Whittemore Peterson Institute

Whittemore Peterson Institute maintains consistent financial surpluses and asset growth with no reported officer compensation.

EIN: 205904991 · Reno, NV · NTEE: G05 · Updated: 2026-03-28

$354KRevenue
$1.1MAssets
90/100Mission Score (Excellent)
G05
Whittemore Peterson Institute Financial Summary
MetricValue
Total Revenue$354K
Total Expenses$276K
Program Spending85%
Net Assets$984K
Transparency Score90/100

Is Whittemore Peterson Institute Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Whittemore Peterson Institute directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Whittemore Peterson Institute

Whittemore Peterson Institute (EIN: 205904991) is a nonprofit organization based in Reno, NV, classified under NTEE code G05. The organization reported total revenue of $354K and total assets of $1.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Whittemore Peterson Institute's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Whittemore Peterson Institute is a small nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -17.3%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$327K
Total Expenses$276K
Surplus / Deficit+$51K
Total Assets$990K
Total Liabilities$6K
Net Assets$984K
Operating Margin15.5%
Debt-to-Asset Ratio0.6%
Months of Reserves43.0 months

Financial Health Grade: A

In 2023, Whittemore Peterson Institute reported a surplus of $51K with revenue exceeding expenses, holds 43.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.6% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Whittemore Peterson Institute's revenue has declined at a compound annual growth rate (CAGR) of -17.3%.

YearRevenue ChangeExpense ChangeAsset Change
2023+12.4%+1.8%+5.5%
2022-5.7%+5.1%+1.9%
2021-5.4%-3.8%+6.0%
2020-4.1%-13.7%+6.7%
2019-39.7%-37.3%+2.9%

IRS Tax-Exempt Classification

IRS Classification Codes2300
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Whittemore Peterson Institute demonstrates consistent financial health with a positive net income in recent years. For example, in 2023, revenue was $326,611 against expenses of $276,093, indicating a surplus. The organization has also shown steady asset growth, reaching $1,096,907 in the latest period, up from $989,548 in 2023 and $937,641 in 2022. This growth, coupled with relatively low liabilities (e.g., $5,724 in 2023), suggests prudent financial management and a strong balance sheet. Spending efficiency appears strong, particularly given the consistent reporting of 0% officer compensation across all available filings. This indicates that the organization's leadership is either unpaid or compensated through other means not categorized as officer compensation, which can contribute to a higher proportion of funds directed towards programs. While a detailed breakdown of program, administrative, and fundraising expenses isn't provided in the raw data, the consistent surpluses and asset growth suggest effective resource allocation. Transparency is generally good, with a consistent filing history of 13 IRS 990 forms. The absence of officer compensation is a notable point for transparency, as it suggests a lean operational structure at the executive level. However, without more granular expense details, a full assessment of spending efficiency across different categories is limited. The organization's consistent financial reporting and positive financial trends contribute to a favorable view of its overall financial health and transparency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Whittemore Peterson Institute with a Mission Score of 90 out of 100 (Excellent). 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 Peterson Institute 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 (2023)

From the most recent IRS 990 filing on record:

$327KTotal Revenue
$276KTotal Expenses
$990KTotal Assets
$6KTotal Liabilities
$984KNet Assets
  • The organization reported a surplus of $51K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.6%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's officers are either volunteers or compensated through non-officer categories, which is highly favorable for directing resources to the mission.

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.

Strengths

The following positive indicators were identified for Whittemore Peterson Institute:

  • Consistent financial surpluses (e.g., $50,518 in 2023, $19,456 in 2022)
  • Steady asset growth over recent years, reaching $1,096,907
  • 0% reported officer compensation across all filings, indicating high efficiency at the executive level
  • Low liabilities relative to assets (e.g., $5,724 in 2023 vs. $989,548 assets)
  • Strong balance sheet with a healthy asset-to-liability ratio

Frequently Asked Questions about Whittemore Peterson Institute

Is Whittemore Peterson Institute a legitimate charity?

Whittemore Peterson Institute (EIN: 205904991) is a registered tax-exempt nonprofit based in Nevada. Our AI analysis gives it a Mission Score of 90/100. It has 13 years of IRS 990 filings on record. Total revenue: $354K. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Whittemore Peterson Institute spend its money?

Whittemore Peterson Institute directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Whittemore Peterson Institute tax-deductible?

Whittemore Peterson Institute is registered as a tax-exempt nonprofit (EIN: 205904991). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Whittemore Peterson Institute's spending goes to programs?

Whittemore Peterson Institute directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Whittemore Peterson Institute compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Whittemore Peterson Institute is above average for NTEE category G05 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Whittemore Peterson Institute located?

Whittemore Peterson Institute is headquartered in Reno, Nevada and files with the IRS under EIN 205904991. It is classified under NTEE code G05.

How many years of IRS 990 filings does Whittemore Peterson Institute have?

Whittemore Peterson Institute has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $354K in total revenue.

Is Whittemore Peterson Institute a good charity?

Based on the provided financial data, Whittemore Peterson Institute appears to be a well-managed charity. It consistently generates surpluses, grows its assets, and reports 0% officer compensation, suggesting a strong commitment to its mission and efficient use of funds.

How has the organization's revenue trended over time?

Revenue has fluctuated over the years, with a peak of $1,060,471 in 2014, then a decline, and more recently, a stable trend around $300,000-$350,000 (e.g., $326,611 in 2023, $290,630 in 2022, $308,189 in 2021).

What is the organization's asset growth like?

The organization has shown consistent asset growth in recent years, increasing from $867,347 in 2020 to $1,096,907 in the latest period, indicating financial stability and accumulation of resources.

Filing History

IRS 990 filing history for Whittemore Peterson Institute showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Whittemore Peterson Institute's revenue has declined by 89.8%, moving from $3.2M to $327K. Total assets decreased by 62.7% over the same period, from $2.7M to $990K. Total functional expenses fell by 90.9%, from $3.0M to $276K. In its most recent filing year (2023), Whittemore Peterson Institute reported a surplus of $51K, with revenue exceeding expenses. The organization holds $6K in liabilities against $990K in assets (debt-to-asset ratio: 0.6%), resulting in net assets of $984K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $327K $276K $990K $6K
2022 $291K $271K $938K $4K View 990
2021 $308K $258K $920K $6K View 990
2020 $326K $268K $867K $4K View 990
2019 $339K $311K $813K $6K View 990
2018 $563K $496K $789K $12K View 990
2017 $370K $826K $751K $41K View 990
2016 $584K $910K $1.2M $17K View 990
2015 $824K $888K $1.5M $47K View 990
2014 $1.1M $1.1M $1.5M $20K View 990
2013 $1.0M $1.2M $1.6M $117K View 990
2012 $1.2M $1.7M $1.9M $228K View 990
2011 $3.2M $3.0M $2.7M $436K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $327K, expenses of $276K, and assets of $990K (revenue +12.4% year-over-year).
  • 2022: Revenue of $291K, expenses of $271K, and assets of $938K (revenue -5.7% year-over-year).
  • 2021: Revenue of $308K, expenses of $258K, and assets of $920K (revenue -5.4% year-over-year).
  • 2020: Revenue of $326K, expenses of $268K, and assets of $867K (revenue -4.1% year-over-year).
  • 2019: Revenue of $339K, expenses of $311K, and assets of $813K (revenue -39.7% year-over-year).
  • 2018: Revenue of $563K, expenses of $496K, and assets of $789K (revenue +52.3% year-over-year).
  • 2017: Revenue of $370K, expenses of $826K, and assets of $751K (revenue -36.7% year-over-year).
  • 2016: Revenue of $584K, expenses of $910K, and assets of $1.2M (revenue -29.1% year-over-year).
  • 2015: Revenue of $824K, expenses of $888K, and assets of $1.5M (revenue -22.3% year-over-year).
  • 2014: Revenue of $1.1M, expenses of $1.1M, and assets of $1.5M (revenue +1.3% year-over-year).
  • 2013: Revenue of $1.0M, expenses of $1.2M, and assets of $1.6M (revenue -12.2% year-over-year).
  • 2012: Revenue of $1.2M, expenses of $1.7M, and assets of $1.9M (revenue -62.6% year-over-year).
  • 2011: Revenue of $3.2M, expenses of $3.0M, and assets of $2.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Whittemore Peterson Institute:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Whittemore Peterson Institute 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.

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