Civic Intelligence

Whitney National Trust for Historical Preservation

990PF • Fiscal year 2015 • EIN 91-1869912

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 27, 2016

Organization Profile
210 So Spring StreetLos Angeles, CA 90012

(213) 628-4384

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

56th percentile

2.5%

Faster asset growth than 56% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

64th percentile

9.1%

Faster revenue growth than 64% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$54,731

Up $1,360 (+2.5%) from 2014

Net Assets

Up

$54,731

Up $1,360 (+2.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin79th percentile

Revenue

Up

$6,000

Up $500 (+9.1%) from 2014

Expenses

Down

$4,640

Down $1,743 (-27%) from 2014

Net Income

Up

$1,360

Up $2,243 (+254%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$60K$40K$20K$0Assets 2011: $56,063Liabilities 2011: $02011Assets 2012: $57,273Liabilities 2012: $02012Assets 2013: $54,254Liabilities 2013: $02013Assets 2014: $53,371Liabilities 2014: $0Net Assets 2014: $53,3712014Assets 2015: $54,731Liabilities 2015: $0Net Assets 2015: $54,7312015Assets 2018: $29,560Liabilities 2018: $477Net Assets 2018: $29,0832018Assets 2019: $25,410Liabilities 2019: $0Net Assets 2019: $25,4102019Assets 2020: $24,054Liabilities 2020: $0Net Assets 2020: $24,0542020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2015

Assets$54,731
Liabilities$0
Net Assets$54,731
Open 2015 Filing

Operations Trend

Revenue Growth64th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $11,330Expenses 2011: $13,487Net Income 2011: -$2,1572011Revenue 2012: $8,003Expenses 2012: $6,793Net Income 2012: $1,2102012Revenue 2013: $3,081Expenses 2013: $6,100Net Income 2013: -$3,0192013Revenue 2014: $5,500Expenses 2014: $6,383Net Income 2014: -$8832014Revenue 2015: $6,000Expenses 2015: $4,640Net Income 2015: $1,3602015Revenue 2018: -$13,429Expenses 2018: $5,367Net Income 2018: -$18,7962018Revenue 2019: $108Expenses 2019: $3,781Net Income 2019: -$3,6732019Revenue 2020: $480Expenses 2020: $1,836Net Income 2020: -$1,3562020Revenue 2021: $0Expenses 2021: $24,054Net Income 2021: -$24,0542021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2015

Revenue$6,000
Expenses$4,640
Net Income$1,360
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 27, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO-ANN WHITNEY GRACEPresident-$0--
LISA GRACEVice Pres/Sec-$0--
CINDY JAMESONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Whitney National Trust
EIN
91-1869912
Phone
2136284384
Address
210 SO SPRING STREET, LOS ANGELES, CA 90012

Signing Officer

Name
Jo-ann Whitney Grace
Title
President
Signed
2016-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Renee N Azrieli CPA
Address
102 EL CAMINO TESOROS, SEDONA, AZ 86336-5058
Preparer
Renee N Azrieli
Phone
9282030300
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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA GRACE
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt08
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ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JO-ANN WHITNEY GRACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITNEY NATIONAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR HISTORICAL PRESERVATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0911869912
ReturnHeader/Filer/PhoneNum02136284384
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 SO SPRING STREET
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
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ReturnHeader/Filer/USAddress/ZIPCd090012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RENEE N AZRIELI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 EL CAMINO TESOROS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEDONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0863365058
ReturnHeader/PreparerPersonGrp/PhoneNum09282030300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RENEE N AZRIELI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-02T06:44:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,731
Liabilities
$0
Net assets
$54,731
Revenue
$6,000
Expenses
$4,640
Net income
$1,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$24.1$24.1
2020Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$0.48$1.84$1.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.4$0.00$25.4$0.11$3.78$3.67
2018Detailed filing. Detailed filing data is available for this year.$29.6$0.48$29.1$13.4$5.37$18.8
2015Detailed filing. Detailed filing data is available for this year.$54.7$0.00$54.7$6.00$4.64$1.36
2014Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$5.50$6.38$0.88
2013Summary only. Only limited summary data is available for this year.$54.3$0.00$3.08$6.10$3.02
2012Summary only. Only limited summary data is available for this year.$57.3$0.00$8.00$6.79$1.21
2011Summary only. Only limited summary data is available for this year.$56.1$0.00$11.3$13.5$2.16
Peer Organizations

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