Civic Intelligence

The Whittaker Family Foundation Inc

EIN 85-0579679 • 501(c)3 • Brandon, FL

Pub. 78 Eligible990-N Coverage

Profile

To teach, nurture and support financial wisdom, education and growth in all individuals so they may be a blessing to others.

PO Box 3064Brandon, FL 33509

whittakerfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

58th percentile

6.3%

Higher net margin than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

1.0%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

49%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$90,027

Up $924 (+1.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$90,027

Up $924 (+1.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Up

$14,721

Up $4,851 (+49%) from 2023

Expenses

Up

$13,797

Up $4,541 (+49%) from 2023

Net Income

Up

$924

Up $310 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2021: $83,277Net Assets 2021: $83,2772021Assets 2022: $88,489Net Assets 2022: $88,4892022Assets 2023: $89,103Net Assets 2023: $89,1032023Assets 2024: $90,027Net Assets 2024: $90,0272024

Highlighted filing

2024

Assets$90,027
Liabilities-
Net Assets$90,027
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2021: $75,000Expenses 2021: $3,076Net Income 2021: $71,9242021Revenue 2022: $9,895Expenses 2022: $4,683Net Income 2022: $5,2122022Revenue 2023: $9,870Expenses 2023: $9,256Net Income 2023: $6142023Revenue 2024: $14,721Expenses 2024: $13,797Net Income 2024: $9242024

Highlighted filing

2024

Revenue$14,721
Expenses$13,797
Net Income$924
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,027
Liabilities
-
Net assets
$90,027
Revenue
$14,721
Expenses
$13,797
Net income
$924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$90.0$90.0$14.7$13.8$0.92
2023Detailed filing. Detailed filing data is available for this year.$89.1$89.1$9.87$9.26$0.61
2022Detailed filing. Detailed filing data is available for this year.$88.5$88.5$9.90$4.68$5.21
2021Detailed filing. Detailed filing data is available for this year.$83.3$83.3$75.0$3.08$71.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 30, 2025
Return Version
2024v5.1
Gross Receipts
$14,721
Mission and Program Overview

Mission

To teach, nurture and support financial wisdom, education and growth in all individuals so they may be a blessing to others.

Program Services

DescriptionGrantsExpenses
MISC RANDOM ACTS OF KINDNESS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUEY WHITTAKERPd-$0--
BARBARA WHITTAKERTs-$0--
MARIA GONZALEZD-$0--
RAYMOND MCNEILD-$0--
Filing and Contact Details

Filer

Filer Name
Whittaker Family Foundation Inc
EIN
85-0579679
Phone
8134334156
Address
PO BOX 3064, BRANDON, FL 33509

Signing Officer

Name
Barbara Whittaker
Title
Ts
Phone
8134334156
Signed
2025-03-30
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Sandra Coe
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 16

“THOMAS COWAN SCHOLARSHIP”

Part 1 Line 16

“PHSC WEST CAMPUS”

Part 1 Line 16

“SARAH COPELAND”

Raw XML Appendix121 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0130
IRS990EZ/BooksInCareOfDetail/PersonNm0BARBARA WHITTAKER
IRS990EZ/BooksInCareOfDetail/PhoneNum08134334156
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3064
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Brandon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033509
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089103
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014721
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0924
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089103
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090027
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt014721
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089103
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090027
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089103
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090027
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HUEY WHITTAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA WHITTAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIA GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RAYMOND MCNEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2D
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3D
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07800
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO TEACH, NURTURE AND SUPPORT FINANCIAL WISDOM, EDUCATION AND GROWTH IN ALL INDIVIDUALS SO THEY MAY BE A BLESSING TO OTHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MISC RANDOM ACTS OF KINDNESS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt05867
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013797
IRS990EZ/TotalRevenueAmt014721
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://whittakerfoundation.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0109471
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0109471
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075000
IRS990ScheduleA/Total509Grp/TotalAmt0109471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0109471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THOMAS COWAN SCHOLARSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PHSC WEST CAMPUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SARAH COPELAND
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA WHITTAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TS
ReturnHeader/BusinessOfficerGrp/PhoneNum08134334156
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTAKER FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0850579679
ReturnHeader/Filer/PhoneNum08134334156
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3064
ReturnHeader/Filer/USAddress/CityNm0BRANDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033509
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA COE
ReturnHeader/ReturnTs02025-04-15T02:18:44Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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