Civic Intelligence

Whitecap Foundation

990PF • Fiscal year 2017 • EIN 95-4111120

Dec 01, 2016 to Nov 30, 2017 • Filed on Mar 09, 2018

Organization Profile

Refreshing map…

1420 Hillcrest AvenuePasadena, CA 91106

(626) 449-4900

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

45th percentile

1.3%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$2,278,951

Up $30,315 (+1.3%) from 2016

Net Assets

Up

$2,278,951

Up $30,315 (+1.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin93rd percentile

Revenue

Up

$43,877

Up $8,292 (+23%) from 2016

Expenses

Down

$17,162

Down $82,492 (-83%) from 2016

Net Income

Up

$26,715

Up $90,784 (+142%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,008,541Liabilities 2011: $02011Assets 2012: $1,846,983Liabilities 2012: $02012Assets 2013: $1,783,023Liabilities 2013: $02013Assets 2014: $1,684,054Liabilities 2014: $0Net Assets 2014: $1,684,0542014Assets 2015: $2,312,705Liabilities 2015: $0Net Assets 2015: $2,312,7052015Assets 2016: $2,248,636Liabilities 2016: $0Net Assets 2016: $2,248,6362016Assets 2017: $2,278,951Liabilities 2017: $0Net Assets 2017: $2,278,9512017Assets 2018: $2,381,280Liabilities 2018: $0Net Assets 2018: $2,381,2802018Assets 2019: $2,725,299Liabilities 2019: $0Net Assets 2019: $2,725,2992019Assets 2020: $2,744,670Liabilities 2020: $0Net Assets 2020: $2,744,6702020Assets 2021: $2,769,144Liabilities 2021: $0Net Assets 2021: $2,769,1442021Assets 2022: $2,807,344Liabilities 2022: $120,000Net Assets 2022: $2,687,3442022Assets 2023: $2,778,937Liabilities 2023: $167,0002023Assets 2024: $2,508,459Liabilities 2024: $185,000Net Assets 2024: $2,323,4592024

Highlighted filing

2017

Assets$2,278,951
Liabilities$0
Net Assets$2,278,951
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $19,986Expenses 2011: $347,664Net Income 2011: -$327,6782011Revenue 2012: $28,473Expenses 2012: $187,160Net Income 2012: -$158,6872012Revenue 2013: $545,781Expenses 2013: $130,207Net Income 2013: $415,5742013Revenue 2014: $45,659Expenses 2014: $144,628Net Income 2014: -$98,9692014Revenue 2015: $745,141Expenses 2015: $116,490Net Income 2015: $628,6512015Revenue 2016: $35,585Expenses 2016: $99,654Net Income 2016: -$64,0692016Revenue 2017: $43,877Expenses 2017: $17,162Net Income 2017: $26,7152017Revenue 2018: $411,511Expenses 2018: $309,182Net Income 2018: $102,3292018Revenue 2019: $522,201Expenses 2019: $178,182Net Income 2019: $344,0192019Revenue 2020: $37,735Expenses 2020: $9,284Net Income 2020: $28,4512020Revenue 2021: $30,947Expenses 2021: $10,213Net Income 2021: $20,7342021Revenue 2022: $45,087Expenses 2022: $126,887Net Income 2022: -$81,8002022Revenue 2023: $92,249Expenses 2023: $167,656Net Income 2023: -$75,4072023Revenue 2024: -$129,966Expenses 2024: $158,513Net Income 2024: -$288,4792024

Highlighted filing

2017

Revenue$43,877
Expenses$17,162
Net Income$26,715
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Mar 9, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRACK DUKERC.F.O./SecretaryPT$0--
ELIZABETH DUKERPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Whitecap Foundation
EIN
95-4111120
Phone
6264494900
Address
1420 HILLCREST AVENUE, PASADENA, CA 91106

Signing Officer

Name
Brack Duker
Title
President
Phone
6264494900
Signed
2018-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Perry Hay Llp
Address
22144 CLARENDON STREET SUITE 304, WOODLAND HILLS, CA 91367-6303
Preparer
Allan E Jones
Phone
8184441222
Raw XML Appendix320 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRACK DUKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH DUKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0C.F.O./SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHILDREN AND FAMILIES, EDUCATION, WILDLIFE CONSERVATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SANTA BARBARA MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01130 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt013448
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0139568
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0114841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt090252
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0114841
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013448
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0114841
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011279
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0135
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03600
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REFUND OF EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/Amt03579
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1CALIFORNIA FTB FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2CALIFORNIA ATTY GENERAL FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt225
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03579
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRACK DUKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06264494900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITECAP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0954111120
ReturnHeader/Filer/PhoneNum06264494900
ReturnHeader/Filer/USAddress/AddressLine1Txt01420 HILLCREST AVENUE
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091106
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BF62CE348D0D5BAACC4EB90A8A1E0FD1AFC65886
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.79.119.218
ReturnHeader/FilingSecurityInformation/IPDt02018-03-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:10:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462290413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERRY HAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022144 CLARENDON STREET SUITE 304
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913676303
ReturnHeader/PreparerPersonGrp/PhoneNum08184441222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allan E Jones
ReturnHeader/ReturnTs02018-03-22T17:02:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,278,951
Liabilities
$0
Net assets
$2,278,951
Revenue
$43,877
Expenses
$17,162
Net income
$26,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.19$2.32$0.13$0.16$0.29
2023Summary only. Only limited summary data is available for this year.$2.78$0.17$0.09$0.17$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.12$2.69$0.05$0.13$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.03$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.04$0.01$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.52$0.18$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.41$0.31$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.04$0.02$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.04$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.75$0.12$0.63
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.05$0.14$0.10
2013Summary only. Only limited summary data is available for this year.$1.78$0.00$0.55$0.13$0.42
2012Summary only. Only limited summary data is available for this year.$1.85$0.00$0.03$0.19$0.16
2011Summary only. Only limited summary data is available for this year.$2.01$0.00$0.02$0.35$0.33