Civic Intelligence

Whitaker Charitable Project

990EZ • Fiscal year 2020 • EIN 84-3633857

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization ProfileN/A
6965 Northpark Blvd Unit CCharlotte, NC 28216

(980) 254-6577

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$27,095

No earlier filing loaded for comparison.

Net Assets

$27,095

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

$100,000

No earlier filing loaded for comparison.

Expenses

$72,905

No earlier filing loaded for comparison.

Net Income

$27,095

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$200K$0-$200K-$400KAssets 2020: $27,095Liabilities 2020: $0Net Assets 2020: $27,0952020Assets 2021: $250,864Liabilities 2021: $100,000Net Assets 2021: $150,8642021Assets 2022: $183,360Liabilities 2022: $183,883Net Assets 2022: -$5232022Assets 2023: $73,325Liabilities 2023: $194,586Net Assets 2023: -$121,2612023Assets 2024: $26,960Liabilities 2024: $364,380Net Assets 2024: -$337,4202024

Highlighted filing

2020

Assets$27,095
Liabilities$0
Net Assets$27,095
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2020: $100,000Expenses 2020: $72,905Net Income 2020: $27,0952020Revenue 2021: $841,439Expenses 2021: $717,670Net Income 2021: $123,7692021Revenue 2022: $286,657Expenses 2022: $438,044Net Income 2022: -$151,3872022Revenue 2023: $57,894Expenses 2023: $178,632Net Income 2023: -$120,7382023Revenue 2024: $166Expenses 2024: $216,325Net Income 2024: -$216,1592024

Highlighted filing

2020

Revenue$100,000
Expenses$72,905
Net Income$27,095
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$100,000
Mission and Program Overview

Mission

The project provides resources and opportunities to underserved, at-risk, and minority communities and youth through programming and education.

Program Services

DescriptionGrantsExpenses
PROGRAMS TO SUPPORT THE ADVANCEMENT OF UNDERPRIVILEGED, AT-RISK YOUTH.-$72,905
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BUTLERTreasurerPT$12,923-$12,923
JAMES WHITNERPresidentPT$0--
CHANTEL MACKSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Whitaker Charitable Project
EIN
84-3633857
Phone
9802546577
Address
6965 NORTHPARK BLVD UNIT C, CHARLOTTE, NC 28216

Signing Officer

Name
James Whitner
Title
President
Phone
9802546577
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Bgw CPA Pllc
Address
1616 CAMDEN RD STE 510, CHARLOTTE, NC 28203-4756
Preparer
Adam C Boatsman
Phone
7045520553
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 271 total 271”

Form 990-ez, Part III

“The project provides resources and opportunities to underserved, at-risk, and minority communities and youth through programming and education.”

Raw XML Appendix119 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JAMES WHITNER
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHANTEL MACK
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAVID BUTLER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID BUTLER
IRS990EZ/BooksInCareOfDetail/PhoneNum09802546577
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06965 NORTHPARK BLVD UNIT C
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028216
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027095
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027095
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05850
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027095
IRS990EZ/GrossReceiptsAmt0100000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027095
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027095
IRS990EZ/OccupancyRentUtltsAndMaintAmt042286
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt212923
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES WHITNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHANTEL MACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0271
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PROJECT PROVIDES RESOURCES AND OPPORTUNITIES TO UNDERSERVED, AT-RISK, AND MINORITY COMMUNITIES AND YOUTH THROUGH PROGRAMMING AND EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS TO SUPPORT THE ADVANCEMENT OF UNDERPRIVILEGED, AT-RISK YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072905
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024498
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072905
IRS990EZ/TotalProgramServiceExpensesAmt072905
IRS990EZ/TotalRevenueAmt0100000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0100000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0100000
IRS990ScheduleA/TotalSupportAmt0100000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 271 TOTAL 271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PROJECT PROVIDES RESOURCES AND OPPORTUNITIES TO UNDERSERVED, AT-RISK, AND MINORITY COMMUNITIES AND YOUTH THROUGH PROGRAMMING AND EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WHITNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09802546577
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHITAKER CHARITABLE PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0843633857
ReturnHeader/Filer/PhoneNum09802546577
ReturnHeader/Filer/USAddress/AddressLine1Txt06965 NORTHPARK BLVD UNIT C
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461302809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGW CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01616 CAMDEN RD STE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282034756
ReturnHeader/PreparerPersonGrp/PhoneNum07045520553
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C BOATSMAN
ReturnHeader/ReturnTs02021-11-11T13:55:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITNER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,095
Liabilities
$0
Net assets
$27,095
Revenue
$100,000
Expenses
$72,905
Net income
$27,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$3.64$3.37$0.00$2.16$2.16
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$1.95$1.21$0.58$1.79$1.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$1.84$0.01$2.87$4.38$1.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$1.00$1.51$8.41$7.18$1.24
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.00$0.73$0.27