Civic Intelligence

Tom and Linda Whitaker Foundation

990PF • Fiscal year 2019 • EIN 84-1612933

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

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

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

53rd percentile

4.4%

Higher net margin than 53% of similar nonprofits.

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

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.

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

Asset Growth

48th percentile

0.2%

Faster asset growth than 48% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$207,211

Up $378 (+0.2%) from 2018

Net Assets

Up

$207,211

Up $378 (+0.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$8,677

Down $3,099 (-26%) from 2018

Expenses

Up

$8,299

Up $83 (+1.0%) from 2018

Net Income

Down

$378

Down $3,182 (-89%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$207,211
Liabilities$0
Net Assets$207,211

Operations Trend

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

2019

Revenue$8,677
Expenses$8,299
Net Income$378
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.0
Compensation and Service Providers

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
2020-11-15
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 Appendix256 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02495
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0181
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt198
TaxesSchedule/TaxesDetail/Amt0181
TaxesSchedule/TaxesDetail/Amt198
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax form 990PF
TaxesSchedule/TaxesDetail/CategoryTxt1Foregn Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0181
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt198
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WHITAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
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/PreparerFirmEIN0870403149
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/ReturnTs02020-11-15T22:43:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

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