Civic Intelligence

Whaley Wings Foundation

990PF • Fiscal year 2024 • EIN 20-5961609

Jan 01, 2024 to Dec 31, 2024 • Filed on May 13, 2025

Organization Profile
907 Buena Vista Unit BSan Clemente, CA 92672

(949) 292-2048

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.02x

Higher debt load relative to assets than 73% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.09x

Higher debt load relative to revenue than 83% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

0.5%

Faster revenue growth than 46% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$433,246

Up $47,910 (+12%) from 2023

Net Assets

Up

$423,246

Up $37,910 (+9.8%) from 2023

Liabilities

Up

$10,000

Up $10,000 from 2023

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin85th percentile

Revenue

Up

$106,311

Up $535 (+0.5%) from 2023

Expenses

Up

$68,401

Up $9,442 (+16%) from 2023

Net Income

Down

$37,910

Down $8,907 (-19%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $80,242Liabilities 2011: $02011Assets 2012: $100,716Liabilities 2012: $0Net Assets 2012: $100,7162012Assets 2013: $137,660Liabilities 2013: $0Net Assets 2013: $137,6602013Assets 2014: $165,560Liabilities 2014: $0Net Assets 2014: $165,5602014Assets 2015: $178,425Liabilities 2015: $0Net Assets 2015: $178,4252015Assets 2016: $194,756Liabilities 2016: $0Net Assets 2016: $194,7562016Assets 2017: $198,323Liabilities 2017: $7,400Net Assets 2017: $190,9232017Assets 2018: $214,880Liabilities 2018: $150Net Assets 2018: $214,7302018Assets 2019: $227,326Liabilities 2019: $182Net Assets 2019: $227,1442019Assets 2020: $274,366Liabilities 2020: $6,313Net Assets 2020: $268,0532020Assets 2021: $312,471Liabilities 2021: $1,000Net Assets 2021: $311,4712021Assets 2022: $338,519Liabilities 2022: $0Net Assets 2022: $338,5192022Assets 2023: $385,336Liabilities 2023: $0Net Assets 2023: $385,3362023Assets 2024: $433,246Liabilities 2024: $10,000Net Assets 2024: $423,2462024

Highlighted filing

2024

Assets$433,246
Liabilities$10,000
Net Assets$423,246
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $20,217Expenses 2011: $7,279Net Income 2011: $12,9382011Expenses 2012: $19,7592012Revenue 2013: $70,112Expenses 2013: $33,168Net Income 2013: $36,9442013Revenue 2014: $60,057Expenses 2014: $32,157Net Income 2014: $27,9002014Revenue 2015: $120,000Expenses 2015: $107,135Net Income 2015: $12,8652015Revenue 2016: $141,161Expenses 2016: $124,830Net Income 2016: $16,3312016Revenue 2017: $141,252Expenses 2017: $145,085Net Income 2017: -$3,8332017Revenue 2018: $131,417Expenses 2018: $107,610Net Income 2018: $23,8072018Revenue 2019: $101,621Expenses 2019: $89,207Net Income 2019: $12,4142019Revenue 2020: $101,566Expenses 2020: $60,657Net Income 2020: $40,9092020Revenue 2021: $102,133Expenses 2021: $58,715Net Income 2021: $43,4182021Revenue 2022: $102,875Expenses 2022: $75,827Net Income 2022: $27,0482022Revenue 2023: $105,776Expenses 2023: $58,959Net Income 2023: $46,8172023Revenue 2024: $106,311Expenses 2024: $68,401Net Income 2024: $37,9102024

Highlighted filing

2024

Revenue$106,311
Expenses$68,401
Net Income$37,910
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK WHALEYCFO-$0--
DEBRA WHALEYCEOPT$0--
Filing and Contact Details

Filer

Filer Name
Whaley Wings Foundation
EIN
20-5961609
Phone
9492922048
Address
907 BUENA VISTA UNIT B, SAN CLEMENTE, CA 92672

Signing Officer

Name
Mark Whaley
Title
CFO
Phone
9492922048
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Helfman Davis & Associates
Address
25950 ACERO 370, MISSION VIEJO, CA 92691
Preparer
Scott Davis Ea
Phone
9496005200
Raw XML Appendix336 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBRA WHALEY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0907 BUENA VISTA UNIT B
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO AID AND ASSIST WITH PLACEMENT AND CARE FOR ABANDONED AND ABUSED ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HELP AND ASSIST WITH DISABLED VETERANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT YOUNG PEOPLE IN ORANGE COUNTY AS THEY PREPARE FOR ADULTHOOD AND INDEPENDENCE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SOCKS FOR HEROES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092672
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191409
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392705
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0MARK WHALEY
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1DEBRA WHALEY
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065186
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023836
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023836
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt057374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt046776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt075561
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt075561
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0225878
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt041350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt057374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt046776
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065186
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt041350
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0301439
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0260089
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARK WHALEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0907 BUENA VISTA UNIT B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN CLEMENTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092672
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BUSINESS REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1350
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010000
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARK WHALEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0907 BUENA VISTA UNIT B
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN CLEMENTE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092672
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt180
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WHALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09492922048
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHALEY WINGS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHAL
ReturnHeader/Filer/EIN0205961609
ReturnHeader/Filer/PhoneNum09492922048
ReturnHeader/Filer/USAddress/AddressLine1Txt0907 BUENA VISTA UNIT B
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092672
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330852674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HELFMAN DAVIS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025950 ACERO 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSION VIEJO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092691
ReturnHeader/PreparerPersonGrp/PhoneNum09496005200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT DAVIS EA
ReturnHeader/ReturnTs02025-05-13T13:40:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$433,246
Liabilities
$10,000
Net assets
$423,246
Revenue
$106,311
Expenses
$68,401
Net income
$37,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.33$0.10$4.23$1.06$0.68$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$1.06$0.59$0.47
2022Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$1.03$0.76$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.01$3.11$1.02$0.59$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.06$2.68$1.02$0.61$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$1.02$0.89$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$1.31$1.08$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.07$1.91$1.41$1.45$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.41$1.25$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.20$1.07$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.60$0.32$0.28
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.70$0.33$0.37
2012Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.20
2011Summary only. Only limited summary data is available for this year.$0.80$0.00$0.20$0.07$0.13