Civic Intelligence

Whelan Family Foundation

990PF • Fiscal year 2017 • EIN 35-6725404

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,276,779

Up $8,222 (+0.6%) from 2016

Net Assets

Up

$1,276,779

Up $8,222 (+0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin78th percentile

Revenue

Down

$35,013

Down $14,288 (-29%) from 2016

Expenses

Down

$26,791

Down $71,872 (-73%) from 2016

Net Income

Up

$8,222

Up $57,584 (+117%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2017

Assets$1,276,779
Liabilities$0
Net Assets$1,276,779
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

2017

Revenue$35,013
Expenses$26,791
Net Income$8,222
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

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
2018-05-15
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 Appendix317 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/BusinessNameLine1Txt0DIOCESE OF VENICE IN FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MISSION HELPERS OF THE SACRED HEART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 PINEBROOK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101 WEST JOPPA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VENICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034285
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1212043787
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021625
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt017920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0105309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0100063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0158783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042460
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt017920
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024540
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0420904
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0105309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0100063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0158783
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021625
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0445444
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0463364
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0HARRISON & MOBERLY, LLP
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01440
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY SERVICE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/Amt01037
TaxesSchedule/TaxesDetail/Amt1164
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0164
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WHELAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09418766835
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/AtSubmissionCreationDeviceId012A05CFEBD995C698838E77FB1565008C0D8A98B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId012A05CFEBD995C698838E77FB1565008C0D8A98B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043033020182325000005
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
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/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY M PANTZER
ReturnHeader/ReturnTs02018-08-20T14:39:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,276,779
Liabilities
$0
Net assets
$1,276,779
Revenue
$35,013
Expenses
$26,791
Net income
$8,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.01$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.04$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.13$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.38$0.12$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07$0.15$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.29
2010Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $1M-$5M nonprofits