Civic Intelligence

Lk Whittier Foundation

990PF • Fiscal year 2020 • EIN 95-6027493

May 01, 2019 to Apr 30, 2020 • Filed on Sep 29, 2020

Organization Profile

View Organization Page

625 Fair Oaks Avenue No 360Pasadena, CA 91030

(626) 441-5188

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.11x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

31.83x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

9th percentile

-52%

Higher net margin than 9% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

10th percentile

-5.2%

Faster asset growth than 10% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$60,896,104

Down $3,360,764 (-5.2%) from 2019

Net Assets

$54,178,112

No earlier filing loaded for comparison.

Liabilities

Down

$6,717,992

Down $173,475 (-2.5%) from 2019

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin9th percentile

Revenue

Down

$211,048

Down $863,736 (-80%) from 2019

Expenses

Down

$321,362

Down $8,057,965 (-96%) from 2019

Net Income

Up

-$110,314

Up $7,194,229 (+98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$150M$100M$50M$0Assets 2011: $105,257,903Liabilities 2011: $5,340,1512011Assets 2012: $98,291,538Liabilities 2012: $23,465,2122012Assets 2013: $101,055,462Liabilities 2013: $16,892,9892013Assets 2014: $107,922,392Liabilities 2014: $15,382,7642014Assets 2015: $109,215,863Liabilities 2015: $11,244,1502015Assets 2019: $64,256,868Liabilities 2019: $6,891,4672019Assets 2020: $60,896,104Liabilities 2020: $6,717,992Net Assets 2020: $54,178,1122020Assets 2021: $84,492,158Liabilities 2021: $44,123,682Net Assets 2021: $40,368,4762021Assets 2022: $67,570,163Liabilities 2022: $58,072,054Net Assets 2022: $9,498,1092022Assets 2023: $9,965,112Liabilities 2023: $541,161Net Assets 2023: $9,423,9512023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$60,896,104
Liabilities$6,717,992
Net Assets$54,178,112
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$50M$0-$50MRevenue 2011: $11,502,960Expenses 2011: $6,722,194Net Income 2011: $4,780,7662011Revenue 2012: $3,749,952Expenses 2012: $25,768,911Net Income 2012: -$22,018,9592012Revenue 2013: $7,654,134Expenses 2013: $2,698,171Net Income 2013: $4,955,9632013Revenue 2014: $6,160,877Expenses 2014: $7,045,384Net Income 2014: -$884,5072014Revenue 2015: $4,838,781Expenses 2015: $4,200,709Net Income 2015: $638,0722015Revenue 2019: $1,074,784Expenses 2019: $8,379,327Net Income 2019: -$7,304,5432019Revenue 2020: $211,048Expenses 2020: $321,362Net Income 2020: -$110,3142020Revenue 2021: $1,423,590Expenses 2021: $41,105,678Net Income 2021: -$39,682,0882021Revenue 2022: $6,857,812Expenses 2022: $27,485,657Net Income 2022: -$20,627,8452022Revenue 2023: $38,654,246Expenses 2023: $793,967Net Income 2023: $37,860,2792023Revenue 2024: $519,210Expenses 2024: $9,943,161Net Income 2024: -$9,423,9512024

Highlighted filing

2020

Revenue$211,048
Expenses$321,362
Net Income-$110,314
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Sep 29, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA-LEE W WOODSPresident/Director-$0--
LINDA BLINKENBERGVice President/Director-$0--
GREG CUSTERSecretary/Director-$0--
SANDIP BHAGATCFO/Director-$0--
LAURE W WOODSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lk Whittier Foundation
EIN
95-6027493
Phone
6264415188
Address
625 FAIR OAKS AVENUE NO 360, PASADENA, CA 91030

Signing Officer

Name
Linda Blinkenberg
Title
Vice President
Phone
6264415188
Signed
2020-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11100 UNITS ALPHABET INC CL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13145 UNITS AMERICAN ELEC PWR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14169 UNITS AMPHENOL CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15133 UNITS ANTHEM, INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16496 UNITS APPLE COMPUTER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17238 UNITS APTIV PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18396 UNITS AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19262 UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2032 UNITS BLACKROCK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21426 UNITS BLACKSTONE GROUP INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2278 UNITS BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23329 UNITS CHEVRON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24507 UNITS CISCO SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25667 UNITS CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26104 UNITS CME GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27744 UNITS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2870 UNITS COSTCO WHSL CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29299 UNITS CVS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30167 UNITS DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31414 UNITS DISNEY WALT CO COM DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32364 UNITS EATON CORP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33333 UNITS EOG RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34295 UNITS FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35177 UNITS FIRST REP BK SAN FRANCISCO C COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36520 UNITS FORTIVE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37322 UNITS GILEAD SCIENCES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38120 UNITS GOLDMAN SACHS GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39353 UNITS HONEYWELL INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40547 UNITS INTEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41150 UNITS IQVIA HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42708 UNITS J P MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43318 UNITS JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441,028 UNITS KINDER MORGAN INC DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4563 UNITS LAUDER ESTEE COS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46378 UNITS LOWE'S COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47259 UNITS MARSH & MCLENNAN COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48602 UNITS MERCK & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491,003 UNITS MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50522 UNITS MONDELEZ INTL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51601 UNITS NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52335 UNITS NORFOLK SOUTHERN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53124 UNITS NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5444 UNITS O REILLY AUTOMOTIVE INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55298 UNITS PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56619 UNITS PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57285 UNITS PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58300 UNITS PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59228 UNITS RAYTHEON TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6079 UNITS S&P GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6190 UNITS SALESFORCE COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6266 UNITS SERVICENOW INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6366 UNITS SHERWIN WILLIAMS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64178 UNITS TEXAS INSTRS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65131 UNITS THERMO FISHER SCIENTIFIC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661,012 UNITS TJX COS INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67748 UNITS TRUIST FINL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68137 UNITS TYSON FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69119 UNITS UNITEDHEALTH GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70533 UNITS VALERO ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71311 UNITS VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72711 UNITS VISA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731,432 UNITS AES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74171 UNITS CADENCE DESIGN SYSTEM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75164 UNITS KEYSIGHT TECHNOLOGIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76102 UNITS UNITED RENTALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77218 UNITS SPDR SERIES TRUST S&P BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm780.50 UNITS TRIPADVISOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm790.41 UNITS SERITAGE GROWTH PPTYS CL A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WHITTIER CORPORATE AMERICA FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WHITTIER SMALL CAP FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3WHITTIER VALUE FUND A, LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt130594964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28314690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39489815
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0248155
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-87717
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt037822
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,896,104
Liabilities
$6,717,992
Net assets
$54,178,112
Revenue
$211,048
Expenses
$321,362
Net income
-$110,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.52$9.94$9.42
2023Detailed filing. Detailed filing data is available for this year.$9.97$0.54$9.42$38.7$0.79$37.9
2022Detailed filing. Detailed filing data is available for this year.$67.6$58.1$9.50$6.86$27.5$20.6
2021Detailed filing. Detailed filing data is available for this year.$84.5$44.1$40.4$1.42$41.1$39.7
2020Detailed filing. Detailed filing data is available for this year.$60.9$6.72$54.2$0.21$0.32$0.11
2019Summary only. Only limited summary data is available for this year.$64.3$6.89$1.07$8.38$7.30
2015Summary only. Only limited summary data is available for this year.$109$11.2$4.84$4.20$0.64
2014Summary only. Only limited summary data is available for this year.$108$15.4$6.16$7.05$0.88
2013Summary only. Only limited summary data is available for this year.$101$16.9$7.65$2.70$4.96
2012Summary only. Only limited summary data is available for this year.$98.3$23.5$3.75$25.8$22.0
2011Summary only. Only limited summary data is available for this year.$105$5.34$11.5$6.72$4.78