Civic Intelligence

Charles R Whitney Charitable Foundation

990PF • Fiscal year 2019 • EIN 65-6221696

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 02, 2020

Organization Profile
C/O Bruce R Nichols PO Box 36069Grosse Pointe Farms, MI 48236-6069

(313) 886-7670

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-33%

Higher net margin than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$2,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$142,860

Down $642,133 (-82%) from 2015

Net Assets

$3,159,154

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Up

$142,768

Up $51,831 (+57%) from 2015

Expenses

Up

$189,197

Up $156,391 (+477%) from 2015

Net Income

Down

-$46,429

Down $104,560 (-180%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $657,519Liabilities 2011: $02011Assets 2012: $668,624Liabilities 2012: $02012Assets 2013: $727,048Liabilities 2013: $02013Assets 2014: $726,862Liabilities 2014: $02014Assets 2015: $784,993Liabilities 2015: $02015Assets 2019: $142,860Liabilities 2019: $0Net Assets 2019: $3,159,1542019Assets 2019: $3,159,155Liabilities 2019: $12019Assets 2020: $81,371Liabilities 2020: $0Net Assets 2020: $3,211,1582020Assets 2021: $91,002Liabilities 2021: $12021Assets 2022: $23,501Liabilities 2022: $0Net Assets 2022: $2,809,9592022Assets 2023: $65,359Liabilities 2023: $12023Assets 2024: $58,895Liabilities 2024: $0Net Assets 2024: $3,285,9182024

Highlighted filing

2019

Assets$142,860
Liabilities$0
Net Assets$3,159,154
Open 2019 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: $46,685Expenses 2011: $34,811Net Income 2011: $11,8742011Revenue 2012: $31,419Expenses 2012: $20,314Net Income 2012: $11,1052012Revenue 2013: $95,396Expenses 2013: $36,972Net Income 2013: $58,4242013Revenue 2014: $38,958Expenses 2014: $39,144Net Income 2014: -$1862014Revenue 2015: $90,937Expenses 2015: $32,806Net Income 2015: $58,1312015Revenue 2019: $142,768Expenses 2019: $189,197Net Income 2019: -$46,4292019Revenue 2019: $142,768Expenses 2019: $189,197Net Income 2019: -$46,4292019Revenue 2020: $132,652Expenses 2020: $210,794Net Income 2020: -$78,1422020Revenue 2021: $168,309Expenses 2021: $191,276Net Income 2021: -$22,9672021Revenue 2022: $114,634Expenses 2022: $174,410Net Income 2022: -$59,7762022Revenue 2023: $52,530Expenses 2023: $169,815Net Income 2023: -$117,2852023Revenue 2024: $1,109,918Expenses 2024: $197,280Net Income 2024: $912,6382024

Highlighted filing

2019

Revenue$142,768
Expenses$189,197
Net Income-$46,429
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 2, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane Whitney GageTrustee-$2,000-$2,000
Marcia Lockwood WhitneyTrustee-$2,000-$2,000
Charles R Whintey JrTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Charles R Whitney Charitable Foundation
EIN
65-6221696
Phone
3138867670
Address
C/O BRUCE R NICHOLS PO BOX 36069, Grosse Pointe Farms, MI 48236-6069

Signing Officer

Name
Charles R Whitney Jr
Title
Trustee
Signed
2020-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Law Offices of Bruce R Nichols
Address
18430 Mack, Grosse Pointe Farms, MI 48236
Preparer
Bruce R Nichols
Phone
3138867670
Raw XML Appendix251 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/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0849
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03009992
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt045150
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0148242
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0003.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jane Whitney Gage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Marcia Lockwood Whitney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Charles R Whintey Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0106 Catchpaw Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17729 South 3500 East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2312 Rivard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Hinesberg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Cottonwood Heights
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Grosse Pointe
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0These activities provide fundilng for distributions to qualified charitable organizations.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached Schedule of Charitable Contributions
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Custodial and Inmvestment Fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019664
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0432168
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change of value of Portfolio
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles R Whitney Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES R WHITNEY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0656221696
ReturnHeader/Filer/PhoneNum03138867670
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BRUCE R NICHOLS PO BOX 36069
ReturnHeader/Filer/USAddress/CityNm0Grosse Pointe Farms
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482366069
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC69D222EB4F8C52170250054192FC18BCF2A478
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D5E90F0F5EC10614F970BE85A1E5768FC5375C54
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.29.193.1
ReturnHeader/FilingSecurityInformation/IPDt02020-09-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm019:39:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Law Offices of Bruce R Nichols
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018430 Mack
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grosse Pointe Farms
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048236
ReturnHeader/PreparerPersonGrp/PhoneNum03138867670
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce R Nichols
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-02T04:59:35-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,860
Liabilities
$0
Net assets
$3,159,154
Revenue
$142,768
Expenses
$189,197
Net income
-$46,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.00$3.29$1.11$0.20$0.91
2023Summary only. Only limited summary data is available for this year.$0.07$0.00$0.05$0.17$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$2.81$0.11$0.17$0.06
2021Summary only. Only limited summary data is available for this year.$0.09$0.00$0.17$0.19$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$3.21$0.13$0.21$0.08
2019Summary only. Only limited summary data is available for this year.$3.16$0.00$0.14$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$3.16$0.14$0.19$0.05
2015Summary only. Only limited summary data is available for this year.$0.78$0.00$0.09$0.03$0.06
2014Summary only. Only limited summary data is available for this year.$0.73$0.00$0.04$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$0.73$0.00$0.10$0.04$0.06
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.03$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.05$0.03$0.01