The Whitman Institute

San Francisco, CA
Tax-exempt since Jan. 1986
EIN: 94-2984079

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2023

Revenue

Expenses

$74,565

Net Income

-$74,565

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,815	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
John Esterle (Co Executive Director/Sec.)	$0	$0
Pia Infante (Co Executive Director)	$0	$0
Jamie Allison (Director)	$0	$0
Jorge Blandon (Chair)	$0	$0
Shannon Farley (Director)	$0	$0
Sonya Childress (Director)	$0	$0
Vanessa Whang (Treasurer)	$0	$0

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990-PF

Filed on Nov. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

-$307,894

Expenses

$902,037

Net Income

-$1,209,931

Net Assets

$74,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$496
Sales of Assets	-$308,390
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$856,084	94.9%
Compensation of Officers*	$349,495	38.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$74,986
Total Liabilities	$421
Net Assets	$74,565

Compensation

Key Employees and Officers	Compensation	Other
Pia Infante (Co Executive Director)	$174,748	$19,169
John Esterle (Co Executive Director/Sec.)	$174,747	$19,169
Jamie Allison (Director)	$0	$0
Jorge Blandon (Chair)	$0	$0
Shannon Farley (Director)	$0	$0
Sonya Childress (Director)	$0	$0
Vanessa Whang (Treasurer)	$0	$0

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990-PF

Filed on May 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2021

Revenue

$68,144

Expenses

$1,138,346

Net Income

-$1,070,202

Net Assets

$1,284,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,490	3.7%
Sales of Assets	$65,654	96.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,107,963	97.3%
Compensation of Officers*	$340,190	29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,286,459
Total Liabilities	$1,963
Net Assets	$1,284,496

Compensation

Key Employees and Officers	Compensation	Other
John Esterle (Co Executive Director/Sec.)	$170,095	$18,340
Pia Infante (Co Executive Director)	$170,095	$18,340
Jamie Allison (Director)	$0	$0
Jorge Blandon (Chair)	$0	$0
Shannon Farley (Director)	$0	$0
Sonya Childress (Director)	$0	$0
Vanessa Whang (Treasurer)	$0	$0

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990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2020

Revenue

$240,965

Expenses

$1,931,105

Net Income

-$1,690,140

Net Assets

$2,354,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,225	17.5%
Sales of Assets	$195,604	81.2%
Other Income	$3,136	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,892,635	98.0%
Compensation of Officers*	$301,158	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,355,505
Total Liabilities	$807
Net Assets	$2,354,698

Compensation

Key Employees and Officers	Compensation	Other
John Esterle (Co Executive Director/Sec.)	$150,579	$17,806
Pia Infante (Co Executive Director)	$150,579	$17,806
Jamie Allison (Director)	$0	$0
Jorge Blandon (Chair)	$0	$0
Shannon Farley (Director)	$0	$0
Sonya Childress (Director)	$0	$0
Vanessa Whang (Treasurer)	$0	$0

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990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2019

Revenue

$535,918

Expenses

$1,956,306

Net Income

-$1,420,388

Net Assets

$4,044,838

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$135,055	25.2%
Sales of Assets	$396,102	73.9%
Other Income	$4,761	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,900,650	97.2%
Compensation of Officers*	$292,384	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,047,252
Total Liabilities	$2,414
Net Assets	$4,044,838

Compensation

Key Employees and Officers	Compensation	Other
John Esterle (Co Executive Director/Sec.)	$146,192	$17,047
Pia Infante (Co Executive Director)	$146,192	$17,047
Jamie Allison (Director)	$0	$0
Jorge Blandon (Chair)	$0	$0
Shannon Farley (Director)	$0	$0
Sonya Childress (Director)	$0	$0
Vanessa Whang (Treasurer)	$0	$0

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990-PF

Filed on May 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2018

Revenue

$393,395

Expenses

$1,626,988

Net Income

-$1,233,593

Net Assets

$5,465,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$113,770	28.9%
Sales of Assets	$279,625	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,556,725	95.7%
Compensation of Officers*	$275,834	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,465,549
Total Liabilities	$323
Net Assets	$5,465,226

Compensation

Key Employees and Officers	Compensation	Other
John Esterle (Co Executive Director/Sec.)	$137,917	$16,550
Pia Infante (Co Executive Director)	$137,917	$16,550
Jamie Allison (Chair)	$0	$0
Jorge Blandon (Director)	$0	$0
Shannon Farley (Director)	$0	$0
Sonya Childress (Director)	$0	$0
Vanessa Whang (Treasurer)	$0	$0

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990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$541,518

Expenses

$1,640,429

Net Income

-$1,098,911

Net Assets

$6,698,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$133,327	24.6%
Sales of Assets	$408,191	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,560,771	95.1%
Compensation of Officers*	$267,800	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,702,886
Total Liabilities	$4,067
Net Assets	$6,698,819

Compensation

Key Employees and Officers	Compensation	Other
John Esterle (Co Executive Director/Sec.)	$133,900	$17,154
Pia Infante (Co Executive Director)	$133,900	$17,154
Jamie Allison (Chair)	$0	$0
Jorge Blandon (Director)	$0	$0
Shannon Farley (Director)	$0	$0
Sonya Childress (Director)	$0	$0
Vanessa Whang (Treasurer)	$0	$0

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990-PF

Filed on April 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2016

Revenue

$674,393

Expenses

$1,764,228

Net Income

-$1,089,835

Net Assets

$7,797,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$212,837	31.6%
Sales of Assets	$394,186	58.5%
Other Income	$67,370	10.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,663,241	94.3%
Compensation of Officers*	$260,000	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,802,459
Total Liabilities	$4,729
Net Assets	$7,797,730

Compensation

Key Employees and Officers	Compensation	Other
John Esterle (Co Executive Director/Sec.)	$130,000	$17,305
Pia Infante (Co Executive Director)	$130,000	$17,305
Les K Adler (Director)	$0	$0
Jamie Allison (Chair)	$0	$0
Shannon Farley (Director)	$0	$0
Charles Ugalde (Director)	$0	$0
Vanessa Whang (Treasurer)	$0	$0

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990-PF

Filed on Feb. 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$1,457,980

Expenses

$1,765,743

Net Income

-$307,763

Net Assets

$8,887,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$266,902	18.3%
Sales of Assets	$1,163,960	79.8%
Other Income	$27,118	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,657,599	93.9%
Compensation of Officers*	$234,432	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,897,318
Total Liabilities	$9,753
Net Assets	$8,887,565

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$551,289

Expenses

$1,850,753

Net Income

-$1,299,464

Net Assets

$9,195,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$250,898	45.5%
Sales of Assets	$305,809	55.5%
Other Income	-$5,418

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,748,149	94.5%
Compensation of Officers*	$145,742	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,199,594
Total Liabilities	$4,266
Net Assets	$9,195,328

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$760,563

Expenses

$1,716,986

Net Income

-$956,423

Net Assets

$10,494,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$312,216	41.1%
Sales of Assets	$386,909	50.9%
Other Income	$61,438	8.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,605,590	93.5%
Compensation of Officers*	$125,663	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,495,323
Total Liabilities	$531
Net Assets	$10,494,792

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$779,424

Expenses

$1,575,196

Net Income

-$795,772

Net Assets

$11,451,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$232,687	29.9%
Sales of Assets	$567,259	72.8%
Other Income	-$20,522

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,469,010	93.3%
Compensation of Officers*	$122,004	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,458,656
Total Liabilities	$7,441
Net Assets	$11,451,215

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$382,830

Expenses

$1,186,785

Net Income

-$803,955

Net Assets

$12,246,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$299,797	78.3%
Sales of Assets	$191,487	50.0%
Other Income	-$108,454

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,082,111	91.2%
Compensation of Officers*	$120,750	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,261,624
Total Liabilities	$14,637
Net Assets	$12,246,987

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated May 27, 2026

The Whitman Institute

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2011

Fiscal Year Ending April
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002