Civic Intelligence

Tom and Linda Whitaker Foundation

990PF • Fiscal year 2016 • EIN 84-1612933

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
PO Box 777 510 North River RoadMidway, UT 84049

(801) 377-5300

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

53rd percentile

1.7%

Faster asset growth than 53% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$205,956

Up $3,405 (+1.7%) from 2015

Net Assets

Up

$205,956

Up $3,405 (+1.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Up

$6,143

Up $1,038 (+20%) from 2015

Expenses

Down

$2,738

Down $5,066 (-65%) from 2015

Net Income

Up

$3,405

Up $6,104 (+226%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2010: $247,224Liabilities 2010: $0Net Assets 2010: $247,2242010Assets 2011: $223,288Liabilities 2011: $0Net Assets 2011: $223,2882011Assets 2012: $204,435Liabilities 2012: $0Net Assets 2012: $204,4352012Assets 2013: $212,750Liabilities 2013: $0Net Assets 2013: $212,7502013Assets 2014: $205,250Liabilities 2014: $0Net Assets 2014: $205,2502014Assets 2015: $202,551Liabilities 2015: $0Net Assets 2015: $202,5512015Assets 2016: $205,956Liabilities 2016: $0Net Assets 2016: $205,9562016Assets 2017: $203,273Liabilities 2017: $0Net Assets 2017: $203,2732017Assets 2018: $206,833Liabilities 2018: $0Net Assets 2018: $206,8332018Assets 2019: $207,211Liabilities 2019: $0Net Assets 2019: $207,2112019Assets 2020: $214,858Liabilities 2020: $0Net Assets 2020: $214,8582020Assets 2021: $220,140Liabilities 2021: $0Net Assets 2021: $220,1402021Assets 2022: $210,975Liabilities 2022: $0Net Assets 2022: $210,9752022Assets 2023: $203,191Liabilities 2023: $0Net Assets 2023: $203,1912023Assets 2024: $208,605Liabilities 2024: $0Net Assets 2024: $208,6052024

Highlighted filing

2016

Assets$205,956
Liabilities$0
Net Assets$205,956
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

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

$40K$20K$0-$20KExpenses 2010: $39,1762010Expenses 2011: $35,7602011Expenses 2012: $30,2112012Revenue 2013: $16,387Expenses 2013: $8,072Net Income 2013: $8,3152013Revenue 2014: $6,994Expenses 2014: $14,494Net Income 2014: -$7,5002014Revenue 2015: $5,105Expenses 2015: $7,804Net Income 2015: -$2,6992015Revenue 2016: $6,143Expenses 2016: $2,738Net Income 2016: $3,4052016Revenue 2017: $5,341Expenses 2017: $8,024Net Income 2017: -$2,6832017Revenue 2018: $11,776Expenses 2018: $8,216Net Income 2018: $3,5602018Revenue 2019: $8,677Expenses 2019: $8,299Net Income 2019: $3782019Revenue 2020: $10,977Expenses 2020: $3,330Net Income 2020: $7,6472020Revenue 2021: $22,473Expenses 2021: $17,191Net Income 2021: $5,2822021Revenue 2022: $9,531Expenses 2022: $18,696Net Income 2022: -$9,1652022Revenue 2023: $15,524Expenses 2023: $23,308Net Income 2023: -$7,7842023Revenue 2024: $19,197Expenses 2024: $13,783Net Income 2024: $5,4142024

Highlighted filing

2016

Revenue$6,143
Expenses$2,738
Net Income$3,405
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS WHITAKERDirector-$0--
LINDA WHITAKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tom and Linda Whitaker Foundation
EIN
84-1612933
Address
PO BOX 777 510 NORTH RIVER ROAD, MIDWAY, UT 84049

Signing Officer

Name
Linda Whitaker
Title
Director
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Gilbert & Stewart
Address
190 West 800 North Suite 100, Provo, UT 84601
Preparer
Ben H Probst CPA
Phone
8013775300
Raw XML Appendix254 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt0500
AccountingFeesSchedule/AccountingFeesDetail/Amt0500
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt04496
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01647
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06143
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06143
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01758
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01647
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt04496
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04496
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04496
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03405
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt046614
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01647
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt02182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02182
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06143
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02738
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02238
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt140485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-46
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-46
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NFS SHORT TERM COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NFS LONG TERM COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01647
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-46
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03405
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0205956
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0202551
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0205956
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010168
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010168
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010168
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010246
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt078
IRS990PF/DistributableAmountGrp/TotalTaxAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt078
IRS990PF/FMVAssetsEOYAmt0211908
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0196884
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0199855
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0205807
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0202551
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0205956
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05667
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06101
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06101
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0202551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0205956
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0211908
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0202551
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0205956
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0202551
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0205956
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0208049
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05884
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0202165
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03121
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010246
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0204928
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0208049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS WHITAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA WHITAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0510 N RIVER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1510 N RIVER RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIDWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIDWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084049
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184049
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt011400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt027062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt032385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.075548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.02450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.02439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.12878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.14438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0204928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0204062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0204681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0205014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0210149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0224310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.377738
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 777
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIDWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084049
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LINDA WHITAKER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08013775300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS WHITAKER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LINDA WHITAKER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt010168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01254
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021349
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010168
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011181
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01254
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016731
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029166
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039334
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt02182
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02182
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MGMT INVESTMENT EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02182
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt056
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax form 990PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WHITAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOM AND LINDA WHITAKER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TOMA
ReturnHeader/Filer/EIN0841612933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 777 510 NORTH RIVER ROAD
ReturnHeader/Filer/USAddress/CityNm0MIDWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gilbert & Stewart
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 West 800 North Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Provo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084601
ReturnHeader/PreparerPersonGrp/PhoneNum08013775300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEN H PROBST CPA
ReturnHeader/ReturnTs02017-11-14T09:38:21-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,956
Liabilities
$0
Net assets
$205,956
Revenue
$6,143
Expenses
$2,738
Net income
$3,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.19$0.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.16$0.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.10$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.22$0.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.11$0.03$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.09$0.08$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.12$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.06$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.05$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.07$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.16$0.08$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.30
2011Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.36
2010Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.39