Civic Intelligence

Whelan Family Foundation

990PF • Fiscal year 2016 • EIN 35-6725404

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

7th percentile

-100%

Higher net margin than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

26th percentile

-3.7%

Faster asset growth than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-34%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,268,557

Down $49,362 (-3.7%) from 2015

Net Assets

Down

$1,268,557

Down $49,362 (-3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$49,301

Down $25,678 (-34%) from 2015

Expenses

Down

$98,663

Down $54,754 (-36%) from 2015

Net Income

Up

-$49,362

Up $29,076 (+37%) from 2015

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

2016

Assets$1,268,557
Liabilities$0
Net Assets$1,268,557

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

2016

Revenue$49,301
Expenses$98,663
Net Income-$49,362
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
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
2017-05-15
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 Appendix371 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST AUGUSTINE HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SAINT JOSEPH'S COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAINT MEINRAD SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE FRIENDS OF WEST PHILADELPHIA CATHOLIC HS INC
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0105309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0100063
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt042460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0222409
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0222409
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0463364
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0105309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0100063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0158783
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042460
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01440
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01440
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY SERVICE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt0550
TaxesSchedule/TaxesDetail/Amt1133
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0133
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WHELAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09418766835
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06D6ED03CBE3E5DDAB979DFBDEE15F801A90D0CE8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0138D13FCD086859C0071F184BAA9884621118BF7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043033020171155000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-04-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.22.227.161
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/ReturnTs02017-04-25T07:09:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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