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Nonprofiteer
← WHITMAN-WALKER FOUNDATION INC

Form 990 for tax year 2023

Filed by WHITMAN-WALKER FOUNDATION INC.

Totals

Total revenue
$4,302,637
Total expenses
$3,049,750
Contributions and grants received
$4,303,915
Grants paid
$366,349
Program service revenue
$0
Investment income
$0
Other revenue
-$1,278
Total assets, end of year
$8,326,474
Total liabilities, end of year
$1,028,230
Net assets or fund balances, end of year
$7,298,244
Program services expenses (Part IX)
$2,792,505
Management and general expenses
$109,124
Fundraising expenses
$148,121
Program service expenses (Part III)
$2,792,505

Program services were 91.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $44,910

  • 1c · Fundraising events

    $1,340,773

  • 1f · All other contributions, gifts and grants

    $2,918,232

  • 1g · Noncash contributions included above

    $204,580

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $80,435

  • 6c · Rental income or loss

    real property $80,435 · personal property $0

  • 6d · Net rental income or loss

    total $80,435 · excluded $80,435

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $197,317

  • 8a · Fundraising events: contributions included on line 1c

    $1,340,773

  • 8b · Fundraising events: direct expenses

    $279,030

  • 8c · Net income from fundraising events

    total -$81,713 · excluded -$81,713

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $366,349 · program services $366,349

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $181,270 · program services $181,270

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $342,802 · program services $342,802

  • 8 · Pension plan contributions

    total $19,689 · program services $19,689

  • 9 · Other employee benefits

    total $48,043 · program services $48,043

  • 10 · Payroll taxes

    total $140,197 · program services $140,197

  • 11a · Fees: management

    total $109,124 · management and general $109,124

  • 11b · Fees: legal

    total $87,912 · program services $87,912

  • 11c · Fees: accounting

    total $4,548 · program services $4,548

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $148,121 · fundraising $148,121

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $153,513 · program services $153,513

  • 12 · Advertising and promotion

    total $52,315 · program services $52,315

  • 13 · Office expenses

    total $34,093 · program services $34,093

  • 14 · Information technology

    total $12,267 · program services $12,267

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $479,389 · program services $479,389

  • 17 · Travel

    total $159 · program services $159

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $612,977 · program services $612,977

  • 22 · Depreciation, depletion and amortization

    total $2,235 · program services $2,235

  • 23 · Insurance

    total $0

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $254,747 · program services $254,747

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $935,893 · end of year $405,340

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $95,386 · end of year $636,952

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $10,864

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,440

  • 10c · Land, buildings and equipment, net

    beginning of year $2,658 · end of year $424

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $5,466,938 · end of year $7,283,758

  • 17 · Accounts payable and accrued expenses

    beginning of year $214,926 · end of year $369,167

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $173,393 · end of year $659,063

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,510,182 · end of year $7,298,244

  • 28 · Net assets with donor restrictions

    beginning of year $602,374 · end of year $0

Mission and programs · 2023

Mission

WHITMAN-WALKER FOUNDATION RAISES CRITICAL FUNDS TO INVEST IN WHITMAN WALKER'S MISSION OF CARE, ADVOCACY, RESEARCH, AND EDUCATION. THROUGH COMMUNITY BASED PHILANTHROPY, WE ENSURE THE SUSTAINABILITY OF OUR SERVICES TO EMPOWER ALL PERSONS TO LIVE HEALTHY, LOVE OPENLY, AND ACHIEVE FULL EQUALITY AND INCLUSION.

Activities or mission (Part I)

SEE SCHEDULE O

  • WHITMAN-WALKER FOUNDATION RAISED CRITICAL FUNDS TO INVEST IN WHITMAN-WALKER'S MISSION OF CARE, ADVOCACY, RESEARCH, AND EDUCATION. THROUGH COMMUNITY BASED PHILANTHROPY, WE ENSURE THE SUSTAINABILITY OF OUR SERVICES TO EMPOWER ALL PERSONS TO LIVE HEALTHY, LOVE OPENLY, AND ACHIEVE FULL EQUALITY AND INCLUSION. THE WHITMAN-WALKER FOUNDATION LEADS THE FUNDRAISING STRATEGY, OUTREACH, PLATFORMS AND EFFORTS FOR THE WHITMAN-WALKER COMMUNITY HEALTH SYSTEM.

    Expenses $2,792,505 · Grants $366,349

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jennifer Maher

    CHIEF FINANCIAL OFFICER

    Total calculated
    $281,402
    From this org
    $0
    From related orgs
    $242,822
    Other
    $38,580
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,000 related
    Bonus
    $0 + $500 related
    Other
    $0 + $2,322 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $38,580 related
    Filer's total
    $0 + $281,402 related

  • Christopher Holleman

    FINANCIAL SENIOR DIRECTOR

    Total calculated
    $275,978
    From this org
    $0
    From related orgs
    $219,988
    Other
    $55,990
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,766 related
    Bonus
    $0 + $9,900 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $17,413 related
    Nontaxable benefits
    $0 + $38,577 related
    Filer's total
    $0 + $275,978 related

  • Abby Fenton

    EXECUTIVE DIRECTOR

    Total calculated
    $267,899
    From this org
    $144,554
    From related orgs
    $89,970
    Other
    $33,375
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $144,068 + $89,646 related
    Bonus
    $0
    Other
    $486 + $324 related
    Deferred
    $10,800 + $7,200 related
    Nontaxable benefits
    $9,225 + $6,150 related
    Filer's total
    $164,579 + $103,320 related

  • Cindy Lewin

    CEO (AS OF 04/07/23)

    Total calculated
    $234,578
    From this org
    $342
    From related orgs
    $234,236
    Other
    $0
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $342 + $229,378 related
    Bonus
    $0
    Other
    $0 + $4,858 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $342 + $234,236 related

  • David Mallory

    DIRECTOR OF ANNUAL GIVING

    Total calculated
    $143,657
    From this org
    $116,972
    From related orgs
    $0
    Other
    $26,685
    Hours/week
    40

  • Ryan Moran Thru 41023

    CEO - WW HEALTH SYSTEM

    Total calculated
    $110,452
    From this org
    $16,349
    From related orgs
    $85,933
    Other
    $8,170
    Hours/week
    2 + 38 related

  • Matthews Voorhees

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Glynda Brown

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Jack Gocke

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Cary Hatch

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • James Rollins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lindsay Morton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Adam Simmons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jim Sandman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443209349308894

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