Civic Intelligence

Whirlpool Foundation

990PF • Fiscal year 2013 • EIN 38-6077342

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

2000 N M-63SuiteBenton Harbor, MI 49022

(269) 923-5584

Siviq Scores

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

Liabilities / Assets

98th percentile

1.35x

Higher debt load relative to assets than 98% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.39x

Higher debt load relative to revenue than 66% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

48th percentile

$117,740

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

99th percentile

621%

Faster asset growth than 99% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

61st percentile

10%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2011 to 2013

Assets

Up

$4,233,307

Up $3,646,171 (+621%) from 2012

Net Assets

Up

-$1,471,713

Up $451,388 (+23%) from 2012

Liabilities

Up

$5,705,020

Up $3,194,783 (+127%) from 2012

Revenue

$14,600,000

No earlier filing loaded for comparison.

Expenses

Up

$14,148,612

Up $254,843 (+1.8%) from 2012

Net Income

$451,388

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$10M$0-$10MAssets 2011: $315,559Liabilities 2011: $2,899,9502011Assets 2012: $587,136Liabilities 2012: $2,510,237Net Assets 2012: -$1,923,1012012Assets 2013: $4,233,307Liabilities 2013: $5,705,020Net Assets 2013: -$1,471,7132013Assets 2014: $5,302,542Liabilities 2014: $4,960,530Net Assets 2014: $342,0122014Assets 2015: $1,244,799Liabilities 2015: $3,812,990Net Assets 2015: -$2,568,1912015Assets 2016: $104,143Liabilities 2016: $3,397,157Net Assets 2016: -$3,293,0142016Assets 2017: $1,347,370Liabilities 2017: $4,090,985Net Assets 2017: -$2,743,6152017Assets 2018: $376,824Liabilities 2018: $4,150,587Net Assets 2018: -$3,773,7632018Assets 2019: $99,049Liabilities 2019: $5,351,819Net Assets 2019: -$5,252,7702019Assets 2020: $9,582,343Liabilities 2020: $2,338,858Net Assets 2020: $7,243,4852020Assets 2021: $17,188,032Liabilities 2021: $3,143,757Net Assets 2021: $14,044,2752021Assets 2022: $19,400,388Liabilities 2022: $5,385,878Net Assets 2022: $14,014,5102022Assets 2023: $17,597,877Liabilities 2023: $10,712,958Net Assets 2023: $6,884,9192023Assets 2024: $12,634,343Liabilities 2024: $6,791,657Net Assets 2024: $5,842,6862024

Highlighted filing

2013

Assets$4,233,307
Liabilities$5,705,020
Net Assets-$1,471,713

Operations Trend

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

$20M$10M$0-$10MRevenue 2011: $12,000,112Expenses 2011: $14,946,622Net Income 2011: -$2,946,5102011Expenses 2012: $13,893,7692012Revenue 2013: $14,600,000Expenses 2013: $14,148,612Net Income 2013: $451,3882013Revenue 2014: $13,008,195Expenses 2014: $11,194,470Net Income 2014: $1,813,7252014Revenue 2015: $9,500,000Expenses 2015: $12,409,210Net Income 2015: -$2,909,2102015Revenue 2016: $10,000,000Expenses 2016: $10,723,189Net Income 2016: -$723,1892016Revenue 2017: $18,600,000Expenses 2017: $18,050,601Net Income 2017: $549,3992017Revenue 2018: $7,950,000Expenses 2018: $8,980,148Net Income 2018: -$1,030,1482018Revenue 2019: $9,000,000Expenses 2019: $10,479,007Net Income 2019: -$1,479,0072019Revenue 2020: $20,000,000Expenses 2020: $7,503,745Net Income 2020: $12,496,2552020Revenue 2021: $12,105,222Expenses 2021: $5,304,432Net Income 2021: $6,800,7902021Revenue 2022: $9,735,585Expenses 2022: $9,765,350Net Income 2022: -$29,7652022Revenue 2023: $7,408,986Expenses 2023: $14,538,577Net Income 2023: -$7,129,5912023Revenue 2024: $6,746,778Expenses 2024: $7,789,011Net Income 2024: -$1,042,2332024

Highlighted filing

2013

Revenue$14,600,000
Expenses$14,148,612
Net Income$451,388
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CANDICE GARMANManagerFT$71,082$46,658$117,740
D JEFFREY NOELPresident-$0--
DAVID A BINKLEYVice President-$0--
JOHN F GEDDESTreasurer-$0--
LAURENCE W PRANGESecretary-$0--
JAMES E KEPPLERTrustee-$0--
DEBORAH O'CONNORTrustee-$0--
Filing and Contact Details

Filer

EIN
38-6077342
In Care Of
% CANDICE L GARMAN
Phone
2699235584

Signing Officer

Name
Jefferey Noble
Title
Treasurer
Signed
2014-11-13

Preparer

Preparer
Bernadette Durkin-Zita
Raw XML Appendix352 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/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine102000 N M-63 MD 2611
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0BENTON HARBOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode049022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10CANDICE L GARMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum02699235584
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER PLUS PRESCRIBED APPLICATION FORM.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Candice Garman
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02699235584
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10Whirlpool Corp 2000 N M-63
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0BENTON HARBOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode049022
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIFE-LONG LEARNING, CULTURAL DIVERSITY, QUALITY FAMILY LIFE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0YES. 1/1, 4/1, 7/1, 10/1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt05335637
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0VARIOUS CHARITABLE CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine10SEE STATEMENT 9
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine102000 N M-63
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/City0Bentor Harbor
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCode049022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010686184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS CHARITABLE CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10SEE STATEMENT 8
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102000 N M-63
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BENTON HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode049022
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt05335637
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010686184
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/AppliedToCurrentYearAmt052756
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014120085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012205786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016775923
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09867662
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02428151
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02428151
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063908959
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010939503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014120085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012205786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016775923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09867662
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010992259
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010939503
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt066337110
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055397607
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WHIRLPOOL CORPORATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine102000 NORTH M-63
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0BENTON HARBOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode049022
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt014600000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0543
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EXCISE TAX RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0543
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0543
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TELEPHONE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INFORMATION TECHNOLOGY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SOFTWARE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ADMIN AND OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1340
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2264
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt365163
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4-39656
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13858
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2264
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt365163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4-40144
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0327922
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO WHIRLPOOL CORPORATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0369383
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jefferey Noble
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10Whirlpool Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WHIR
ReturnHeader/Filer/EIN0386077342
ReturnHeader/Filer/InCareOfNm0% CANDICE L GARMAN
ReturnHeader/Filer/PhoneNum02699235584
ReturnHeader/Filer/USAddress/AddressLine102000 N M-63
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0Benton Harbor
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10155 N Wacker Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode060606
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bernadette Durkin-Zita
ReturnHeader/ReturnTs02014-11-13T14:06:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.6$6.79$5.84$6.75$7.79$1.04
2023Detailed filing. Detailed filing data is available for this year.$17.6$10.7$6.88$7.41$14.5$7.13
2022Detailed filing. Detailed filing data is available for this year.$19.4$5.39$14.0$9.74$9.77$0.03
2021Detailed filing. Detailed filing data is available for this year.$17.2$3.14$14.0$12.1$5.30$6.80
2020Detailed filing. Detailed filing data is available for this year.$9.58$2.34$7.24$20.0$7.50$12.5
2019Detailed filing. Detailed filing data is available for this year.$0.10$5.35$5.25$9.00$10.5$1.48
2018Detailed filing. Detailed filing data is available for this year.$0.38$4.15$3.77$7.95$8.98$1.03
2017Detailed filing. Detailed filing data is available for this year.$1.35$4.09$2.74$18.6$18.1$0.55
2016Detailed filing. Detailed filing data is available for this year.$0.10$3.40$3.29$10.0$10.7$0.72
2015Detailed filing. Detailed filing data is available for this year.$1.24$3.81$2.57$9.50$12.4$2.91
2014Detailed filing. Detailed filing data is available for this year.$5.30$4.96$0.34$13.0$11.2$1.81
2013Detailed filing. Detailed filing data is available for this year.$4.23$5.71$1.47$14.6$14.1$0.45
2012Detailed filing. Detailed filing data is available for this year.$0.59$2.51$1.92$13.9
2011Summary only. Only limited summary data is available for this year.$0.32$2.90$12.0$14.9$2.95