Civic Intelligence

The Whitman Institute

EIN 94-2984079 • San Francisco, CA

218 Molimo DriveSan Francisco, CA 94127
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $74,986 (-100%) from 2022

Liabilities

Down

$0

Down $421 (-100%) from 2022

Net Assets

Down

$0

Down $74,565 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$0

Up $307,894 (+100%) from 2022

Expenses

Down

$74,565

Down $827,472 (-92%) from 2022

Net Income

Up

-$74,565

Up $1,135,366 (+94%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$15M$10M$5.0M$0Assets 2011: $12,261,624Liabilities 2011: $14,6372011Assets 2012: $11,458,656Liabilities 2012: $7,4412012Assets 2013: $10,495,323Liabilities 2013: $5312013Assets 2014: $9,199,594Liabilities 2014: $4,2662014Assets 2015: $8,897,318Liabilities 2015: $9,7532015Assets 2016: $7,802,459Liabilities 2016: $4,729Net Assets 2016: $7,797,7302016Assets 2017: $6,702,886Liabilities 2017: $4,067Net Assets 2017: $6,698,8192017Assets 2018: $5,465,549Liabilities 2018: $323Net Assets 2018: $5,465,2262018Assets 2019: $4,047,252Liabilities 2019: $2,414Net Assets 2019: $4,044,8382019Assets 2020: $2,355,505Liabilities 2020: $807Net Assets 2020: $2,354,6982020Assets 2021: $1,286,459Liabilities 2021: $1,963Net Assets 2021: $1,284,4962021Assets 2022: $74,986Liabilities 2022: $421Net Assets 2022: $74,5652022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $382,830Expenses 2011: $1,186,785Net Income 2011: -$803,9552011Revenue 2012: $779,424Expenses 2012: $1,575,196Net Income 2012: -$795,7722012Revenue 2013: $760,563Expenses 2013: $1,716,986Net Income 2013: -$956,4232013Revenue 2014: $551,289Expenses 2014: $1,850,753Net Income 2014: -$1,299,4642014Revenue 2015: $1,457,980Expenses 2015: $1,765,743Net Income 2015: -$307,7632015Revenue 2016: $674,393Expenses 2016: $1,764,228Net Income 2016: -$1,089,8352016Revenue 2017: $541,518Expenses 2017: $1,640,429Net Income 2017: -$1,098,9112017Revenue 2018: $393,395Expenses 2018: $1,626,988Net Income 2018: -$1,233,5932018Revenue 2019: $535,918Expenses 2019: $1,956,306Net Income 2019: -$1,420,3882019Revenue 2020: $240,965Expenses 2020: $1,931,105Net Income 2020: -$1,690,1402020Revenue 2021: $68,144Expenses 2021: $1,138,346Net Income 2021: -$1,070,2022021Revenue 2022: -$307,894Expenses 2022: $902,037Net Income 2022: -$1,209,9312022Revenue 2023: $0Expenses 2023: $74,565Net Income 2023: -$74,5652023

Highlighted filing

2023

Revenue$0
Expenses$74,565
Net Income-$74,565
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$74,565
Net income
-$74,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.31$0.90$1.21
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.28$0.07$1.14$1.07
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.35$0.24$1.93$1.69
2019Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.04$0.54$1.96$1.42
2018Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.39$1.63$1.23
2017Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.54$1.64$1.10
2016Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.67$1.76$1.09
2015Summary only. Only limited summary data is available for this year.$8.90$0.01$1.46$1.77$0.31
2014Summary only. Only limited summary data is available for this year.$9.20$0.00$0.55$1.85$1.30
2013Summary only. Only limited summary data is available for this year.$10.5$0.00$0.76$1.72$0.96
2012Summary only. Only limited summary data is available for this year.$11.5$0.01$0.78$1.58$0.80
2011Summary only. Only limited summary data is available for this year.$12.3$0.01$0.38$1.19$0.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Oct 31, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ESTERLECo-Executive Director/Sec.FT$0--
PIA INFANTECo-Executive DirectorFT$0--
JAMIE ALLISONDirector-$0--
JORGE BLANDONChair-$0--
SHANNON FARLEYDirector-$0--
SONYA CHILDRESSDirector-$0--
VANESSA WHANGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Whitman Institute
EIN
94-2984079
Phone
4154127154
Address
218 MOLIMO DRIVE, SAN FRANCISCO, CA 94127

Signing Officer

Name
John Esterle
Title
Co-executive Director
Phone
4154127154
Signed
2023-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
ONE CALIFORNIA STREET 1700, SAN FRANCISCO, CA 94111
Preparer
Daniel Krauss
Phone
4159746000
Raw XML Appendix348 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/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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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/IndividualWithBooksNm0THE WHITMAN INSTITUTE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0218 MOLIMO DRIVE
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04154127154
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0THEWHITMANINSTITUTE.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0827304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01025589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01732935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01661100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01226245
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01226245
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05314743
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt067815
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0827304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01025589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01732935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01661100
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067815
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt067815
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06540988
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03045
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1759
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2272
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1759
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2272
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02499
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13410
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt26840
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LEGAL FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt26840
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1816
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX AND FILING FEES
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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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ESTERLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04154127154
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHITMAN INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0942984079
ReturnHeader/Filer/PhoneNum04154127154
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094127
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE CALIFORNIA STREET 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04159746000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL KRAUSS
ReturnHeader/ReturnTs02023-11-07T11:52:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ESTERLE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-04-04
ReturnHeader/TaxYr02022

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