Civic Intelligence

Whelan Family Foundation

990PF • Fiscal year 2020 • EIN 35-6725404

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

Organization Profile
625 Ivanhoe LaneHolmes Beach, FL 34217

(317) 752-0578

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

7th percentile

-126%

Higher net margin than 7% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

16th percentile

-6.7%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

75%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$619,838

Down $44,775 (-6.7%) from 2019

Net Assets

Down

$619,838

Down $44,775 (-6.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin7th percentile

Revenue

Up

$35,597

Up $15,262 (+75%) from 2019

Expenses

Down

$80,372

Down $52,512 (-40%) from 2019

Net Income

Up

-$44,775

Up $67,774 (+60%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2020

Assets$619,838
Liabilities$0
Net Assets$619,838
Open 2020 Filing

Operations Trend

Revenue Growth90th 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

2020

Revenue$35,597
Expenses$80,372
Net Income-$44,775
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th 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
3177520578
Address
625 Ivanhoe Lane, Holmes Beach, FL 34217

Signing Officer

Name
John Whelan
Title
Trustee
Phone
3177520578
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Raw XML Appendix304 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHLEEN R WHELAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034285
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2701191299
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3191393699
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422713
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076500
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/AppliedToCurrentYearAmt033112
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt097260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt080653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt056749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0105309
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0105309
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0281650
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt097260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt080653
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt056749
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046988
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0386959
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0339971
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt0122
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0122
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WHELAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03177520578
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Whelan Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WHEL
ReturnHeader/Filer/EIN0356725404
ReturnHeader/Filer/InCareOfNm0% JOHN M WHELAN
ReturnHeader/Filer/PhoneNum03177520578
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/PreparationDt02021-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE B FISHBACK
ReturnHeader/ReturnTs02021-04-23T15:24:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHELAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$619,838
Liabilities
$0
Net assets
$619,838
Revenue
$35,597
Expenses
$80,372
Net income
-$44,775
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