Civic Intelligence

Whittington Seven Oaks Foundation

990PF • Fiscal year 2015 • EIN 47-0854705

Dec 01, 2014 to Nov 30, 2015 • Filed on Mar 05, 2016

Organization Profile
2979 Barley Mill RoadYorklyn, DE 19736

(302) 235-5800

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

418%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,926,083

Up $283,636 (+17%) from 2014

Net Assets

Up

$1,925,001

Up $283,636 (+17%) from 2014

Liabilities

Flat

$1,082

Flat from 2014

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin95th percentile

Revenue

Up

$379,520

Up $306,235 (+418%) from 2014

Expenses

Up

$92,635

Up $32,820 (+55%) from 2014

Net Income

Up

$286,885

Up $273,415 (+2030%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,591,039Liabilities 2010: $1,5002010Assets 2011: $1,555,758Liabilities 2011: $1,5092011Assets 2012: $1,590,390Liabilities 2012: $1,723Net Assets 2012: $1,588,6672012Assets 2013: $1,629,618Liabilities 2013: $1,723Net Assets 2013: $1,627,8952013Assets 2014: $1,642,447Liabilities 2014: $1,082Net Assets 2014: $1,641,3652014Assets 2015: $1,926,083Liabilities 2015: $1,082Net Assets 2015: $1,925,0012015Assets 2016: $1,915,697Liabilities 2016: $0Net Assets 2016: $1,915,6972016Assets 2017: $2,071,001Liabilities 2017: $0Net Assets 2017: $2,071,0012017Assets 2018: $3,034,417Liabilities 2018: $0Net Assets 2018: $3,034,4172018Assets 2019: $3,491,796Liabilities 2019: $0Net Assets 2019: $3,491,7962019Assets 2020: $3,435,672Liabilities 2020: $0Net Assets 2020: $3,435,6722020Assets 2021: $3,439,356Liabilities 2021: $0Net Assets 2021: $3,439,3562021Assets 2022: $3,483,761Liabilities 2022: $0Net Assets 2022: $3,483,7612022Assets 2023: $4,283,644Liabilities 2023: $0Net Assets 2023: $4,283,6442023Assets 2024: $4,641,120Liabilities 2024: $0Net Assets 2024: $4,641,1202024Assets 2025: $4,670,696Liabilities 2025: $0Net Assets 2025: $4,670,6962025

Highlighted filing

2015

Assets$1,926,083
Liabilities$1,082
Net Assets$1,925,001
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $405,252Expenses 2010: $36,675Net Income 2010: $368,5772010Revenue 2011: $12,219Expenses 2011: $47,509Net Income 2011: -$35,2902011Expenses 2012: $48,8642012Expenses 2013: $45,9962013Revenue 2014: $73,285Expenses 2014: $59,815Net Income 2014: $13,4702014Revenue 2015: $379,520Expenses 2015: $92,635Net Income 2015: $286,8852015Revenue 2016: $74,046Expenses 2016: $83,350Net Income 2016: -$9,3042016Revenue 2017: $262,829Expenses 2017: $107,525Net Income 2017: $155,3042017Revenue 2018: $1,124,641Expenses 2018: $161,225Net Income 2018: $963,4162018Revenue 2019: $659,842Expenses 2019: $202,463Net Income 2019: $457,3792019Revenue 2020: $99,359Expenses 2020: $207,056Net Income 2020: -$107,6972020Revenue 2021: $72,306Expenses 2021: $211,400Net Income 2021: -$139,0942021Revenue 2022: $319,975Expenses 2022: $275,570Net Income 2022: $44,4052022Revenue 2023: $1,056,180Expenses 2023: $256,297Net Income 2023: $799,8832023Revenue 2024: $636,751Expenses 2024: $279,275Net Income 2024: $357,4762024Revenue 2025: $377,868Expenses 2025: $348,292Net Income 2025: $29,5762025

Highlighted filing

2015

Revenue$379,520
Expenses$92,635
Net Income$286,885
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Mar 5, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARNA C WHITTINGTONPresident-$0--
THOMAS WHITTINGTONSecretary-$0--
PATRICIA RAPPUCCITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Whittington Seven Oaks Foundation
EIN
47-0854705
Phone
3022355800
Address
2979 BARLEY MILL ROAD, YORKLYN, DE 19736

Signing Officer

Name
Marna C Whittington
Title
President
Signed
2016-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Laurie M Mason CPA
Address
PO BOX 370, HOCKESSIN, DE 19707-0370
Preparer
Laurie M Mason CPA
Phone
3022343417
Raw XML Appendix268 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARNA C WHITTINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS WHITTINGTON
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt089301
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/AppliedToCurrentYearAmt012940
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt076361
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt093222
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt089301
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt080282
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt076361
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03249
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LOSS ON GIFTED STOCK
OtherIncomeSchedule2/OtherIncomeDetail/Desc0WORLDWILDE TRAVEL SH K-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04358
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt067
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt067
TaxesSchedule/TaxesDetail/Amt01517
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01517
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARNA C WHITTINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTINGTON SEVEN OAKS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0470854705
ReturnHeader/Filer/PhoneNum03022355800
ReturnHeader/Filer/USAddress/AddressLine1Txt02979 BARLEY MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0YORKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAURIE M MASON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOCKESSIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0197070370
ReturnHeader/PreparerPersonGrp/PhoneNum03022343417
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE M MASON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-05T09:52:35-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,926,083
Liabilities
$1,082
Net assets
$1,925,001
Revenue
$379,520
Expenses
$92,635
Net income
$286,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.38$0.35$0.03
2024Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.64$0.28$0.36
2023Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$1.06$0.26$0.80
2022Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.32$0.28$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.07$0.21$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.10$0.21$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.66$0.20$0.46
2018Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$1.12$0.16$0.96
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.26$0.11$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.07$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.38$0.09$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.07$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.05
2011Summary only. Only limited summary data is available for this year.$1.56$0.00$0.01$0.05$0.04
2010Summary only. Only limited summary data is available for this year.$1.59$0.00$0.41$0.04$0.37