Civic Intelligence

W W Whitlock Foundation

990PF • Fiscal year 2021 • EIN 52-1532383

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
P O Box 130Mineral, VA 23117

(540) 894-5451

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

44th percentile

9.8%

Higher net margin than 44% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

30th percentile

0.6%

Faster asset growth than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,494,200

Up $20,102 (+0.6%) from 2020

Net Assets

Up

$3,494,200

Up $20,102 (+0.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin44th percentile

Revenue

Up

$205,552

Up $248,176 (+582%) from 2020

Expenses

Up

$185,450

Up $63,095 (+52%) from 2020

Net Income

Up

$20,102

Up $185,081 (+112%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,259,858Liabilities 2011: $02011Assets 2012: $3,422,898Liabilities 2012: $02012Assets 2013: $2,981,182Liabilities 2013: $02013Assets 2014: $2,928,256Liabilities 2014: $02014Assets 2015: $2,955,690Liabilities 2015: $02015Assets 2017: $2,778,224Liabilities 2017: $0Net Assets 2017: $2,778,2242017Assets 2018: $2,661,428Liabilities 2018: $0Net Assets 2018: $2,661,4282018Assets 2019: $3,639,077Liabilities 2019: $0Net Assets 2019: $3,639,0772019Assets 2020: $3,474,098Liabilities 2020: $0Net Assets 2020: $3,474,0982020Assets 2021: $3,494,200Liabilities 2021: $0Net Assets 2021: $3,494,2002021Assets 2022: $4,191,296Liabilities 2022: $0Net Assets 2022: $4,191,2962022Assets 2023: $4,846,189Liabilities 2023: $0Net Assets 2023: $4,846,1892023Assets 2024: $5,159,411Liabilities 2024: $0Net Assets 2024: $5,159,4112024

Highlighted filing

2021

Assets$3,494,200
Liabilities$0
Net Assets$3,494,200
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $897,762Expenses 2011: $216,431Net Income 2011: $681,3312011Revenue 2012: $360,969Expenses 2012: $197,929Net Income 2012: $163,0402012Revenue 2013: $232,836Expenses 2013: $674,552Net Income 2013: -$441,7162013Revenue 2014: $138,357Expenses 2014: $191,283Net Income 2014: -$52,9262014Revenue 2015: $191,944Expenses 2015: $164,510Net Income 2015: $27,4342015Revenue 2017: -$17,162Expenses 2017: $180,307Net Income 2017: -$197,4692017Revenue 2018: $175,563Expenses 2018: $292,359Net Income 2018: -$116,7962018Revenue 2019: $1,456,795Expenses 2019: $371,960Net Income 2019: $1,084,8352019Revenue 2020: -$42,624Expenses 2020: $122,355Net Income 2020: -$164,9792020Revenue 2021: $205,552Expenses 2021: $185,450Net Income 2021: $20,1022021Revenue 2022: $824,151Expenses 2022: $127,055Net Income 2022: $697,0962022Revenue 2023: $815,380Expenses 2023: $160,487Net Income 2023: $654,8932023Revenue 2024: $635,477Expenses 2024: $272,605Net Income 2024: $362,8722024

Highlighted filing

2021

Revenue$205,552
Expenses$185,450
Net Income$20,102
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON TYLERSecretary-$0--
JOHN D WHITLOCKPresident-$0--
JANE W SISKVice President-$0--
Filing and Contact Details

Filer

Filer Name
W W Whitlock Foundation
EIN
52-1532383
Phone
5408945451
Address
P O BOX 130, MINERAL, VA 23117

Signing Officer

Name
John D Whitlock
Title
President
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Financial Accounting Serv Ltd
Address
PO Box 521 30 Industrial Dr, Louisa, VA 23093
Preparer
Thomas K Luck CPA
Phone
5409672209
Raw XML Appendix324 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CHARLES SCHWAB ACCT
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 130
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023117
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN D WHITLOCK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05408945451
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING, INCLUDING A DESCRIPTION OF THE RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0John D Whitlock or Jane W Sisk
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05408945451
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 130
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd023117
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE A RELIGIOUS, CHARITABLE OR EDUCATIONAL ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN D WHITLOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0158450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTIONS TO RELIGIOUS, CHARITABLE & EDUCATIONAL ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE SCHEDULE OF GRANTS ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023117
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0158450
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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/AppliedToCurrentYearAmt0158450
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0263973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0105523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0168593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0105523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt063070
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0158450
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt063070
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0168593
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE AND MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024689
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024689
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01000
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt1186
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0186
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D WHITLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W W WHITLOCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WWWH
ReturnHeader/Filer/EIN0521532383
ReturnHeader/Filer/PhoneNum05408945451
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 130
ReturnHeader/Filer/USAddress/CityNm0MINERAL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541205155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Accounting Serv Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 521 30 Industrial Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023093
ReturnHeader/PreparerPersonGrp/PhoneNum05409672209
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas K Luck CPA
ReturnHeader/ReturnTs02022-11-10T09:46:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITLOCK
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
$3,494,200
Liabilities
$0
Net assets
$3,494,200
Revenue
$205,552
Expenses
$185,450
Net income
$20,102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.64$0.27$0.36
2023Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.82$0.16$0.65
2022Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.82$0.13$0.70
2021Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.21$0.19$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.04$0.12$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$1.46$0.37$1.08
2018Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.18$0.29$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.02$0.18$0.20
2015Summary only. Only limited summary data is available for this year.$2.96$0.00$0.19$0.16$0.03
2014Summary only. Only limited summary data is available for this year.$2.93$0.00$0.14$0.19$0.05
2013Summary only. Only limited summary data is available for this year.$2.98$0.00$0.23$0.67$0.44
2012Summary only. Only limited summary data is available for this year.$3.42$0.00$0.36$0.20$0.16
2011Summary only. Only limited summary data is available for this year.$3.26$0.00$0.90$0.22$0.68