Civic Intelligence

Whitehead Foundation Inc.

EIN 47-4303914 • Lenox, MA

Pub. 78 Eligible
P O Box 963Lenox, MA 01240-0963
Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

49th percentile

0.20x

Higher debt load relative to revenue than 49% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$1,235

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$25M-$50M nonprofits • Source year 2023

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2025

Revenue Growth

94th percentile

160%

Faster revenue growth than 94% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2025

Assets

Up

$48,938,848

Up $5,292,042 (+12%) from 2024

Liabilities

Up

$1,581,731

Up $45,905 (+3.0%) from 2024

Net Assets

Up

$47,357,117

Up $5,246,137 (+12%) from 2024

Revenue

Up

$7,970,915

Up $4,599,981 (+136%) from 2024

Expenses

Up

$2,607,746

Up $116,794 (+4.7%) from 2024

Net Income

Up

$5,363,169

Up $4,483,187 (+509%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $5,021Liabilities 2016: $1Net Assets 2016: $5,0212016Assets 2018: $19,427,868Liabilities 2018: $0Net Assets 2018: $19,427,8682018Assets 2019: $18,547,246Liabilities 2019: $0Net Assets 2019: $18,547,2462019Assets 2020: $34,102,465Liabilities 2020: $1Net Assets 2020: $34,102,4652020Assets 2021: $45,399,156Liabilities 2021: $1,505,142Net Assets 2021: $43,894,0142021Assets 2022: $43,464,950Liabilities 2022: $1,616,420Net Assets 2022: $41,848,5302022Assets 2023: $42,848,265Liabilities 2023: $1,618,977Net Assets 2023: $41,229,2882023Assets 2024: $43,646,806Liabilities 2024: $1,535,826Net Assets 2024: $42,110,9802024Assets 2025: $48,938,848Liabilities 2025: $1,581,731Net Assets 2025: $47,357,1172025

Highlighted filing

2025

Assets$48,938,848
Liabilities$1,581,731
Net Assets$47,357,117

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $5,021Expenses 2016: $0Net Income 2016: $5,0212016Revenue 2018: $8,819,811Expenses 2018: $1,085,882Net Income 2018: $7,733,9292018Revenue 2019: $282,572Expenses 2019: $1,163,194Net Income 2019: -$880,6222019Revenue 2020: $17,426,634Expenses 2020: $1,871,415Net Income 2020: $15,555,2192020Revenue 2021: $13,084,289Expenses 2021: $2,866,587Net Income 2021: $10,217,7022021Revenue 2022: $346,250Expenses 2022: $2,391,734Net Income 2022: -$2,045,4842022Revenue 2023: $1,175,473Expenses 2023: $1,794,715Net Income 2023: -$619,2422023Revenue 2024: $3,370,934Expenses 2024: $2,490,952Net Income 2024: $879,9822024Revenue 2025: $7,970,915Expenses 2025: $2,607,746Net Income 2025: $5,363,1692025

Highlighted filing

2025

Revenue$7,970,915
Expenses$2,607,746
Net Income$5,363,169

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 18, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J GREGORY WHITEHEADPresident, DirectorPT$0$1,235$1,235
TIMOTHY P MALONEYTreasurer, DirectorPT$0$1,235$1,235
SUSAN GINSBURGVice President, Director-$0$1,235$1,235
LILLIAN LENNOX WHITEHEADSecretary, Director-$0$1,235$1,235
Filing and Contact Details

Filer

Filer Name
Roaring Brook Family Foundation
EIN
47-4303914
Phone
6176306900
Address
P O BOX 963, LENOX, MA 01240-0963

Signing Officer

Name
J Gregory Whitehead
Title
President
Phone
6176306900
Signed
2025-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Meyers Brothers Kalicka Pc
Address
330 WHITNEY AVE SUITE 800, HOLYOKE, MA 01040
Preparer
Kristina Drzal Houghton
Phone
4135368510
Raw XML AppendixShowing 400 of 945 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/PersonNm0J GREGORY WHITEHEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TIMOTHY P MALONEY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT, DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LENOX
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201240
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 963
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LENOX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0012400963
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06176306900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0ROARINGBROOKFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BERKSHIRE EVENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SPONSORSHIP FOR PRODUCTION OF DANIEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3NOURISHING NATIVE FOODS + NUTRITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5W-LAYC & NUTRITION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TRASH-FREE SEAS PROGRAM + GHOST GEAR INITIATIVE + DSM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8RIPARIAN FOREST RESTORATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9MATCHING CHALLENGE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SOUTHWEST SCHOLARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CAPACITY +RESILIENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12LOAN FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16AUDIO FLUX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19COMMUNITY ENGAGEMENT + CLIMATE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20LOCALLY-SCALED BUSINESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22EDUCATION FOR SUSTAINABILITY INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23APPLETON FARMS + CRANE COASTAL ECOLOGY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24CORE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25EDUCATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27ENERGY PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28ARC COMMUNITY FOOD SYSTEM RESILIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29FOODPRINTS PROGRAM +
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32PINNACLE SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33FELLOWSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37ROOTS RISING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41LOAN FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42NEIGHBOR TO NEIGHBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43ENVIRONMENTAL FILM FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45FLOATING WETLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46ESPERANZA FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47WHITE CORN PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt48MAKE IT PERSONAL PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt50CLEAN, COLD CONNECTED PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52INTERNSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt53WRITER RESIDENCIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt54GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt55FIBER ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt56GENERAL OPERATING FUNDS

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