Civic Intelligence

Kendall-Whittier Inc.

990EZ • Fiscal year 2013 • EIN 73-1016797

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 15, 2013

PO Box 416574159
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

82nd percentile

41%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

89th percentile

70%

Faster revenue growth than 89% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$159,463

Up $46,424 (+41%) from 2012

Net Assets

Up

$157,778

Up $45,667 (+41%) from 2012

Liabilities

Up

$1,685

Up $757 (+82%) from 2012

Revenue

Up

$152,226

Up $62,693 (+70%) from 2012

Expenses

Down

$111,091

Down $3,967 (-3.4%) from 2012

Net Income

Up

$41,135

Up $66,660 (+261%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $144,757Liabilities 2011: $2,857Net Assets 2011: $141,9002011Assets 2012: $113,039Liabilities 2012: $928Net Assets 2012: $112,1112012Assets 2013: $159,463Liabilities 2013: $1,685Net Assets 2013: $157,7782013Assets 2014: $180,487Liabilities 2014: $1,752Net Assets 2014: $178,7352014Assets 2015: $181,948Liabilities 2015: $2,168Net Assets 2015: $179,7802015Assets 2016: $176,647Liabilities 2016: $2,188Net Assets 2016: $174,4592016Assets 2017: $177,917Liabilities 2017: $2,188Net Assets 2017: $175,7292017Assets 2018: $172,005Liabilities 2018: $2,266Net Assets 2018: $169,7392018Assets 2019: $183,308Liabilities 2019: $2,390Net Assets 2019: $180,9182019Assets 2020: $204,495Liabilities 2020: $2,287Net Assets 2020: $202,2082020Assets 2021: $215,586Liabilities 2021: $2,355Net Assets 2021: $213,2312021Assets 2022: $252,782Liabilities 2022: $810Net Assets 2022: $251,9722022Assets 2023: $238,526Liabilities 2023: $2,648Net Assets 2023: $235,8782023Assets 2024: $184,245Liabilities 2024: $2,444Net Assets 2024: $181,8012024Assets 2025: $194,225Net Assets 2025: $194,2252025

Highlighted filing

2013

Assets$159,463
Liabilities$1,685
Net Assets$157,778

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $224,869Expenses 2011: $322,199Net Income 2011: -$97,3302011Revenue 2012: $89,533Expenses 2012: $115,058Net Income 2012: -$25,5252012Revenue 2013: $152,226Expenses 2013: $111,091Net Income 2013: $41,1352013Revenue 2014: $133,832Expenses 2014: $120,421Net Income 2014: $13,4112014Revenue 2015: $146,596Expenses 2015: $142,168Net Income 2015: $4,4282015Revenue 2016: $149,542Expenses 2016: $147,661Net Income 2016: $1,8812016Revenue 2017: $131,051Expenses 2017: $146,297Net Income 2017: -$15,2462017Revenue 2018: $143,460Expenses 2018: $152,253Net Income 2018: -$8,7932018Revenue 2019: $161,001Expenses 2019: $151,181Net Income 2019: $9,8202019Revenue 2020: $167,825Expenses 2020: $145,712Net Income 2020: $22,1132020Revenue 2021: $142,413Expenses 2021: $150,204Net Income 2021: -$7,7912021Revenue 2022: $218,835Expenses 2022: $149,956Net Income 2022: $68,8792022Revenue 2023: $153,965Expenses 2023: $176,942Net Income 2023: -$22,9772023Revenue 2024: $114,013Expenses 2024: $178,048Net Income 2024: -$64,0352024Revenue 2025: $193,400Expenses 2025: $193,929Net Income 2025: -$5292025

Highlighted filing

2013

Revenue$152,226
Expenses$111,091
Net Income$41,135
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 15, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Home-grown community organization incorporating self-sufficiency for our neighbors through food security, nutritional health, and well-being

Filing and Contact Details

Filer

EIN
73-1016797
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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0RICK BARTHOLOMEW
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JENNIFER CAMPBELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JO ANNE DEATON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3STEVE DEATON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4TODD FREEMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5PEARL GARRISON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6CHRISTOPHER HALL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7JAMES MADERE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8NATHAN MATTOX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9FR DAVID MEDINA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10MICHAEL L MILLS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11SUSAN NEAL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2CO- PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3CO- PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4VICE PRESIDENT
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IRS990EZ/PrimaryExemptPurpose0TO WORK TOGETHER TO IMPROVE THE QUALITY OF OUR NEIGHBORS' LIVES BY MEETING THEIR NEEDS FOR EMERGENCY FOOD SERVICES AND BY PROVIDING ACCESS TO HEALTHY FOODS BOTH THROUGH OUTREACH EFFORTS AND HANDS-ON EDUCATIONAL EXPERIENCES.
IRS990EZ/PrintingPublicationsPostage01725
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0NUTRITION & WELLNESS PROGRAMS:EMERGENCY FOOD PANTRY AND GROW GARDEN (GARDENING TO REACH OUT AND WELCOME)OUR OVERALL OBJECTIVES ARE TO IMPROVE THE QUALITY OF OUR NEIGHBORS' LIVES BY MEETING THEIR NEEDS FOR EMERGENCY FOOD SERVICES AND BY PROVIDING ACCESS TO HEALTHY FOODS BOTH THROUGH OUTREACH EFFORTS AND HANDS-ON EDUCATIONAL EXPERIENCES. FROM WITHIN THE NEIGHBORHOOD, WE HAVE BEEN ABLE TO OBSERVE THAT TWO OF THE KEY STEPS TO ENDING THE POVERTY CYCLE ARE PROVIDING NOURISHMENT NOW AND INSPIRATION FOR THE FUTURE, SUCH THAT FAMILIES CAN INVEST TIME AND ENERGY IN DEVELOPING THE SKILLS THEY NEED TO SUCCEED. OUR PROGRAMS PROVIDE SECURITY, EDUCATION AND INSPIRATION THAT ALLOW KENDALL WHITTIER RESIDENTS TO BUILD BETTER QUALITY LIVES.OUR EMERGENCY FOOD PANTRY (EFP) PROVIDES, AT NO COST, ONE WEEK'S WORTH OF FOOD FOR A FAMILY OR INDIVIDUAL IN NEED UP TO 4 TIMES PER YEAR. WE PROTECT THE SECURITY OF OUR DONATED SPACE, OUR FRUGAL BUDGET, AND THE DIGNITY OF OUR CLIENTS BY UTILIZING CAREFULLY SCREENED VOLUNTEER LABOR FOR HOME DELIVERIES. DURING OUR 2012-2013 FISCAL YEAR WE SERVED 1,368 UNDUPLICATED INDIVIDUALS(2,499 DUPLICATED). IN 2012, IT CAME TO OUR ATTENTION THAT WHILE DEMOGRAPHIC INFORMATION FOR OUR NEIGHBOROOD INDICATES THAT HISPANIC RESIDENT POPULATION MAY BE AS HIGH AS 65%, OUR HISPANIC CLIENTELE IS LIMITED TO LESS THAN 12% OF OUR CUSTOMERS ANNUALLY. TO INSURE THAT WE ARE MAKING NECESSARY CONNECTIONS TO REACH ALL NEIGHBORS IN NEED, IN JUNE 2013, WE HIRED A BI-LINGUAL EXECUTIVE DIRECTOR AND IN AUGUST, 2013, A HISPANIC LIAISON WAS HIRED TO HELP EXPAND OUR EFP OUTREACH AND DELIVERY. OUR PANTRY IS CLEAN, ORGANIZED AND EFFICIENT, AND OUR EFP DIRECTOR EXCEEDS EXPECTATIONS WITH CARE, COMPASSION AND ATTENTION TO DETAILS THAT MATTER TO OUR CUSTOMERS. OUR TEAM WORKS WITH PARTNER ORGANIZATIONS TO MAKE SURE THAT OUR CUSTOMERS RECEIVE INFORMATION ON OTHER SERVICES IN THE NEIGHORHOOD THAT CAN HELP THEM AVOID FUTURE NEED FOR EMERGENCY FOOD AND TO ENSURE THAT ALL POTENTIAL HELPERS LEARN BEST PRACTICES AND OPPORTUNITIES FOR DEDICATED SERVICE TO COMMUNITY. OUR OBJECTIVES FOR THE EMERGENCY FOOD PANTRY FOR OUR 2013-14 FISCAL YEAR ARE TO:- PROVIDE NUTRITIOUS AND CULTURALLY APPROPRIATE EMERGENCY FOOD IN A TIMELY MANNER- INCREASE OUR ABILITY TO REACH HISPANIC FAMILIES IN NEED- INCREASE THE NUMBER OF MINORITY, ESPECIALLY HISPANIC, PERSONS WHO VOLUNTEER AT THE EFP- DECREASE REPEAT APPLICANTSMANY OF OUR EFP VOLUNTEERS ALSO ASSIST WITH THE GROW COMMUNITY GARDEN.COMMUNITY GARDENING HAS BEEN SHOWN TO IMPROVE NEIGHBORHOODS FAR BEYOND THE OBVIOUS BENEFITS OF FOOD PRODUCTION AND NUTRITION BY OFFERING EDUCATION, INSPIRATION, INCREASED NEIGHBORHOOD SECURITY, A MEETING PLACE FOR COMMUNITY MEMBERS, AND A SOURCE OF NEIGHBORHOOD PRIDE. THE PRIDE THAT COMES FROM NURTURING A PLANT FROM SEED ALL THE WAY TO THE FAMILY DINNER TABLE CAN INSPIRE CHILDREN TO BELIEVE IN THEIR ABILITY TO TURN EFFORT INTO SUCCESSFUL OUTCOMES. THAT PRIDE IS AS MUCH OF A GARDEN PRODUCT AS THE VEGETABLES. OUR GROW GARDEN HAS SUCCESSFULLY ENGAGED CHILDREN FROM KENDALL WHITTIER ELEMENTARY AND UNIVERSITY SCHOOLS FOR THE PAST SIX YEARS. THE SUCCESS OF OUR EFFORTS HAS CAUGHT THE ATTENTION OF NUMEROUS NEIGHBORHOOD PARTNERS AND SUPPORTERS. DURING OUR 2013-14 FISCAL YEAR WE WILL EXPAND OUR COMMUNITY GARDEN CLIENTS TO INCLUDE RESIDENTS PARTICIPATING IN THE COMMUNITY ACTION PROGRAM SPONSORED GROUP, GROWING TOGETHER. WE INTEND TO FIND WAYS FOR ALL KENDALL WHITTIER RESIDENTS TO ENGAGE WITH OUR GARDENS AND FOR GARDENERS TO BUILD A SHARED SENSE OF COMMUNITY AND A PLAN FOR IMPROVING THE LIFELONG HEALTH OF ALL NEIGHBORS.OUR OBJECTIVES FOR THE GROW GARDEN FOR OUR 2013-14 FISCAL YEAR ARE TO:- CONTINUE TO DEVELOP AND FACILITATE AN EDUCATION CURRICULUM FOR HANDS-ON LEARNING- INCREASE THE NUMBER OF NEIGHBORS SERVED IN THE EDUCATIONAL PROGRAMS BY AT LEAST 20%- INCREASE OUR REACH IN THE LARGER NEIGBORHOOD TO MAKE THE GROW GARDEN A COOPERATIVE COMMUNITY GARDEN, HONORING OUR MISSION OF "GARDENING TO REACH OUT AND WELCOME."WE SEE T
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1COMMUNITY DEVELOPMENT AND OUTREACH PROGRAM:THROUGH OUR COMMUNITY DEVELOPMENT AND OUTREACH PROGRAM EFFORTS, IN JUNE 2012, WE WERE ABLE TO HELP PROVIDE A WEEK-LONG SUMMER CAMP EXPERIENCE TO 10 NEIGHBORHOOD CHILDREN. THE GENEROSITY OF THE BOB COLEMAN FAMILY AND DWIGHT MISSION CAMP AND THE DEDICATION OF THE TRUE BLUE NEIGHBORS YOUTH MENTORING PROGRAM STAFF MAKE THIS INCREDIBLE EXPERIENCE POSSIBLE. WE ALSO PROVIDED VOLUNTEER AND FINANCIAL SUPPORT FOR THE ANNUAL KENDALL WHITTIER NEIGHBORHOOD LIGHTS ON! HOLIDAY CELEBRATION AND THE FOURTH OF JULY PARADE. THESE ARE LARGE WELL-ATTENDED ANNUAL EVENTS THAT ALWAYS ATTRACT MANY CHILDREN AND FAMILIES. OUR PARTNERS IN EDUCATION EFFORTS AT KENDALL WHITTIER ELEMENTARY SCHOOL INCLUDED PARTICIPATION IN BACK-TO-SCHOOL NIGHT EVENTS AND VOLUNTEER AND FINANCIAL SUPPORT OF THE ANNUAL HOLIDAY GIFT SACK PREPARATION. THROUGH OUR EMERGENCY FOOD PANTRY IN DECEMBER 2012, WE PROVIDED FOOD ITEMS FOR APPROXIMATELY 1,100 HOLIDAY GIFT SACKS AND ITEMS FOR 45 HOLIDAY FOOD BASKETS FOR FAMILIES IN NEED.
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IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 1,246..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: BANK CHARGES. AMOUNT: 492. DESCRIPTION: COMMUNITY EVENTS. AMOUNT: 450. DESCRIPTION: DWIGHT CAMP EXP. AMOUNT: 6,382. DESCRIPTION: FITNESS & NUTRITION. AMOUNT: 993. DESCRIPTION: FOOD PURCHASES. AMOUNT: 7,380. DESCRIPTION: PIE PROJECTS. AMOUNT: 1,474. DESCRIPTION: TELEPHONE. AMOUNT: 3,587. DESCRIPTION: IN KIND EXPENSES. AMOUNT: 22,004. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,094. DESCRIPTION: DEPRECIATION. AMOUNT: 774. DESCRIPTION: INSURANCE. AMOUNT: 3,289. DESCRIPTION: TAXES. AMOUNT: 135. DESCRIPTION: WEB DESIGN. AMOUNT: 300. DESCRIPTION: ANNUAL FUND RAISER. AMOUNT: 3,482. TOTAL TO FORM 990-EZ, LINE 16: 52,836.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: NET UNREALIZED LOSS ON INVESTMENTS. AMOUNT: 4,532.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: INVESTMENT IN MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 79,912. END OF YEAR AMOUNT: 82,933. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 2,431. END OF YEAR AMOUNT: 6,074.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: PAYROLL TAX LIABILITIES. BEG. OF YEAR AMOUNT: 928. END OF YEAR AMOUNT: 1,685.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0731016797
ReturnHeader/Filer/Name/BusinessNameLine10KENDALL WHITTIER INC
ReturnHeader/Filer/NameControl0KEND
ReturnHeader/Filer/Phone09188295394
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 4165
ReturnHeader/Filer/USAddress/City0TULSA
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode074159
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-15
ReturnHeader/Officer/Name0JO ANNE DEATON
ReturnHeader/Officer/Phone09188295394
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-11-15
ReturnHeader/PreparerFirm/EIN0731293433
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10STANFIELD & O'DELL PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103211 S LAKEWOOD AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TULSA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0741354934
ReturnHeader/Preparer/Name0JUSTIN A MOORE CPA
ReturnHeader/Preparer/Phone09186280500
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-29T15:06:15-06:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.94$1.94$1.93$1.94$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.02$1.82$1.14$1.78$0.64
2023Detailed filing. Detailed filing data is available for this year.$2.39$0.03$2.36$1.54$1.77$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.01$2.52$2.19$1.50$0.69
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.02$2.13$1.42$1.50$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.02$2.02$1.68$1.46$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.02$1.81$1.61$1.51$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.02$1.70$1.43$1.52$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$1.31$1.46$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.02$1.74$1.50$1.48$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.02$1.80$1.47$1.42$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.02$1.79$1.34$1.20$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.02$1.58$1.52$1.11$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.01$1.12$0.90$1.15$0.26
2011Summary only. Only limited summary data is available for this year.$1.45$0.03$1.42$2.25$3.22$0.97