Civic Intelligence

The Whitehall Trust

990PF • Fiscal year 2020 • EIN 64-6183958

Jan 01, 2020 to Dec 31, 2020 • Filed on May 26, 2021

Organization Profile
4475 N Ocean Blvd STE 43GDelray Beach, FL 33483

(601) 437-8846

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

40th percentile

-1.3%

Higher net margin than 40% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

17%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $24,564 (-100%) from 2019

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin40th percentile

Revenue

Up

$10,904

Up $1,562 (+17%) from 2019

Expenses

Up

$11,050

Up $400 (+3.8%) from 2019

Net Income

Up

-$146

Up $1,162 (+89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $37,334Liabilities 2011: $02011Assets 2012: $31,401Liabilities 2012: $02012Assets 2013: $30,997Liabilities 2013: $02013Assets 2014: $27,960Liabilities 2014: $02014Assets 2015: $33,373Liabilities 2015: $02015Assets 2019: $24,564Liabilities 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $10,028Liabilities 2021: $0Net Assets 2021: $10,0282021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $24,083Liabilities 2023: $0Net Assets 2023: $24,0832023Assets 2024: $28,538Liabilities 2024: $0Net Assets 2024: $28,5382024

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth78th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $6,905Expenses 2011: $9,600Net Income 2011: -$2,6952011Revenue 2012: $6,905Expenses 2012: $9,500Net Income 2012: -$2,5952012Revenue 2013: $6,902Expenses 2013: $9,000Net Income 2013: -$2,0982013Revenue 2014: $6,810Expenses 2014: $9,350Net Income 2014: -$2,5402014Revenue 2015: $6,808Expenses 2015: $10,645Net Income 2015: -$3,8372015Revenue 2019: $9,342Expenses 2019: $10,650Net Income 2019: -$1,3082019Revenue 2020: $10,904Expenses 2020: $11,050Net Income 2020: -$1462020Revenue 2021: $11,540Expenses 2021: $9,021Net Income 2021: $2,5192021Revenue 2022: $5,797Expenses 2022: $9,609Net Income 2022: -$3,8122022Revenue 2023: $10,497Expenses 2023: $10,681Net Income 2023: -$1842023Revenue 2024: $11,942Expenses 2024: $11,293Net Income 2024: $6492024

Highlighted filing

2020

Revenue$10,904
Expenses$11,050
Net Income-$146
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 26, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leigh B Allen IIITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UnrestrictedEOFJackson, MS, US$2,750
Paid Grant-UnrestrictedEOFJackson, MS, US$2,500
Paid Grant-UnrestrictedEOFJackson, MS, US$1,500
Paid Grant-UnrestrictedEOFJackson, MS, US$1,500
Paid Grant-UnrestrictedEOFJackson, MS, US$1,200
Paid Grant-UnrestrictedEOFJackson, MS, US$500
Paid Grant-UnrestrictedEOFJackson, MS, US$500
Paid Grant-UnrestrictedEOFJackson, MS, US$500
Paid Grant-UnrestrictedEOFJackson, MS, US$100
Filing and Contact Details

Filer

Filer Name
The Whitehall Trust
EIN
64-6183958
Address
4475 N Ocean Blvd STE 43G, Delray Beach, FL 33483

Signing Officer

Name
Leigh B Allen III
Title
Trustee
Phone
6019413269
Signed
2021-05-26
Discuss with paid preparer
No

Preparer

Firm
H M Drake Jr CPA PA
Address
302 Coffee St, Port Gibson, MS 39150
Preparer
H M Drake Jr CPA
Phone
6014378846
Raw XML Appendix278 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd339201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd439201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd539201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd639201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd739201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd839201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011050
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt08272
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08272
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02778
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02778
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02778
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02778
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Leigh B Allen III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06019413269
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Whitehall Trust
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0646183958
ReturnHeader/Filer/USAddress/AddressLine1Txt04475 N Ocean Blvd STE 43G
ReturnHeader/Filer/USAddress/CityNm0Delray Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033483
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640761042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H M Drake Jr CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 Coffee St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Gibson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039150
ReturnHeader/PreparerPersonGrp/PhoneNum06014378846
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H M Drake Jr CPA
ReturnHeader/ReturnTs02021-06-07T15:22:38-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Leigh
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Allen
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$10,904
Expenses
$11,050
Net income
-$146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$11.9$11.3$0.65
2023Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$10.5$10.7$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.80$9.61$3.81
2021Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$11.5$9.02$2.52
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$10.9$11.1$0.15
2019Summary only. Only limited summary data is available for this year.$24.6$0.00$9.34$10.7$1.31
2015Summary only. Only limited summary data is available for this year.$33.4$0.00$6.81$10.6$3.84
2014Summary only. Only limited summary data is available for this year.$28.0$0.00$6.81$9.35$2.54
2013Summary only. Only limited summary data is available for this year.$31.0$0.00$6.90$9.00$2.10
2012Summary only. Only limited summary data is available for this year.$31.4$0.00$6.91$9.50$2.60
2011Summary only. Only limited summary data is available for this year.$37.3$0.00$6.91$9.60$2.70