Civic Intelligence

Roaring Brook Family Foundation

990PF • Fiscal year 2016 • EIN 47-4303914

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 08, 2016

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

100th percentile

502000%

Faster asset growth than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

502000%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$5,021

Up $5,020 (+502000%) from 2015

Net Assets

$5,021

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin99th percentile

Revenue

Up

$5,021

Up $5,020 (+502000%) from 2015

Expenses

Flat

$0

Flat from 2015

Net Income

Up

$5,021

Up $5,020 (+502000%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$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

2016

Assets$5,021
Liabilities$1
Net Assets$5,021
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$5,021
Expenses$0
Net Income$5,021
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert ChartenerDirector / Sec-$0--
Susan GinsburgDirector-$0--
Timothy P MaloneyDirector-$0--
J Gregory WhiteheadPres / Director / Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Whitehead Foundation Inc
EIN
47-4303914
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Robert Chartener
Title
secretary
Phone
8008391754
Signed
2016-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix226 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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0195 Old Stockbridge Rd PO Box 594
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Lenox
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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CHARTENER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Whitehead Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0474303914
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02016-09-29T15:04:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,021
Liabilities
$1
Net assets
$5,021
Revenue
$5,021
Expenses
$0
Net income
$5,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.9$1.58$47.4$7.97$2.61$5.36
2024Detailed filing. Detailed filing data is available for this year.$43.6$1.54$42.1$3.37$2.49$0.88
2023Detailed filing. Detailed filing data is available for this year.$42.8$1.62$41.2$1.18$1.79$0.62
2022Detailed filing. Detailed filing data is available for this year.$43.5$1.62$41.8$0.35$2.39$2.05
2021Detailed filing. Detailed filing data is available for this year.$45.4$1.51$43.9$13.1$2.87$10.2
2020Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$17.4$1.87$15.6
2019Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.28$1.16$0.88
2018Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$8.82$1.09$7.73
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.00$0.01
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00