Civic Intelligence

Joseph B Whitehead Foundation

990PF • Fiscal year 2021 • EIN 58-6001954

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

191 Peachtree Street NE 3540Atlanta, GA 30303-1799

(404) 522-6755

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

7th percentile

-24%

Higher net margin than 7% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

19th percentile

$140,519

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

0.8%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Assets

Up

$148,285,590

Up $21,789,631 (+17%) from 2020

Net Assets

Up

$148,284,746

Up $21,789,148 (+17%) from 2020

Liabilities

Up

$844

Up $483 (+134%) from 2020

Revenue

Up

$58,163,845

Up $434,630 (+0.8%) from 2020

Expenses

Up

$72,130,736

Up $3,218,543 (+4.7%) from 2020

Net Income

Down

-$13,966,891

Down $2,783,913 (-25%) from 2020

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $94,564,476Liabilities 2012: $6,335Net Assets 2012: $94,558,1412012Assets 2013: $96,207,235Liabilities 2013: $6,3362013Assets 2014: $92,779,093Liabilities 2014: $1,7822014Assets 2015: $109,143,647Liabilities 2015: $2,9482015Assets 2019: $117,717,590Liabilities 2019: $6,6422019Assets 2020: $126,495,959Liabilities 2020: $361Net Assets 2020: $126,495,5982020Assets 2021: $148,285,590Liabilities 2021: $844Net Assets 2021: $148,284,7462021Assets 2022: $161,682,970Liabilities 2022: $395Net Assets 2022: $161,682,5752022Assets 2023: $192,205,042Liabilities 2023: $530Net Assets 2023: $192,204,5122023Assets 2024: $406,203,252Liabilities 2024: $843Net Assets 2024: $406,202,4092024

Highlighted filing

2021

Assets$148,285,590
Liabilities$844
Net Assets$148,284,746

Operations Trend

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

$300M$200M$100M$0-$100MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $36,515,085Expenses 2012: $36,158,554Net Income 2012: $356,5312012Revenue 2013: $39,269,862Expenses 2013: $37,627,104Net Income 2013: $1,642,7582013Revenue 2014: $42,436,797Expenses 2014: $45,860,385Net Income 2014: -$3,423,5882014Revenue 2015: $61,097,219Expenses 2015: $59,021,825Net Income 2015: $2,075,3942015Revenue 2019: $49,669,858Expenses 2019: $64,741,266Net Income 2019: -$15,071,4082019Revenue 2020: $57,729,215Expenses 2020: $68,912,193Net Income 2020: -$11,182,9782020Revenue 2021: $58,163,845Expenses 2021: $72,130,736Net Income 2021: -$13,966,8912021Revenue 2022: $53,119,400Expenses 2022: $81,479,954Net Income 2022: -$28,360,5542022Revenue 2023: $86,804,202Expenses 2023: $106,211,060Net Income 2023: -$19,406,8582023Revenue 2024: $265,452,577Expenses 2024: $92,123,494Net Income 2024: $173,329,0832024

Highlighted filing

2021

Revenue$58,163,845
Expenses$72,130,736
Net Income-$13,966,891
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
P Russell HardinPresidentPT$114,351$26,168$140,519
Erik S JohnsonVice President & SecretaryPT$62,342$14,996$77,338
Eli P NiepokyTreasurerPT$38,667$11,499$50,166
E Jenner Wood IIITrustee- Chair-$35,000$988$35,988
James B WilliamsTrustee- Chair Emeritus-$25,000$988$25,988
Lawrence L Gellerstedt IIITrustee-$25,000$988$25,988
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCommunity Foundation for Greater AtlantaFor the Joseph B. Whitehead Fund to support Achieve Atlanta and child well-being.PCAtlanta, GA, US$20,000,043
Paid GrantUnited Way of Greater AtlantaPriority initiatives of Smart Start to improve the quality and accessibility of early childhood education in metro Atlanta.PCAtlanta, GA, US$10,811,051
Paid GrantUnited Way of Greater AtlantaPriority initiatives of the Regional Commission on Homelessness.PCAtlanta, GA, US$6,000,000
Paid GrantChildren's Healthcare of AtlantaImplementation of the Marcus Autism Center's strategic plan to focus on the early diagnosis and treatment of autism.PCAtlanta, GA, US$5,000,032
Paid GrantMercy Care FoundationExpansion of Decatur Street clinic to meet increased demand for services.PCChamblee, GA, US$4,000,000
Paid GrantYMCA of Metropolitan AtlantaOperating support to maintain services during the COVID-19 pandemic.PCAtlanta, GA, US$3,000,000
Paid GrantUnited Way of Greater AtlantaExpansion of Literacy and Justice for All to Wellstar Kennestone Hospital ($1,176,624) and KIPP Metro Atlanta Schools ($1,366,535) as part of Smart Start priority initiatives.PCAtlanta, GA, US$2,544,000
Paid GrantAtlanta Neighborhood Development PartnershipSupport for plan to accelerate the production of affordable housing units.PCAtlanta, GA, US$2,000,000
Paid GrantBoys & Girls Clubs of Metro AtlantaOperating support.PCAtlanta, GA, US$2,000,000
Paid GrantCamp Twin Lakes$20 million campaign to build third year-round campsite in Rutledge.PCAtlanta, GA, US$2,000,000
Paid GrantAtlanta Association for Convalescent Aged PersonsRoof replacement as part of $6.8 million campaign to renovate facilities for Sadie G. Mays Health & Rehabilitation Center.PCAtlanta, GA, US$1,000,000
Paid GrantOur House$3.9 million campaign to renovate facilities, update technology, and build capacity for organization providing shelter and childcare for homeless families.PCAtlanta, GA, US$1,000,000
Paid GrantPurpose Built Schools AtlantaSupport of Student and Family Support Program at four turnaround schools within Atlanta Public Schools.PCAtlanta, GA, US$1,000,000
Paid GrantGeorgia Leadership Institute for School ImprovementOperating support for organization working to improve K-12 public education through leadership development.PCDuluth, GA, US$800,000
Paid GrantCommunities in Schools of GeorgiaOperating support for CISGA, which works to improve students' academic performance and reduce dropout rates.PCAtlanta, GA, US$750,000
Paid GrantGeorgia Family Connection PartnershipSupport of statewide network ($700,000) and dropout prevention cohort ($20,000).PCAtlanta, GA, US$720,000
Paid GrantGeorgia Partnership for Excellence in EducationOperating support for organization working to improve K-12 public education through research and public policy.PCAtlanta, GA, US$700,000
Paid GrantBoy Scouts of America Atlanta Area CouncilCapital improvements at the Woodruff Scout Reservation and Bert Adams Scout Camp ($1,000,000) and operating support ($500,000).PCAtlanta, GA, US$500,000
Paid GrantCristo Rey Atlanta Jesuit High SchoolOperating support in response to the COVID-19 pandemic.PCAtlanta, GA, US$500,000
Paid GrantFCS Urban MinistriesRotating capital fund to preserve and develop affordable single-family housing in South Atlanta as part of $8 million campaign.PCAtlanta, GA, US$500,000
Paid GrantGeorgia CASAOperating support ($400,000) and support of growth plan ($100,000) for organization providing advocates for children in foster care.PCAtlanta, GA, US$500,000
Paid GrantTeach for AmericaSupport for the recruitment, training and placement of corps members in metro Atlanta schools.PCAtlanta, GA, US$500,000
Paid GrantWestside Future FundSupport for comprehensive wraparound services at Hollis Innovation Academy and Booker T. Washington High School.PCAtlanta, GA, US$500,000
Paid GrantGeorgia AppleseedSupport of the FAIR Project to improve education outcomes for children in foster care.PCAtlanta, GA, US$400,000
Paid GrantGeorgia State University Research FoundationSupport for the After-School All-Stars program and summer academy at Sylvan Hills Middle School and Hollis Innovation Academy.PCAtlanta, GA, US$400,000
Paid GrantHorizons AtlantaExpansion of academic enrichment program.PCAtlanta, GA, US$400,000
Paid GrantCaringWorksCapacity-building support to expand housing and behavioral health services for homeless and low-income clients.PCDecatur, GA, US$350,000
Paid GrantPartners in ChangeImplementation of online tool and parent coaching program in 10 metro Atlanta schools.PCAtlanta, GA, US$350,000
Paid GrantPlanned Parenthood SoutheastRelocation of Gwinnett Health Center to expand access to care.PCAtlanta, GA, US$250,000
Paid GrantVision To LearnExpansion of mobile vision clinics serving metro Atlanta students.PCLos Angeles, CA, US$250,000
Paid GrantVoices for Georgia's ChildrenOperating support for child policy and advocacy organization.PCAtlanta, GA, US$250,000
Paid GrantChildren's Advocacy Centers of GeorgiaSupport for statewide response team to coordinate services for child victims of sex trafficking.PCMarietta, GA, US$212,500
Paid GrantThe Posse FoundationSupport of program to recruit metro Atlanta high school students to attend selective colleges on full scholarships.PCAtlanta, GA, US$200,000
Paid GrantHands On AtlantaExpansion of education programs to address learning loss related to the COVID-19 pandemic.PCAtlanta, GA, US$175,000
Paid GrantGeorgia Campaign for Adolescent Power and PotentialExpansion of teen pregnancy prevention and health programs.PCAtlanta, GA, US$150,000
Paid GrantCommunity Assistance Center$800,000 campaign for facility improvements to expand services in Sandy Springs and Dunwoody.PCAtlanta, GA, US$100,000
Paid GrantFaithBridge Foster CareSupport of initiative to recruit foster families for children age 13 and older.PCAlpharetta, GA, US$100,000
Paid GrantLovett SchoolProgram and technology updates for Breakthrough Atlanta an academic enrichment program for students in metro Atlanta.PCAtlanta, GA, US$100,000
Paid GrantOdysseyImplementation of strategic plan to support social-emotional learning and expand academic enrichment program to underserved students in south Atlanta.PCAtlanta, GA, US$100,000
Paid GrantLaAmistadExpansion of afterschool program serving Latino students to three new sites.PCAtlanta, GA, US$88,000
Filing and Contact Details

Filer

Filer Name
Joseph B Whitehead Foundation
EIN
58-6001954
Phone
4045226755
Address
191 Peachtree Street NE 3540, Atlanta, GA 30303-1799

Signing Officer

Name
P Russell Hardin
Title
President
Phone
4045226755
Signed
2022-05-11
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