Kathryn M Whitten Trust

990PF • Fiscal year 2020 • EIN 95-6040517

Jan 01, 2020 to Dec 31, 2020 • Filed on May 18, 2022

Organization Profile

302 Pine AvenueLong Beach, CA 90802

(562) 437-0011

Siviq Scores

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

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

-64%

Higher net margin than 11% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

$4,605

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

-2.5%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

-34%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets38th percentile

Assets

Down

$504,272

Down $12,829 (-2.5%) from 2019

Net Assets

$504,272

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin11th percentile

Revenue

Down

$20,101

Down $10,359 (-34%) from 2019

Expenses

Down

$32,930

Down $10,734 (-25%) from 2019

Net Income

-$12,829

Up $375 (+2.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2020

Assets$504,272

Liabilities$0

Net Assets$504,272

Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

Highlighted filing

2020

Revenue$20,101

Expenses$32,930

Net Income-$12,829

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: May 18, 2022
Return Version: 2020v4.2

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
FARMERS MERCHANTS TRUST CO	Trustee	-	$4,605	-	$4,605

Filing and Contact Details

Filer

Filer Name: Kathryn M Whitten Trust
EIN: 95-6040517
Phone: 5624370011
Address: 302 PINE AVENUE, LONG BEACH, CA 90802

Signing Officer

Name: Farmers Merchants Trust Company
Title: Trustee
Phone: 5624370011
Signed: 2022-05-18
Discuss with paid preparer: Yes

Preparer

Firm: Windes Inc
Address: PO BOX 87, LONG BEACH, CA 90801-0087
Preparer: Kevin H Wiest CPA
Phone: 5624351191

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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	302 PINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	302 PINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	302 PINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	302 PINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	302 PINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	302 PINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	302 PINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	90802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	90802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	90802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	90802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	90802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	90802
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	25600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	25600
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	31035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	5435
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	6414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	5361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	3212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	3677
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	5435
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	13229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	6414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	5361
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1454
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	25600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	13229
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	18664
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1113
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	720
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	720
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADMINSTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	12
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	10
TaxesSchedule/TaxesDetail/Amt	0	703
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	FARMERS MERCHANTS TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5624370011
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KATHRYN M WHITTEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	KATH
ReturnHeader/Filer/EIN	0	956040517
ReturnHeader/Filer/PhoneNum	0	5624370011
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	302 PINE AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 87
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	908010087
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5624351191
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KEVIN H WIEST CPA
ReturnHeader/ReturnTs	0	2022-05-19T16:21:49-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	FARMERS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	MERCHANTS TRUST COMP
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $504,272
Liabilities: $0
Net assets: $504,272
Revenue: $20,101
Expenses: $32,930
Net income: -$12,829

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$5.21	$0.00	$5.21	$0.42	$0.41	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$5.19	$0.00	$5.19	$0.48	$0.22	$0.26
2022Detailed filing. Detailed filing data is available for this year.	$4.93	$0.00	$4.93	$0.15	$0.26	$0.11
2021Detailed filing. Detailed filing data is available for this year.	$5.05	$0.00	$5.05	$0.31	$0.30	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$5.04	$0.00	$5.04	$0.20	$0.33	$0.13
2019Summary only. Only limited summary data is available for this year.	$5.17	$0.00		$0.30	$0.44	$0.13
2015Summary only. Only limited summary data is available for this year.	$5.50	$0.00		$0.25	$0.48	$0.23
2014Summary only. Only limited summary data is available for this year.	$5.73	$0.00		$0.57	$0.39	$0.18
2013Summary only. Only limited summary data is available for this year.	$5.55	$0.00		$0.17	$0.36	$0.19
2012Summary only. Only limited summary data is available for this year.	$5.74	$0.00		$0.37	$0.22	$0.14
2011Summary only. Only limited summary data is available for this year.	$5.60	$0.00		$0.14	$0.49	$0.35