Civic Intelligence

Jerry E Whyte and Dee Ann Holleman Charitable Tr

990PF • Fiscal year 2016 • EIN 46-7164981

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
700 Washington StreetVancouver, WA 98660

(360) 992-6203

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-48%

Higher net margin than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$16,760

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 33.9% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

37th percentile

-1.7%

Faster asset growth than 37% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-72%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,336,982

Down $23,412 (-1.7%) from 2015

Net Assets

$1,336,982

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin12th percentile

Revenue

Down

$49,441

Down $128,524 (-72%) from 2015

Expenses

Up

$73,347

Up $17,836 (+32%) from 2015

Net Income

Down

-$23,906

Down $146,360 (-120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,238,787Liabilities 2014: $02014Assets 2015: $1,360,394Liabilities 2015: $12015Assets 2016: $1,336,982Liabilities 2016: $0Net Assets 2016: $1,336,9822016Assets 2017: $1,320,352Liabilities 2017: $0Net Assets 2017: $1,320,3522017Assets 2018: $1,306,129Liabilities 2018: $0Net Assets 2018: $1,306,1292018Assets 2019: $1,277,901Liabilities 2019: $0Net Assets 2019: $1,277,9012019Assets 2020: $1,239,398Liabilities 2020: $0Net Assets 2020: $1,239,3982020Assets 2021: $1,259,644Liabilities 2021: $0Net Assets 2021: $1,259,6442021Assets 2022: $1,222,881Liabilities 2022: $0Net Assets 2022: $1,222,8812022Assets 2023: $1,166,005Liabilities 2023: $12023Assets 2024: $1,261,687Liabilities 2024: $0Net Assets 2024: $1,261,6872024

Highlighted filing

2016

Assets$1,336,982
Liabilities$0
Net Assets$1,336,982
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,252,237Expenses 2014: $12,946Net Income 2014: $1,239,2912014Revenue 2015: $177,965Expenses 2015: $55,511Net Income 2015: $122,4542015Revenue 2016: $49,441Expenses 2016: $73,347Net Income 2016: -$23,9062016Revenue 2017: $64,344Expenses 2017: $80,974Net Income 2017: -$16,6302017Revenue 2018: $72,203Expenses 2018: $86,426Net Income 2018: -$14,2232018Revenue 2019: $66,706Expenses 2019: $94,934Net Income 2019: -$28,2282019Revenue 2020: $29,390Expenses 2020: $67,893Net Income 2020: -$38,5032020Revenue 2021: $110,386Expenses 2021: $90,141Net Income 2021: $20,2452021Revenue 2022: $61,944Expenses 2022: $98,706Net Income 2022: -$36,7622022Revenue 2023: $31,332Expenses 2023: $88,208Net Income 2023: -$56,8762023Revenue 2024: $198,707Expenses 2024: $101,538Net Income 2024: $97,1692024

Highlighted filing

2016

Revenue$49,441
Expenses$73,347
Net Income-$23,906
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERITAGE WEALTH MANAGEMENTTrustee-$16,760-$16,760
Filing and Contact Details

Filer

Filer Name
Jerry E Whyte & Dee Ann Holleman
EIN
46-7164981
Phone
3609926203
Address
700 WASHINGTON STREET, VANCOUVER, WA 98660

Signing Officer

Name
Allegra Gassman
Title
Trust Officer
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
OFlynn & Bihuniak Chartered
Address
4200 Somerset Drive Ste 137, Prairie Village, KS 66208
Preparer
Meridith Bihuniak
Phone
9136486828
Raw XML Appendix384 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HERITAGE BANK TRUST SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum03609926203
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCHOLARSHIP COMMITTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03609926203
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02715 LILAC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LONGVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098660
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NET INCOME WILL BE USED FOR TUITION, BOOKS AND FEES FOR FOUR STUDENTS OF GOOD MORAL CHARACTER GRADUATING FROM LONGVIEW, WA, HIGH SCHOOLS WHO WILL ATTEND LOWER COLUMBIA COLLEGE. THE REMAINING NET INCOME OF THE TRUST SHALL BE PAID TO CHARITIES SPECIFIED IN THE TRUST DOCUMENT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt815916
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1VACATION BIBLE SCHOOL/SUNDAY SCHOOL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0RA LONG SCHOOL ALUMNI ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LONGVIEW COMMUNITY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COLUMBIA THEATER ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3RIZAD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4COMMUNITY HOME HEALTH HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5LONGVIEW LIBRARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6HUMANE SOCIETY OF COWLITZ COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7DISCOVERY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8MARK MORRIS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 895
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12323 WASHINGTON WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3203 E CEDAR LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41035 11TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51600 LOUISIANA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 172
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72742 HARDING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81602 MARK MORRIS COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd498632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd598632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd698632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd798632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd898632
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056257
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/AppliedToCurrentYearAmt08655
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt056257
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069729
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064912
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt061074
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt056257
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DEE ANN WHYTE ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0HERITAGE BANK EXECUTOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0VANCOUVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098660
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0116982
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST PURCHASED
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt049
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1798
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0241
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUST COST BASIS OF SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0735
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME RECEIVABLE ADJ TO RETAINED EARNINGS 12/31/15
TaxesSchedule/TaxesDetail/Amt0193
TaxesSchedule/TaxesDetail/Amt1414
TaxesSchedule/TaxesDetail/CategoryTxt02015 990PF BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt12015 990PF REFUND
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEGRA GASSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERRY E WHYTE & DEE ANN HOLLEMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST 22045000091
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0467164981
ReturnHeader/Filer/PhoneNum03609926203
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0VANCOUVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OFlynn & Bihuniak Chartered
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04200 Somerset Drive Ste 137
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Prairie Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066208
ReturnHeader/PreparerPersonGrp/PhoneNum09136486828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERIDITH BIHUNIAK
ReturnHeader/ReturnTs02017-05-15T11:58:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,336,982
Liabilities
$0
Net assets
$1,336,982
Revenue
$49,441
Expenses
$73,347
Net income
-$23,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.20$0.10$0.10
2023Summary only. Only limited summary data is available for this year.$1.17$0.00$0.03$0.09$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.06$0.10$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.11$0.09$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.09$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.07$0.09$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.07$0.02
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$0.18$0.06$0.12
2014Summary only. Only limited summary data is available for this year.$1.24$0.00$1.25$0.01$1.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $1M-$5M nonprofits