Civic Intelligence

Whittier Alliance

990 • Fiscal year 2022 • EIN 41-1315023

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 07, 2023

10 East 25th StreetMinneapolis, MN 55404

(612) 871-7756

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

49th percentile

5.9%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

78th percentile

$73,244

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

51st percentile

2.1%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-26%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$662,806

Up $13,874 (+2.1%) from 2021

Net Assets

Up

$662,379

Up $14,450 (+2.2%) from 2021

Liabilities

Down

$427

Down $576 (-57%) from 2021

Revenue

Down

$245,548

Down $86,056 (-26%) from 2021

Expenses

Down

$231,098

Down $50,656 (-18%) from 2021

Net Income

Down

$14,450

Down $35,400 (-71%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $205,561Liabilities 2011: $39,2732011Assets 2012: $236,185Liabilities 2012: $37,9702012Assets 2013: $238,977Liabilities 2013: $37,970Net Assets 2013: $201,0072013Assets 2014: $408,691Liabilities 2014: $41,193Net Assets 2014: $367,4982014Assets 2015: $518,392Liabilities 2015: $0Net Assets 2015: $518,3922015Assets 2016: $520,900Liabilities 2016: $681Net Assets 2016: $520,2192016Assets 2017: $531,555Liabilities 2017: $408Net Assets 2017: $531,1472017Assets 2018: $555,009Liabilities 2018: $0Net Assets 2018: $555,0092018Assets 2019: $589,430Liabilities 2019: $427Net Assets 2019: $589,0032019Assets 2020: $599,163Liabilities 2020: $1,084Net Assets 2020: $598,0792020Assets 2021: $648,932Liabilities 2021: $1,003Net Assets 2021: $647,9292021Assets 2022: $662,806Liabilities 2022: $427Net Assets 2022: $662,3792022Assets 2023: $721,934Liabilities 2023: $466Net Assets 2023: $721,4682023Assets 2024: $737,050Liabilities 2024: $139Net Assets 2024: $736,9112024

Highlighted filing

2022

Assets$662,806
Liabilities$427
Net Assets$662,379

Operations Trend

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

$600K$400K$200K$0Revenue 2011: $161,216Expenses 2011: $140,812Net Income 2011: $20,4042011Revenue 2012: $185,153Expenses 2012: $153,226Net Income 2012: $31,9272012Revenue 2013: $226,800Expenses 2013: $224,008Net Income 2013: $2,7922013Revenue 2014: $373,106Expenses 2014: $216,427Net Income 2014: $156,6792014Revenue 2015: $423,633Expenses 2015: $272,739Net Income 2015: $150,8942015Revenue 2016: $324,733Expenses 2016: $324,040Net Income 2016: $6932016Revenue 2017: $326,522Expenses 2017: $315,513Net Income 2017: $11,0092017Revenue 2018: $274,463Expenses 2018: $250,601Net Income 2018: $23,8622018Revenue 2019: $276,215Expenses 2019: $242,221Net Income 2019: $33,9942019Revenue 2020: $385,193Expenses 2020: $376,117Net Income 2020: $9,0762020Revenue 2021: $331,604Expenses 2021: $281,754Net Income 2021: $49,8502021Revenue 2022: $245,548Expenses 2022: $231,098Net Income 2022: $14,4502022Revenue 2023: $299,961Expenses 2023: $240,872Net Income 2023: $59,0892023Revenue 2024: $331,942Expenses 2024: $316,499Net Income 2024: $15,4432024

Highlighted filing

2022

Revenue$245,548
Expenses$231,098
Net Income$14,450
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 7, 2023
Return Version
2022v5.0
Gross Receipts
$245,548
Mission and Program Overview

Mission

Community participation

The Whittier Alliance is dedicated to building a flourishing and distinctive neighborhood.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$291,653$293,627▲ $1,974
Land, Buildings, and Equipment, Net$212,191$212,191→ $0
Cash and Non-Interest-Bearing Accounts$82,277$102,626▲ $20,349
Accounts Receivable$62,811$54,362▼ $8,449
Total Assets$648,932$662,806▲ $13,874
Liabilities
Accounts Payable and Accrued Expenses$1,003$427▼ $576
Total Liabilities$1,003$427▼ $576
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$645,854$662,379▲ $16,525
Net Assets With Donor Restrictions$2,075--
Total Net Assets Fund Balance$647,929$662,379▲ $14,450
Total Liabilities and Net Assets / Fund Balance$648,932$662,806▲ $13,874

Asset Categories

AssetBook ValueDepreciationBasis
Land$212,191-$212,191
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kaley BrownExecutive DirectorFT$71,111$2,133$73,244

Board Members and Trustees

NameTitle
Kameron BrodieBoard chair
Danny VillarsVice chair
Allison Bross-WhiteBoard member
Arjun KatariaBoard member
Brigid HigginsBoard member
Cyndi HoveyBoard member
Daniel HansenBoard member
Deja' JendroBoard member
George RishmawiBoard member
Jesse OyervidesBoard member
Jill HamiltonBoard member
Kate DavisBoard member
Katie HeimerBoard Member
Natalie SomersonBoard Member
Nate BroadbridgeBoard member
Nate RastetterBoard member
Nick HutchinsonBoard member
Shinjan SenguptaBoard member
Stephanie BrownBoard member
Megan MatthewSecretary
Sydney BurroughsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$216,250
Program Service Revenue
$26,240
Investment Income
$1,978
Other Revenue
$1,080
All Other Contributions
$9,556
Change in Net Assets
$14,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$127,433
Other Expenses$89,435
Grants and Similar Amounts Paid$14,230
Total Fundraising Expense$5,351
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$51,272$18,311$3,662$73,245
Other Salaries and Wages$31,257$7,814$0$39,071
Fees for Services Other$10,170$20,915$0$31,085
Office Expenses$0$20,172$0$20,172
Occupancy$13,984$3,729$933$18,646
Payroll Taxes$9,743$2,598$650$12,991
Grants to Domestic Individuals$8,500--$8,500
Fees for Services Accounting$0$8,464$0$8,464
Grants to Domestic Orgs$5,730--$5,730
Insurance$0$1,775$0$1,775
Information Technology$1,300$0$0$1,300
Pension Plan Contributions$879$234$59$1,172
Other Employee Benefits$716$191$47$954
Advertising$375$0$0$375
Conferences and Meetings$158$0$0$158
Other Expenses$0$45$0$45
Total Functional Expenses$141,156$84,591$5,351$231,098
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Calvery ChurchMinneapolis, MN---
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Whittier Alliance
EIN
41-1315023
Phone
6128717756
Address
10 East 25th Street, Minneapolis, MN 55404

Signing Officer

Name
Kaley Brown
Title
Executive Director
Phone
6128717756
Signed
2023-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kaley Brown
Formed
1978
Legal Domicile
Mn
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
150

Preparer

Firm
Michael S Wilson
Address
4932 stevens ave, minneapolis, MN 55419
Preparer
Michael Wilson
Phone
6125581692
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Membership is open to residents, business and property owners in Whittier. A business or property owner doesn't have to live in Whittier but for voting purposes, has to show proof of ownership.

Pt VI, Line 7A

Eligible voting members elect the board, the board manages the staff and oversees operations.

Pt VI, Line 11B

An electronic copy of the 990 is provided to the Finance Committee and the Board. The Finance Committee approves the 990 via e-mail prior to filing.

Pt VI, Line 12C

The Whittier Alliance has a formal organizational conflict of interest policy with which all board and staff are familiar. The Whittier Alliance by-laws also address conflicts of interest. The standard of conduct and conflict of interest policies is available at all meetings, and attention is drawn to them at the start of each meeting. All board, staff or members are instructed to disclose or declare a conflict of interest prior to discussion and voting.

Pt VI, Line 15B

All staff salaries are based on industry standards of other similar size neighborhoods. Associations are contacted for equivalency of work, salary and benefits. The experience level of employees is also considered.

Pt VI, Line 15A

The Exectuive Director salary is based on industry standards, and the experience level and is approved by the Board.

Pt VI, Line 19

The organization makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request.

Pt VI, Line 7B

Eligible voting members elect the board. The board manages the staff and oversees operations.

Form 990, Part IX, Line 11G

Translation fees 1035. 1035. 0. 0.

Form 990, Part IX, Line 11G

Consulting 5809. 5809.

Form 990, Part IX, Line 11G

Office cleaning 2362. 0. 2362. 0.

Form 990, Part IX, Line 11G

Databases 173. 0. 173. 0.

Form 990, Part IX, Line 11G

Engagement services 2636. 2636. 0. 0.

Form 990, Part IX, Line 11G

Temporary support visa stipend 13780. 0. 13780. 0.

Form 990, Part IX, Line 11G

Contract services other 4600. 0. 4600. 0.

Form 990, Part IX, Line 11G

Digital services 690. 690. 0. 0.

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IRS990/Desc0We hosted the inaugural Eat Street Cup in partnership with our friends at Futsal Society, a nonprofit youth soccer organization that has grown steadily out of their home base at Whittier Recreation Center the past 6 years. In 2022, they grew to include 285 diverse high school students, 58% of them 1st generation immigrants from 25 different countries, in their expanded programming through free, competitive soccer programs. Many teens live in Whittier and the surrounding neighborhoods. Funded in part by the City of Minneapolis' Great Streets Business District Support Program grant, the tournament featured 16 teams ompeting, while other community partners like KRSM Community Radio, Minneapolis College of Art & Design, Minnesota United FC, Minnesota Aurora FC, Wrecktangle Pizza, Somali American Women's Action Coalition, Minneapolis Parks and Recreation Board, and Fawkes Alley Coffee hosted activities and engaged with the Whittier neighbors who came out to spectate. Building upon the work we started in 2021, our team has expanded the process by which we monitor evictions filed in the neighborhood, support tenants through that process, and identify trends in the data that signal potentially predatory landlord or management behavior. Our team has provided numerous types of assistance ranging from language interpretation support for tenants to communicate with landlords, direct assistance with finding apartments and understanding the leasing process, and application to other key assistance programs that support bill pay for low-income tenants.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Board chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt21Executive Director
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IRS990/FormationYr01978
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IRS990/FSAuditedInd0false
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IRS990/GrantAmt014230
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IRS990/GrossReceiptsAmt0245548
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InformationTechnologyGrp/TotalAmt01300
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01775
IRS990/InsuranceGrp/ProgramServicesAmt00
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
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IRS990/IRPDocumentCnt05
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IRS990/LandBldgEquipCostOrOtherBssAmt0212191
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Whittier Alliance is dedicated to building a flourishing and distinctive neighborhood.
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IRS990/OfficeExpensesGrp/FundraisingAmt00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt00
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0191
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07814
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031257
IRS990/OtherSalariesAndWagesGrp/TotalAmt039071
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IRS990/PayrollTaxesGrp/ProgramServicesAmt09743
IRS990/PayrollTaxesGrp/TotalAmt012991
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0234
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0879
IRS990/PensionPlanContributionsGrp/TotalAmt01172
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IRS990/PYOtherExpensesAmt0104286
IRS990/PYOtherRevenueAmt0160
IRS990/PYRevenuesLessExpensesAmt049850
IRS990/PYSalariesCompEmpBnftPaidAmt0162929
IRS990/PYTotalExpensesAmt0281754
IRS990/PYTotalRevenueAmt0331604
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt014450
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt026240
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0291653
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0293627
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0329913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0381247
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0296626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0285838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01509874
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01531
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03866
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05620
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02246
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015241

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.37$0.00$7.37$3.32$3.16$0.15
2023Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.21$3.00$2.41$0.59
2022Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.62$2.46$2.31$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$0.01$6.48$3.32$2.82$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.99$0.01$5.98$3.85$3.76$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$2.76$2.42$0.34
2018Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$2.74$2.51$0.24
2017Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.31$3.27$3.16$0.11
2016Detailed filing. Detailed filing data is available for this year.$5.21$0.01$5.20$3.25$3.24$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$4.24$2.73$1.51
2014Summary only. Only limited summary data is available for this year.$4.09$0.41$3.67$3.73$2.16$1.57
2013Detailed filing. Detailed filing data is available for this year.$2.39$0.38$2.01$2.27$2.24$0.03
2012Summary only. Only limited summary data is available for this year.$2.36$0.38$1.85$1.53$0.32
2011Summary only. Only limited summary data is available for this year.$2.06$0.39$1.61$1.41$0.20