Whittemore Foundation
Whittemore Foundation shows fluctuating financial performance with recent surplus, but current operational status is unclear due to zero reported revenue and assets.
EIN: 133527578 · West Hartford, CT · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Expenses | $81K |
| Program Spending | 85% |
| Net Assets | $793K |
| Transparency Score | 70/100 |
Is Whittemore Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Whittemore Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Whittemore Foundation
Whittemore Foundation (EIN: 133527578) is a nonprofit organization based in West Hartford, CT. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Whittemore Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Whittemore Foundation is a small nonprofit, with 5 years of IRS 990 filings on record (2011–2015). Revenue has grown at a compound annual rate of 27.1%.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
| Total Revenue | $316K |
| Total Expenses | $81K |
| Surplus / Deficit | +$235K |
| Total Assets | $793K |
| Total Liabilities | $1 |
| Net Assets | $793K |
| Operating Margin | 74.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 117.4 months |
Financial Health Grade: A
In 2015, Whittemore Foundation reported a surplus of $235K with revenue exceeding expenses, holds 117.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 5 years of filings (2011–2015), Whittemore Foundation's revenue has grown at a compound annual growth rate (CAGR) of 27.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2015 | +573.8% | -3.9% | +51.8% |
| 2014 | -62.6% | -69.6% | -22.8% |
| 2013 | -64.4% | +18.9% | -20.8% |
| 2012 | +190.7% | -1.4% | +20.4% |
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Whittemore Foundation with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Whittemore Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $235K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all provided filing periods, indicating that no executives are paid, which is a positive sign for resource allocation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Whittemore Foundation's IRS 990 filings:
- Latest reported revenue and assets are $0, raising questions about current operational status.
- Inconsistent revenue generation, with expenses exceeding revenue in multiple periods (e.g., 201412, 201312, 201112).
Strengths
The following positive indicators were identified for Whittemore Foundation:
- Consistently reports 0% officer compensation, indicating efficient use of funds for executive pay.
- Maintains low liabilities across all reported periods, demonstrating strong financial health regarding debt.
- Experienced a significant revenue surplus in 201512 ($316,036 revenue vs $81,030 expenses), showing potential for strong financial performance.
Frequently Asked Questions about Whittemore Foundation
Is Whittemore Foundation a legitimate charity?
Whittemore Foundation (EIN: 133527578) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 70/100. It has 5 years of IRS 990 filings on record. 2 red flags identified. 3 strengths noted. Financial health grade: A.
How does Whittemore Foundation spend its money?
Whittemore Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Whittemore Foundation tax-deductible?
Whittemore Foundation is registered as a tax-exempt nonprofit (EIN: 133527578). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Whittemore Foundation's spending goes to programs?
Whittemore Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Whittemore Foundation located?
Whittemore Foundation is headquartered in West Hartford, Connecticut and files with the IRS under EIN 133527578.
How many years of IRS 990 filings does Whittemore Foundation have?
Whittemore Foundation has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
Is Whittemore Foundation still active given the latest reported revenue and assets are $0?
The provided data shows $0 for 'Latest Revenue' and 'Assets' for the current period, which is a significant red flag. This could indicate the organization is no longer active, has ceased operations, or there is a reporting gap. Further investigation into more recent filings or public records would be necessary to confirm its current operational status.
How does the foundation manage its expenses given the fluctuating revenue?
The foundation's expenses have varied, from a high of $277,110 in 201312 to a low of $81,030 in 201512. While revenue also fluctuates, the organization has managed to maintain assets, suggesting a conservative approach to spending or reliance on investment income to cover operational costs during leaner years. The significant surplus in 201512 ($316,036 revenue vs $81,030 expenses) indicates strong financial management in that period.
Filing History
IRS 990 filing history for Whittemore Foundation showing financial trends over 5 years of public records:
Over 5 years of IRS 990 filings (2011–2015), Whittemore Foundation's revenue has grown by 160.8%, moving from $121K to $316K. Total assets increased by 11.8% over the same period, from $709K to $793K. Total functional expenses fell by 65.7%, from $237K to $81K. In its most recent filing year (2015), Whittemore Foundation reported a surplus of $235K, with revenue exceeding expenses. The organization holds $1 in liabilities against $793K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $793K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2015 | $316K | $81K | $793K | $1 | — | View 990 |
| 2014 | $47K | $84K | $522K | $1 | — | View 990 |
| 2013 | $125K | $277K | $676K | $14K | — | View 990 |
| 2012 | $352K | $233K | $854K | $33K | — | View 990 |
| 2011 | $121K | $237K | $709K | $9K | — | View 990 |
Year-by-Year Financial Summary
- 2015: Revenue of $316K, expenses of $81K, and assets of $793K (revenue +573.8% year-over-year).
- 2014: Revenue of $47K, expenses of $84K, and assets of $522K (revenue -62.6% year-over-year).
- 2013: Revenue of $125K, expenses of $277K, and assets of $676K (revenue -64.4% year-over-year).
- 2012: Revenue of $352K, expenses of $233K, and assets of $854K (revenue +190.7% year-over-year).
- 2011: Revenue of $121K, expenses of $237K, and assets of $709K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Whittemore Foundation:
Data Sources and Methodology
This transparency report for Whittemore Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.