Civic Intelligence

The Wilhoit Foundation C/O Ironwood Investment Counsel

990PF • Fiscal year 2024 • EIN 86-1033226

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 24, 2025

Organization Profile
4179 E Chestnut LaneGilbert, AZ 85298

(480) 680-5706

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.05x

Higher debt load relative to revenue than 54% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-32%

Higher net margin than 13% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$13,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

30th percentile

-1.8%

Faster asset growth than 30% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

103%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$2,674,646

Down $47,821 (-1.8%) from 2023

Net Assets

Down

$2,667,201

Down $47,601 (-1.8%) from 2023

Liabilities

Down

$7,445

Down $220 (-2.9%) from 2023

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin13th percentile

Revenue

Up

$147,071

Up $74,677 (+103%) from 2023

Expenses

Down

$194,672

Down $37,202 (-16%) from 2023

Net Income

Up

-$47,601

Up $111,879 (+70%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $18,289Liabilities 2011: $02011Assets 2012: $11,741Liabilities 2012: $02012Assets 2013: $6,606Liabilities 2013: $02013Assets 2014: $89,599Liabilities 2014: $1,125Net Assets 2014: $88,4742014Assets 2015: $65,156Liabilities 2015: $255Net Assets 2015: $64,9012015Assets 2016: $78,934Liabilities 2016: $1,955Net Assets 2016: $76,9792016Assets 2017: $26,351Liabilities 2017: $1,000Net Assets 2017: $25,3512017Assets 2019: $144,675Liabilities 2019: $4,000Net Assets 2019: $140,6752019Assets 2020: $3,166,174Liabilities 2020: $50,297Net Assets 2020: $3,115,8772020Assets 2021: $2,910,470Liabilities 2021: $14,601Net Assets 2021: $2,895,8692021Assets 2022: $2,883,832Liabilities 2022: $9,550Net Assets 2022: $2,874,2822022Assets 2023: $2,722,467Liabilities 2023: $7,665Net Assets 2023: $2,714,8022023Assets 2024: $2,674,646Liabilities 2024: $7,445Net Assets 2024: $2,667,2012024

Highlighted filing

2024

Assets$2,674,646
Liabilities$7,445
Net Assets$2,667,201
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $88,019Expenses 2011: $115,395Net Income 2011: -$27,3762011Revenue 2012: $120,014Expenses 2012: $126,562Net Income 2012: -$6,5482012Revenue 2013: $125,989Expenses 2013: $131,124Net Income 2013: -$5,1352013Revenue 2014: $348,308Expenses 2014: $150,481Net Income 2014: $197,8272014Revenue 2015: $144,554Expenses 2015: $139,906Net Income 2015: $4,6482015Revenue 2016: $247,659Expenses 2016: $135,191Net Income 2016: $112,4682016Revenue 2017: $28,044Expenses 2017: $79,672Net Income 2017: -$51,6282017Revenue 2019: $130,064Expenses 2019: $20,847Net Income 2019: $109,2172019Revenue 2020: $3,324,308Expenses 2020: $339,150Net Income 2020: $2,985,1582020Revenue 2021: $190,549Expenses 2021: $410,557Net Income 2021: -$220,0082021Revenue 2022: $214,692Expenses 2022: $236,279Net Income 2022: -$21,5872022Revenue 2023: $72,394Expenses 2023: $231,874Net Income 2023: -$159,4802023Revenue 2024: $147,071Expenses 2024: $194,672Net Income 2024: -$47,6012024

Highlighted filing

2024

Revenue$147,071
Expenses$194,672
Net Income-$47,601
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 24, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE C LAHOWETZPresident/Director-$13,000-$13,000
WILLIAM F WILHOITDirector-$1,000-$1,000
EMILY LAHOWETZ FOLDESDirector-$1,000-$1,000
STEPHEN FOLDESDirector-$1,000-$1,000
JEFFREY E SHIFFRATreasurer/Director-$0--
WILLIAM LEESecretary/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSALVATION ARMYPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$25,000
Paid GrantST MARY'S FOOD BANKPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$25,000
Paid GrantST VINCENT DE PAUL SOCIETYPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$25,000
Paid GrantASU FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYTEMPE, AZ, US$15,000
Paid GrantBETTY FORD ALPINE GARDENSPROGRAM SUPPORTPUBLIC CHARITYVAIL, CO, US$15,000
Paid GrantST MARY MAGDALENEPROGRAM SUPPORTPUBLIC CHARITYGILBERT, AZ, US$12,000
Paid GrantARIZONA HUMANE SOCIETYPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$5,000
Paid GrantDIOCESE OF PHOENIXPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$5,000
Paid GrantINTREPID FALLEN HEROES FUNDPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantROBINSON RANCHPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$5,000
Paid GrantCATHOLIC CHARITIESPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$3,750
Paid GrantLUTHERAN SOCIAL SERVICES OF THE SOUTHWESTPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$3,750
Paid GrantST JOSEPH THE WORKERPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$3,750
Paid GrantTHE FOSTER ALLIANCEPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$3,750
Paid GrantAID TO WOMEN CENTERPROGRAM SUPPORTPUBLIC CHARITYTEMPE, AZ, US$3,000
Paid GrantCHATTING WITH CHAR CHARPROGRAM SUPPORTPUBLIC CHARITYTEMPE, AZ, US$2,500
Paid GrantSPECIAL OLYMPICSPROGRAM SUPPORTPUBLIC CHARITYGOODYEAR, AZ, US$2,500
Filing and Contact Details

Filer

Filer Name
The Wilhoit Foundation
EIN
86-1033226
Phone
4806805706
Address
4179 E CHESTNUT LANE, GILBERT, AZ 85298

Signing Officer

Name
Katherine Lahowetz
Title
President
Phone
4806805706
Signed
2025-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
Kristen M Bass
Phone
6022646835
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1411394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt250565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt250565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt120524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2461959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTIONS - CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB - ST GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB - LT GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt055364
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-47601
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02667201
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02714802
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02667201
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0149798
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0149798
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0149798
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0151377
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01579
IRS990PF/DistributableAmountGrp/TotalTaxAmt01579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02295
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03795
IRS990PF/FMVAssetsEOYAmt02987678
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt067056
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0116869
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0116869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0554587
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0486706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0463823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01881758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01856277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02277022
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt083070
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt083104
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0243
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt07665
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07445
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02714802
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02667201
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02722467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02674646
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02987678
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07665
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07445
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02722467
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02674646
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02714802
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02667201
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0135996
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0131690
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0129721
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03073646
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt077613
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02995790
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt046105
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0243
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0151377
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03027541
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03073646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt41000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHERINE C LAHOWETZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM F WILHOIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EMILY LAHOWETZ FOLDES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JEFFREY E SHIFFRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STEPHEN FOLDES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5WILLIAM LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06720 N SCOTTSDALE RD STE 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16720 N SCOTTSDALE RD STE 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26720 N SCOTTSDALE RD STE 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36720 N SCOTTSDALE RD STE 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46720 N SCOTTSDALE RD STE 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt56720 N SCOTTSDALE RD STE 385
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SCOTTSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd385253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd485253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd585253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0182813
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0182813
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CLARKSTON PRIVATE CLIENT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,674,646
Liabilities
$7,445
Net assets
$2,667,201
Revenue
$147,071
Expenses
$194,672
Net income
-$47,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.67$0.15$0.19$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.01$2.71$0.07$0.23$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.88$0.01$2.87$0.21$0.24$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.01$2.90$0.19$0.41$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.05$3.12$3.32$0.34$2.99
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.13$0.02$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.03$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.25$0.14$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.06$0.14$0.14$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.35$0.15$0.20
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.13$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.12$0.13$0.01
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.09$0.12$0.03