Civic Intelligence

Whelan Family Scholarship Fund

EIN 20-3207724 • Freeport, ME

11 Tumblers HillFreeport, ME 04032
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

8th percentile

-214%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

48th percentile

-3.0%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-98%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$71,196

Down $2,208 (-3.0%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Down

$1,030

Down $54,650 (-98%) from 2022

Expenses

Up

$3,238

Up $2,179 (+206%) from 2022

Net Income

Down

-$2,208

Down $56,829 (-104%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $19,784Liabilities 2011: $02011Assets 2012: $20,109Liabilities 2012: $02012Assets 2013: $21,909Liabilities 2013: $02013Assets 2014: $22,310Liabilities 2014: $02014Assets 2015: $21,336Liabilities 2015: $02015Assets 2019: $16,963Liabilities 2019: $02019Assets 2020: $16,498Liabilities 2020: $0Net Assets 2020: $16,4982020Assets 2021: $18,783Liabilities 2021: $0Net Assets 2021: $18,7832021Assets 2022: $73,404Liabilities 2022: $0Net Assets 2022: $73,4042022Assets 2023: $71,196Liabilities 2023: $12023

Highlighted filing

2023

Assets$71,196
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $630Expenses 2011: $1,016Net Income 2011: -$3862011Revenue 2012: $1,324Expenses 2012: $1,000Net Income 2012: $3242012Revenue 2013: $2,775Expenses 2013: $1,000Net Income 2013: $1,7752013Revenue 2014: $1,401Expenses 2014: $1,000Net Income 2014: $4012014Revenue 2015: $526Expenses 2015: $1,500Net Income 2015: -$9742015Revenue 2019: $47Expenses 2019: $1,000Net Income 2019: -$9532019Revenue 2020: $44Expenses 2020: $500Net Income 2020: -$4562020Revenue 2021: $2,789Expenses 2021: $504Net Income 2021: $2,2852021Revenue 2022: $55,680Expenses 2022: $1,059Net Income 2022: $54,6212022Revenue 2023: $1,030Expenses 2023: $3,238Net Income 2023: -$2,2082023

Highlighted filing

2023

Revenue$1,030
Expenses$3,238
Net Income-$2,208
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$71,196
Liabilities
$1
Net assets
-
Revenue
$1,030
Expenses
$3,238
Net income
-$2,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$71.2$0.00$1.03$3.24$2.21
2022Detailed filing. Detailed filing data is available for this year.$73.4$0.00$73.4$55.7$1.06$54.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.00$18.8$2.79$0.50$2.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.04$0.50$0.46
2019Summary only. Only limited summary data is available for this year.$17.0$0.00$0.05$1.00$0.95
2015Summary only. Only limited summary data is available for this year.$21.3$0.00$0.53$1.50$0.97
2014Summary only. Only limited summary data is available for this year.$22.3$0.00$1.40$1.00$0.40
2013Summary only. Only limited summary data is available for this year.$21.9$0.00$2.78$1.00$1.78
2012Summary only. Only limited summary data is available for this year.$20.1$0.00$1.32$1.00$0.32
2011Summary only. Only limited summary data is available for this year.$19.8$0.00$0.63$1.02$0.39
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS C WHELANTrustee-$0--
ELLEN SHAUGHNESSYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Whelan Family Scholarship Fund
EIN
20-3207724
Phone
2078653504
Address
11 TUMBLERS HILL, FREEPORT, ME 04032

Signing Officer

Name
Thomas C Whelan
Title
Trustee
Phone
2078653504
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
William T Racine CPA
Address
1 FRONT STREET, BATH, ME 04530
Preparer
William Racine
Phone
2074435716
Raw XML Appendix285 raw XML fields

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/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WILLIAM AND NATALIE WHELAN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt063 PERKINS ROW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TOPSFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001983
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050390
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt050390
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc092 SH COSTCO CORP AND 53 SH WASTE MANAGEMENT CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF PRIOR YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS C WHELAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02078653504
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHELAN FAMILY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0WHEL
ReturnHeader/Filer/EIN0203207724
ReturnHeader/Filer/PhoneNum02078653504
ReturnHeader/Filer/USAddress/AddressLine1Txt011 TUMBLERS HILL
ReturnHeader/Filer/USAddress/CityNm0FREEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010425282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM T RACINE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 FRONT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004530
ReturnHeader/PreparerPersonGrp/PhoneNum02074435716
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM RACINE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-10T09:43:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHELAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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