Civic Intelligence

Paul J White Family Foundation

EIN 46-7199583 • Deephaven, MN

18258 Minnetonka Blvd 145Deephaven, MN 55391
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

11th percentile

-105%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-10%

Faster asset growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-28%

Faster revenue growth than 28% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$415,115

Down $46,960 (-10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$415,115

Down $46,960 (-10%) from 2023

Revenue

Down

$44,547

Down $16,933 (-28%) from 2023

Expenses

Down

$91,507

Down $41,451 (-31%) from 2023

Net Income

Up

-$46,960

Up $24,518 (+34%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2013: $1,000,000Liabilities 2013: $02013Assets 2014: $960,771Liabilities 2014: $02014Assets 2015: $845,035Liabilities 2015: $02015Assets 2019: $697,471Liabilities 2019: $02019Assets 2020: $614,270Liabilities 2020: $0Net Assets 2020: $614,2702020Assets 2021: $583,984Liabilities 2021: $0Net Assets 2021: $583,9842021Assets 2022: $533,553Liabilities 2022: $0Net Assets 2022: $533,5532022Assets 2023: $462,075Liabilities 2023: $0Net Assets 2023: $462,0752023Assets 2024: $415,115Liabilities 2024: $0Net Assets 2024: $415,1152024

Highlighted filing

2024

Assets$415,115
Liabilities$0
Net Assets$415,115

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $1,000,000Expenses 2013: $0Net Income 2013: $1,000,0002013Revenue 2014: $15,368Expenses 2014: $54,597Net Income 2014: -$39,2292014Revenue 2015: $13,659Expenses 2015: $129,395Net Income 2015: -$115,7362015Revenue 2019: $21,670Expenses 2019: $106,757Net Income 2019: -$85,0872019Revenue 2020: $21,785Expenses 2020: $101,100Net Income 2020: -$79,3152020Revenue 2021: $76,621Expenses 2021: $106,907Net Income 2021: -$30,2862021Revenue 2022: $60,234Expenses 2022: $110,665Net Income 2022: -$50,4312022Revenue 2023: $61,480Expenses 2023: $132,958Net Income 2023: -$71,4782023Revenue 2024: $44,547Expenses 2024: $91,507Net Income 2024: -$46,9602024

Highlighted filing

2024

Revenue$44,547
Expenses$91,507
Net Income-$46,960

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL J WHITETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Paul J White Family Foundation
EIN
46-7199583
Phone
6122032718
Address
18258 MINNETONKA BLVD 145, DEEPHAVEN, MN 55391

Signing Officer

Name
Paul J White
Title
Trustee
Phone
6122032718
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Et Kelly & Associates LLC
Address
7301 OHMS LANE SUITE 125, EDINA, MN 55439
Preparer
Patricia Moskalik
Phone
9525489150
Raw XML Appendix348 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RHINELANDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KINGSPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd337664
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029579
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt097747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt069419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt057441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt056542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt059034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt059034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0337885
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056736
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt097747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt069419
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt057441
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt056542
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt086315
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056736
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0396919
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0340183
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01195
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02211
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02211
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MN FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02678
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02678
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0347
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0347
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL J WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06122032718
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL J WHITE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0467199583
ReturnHeader/Filer/PhoneNum06122032718
ReturnHeader/Filer/USAddress/AddressLine1Txt018258 MINNETONKA BLVD 145
ReturnHeader/Filer/USAddress/CityNm0DEEPHAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055391
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411990680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ET KELLY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 OHMS LANE SUITE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055439
ReturnHeader/PreparerPersonGrp/PhoneNum09525489150
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA MOSKALIK
ReturnHeader/ReturnTs02025-05-05T11:24:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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