Civic Intelligence

Whited Foundation 080188

990PF • Fiscal year 2020 • EIN 85-0446414

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 19, 2021

PO Box 1771Raton, NM 87740

(575) 445-2768

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2020 filings • NTEE A • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.00x

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

2020 filings • NTEE A • $500k-$1M nonprofits • Source year 2020

Net Margin

5th percentile

-91%

Higher net margin than 5% of similar nonprofits.

2020 filings • NTEE A • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

2020 filings • NTEE A • $500k-$1M nonprofits • Source year 2020

Asset Growth

24th percentile

-3.4%

Faster asset growth than 24% of similar nonprofits.

2020 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-34%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Flat

$870,248

Flat from 2020

Net Assets

$870,248

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue

Flat

$33,319

Flat from 2020

Expenses

Flat

$63,567

Flat from 2020

Net Income

Flat

-$30,248

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,378,281Liabilities 2010: $0Net Assets 2010: $1,378,2812010Assets 2011: $1,277,894Liabilities 2011: $0Net Assets 2011: $1,277,8942011Assets 2012: $1,183,206Liabilities 2012: $0Net Assets 2012: $1,183,2062012Assets 2013: $1,126,849Liabilities 2013: $0Net Assets 2013: $1,126,8492013Assets 2014: $1,039,771Liabilities 2014: $0Net Assets 2014: $1,039,7712014Assets 2015: $984,085Liabilities 2015: $0Net Assets 2015: $984,0852015Assets 2016: $977,520Liabilities 2016: $0Net Assets 2016: $977,5202016Assets 2018: $961,874Liabilities 2018: $0Net Assets 2018: $961,8742018Assets 2019: $900,496Liabilities 2019: $0Net Assets 2019: $900,4962019Assets 2020: $870,248Liabilities 2020: $0Net Assets 2020: $870,2482020Assets 2020: $870,248Liabilities 2020: $12020Assets 2021: $880,234Liabilities 2021: $0Net Assets 2021: $880,2342021Assets 2022: $818,330Liabilities 2022: $0Net Assets 2022: $818,3302022Assets 2023: $757,580Liabilities 2023: $12023

Highlighted filing

2020

Assets$870,248
Liabilities$0
Net Assets$870,248

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $136,6912010Expenses 2011: $132,0642011Expenses 2012: $125,5882012Revenue 2013: $23,232Expenses 2013: $79,739Net Income 2013: -$56,5072013Revenue 2014: $45,091Expenses 2014: $125,352Net Income 2014: -$80,2612014Revenue 2015: $49,918Expenses 2015: $100,992Net Income 2015: -$51,0742015Revenue 2016: $80,654Expenses 2016: $87,219Net Income 2016: -$6,5652016Revenue 2018: $66,317Expenses 2018: $55,901Net Income 2018: $10,4162018Revenue 2019: $50,838Expenses 2019: $112,216Net Income 2019: -$61,3782019Revenue 2020: $33,319Expenses 2020: $63,567Net Income 2020: -$30,2482020Revenue 2020: $33,319Expenses 2020: $63,567Net Income 2020: -$30,2482020Revenue 2021: $44,223Expenses 2021: $34,237Net Income 2021: $9,9862021Revenue 2022: $17,036Expenses 2022: $78,940Net Income 2022: -$61,9042022Revenue 2023: $49,926Expenses 2023: $110,676Net Income 2023: -$60,7502023

Highlighted filing

2020

Revenue$33,319
Expenses$63,567
Net Income-$30,248
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 19, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK MORRISChairman-$0--
JOHN ROBERTSONDirector-$0--
RICK TRICEDirector-$0--
ANDY ORTIZDirector-$0--
GAIL CIMINODirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHULER RESTORATION COMMISSION INCEDUCATIONAL, MUSIC, ART, & CULTURAL SPONSORSHIPPCRATON, NM, US$20,000
Paid GrantSANTA FE TRAIL SCHOOL FOR THE PERFORMING ARTSEDUCATIONAL, MUSIC, ART, & CULTURAL SPONSORSHIPPCRATON, NM, US$20,000
Paid GrantMUSIC FROM ANGEL FIREEDUCATIONAL, MUSIC, ART, & CULTURAL SPONSORSHIPPCANGEL FIRE, NM, US$7,000
Paid GrantGROW RATONEDUCATIONAL, MUSIC, ART, & CULTURAL SPONSORSHIPPCRATON, NM, US$2,500
Filing and Contact Details

Filer

Filer Name
Whited Foundation
EIN
85-0446414
Phone
5754452768
Address
PO BOX 1771, RATON, NM 87740

Signing Officer

Name
M Morris
Title
Trustee
Phone
5754452768
Signed
2021-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Murphy CPA
Address
PO DRAWER A, RATON, NM 87740
Preparer
S Murphy CPA
Phone
5754455596
Raw XML AppendixShowing 400 of 411 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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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL, MUSIC, ART, & CULTURAL SPONSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL, MUSIC, ART, & CULTURAL SPONSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL, MUSIC, ART, & CULTURAL SPONSORSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GROW RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SHULER RESTORATION COMMISSION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SANTA FE TRAIL SCHOOL FOR THE PERFORMING ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1117 N 2ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 638
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3131 N 2ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANGEL FIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RATON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd187740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd287740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd387740
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt049500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt096293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt040110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt074769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt071390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt086301
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt086301
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0332062
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt049500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt096293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt074769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt071390
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt049500
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0418363
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0368863
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE, DELIVERY, PO BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt176
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22855
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08280
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0528
TaxesSchedule/TaxesDetail/Amt1227
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES - INVESTMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0M MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05754452768
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITED FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0850446414
ReturnHeader/Filer/PhoneNum05754452768
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1771
ReturnHeader/Filer/USAddress/CityNm0RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087740
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331210171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURPHY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087740

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.76$0.00$0.05$0.11$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.02$0.08$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.06$0.03
2020Summary only. Only limited summary data is available for this year.$0.87$0.00$0.03$0.06$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.05$0.11$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.07$0.06$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.08$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.13$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.02$0.08$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.14