Civic Intelligence

Carmel M and John G Whitman Foundation

EIN 95-4610286 • Ventura, CA

1003 Woodstock LaneVentura, CA 93001
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

3.8%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-15%

Faster revenue growth than 36% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$379,200

Up $14,014 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$379,200

Up $14,014 (+3.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin75th percentile

Revenue

Down

$81,200

Down $14,733 (-15%) from 2023

Expenses

Up

$64,305

Up $3,581 (+5.9%) from 2023

Net Income

Down

$16,895

Down $18,314 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$600K$400K$200K$0Assets 2011: $137,927Liabilities 2011: $02011Assets 2012: $137,900Liabilities 2012: $02012Assets 2013: $123,032Liabilities 2013: $02013Assets 2014: $98,724Liabilities 2014: $02014Assets 2015: $80,175Liabilities 2015: $0Net Assets 2015: $80,1752015Assets 2016: $431,979Liabilities 2016: $0Net Assets 2016: $431,9792016Assets 2017: $384,144Liabilities 2017: $0Net Assets 2017: $384,1442017Assets 2018: $433,070Liabilities 2018: $0Net Assets 2018: $433,0702018Assets 2019: $400,845Liabilities 2019: $0Net Assets 2019: $400,8452019Assets 2020: $409,058Liabilities 2020: $0Net Assets 2020: $409,0582020Assets 2021: $365,255Liabilities 2021: $0Net Assets 2021: $365,2552021Assets 2022: $329,977Liabilities 2022: $0Net Assets 2022: $329,9772022Assets 2023: $365,186Liabilities 2023: $0Net Assets 2023: $365,1862023Assets 2024: $379,200Liabilities 2024: $0Net Assets 2024: $379,2002024

Latest loaded filing

2024

Assets$379,200
Liabilities$0
Net Assets$379,200
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $23,855Expenses 2011: $18,695Net Income 2011: $5,1602011Revenue 2012: $18,665Expenses 2012: $18,692Net Income 2012: -$272012Revenue 2013: $9,636Expenses 2013: $24,504Net Income 2013: -$14,8682013Revenue 2014: $6,433Expenses 2014: $30,741Net Income 2014: -$24,3082014Revenue 2015: $26,958Expenses 2015: $45,507Net Income 2015: -$18,5492015Revenue 2016: $403,272Expenses 2016: $51,468Net Income 2016: $351,8042016Revenue 2017: $5,561Expenses 2017: $53,396Net Income 2017: -$47,8352017Revenue 2018: $110,569Expenses 2018: $61,643Net Income 2018: $48,9262018Revenue 2019: $29,571Expenses 2019: $61,796Net Income 2019: -$32,2252019Revenue 2020: $69,250Expenses 2020: $61,037Net Income 2020: $8,2132020Revenue 2021: $10,045Expenses 2021: $55,826Net Income 2021: -$45,7812021Revenue 2022: $27,498Expenses 2022: $62,776Net Income 2022: -$35,2782022Revenue 2023: $95,933Expenses 2023: $60,724Net Income 2023: $35,2092023Revenue 2024: $81,200Expenses 2024: $64,305Net Income 2024: $16,8952024

Latest loaded filing

2024

Revenue$81,200
Expenses$64,305
Net Income$16,895
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.81$0.64$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.96$0.61$0.35
2022Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.27$0.63$0.35
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.10$0.56$0.46
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.69$0.61$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.30$0.62$0.32
2018Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$1.11$0.62$0.49
2017Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.06$0.53$0.48
2016Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$4.03$0.51$3.52
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.27$0.46$0.19
2014Summary only. Only limited summary data is available for this year.$0.99$0.00$0.06$0.31$0.24
2013Summary only. Only limited summary data is available for this year.$1.23$0.00$0.10$0.25$0.15
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.19$0.19$0.00
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.24$0.19$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARMEL M WHITMANPresident/CEO-$0--
JOHN G WHITMANSec/Treasurer-$0--
VICKI F MAGASINNDirector-$0--
JONATHAN M FELDMANDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPBS SOCALSUPPORT EDUCATIONPCLOS ANGELES, CA, US$8,000
Paid GrantCALIFORNIA LUTHERAN UNIVERSITYSUPPORT EDUCATIONPCTHOUSAND OAKS, CA, US$7,000
Paid GrantCALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATIONSUPPORT EDUCATIONPCNORTHRIDGE, CA, US$7,000
Paid GrantVENTURA HS ADVANCEMENTSUPPORT EDUCATIONPCVENTURA, CA, US$7,000
Paid GrantOJAI RAPTOR CENTEREDUCATION AND RESEARCHPCOAK VIEW, CA, US$5,500
Paid GrantDOCTORS WITHOUT BORDERSRESEARCH AND TREATMENT OF DISEASEPCNEW YORK, NY, US$5,000
Paid GrantPLANNED PARENTHOODEDUCATION AND RESEARCHPCNEW YORK, NY, US$5,000
Paid GrantRAICESPUBLIC SUPPORT OF ORGANIZATION MISSIONPCSAN ANTONIO, TX, US$5,000
Paid GrantALZHEIMER'S ASSOCIATIONRESEARCH AND TREATMENT OF DISEASEPCCHICAGO, IL, US$3,000
Paid GrantCLEVELAND CLINIC FOUNDATIONRESEARCH AND TREATMENT OF DISEASEPCCLEVELAND, OH, US$3,000
Paid GrantCYSTIC FIBROSIS FOUNDATIONRESEARCH AND TREATMENT OF DISEASEPCWASHINGTON, DC, US$3,000
Paid GrantDIRECTORS GUILD FOUNDATIONPUBLIC SUPPORT OF ORGANIZATION MISSIONPCLOS ANGELES, CA, US$2,000
Paid GrantPUBLIC CITIZEN FOUNDATIONPUBLIC SUPPORT OF ORGANIZATION MISSIONPCWASHINGTON, DC, US$2,000
Paid GrantSOUTHERN POVERTY LAW CENTERPUBLIC SUPPORT OF ORGANIZATION MISSIONPCMONTEGOMERY, AL, US$2,000
Paid GrantWOUNDED WARRIOR PROJECTPUBLIC SUPPORT OF ORGANIZATION MISSIONPCJACKSONVILLE, FL, US$100
Filing and Contact Details

Filer

Filer Name
Carmel M and John G Whitman Foundation
EIN
95-4610286
Phone
8054324474
Address
1003 WOODSTOCK LANE, VENTURA, CA 93001

Signing Officer

Name
Carmel Whitman
Title
President/CEO
Phone
8054324474
Signed
2026-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2001 16TH STREET SUITE 1700, DENVER, CO 80202
Preparer
Rebecca Dettmann CPA
Phone
3037795710
Raw XML AppendixShowing 400 of 502 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/PersonNm0CARMEL M WHITMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN G WHITMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VICKI F MAGASINN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JONATHAN M FELDMAN
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