Civic Intelligence

Whittington Seven Oaks Foundation

990PF • Fiscal year 2018 • EIN 47-0854705

Dec 01, 2017 to Nov 30, 2018 • Filed on Mar 08, 2019

Organization Profile
2959 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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

47%

Faster asset growth than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

328%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,034,417

Up $963,416 (+47%) from 2017

Net Assets

Up

$3,034,417

Up $963,416 (+47%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin97th percentile

Revenue

Up

$1,124,641

Up $861,812 (+328%) from 2017

Expenses

Up

$161,225

Up $53,700 (+50%) from 2017

Net Income

Up

$963,416

Up $808,112 (+520%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2018

Assets$3,034,417
Liabilities$0
Net Assets$3,034,417
Open 2018 Filing

Operations Trend

Revenue Growth97th 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

2018

Revenue$1,124,641
Expenses$161,225
Net Income$963,416
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Mar 8, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Filer

Filer Name
Whittington Seven Oak Foundation
EIN
47-0854705
Phone
3022355800
Address
2959 BARLEY MILL ROAD, YORKLYN, DE 19736

Signing Officer

Name
Marna C Whittington
Title
President
Phone
3022355800
Signed
2019-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Laurie M Mason CPA
Address
PO BOX 370, HOCKESSIN, DE 19707-0370
Preparer
Laurie M Mason
Phone
3022343417
Raw XML Appendix267 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/TotalGrantOrContriPdDurYrAmt0140000
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/AppliedToCurrentYearAmt0600
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0139400
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0179758
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0140000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0179158
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0139400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018385
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018385
TaxesSchedule/TaxesDetail/Amt0590
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0590
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARNA C WHITTINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03022355800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTINGTON SEVEN OAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0470854705
ReturnHeader/Filer/PhoneNum03022355800
ReturnHeader/Filer/USAddress/AddressLine1Txt02959 BARLEY MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0YORKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019736
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0616BD5B4D4BE8AA233F2658E01F1DC13EECC1926
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0545C2FE5EBA54A6929A8079EE3426980E7D84ED2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02019-03-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:46:01
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/PreparationDt02019-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE M MASON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-03-13T17:46:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,034,417
Liabilities
$0
Net assets
$3,034,417
Revenue
$1,124,641
Expenses
$161,225
Net income
$963,416
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