
2016Summary only. Only limited summary data is available for this year.$6.44$0.00$0.41$0.60$0.20
2015Summary only. Only limited summary data is available for this year.$5.76$0.00$0.40$0.61$0.21
2014Summary only. Only limited summary data is available for this year.$5.94$0.00$0.41$0.46$0.05
2013Summary only. Only limited summary data is available for this year.$6.04$0.00$0.37$0.57$0.20
2012Summary only. Only limited summary data is available for this year.$6.25$0.00$0.35$0.50$0.14