Civic Intelligence

Thomas D and Sara E Whitwell Foundation

990PF • Fiscal year 2021 • EIN 47-1158317

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
7304 S Yale AveTulsa, OK 74136-7027

(918) 492-4209

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

88th percentile

56%

Higher net margin than 88% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

98th percentile

484%

Faster asset growth than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-16%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$137,113

Up $113,635 (+484%) from 2020

Net Assets

Up

$137,113

Up $113,635 (+484%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin88th percentile

Revenue

Down

$203,667

Down $38,607 (-16%) from 2020

Expenses

Down

$90,032

Down $129,676 (-59%) from 2020

Net Income

Up

$113,635

Up $91,069 (+404%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$400K$300K$200K$100K$0Assets 2019: $912Liabilities 2019: $02019Assets 2020: $23,478Liabilities 2020: $1Net Assets 2020: $23,4782020Assets 2021: $137,113Liabilities 2021: $1Net Assets 2021: $137,1132021Assets 2022: $214,615Liabilities 2022: $1Net Assets 2022: $214,6152022Assets 2023: $314,077Liabilities 2023: $1Net Assets 2023: $314,0772023Assets 2024: $263,651Liabilities 2024: $0Net Assets 2024: $263,6512024

Highlighted filing

2021

Assets$137,113
Liabilities$1
Net Assets$137,113
Open 2021 Filing

Operations Trend

Revenue Growth33rd percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $224,824Expenses 2019: $230,096Net Income 2019: -$5,2722019Revenue 2020: $242,274Expenses 2020: $219,708Net Income 2020: $22,5662020Revenue 2021: $203,667Expenses 2021: $90,032Net Income 2021: $113,6352021Revenue 2022: $233,472Expenses 2022: $155,967Net Income 2022: $77,5052022Revenue 2023: $428,446Expenses 2023: $328,984Net Income 2023: $99,4622023Revenue 2024: $135,376Expenses 2024: $185,802Net Income 2024: -$50,4262024

Highlighted filing

2021

Revenue$203,667
Expenses$90,032
Net Income$113,635
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS D WHITWELLTrusteePT$0--
SARA E WHITWELLTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Thomas D and Sara Whitwell Foundation
EIN
47-1158317
Phone
9184924209
Address
7304 S YALE AVE, TULSA, OK 74136-7027

Signing Officer

Name
Thomas D Whitwell
Title
Officer
Phone
9184924209
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Milam & Associates Pllc
Address
7030 S YALE AVE STE 300, TULSA, OK 74136-5722
Preparer
Steven E Milam
Phone
9184932002
Raw XML Appendix322 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/DistributableAmountGrp/DistributableBeforeAdjAmt0336
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02866
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SARA E WHITWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DISTRIBUTIONS WILL ONLY BE MADE TO CHARITABLE ORGANIZATIONS THAT ARE EXEMPT FROM TAXATION UNDER IRC 501(C)(3) AND THAT SUPPORT THIS FOUNDATIONS MISSION TO FURTHER SPREAD THE GOSPEL OF JESUS CHRIST.
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0529664
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt084664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0215000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0230000
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt084664
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0529664
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0445000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THOMAS D WHITWELL
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1SARA E WHITWELL
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05904 W ORLANDO CIR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15904 W ORLANDO CIR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BROKEN ARROW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BROKEN ARROW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd074011
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd174011
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt096909
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt196909
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt096909
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt196909
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-09-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-09-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISOR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0394
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0394
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0THOMAS D WHITWELL
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1SARA E WHITWELL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05904 W ORLANDO CIR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt15904 W ORLANDO CIR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BROKEN ARROW
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1BROKEN ARROW
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1OK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd074011
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd174011
TaxesSchedule/TaxesDetail/Amt03800
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03800
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS D WHITWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09184924209
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS D AND SARA WHITWELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0471158317
ReturnHeader/Filer/PhoneNum09184924209
ReturnHeader/Filer/USAddress/AddressLine1Txt07304 S YALE AVE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741367027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010572388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILAM & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07030 S YALE AVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741365722
ReturnHeader/PreparerPersonGrp/PhoneNum09184932002
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN E MILAM
ReturnHeader/ReturnTs02022-11-15T08:55:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITWELL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,113
Liabilities
$1
Net assets
$137,113
Revenue
$203,667
Expenses
$90,032
Net income
$113,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$1.35$1.86$0.50
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$4.28$3.29$0.99
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$2.33$1.56$0.78
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$2.04$0.90$1.14
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$2.42$2.20$0.23
2019Summary only. Only limited summary data is available for this year.$0.01$0.00$2.25$2.30$0.05