Civic Intelligence

Whelan Family Foundation

990PF • Fiscal year 2015 • EIN 35-6725404

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

625 Ivanhoe LaneHolmes Beach, FL 34217

(941) 876-6835

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

6th percentile

-105%

Higher net margin than 6% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

Down

$1,317,919

Down $378,094 (-22%) from 2011

Net Assets

Down

$1,317,919

Down $378,094 (-22%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

$74,979

No earlier filing loaded for comparison.

Expenses

Down

$153,417

Down $134,089 (-47%) from 2011

Net Income

-$78,438

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,934,369Liabilities 2010: $0Net Assets 2010: $1,934,3692010Assets 2011: $1,696,013Liabilities 2011: $0Net Assets 2011: $1,696,0132011Assets 2015: $1,317,919Liabilities 2015: $0Net Assets 2015: $1,317,9192015Assets 2016: $1,268,557Liabilities 2016: $0Net Assets 2016: $1,268,5572016Assets 2017: $1,276,779Liabilities 2017: $0Net Assets 2017: $1,276,7792017Assets 2018: $777,162Liabilities 2018: $0Net Assets 2018: $777,1622018Assets 2019: $664,613Liabilities 2019: $0Net Assets 2019: $664,6132019Assets 2020: $619,838Liabilities 2020: $0Net Assets 2020: $619,8382020Assets 2021: $582,138Liabilities 2021: $0Net Assets 2021: $582,1382021Assets 2022: $525,419Liabilities 2022: $0Net Assets 2022: $525,4202022Assets 2023: $492,987Liabilities 2023: $0Net Assets 2023: $492,9872023Assets 2024: $495,647Liabilities 2024: $0Net Assets 2024: $495,6472024

Highlighted filing

2015

Assets$1,317,919
Liabilities$0
Net Assets$1,317,919

Operations Trend

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

$400K$200K$0-$200K-$400K-$600KExpenses 2010: $188,9832010Expenses 2011: $287,5062011Revenue 2015: $74,979Expenses 2015: $153,417Net Income 2015: -$78,4382015Revenue 2016: $49,301Expenses 2016: $98,663Net Income 2016: -$49,3622016Revenue 2017: $35,013Expenses 2017: $26,791Net Income 2017: $8,2222017Revenue 2018: -$377,477Expenses 2018: $122,140Net Income 2018: -$499,6172018Revenue 2019: $20,335Expenses 2019: $132,884Net Income 2019: -$112,5492019Revenue 2020: $35,597Expenses 2020: $80,372Net Income 2020: -$44,7752020Revenue 2021: $38,959Expenses 2021: $76,659Net Income 2021: -$37,7002021Revenue 2022: $12,036Expenses 2022: $68,754Net Income 2022: -$56,7182022Revenue 2023: $14,417Expenses 2023: $47,400Net Income 2023: -$32,9832023Revenue 2024: $52,218Expenses 2024: $48,825Net Income 2024: $3,3932024

Highlighted filing

2015

Revenue$74,979
Expenses$153,417
Net Income-$78,438
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN M WHELANTrustee-$0--
KATHLEEN R WHELANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Whelan Family Foundation
EIN
35-6725404
In Care Of
% JOHN M WHELAN
Phone
9418766835
Address
625 Ivanhoe Lane, Holmes Beach, FL 34217

Signing Officer

Name
John Whelan
Title
Trustee
Phone
9418766835
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Holly M Pantzer
Phone
3173834000
Raw XML Appendix365 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/PersonNm0JOHN M WHELAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CULTURE OF LIFE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DIOCESE OF VENICE IN FLORIDA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAINT MEINARD SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE FRIENDS OF WEST PHILADELPHIA CATHOLIC HS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MISSION HELPERS OF THE SACRED HEART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SAINT JOSEPH'S COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01425 K STREET NW SUITE 350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 PINEBROOK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22600 AP TUREAUD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 HILL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44501 CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5101 WEST JOPPA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6US 231 SOUTH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt042866
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0100063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0158783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0222409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0113467
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0113467
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0629024
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0105309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0100063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0158783
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0222409
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0148175
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0105309
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0742491
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0637182
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0HARRISON & MOBERLY, LLP
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0780
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0780
TaxesSchedule/TaxesDetail/Amt01710
TaxesSchedule/TaxesDetail/Amt1252
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0252
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WHELAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09418766835
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Whelan Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WHEL
ReturnHeader/Filer/EIN0356725404
ReturnHeader/Filer/InCareOfNm0% JOHN M WHELAN
ReturnHeader/Filer/PhoneNum09418766835
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 Ivanhoe Lane
ReturnHeader/Filer/USAddress/CityNm0Holmes Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N Illinois Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03173834000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY M PANTZER
ReturnHeader/ReturnTs02016-11-07T10:12:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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