Civic Intelligence

Whiting Foundation

990PF • Fiscal year 2025 • EIN 38-6056693

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 18, 2025

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

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • $5M-$10M nonprofits • Source year 2025

Net Margin

18th percentile

-9.6%

Higher net margin than 18% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2025 filings • $5M-$10M nonprofits • Source year 2025

Asset Growth

28th percentile

-1.1%

Faster asset growth than 28% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$9,982,637

Down $109,105 (-1.1%) from 2024

Net Assets

Down

$9,982,637

Down $109,105 (-1.1%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin18th percentile

Revenue

Up

$1,142,134

Up $327,146 (+40%) from 2024

Expenses

Up

$1,251,239

Up $76,788 (+6.5%) from 2024

Net Income

Up

-$109,105

Up $250,358 (+70%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2025

Assets$9,982,637
Liabilities$0
Net Assets$9,982,637
Open 2025 Filing

Operations Trend

Revenue Growth83rd 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

2025

Revenue$1,142,134
Expenses$1,251,239
Net Income-$109,105
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 18, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay27th 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
2025-08-18
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/EOYFMVAmt83182130
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9750470
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt99119985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt100210552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1012179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10222919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103411876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10493988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10560928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt106125521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10768100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10832146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1096218
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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BLACKROCK RES & COMMODITIES STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CALAMOS CONV & HIGH INC FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CAMPBELL SOUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CENTERPOINT ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COCA COLA COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COHEN & STEER SELECT PFD & INCOME
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%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DOWDUPONT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DPS LEHMAN BROS HOLDING PFD STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DT MIDSTREAM INCORP REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DTE ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DTE ENERGY JR SUB DEB SER E 4.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DUKE ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EIDP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EATON VANCE LTD DUR INC FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ENBRIDGE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ENTERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ENTERGY NEW ORLEANS LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45F&G ANNUITIES & LIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EXACT SCIENCES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48EXXON MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FIRST REPUBLIC BANK NON-CUM PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FIRST REPUBLIC BANK NON CUM SR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FIRSTENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GABELLI DIVIDEND & INCOME TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GARMIN LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GLAXOSMITHKLINE PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56GOLUB CAP BDC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58HUNTINGTON BANCSHS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61INTL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62INTRPUBLIC GRP OF CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ISHARES INTL SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ISHARES S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ISHARES S&P 500 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ISHARES S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ISHARES S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ISHARES TR RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69JP MORGAN CHASE & CO NON -CUM PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71KINDER MORGAN INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72KNIFE RIVER CORP REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73KRAFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74LEHMAN BROS HLDG CP TR V 6.0%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MDU RESOURCES GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NOVARTIS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ORGANON AND CO REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ORION OFFICE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VICTORY PIONEER BOND FUND CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90PUBLIC STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91PUBLIC SVC ENTERPRISE GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93REALTY INCM CRP MD PVS 1 REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SANDOZ GROUP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96ROYAL DUTCH SHEL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SCE TRUST II PFD STOCK 5.1%

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,982,637
Liabilities
$0
Net assets
$9,982,637
Revenue
$1,142,134
Expenses
$1,251,239
Net income
-$109,105
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