Civic Intelligence

Whitman-Walker Foundation Inc.

990 • Fiscal year 2019 • EIN 82-3889980

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

1377 R ST NW Suite 200Washington, DC 20009

(202) 745-7000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.14x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.10x

Higher debt load relative to revenue than 52% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

96th percentile

$395,651

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

98th percentile

233%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,388,526

Up $1,672,127 (+233%) from 2018

Net Assets

Up

$2,055,885

Up $1,487,629 (+262%) from 2018

Liabilities

Up

$332,641

Up $184,498 (+125%) from 2018

Revenue

Up

$3,385,545

Up $1,026,744 (+44%) from 2018

Expenses

Up

$1,897,916

Up $107,371 (+6.0%) from 2018

Net Income

Up

$1,487,629

Up $919,373 (+162%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2018: $716,399Liabilities 2018: $148,143Net Assets 2018: $568,2562018Assets 2019: $2,388,526Liabilities 2019: $332,641Net Assets 2019: $2,055,8852019Assets 2020: $1,797,403Liabilities 2020: $142,953Net Assets 2020: $1,654,4502020Assets 2021: $3,593,058Liabilities 2021: $187,593Net Assets 2021: $3,405,4652021Assets 2022: $6,500,875Liabilities 2022: $388,319Net Assets 2022: $6,112,5562022Assets 2023: $8,326,474Liabilities 2023: $1,028,230Net Assets 2023: $7,298,2442023Assets 2024: $11,352,227Liabilities 2024: $1,897,861Net Assets 2024: $9,454,3662024

Highlighted filing

2019

Assets$2,388,526
Liabilities$332,641
Net Assets$2,055,885

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $2,358,801Expenses 2018: $1,790,545Net Income 2018: $568,2562018Revenue 2019: $3,385,545Expenses 2019: $1,897,916Net Income 2019: $1,487,6292019Revenue 2020: $2,152,952Expenses 2020: $2,554,387Net Income 2020: -$401,4352020Revenue 2021: $4,293,834Expenses 2021: $2,542,819Net Income 2021: $1,751,0152021Revenue 2022: $4,675,467Expenses 2022: $1,968,376Net Income 2022: $2,707,0912022Revenue 2023: $4,302,637Expenses 2023: $3,049,750Net Income 2023: $1,252,8872023Revenue 2024: $5,803,350Expenses 2024: $3,647,228Net Income 2024: $2,156,1222024

Highlighted filing

2019

Revenue$3,385,545
Expenses$1,897,916
Net Income$1,487,629
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$3,577,985
Mission and Program Overview

Mission

Whitman-walker foundation raises critical funds to invest in whitman-walker's mission of care, advocacy, research, and education. Through community based philanthropy, we ensure the sustainability of our services to empower all persons to live healthy, love openly, and achieve full equality and inclusion.

Whitman-walker foundation raises critical funds to invest in whitman-walker's mission of care, advocacy, research, and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$468,190$726,987▲ $258,797
Prepaid Expenses and Deferred Charges$0$100,000▲ $100,000
Cash and Non-Interest-Bearing Accounts$248,209$25,333▼ $222,876
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$716,399$2,388,526▲ $1,672,127
Other Assets Total$0$1,536,206▲ $1,536,206
Liabilities
Accounts Payable and Accrued Expenses$148,143$332,641▲ $184,498
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$148,143$332,641▲ $184,498
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$568,256$2,055,885▲ $1,487,629
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$568,256$2,055,885▲ $1,487,629
Total Liabilities and Net Assets / Fund Balance$716,399$2,388,526▲ $1,672,127

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,536,206--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Abbie GibbsChief Development OfficerFT$195,580$17,901$213,481
Robert BatarlaChief Financial Officer--$51,706$51,706

Board Members and Trustees

NameTitle
Alex SlaterChair
June CrenshawDirector
Matt VoorheesDirector
Riley TempleDirector
Christoper HollemanSr Director of Financial Reporting
Don BlanchonCEO

Highest Paid Contractors

ContractorServicesLocationCompensation
MindSet DirectFundraising Program1211 Sunset Hills Rd Suite 600, Reston, VA 20190$402,538
Whitman-Walker HealthManagement Services1377 R St NW, Washington, DC 20009$261,034
Revenue and Support

Revenue Composition

Contributions and Grants
$3,577,968
Program Service Revenue
$0
Investment Income
$-378
Other Revenue
$-192,045
All Other Contributions
$2,843,111
Change in Net Assets
$1,487,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,153,588
Salaries, Compensation, and Employee Benefits$744,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$484,925$0$0$484,925
Other Salaries and Wages$341,923$0-$341,923
Fees for Services Management$0$261,034-$261,034
Current Officers, Directors, Trustees, and Key Employees$238,826--$238,826
Occupancy$143,632$0-$143,632
Office Expenses$127,800$0-$127,800
Other Employee Benefits$107,974$0-$107,974
Other Expenses$56,202$0$0$56,202
Information Technology$43,741$0-$43,741
Payroll Taxes$38,924$0-$38,924
Advertising$26,662$0-$26,662
Pension Plan Contributions$16,681$0-$16,681
Fees for Services Accounting$5,115$0-$5,115
Fees for Services Legal$4,477$0-$4,477
Total Functional Expenses$1,636,882$261,034$0$1,897,916
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$192,045
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk to End Hiv$576,781-$192,045-
Total Events$576,781-$192,045$-192,045
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 6

Whitman Walker Health System elects and may remove the directors, the Executive Director, and the Chair of the Board of the corporation. WWHS formulates and implements strategic planning and financial management, and selects a fiscal auditor on behalf of the corporation. The corporation may not, without the prior approval of WWHS, take any of the following actions: i) expenditure or divestiture of the corporations capital assets; ii) incurrence or guarantee of debt; iii) expenditure in any amount in excess of the corporations approved annual operating budget; iv) dissolution or liquidation of the corporation; v) creation, dissolution, or divestiture by the corporation of any subsidiary, partnership, or LLC; vi) amendment of the corporations articles or bylaws; vii) any other fundamental transaction, as defined in the District of Columbia Nonprofit Corporation Act.

Form 990, Part VI, Section B, Lines 7A &7B

Whitman-Walker Health System, as the corporations sole member, has the ability to appoint and remove directors.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the audit and compliance chair and board treasurer. Prior to being filed, it is distributed electronically to the entire board of directors. Form 990, part vi, section b, line 12c the organization requires officers, directors, trustees, and key employees to annually disclose any interests that could give rise to conflicts and monitors potential conflicts.

Form 990, Part VI, Section B, Lines 15 A&B

The compensation of the ceo is approved by the board of directors and is determined by a comprehensive analysis utilizing the health center compensation & benefits report published by the hospital & healthcare service for the national association of community health care centers, inc. The compensation of key employees is determined by utilizing compensation software published by the economic research institute, which is updated quarterly, as well as salary surveys from the national association of community health centers.

Form 990, Part VI, Section C, Line 19

The governing documents and conflict of interest policy are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Whitman-walker Foundation Inc
EIN
82-3889980
In Care Of
% CHRIS HOLLEMAN
Phone
2027457000
Address
1377 R ST NW Suite 200, WASHINGTON, DC 20009

Signing Officer

Name
Don Blanchon
Title
CEO
Phone
2027973500
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Blanchon
Formed
2017
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
4
Employees
7
Volunteers
154

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Marc Berger
Phone
7038930600
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

Description:other fees total fees:484925

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