Civic Intelligence

Whiting Foundation

990PF • Fiscal year 2024 • EIN 38-6056693

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 23, 2024

Organization Profile
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.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

18th percentile

-3.4%

Faster asset growth than 18% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-67%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,091,742

Down $359,463 (-3.4%) from 2023

Net Assets

Down

$10,091,742

Down $359,463 (-3.4%) from 2023

Liabilities

Flat

$1

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin9th percentile

Revenue

Down

$814,988

Down $1,638,989 (-67%) from 2023

Expenses

Up

$1,174,451

Up $124,446 (+12%) from 2023

Net Income

Down

-$359,463

Down $1,763,435 (-126%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2024

Assets$10,091,742
Liabilities$1
Net Assets$10,091,742
Open 2024 Filing

Operations Trend

Revenue Growth3rd 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

2024

Revenue$814,988
Expenses$1,174,451
Net Income-$359,463
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 23, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

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

Filer

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

Signing Officer

Name
John T Lindholm
Title
Ex Director
Phone
8107673600
Signed
2024-10-23
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/StockNm0AEGON FUNDING CO LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AFLAC INC - 1750 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLIANCEBERNSTEIN GLOBAL - 2000 SHAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLIANT ENERGY CORP - 8400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALTRIA GROUP INC - 1400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMBEV SA SHS ADR - 9,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN ELECTRIC POWER INC - 610 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ASTRAZENECA PLC ADR - 3300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AXIS CAPITAL HLDS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BANK OZK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BROOKFIELD OAKTREE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BLACKROCK LTD DUR INC TR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CENTERPOINT ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COCA COLA COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CONSOLIDATED EDISON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27COPT DEFENSE PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CONSUMERS ENERGY COMPANY SER B 4.5%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DIVERSIFIED HEALTHCARE 6.25%
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DPS LEHMAN BROS HOLDING PFD STK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DTE ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DTE ENERGY JR SUB DEB SER E 4.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DUKE ENERGY CORP NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73KNIFE RIVER CORP REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74KRAFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75LEHMAN BROS HLDG CP TR V 6.0%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LOCKHEED MARTIN CORP
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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,091,742
Liabilities
$1
Net assets
$10,091,742
Revenue
$814,988
Expenses
$1,174,451
Net income
-$359,463
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
Peer Organizations

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