Civic Intelligence

Whaley Foundation

990PF • Fiscal year 2012 • EIN 41-1988112

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile
1978 Summit AveSuite55105
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

97th percentile

88%

Faster asset growth than 97% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$6,138,177

Up $2,877,078 (+88%) from 2011

Net Assets

Up

$6,138,177

Up $2,877,078 (+88%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$161,502

Down $16,823 (-9.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$10M$5.0M$0Assets 2010: $2,788,836Liabilities 2010: $0Net Assets 2010: $2,788,8362010Assets 2011: $3,261,099Liabilities 2011: $0Net Assets 2011: $3,261,0992011Assets 2012: $6,138,177Liabilities 2012: $0Net Assets 2012: $6,138,1772012Assets 2013: $6,357,725Liabilities 2013: $0Net Assets 2013: $6,357,7252013Assets 2014: $6,568,086Liabilities 2014: $0Net Assets 2014: $6,568,0862014Assets 2015: $6,754,058Liabilities 2015: $0Net Assets 2015: $6,754,0582015Assets 2016: $7,114,830Liabilities 2016: $0Net Assets 2016: $7,114,8302016Assets 2017: $8,590,383Liabilities 2017: $0Net Assets 2017: $8,590,3832017Assets 2018: $8,436,232Liabilities 2018: $0Net Assets 2018: $8,436,2322018Assets 2019: $9,378,353Liabilities 2019: $0Net Assets 2019: $9,378,3532019Assets 2020: $8,461,403Liabilities 2020: $0Net Assets 2020: $8,461,4032020Assets 2021: $8,279,153Liabilities 2021: $0Net Assets 2021: $8,279,1532021Assets 2022: $7,860,440Liabilities 2022: $0Net Assets 2022: $7,860,4402022Assets 2023: $7,331,313Liabilities 2023: $0Net Assets 2023: $7,331,3132023Assets 2024: $9,463,937Liabilities 2024: $0Net Assets 2024: $9,463,9372024

Highlighted filing

2012

Assets$6,138,177
Liabilities$0
Net Assets$6,138,177
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $158,4842010Expenses 2011: $178,3252011Expenses 2012: $161,5022012Revenue 2013: $688,340Expenses 2013: $468,792Net Income 2013: $219,5482013Revenue 2014: $666,426Expenses 2014: $456,065Net Income 2014: $210,3612014Revenue 2015: $666,009Expenses 2015: $480,037Net Income 2015: $185,9722015Revenue 2016: $1,002,711Expenses 2016: $641,939Net Income 2016: $360,7722016Revenue 2017: $2,380,553Expenses 2017: $905,000Net Income 2017: $1,475,5532017Revenue 2018: $1,635,092Expenses 2018: $1,789,243Net Income 2018: -$154,1512018Revenue 2019: $2,121,276Expenses 2019: $1,179,155Net Income 2019: $942,1212019Revenue 2020: $245,333Expenses 2020: $1,162,283Net Income 2020: -$916,9502020Revenue 2021: $527,767Expenses 2021: $710,017Net Income 2021: -$182,2502021Revenue 2022: $343,401Expenses 2022: $762,114Net Income 2022: -$418,7132022Revenue 2023: $371,465Expenses 2023: $900,592Net Income 2023: -$529,1272023Revenue 2024: $3,329,324Expenses 2024: $1,196,700Net Income 2024: $2,132,6242024

Highlighted filing

2012

Revenue-
Expenses$161,502
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P WHALEYDirector-$0--
ANNETTE M WHALEYDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF MINNESOTA CARLSON SCHOOL OF BUSINESSEDUCATION501(C)(3)MINNEAPOLIS, MN, US$60,000
Paid GrantSISTERS OF ST JOSEPH MINISTRIES FOUNDATIONRELIGIOUS501(C)(3)ST PAUL, MN, US$40,000
Paid GrantUNITED WAYPUBLIC CHARITY501(C)(3)MINNEAPOLIS, MN, US$20,000
Paid GrantNATIVITY OF OUR LORD CATHOLIC SCHOOLRELIGIOUS501(C)(3)ST PAUL, MN, US$11,000
Paid GrantMINNESOTA ORCHESTRAPUBLIC CHARITY501(C)(3)MINNEAPOLIS, MN, US$10,000
Paid GrantKIBERA GIRLS SOCCER ACADEMYEDUCATION501(C)(3)NAIROBI, KE$1,500
Paid GrantDOCTORS WITHOUT BORDERSPUBLIC CHARITY501(C)(3)NEW YORK, NY, US$1,000
Filing and Contact Details

Filer

EIN
41-1988112
Raw XML Appendix391 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN P WHALEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ANNETTE M WHALEY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount410000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount540000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount660000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNITED WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11NATIVITY OF OUR LORD CATHOLIC SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12KIBERA GIRLS SOCCER ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13DOCTORS WITHOUT BORDERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MINNESOTA ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15SISTERS OF ST JOSEPH MINISTRIES FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16UNIVERSITY OF MINNESOTA CARLSON SCHOOL OF BUSINESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/AddressLine10KARANJA ROAD ESTATE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/City0NAIROBI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientForeignAddress/Country0KE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10404 SOUTH 8TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111900 STANFORD AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12333 7TH AVENUE 2ND FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131111 NICOLLET MALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141884 RANDOLPH AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15321 19TH AVE S
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ST PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ST PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode055404
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode155105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode210001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode355403
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode455105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode555455
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0143500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0143535
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0185678
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear104003
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2034715
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30265238
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40241216
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50242005
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus042143
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY042143
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50199862
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0545172
IRS990PF/UndistributedIncome/ExcessFromYear104003
IRS990PF/UndistributedIncome/ExcessFromYear2034715
IRS990PF/UndistributedIncome/ExcessFromYear30265238
IRS990PF/UndistributedIncome/ExcessFromYear40241216
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions0143535
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0745034
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0787177
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions02620150
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine101978 SUMMIT AVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0ST PAUL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode055105
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JOHN WHALEY
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02012-11-27
IRS990ScheduleB/NoncashProperty/FairMarketValue02620150
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription018,900 SHARES OF RACKSPACE HOSTING, INC. AND 29,872 SHARES OF LIFETIME FITNESS, INC. COMMON STOCK
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount012967
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome012967
TaxesSchedule/Taxes/Amount025
TaxesSchedule/Taxes/Amount110
TaxesSchedule/Taxes/Amount25000
TaxesSchedule/Taxes/Category0FILING FEE
TaxesSchedule/Taxes/Category1POSTAGE/DELIVERY
TaxesSchedule/Taxes/Category2FEDERAL TAX PAYMENT
TaxesSchedule/Taxes/DisbursementsCharitablePrps025
TaxesSchedule/Taxes/DisbursementsCharitablePrps110
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0411988112
ReturnHeader/Filer/InCareOfName0% JOHN P WHALEY DIRECTOR
ReturnHeader/Filer/Name/BusinessNameLine10WHALEY FOUNDATION
ReturnHeader/Filer/NameControl0WHAL
ReturnHeader/Filer/Phone06122151667
ReturnHeader/Filer/USAddress/AddressLine101978 SUMMIT AVE
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0ST PAUL
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055105
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0JOHN P WHALEY
ReturnHeader/Officer/Phone06122151667
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10225 South Sixth St Suite 1400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Minneapolis
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055402
ReturnHeader/Preparer/Name0LANCE FIRST
ReturnHeader/Preparer/Phone06125966000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T16:41:54-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,138,177
Liabilities
$0
Net assets
$6,138,177
Revenue
-
Expenses
$161,502
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.46$0.00$9.46$3.33$1.20$2.13
2023Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.37$0.90$0.53
2022Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.34$0.76$0.42
2021Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.53$0.71$0.18
2020Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.25$1.16$0.92
2019Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$2.12$1.18$0.94
2018Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$1.64$1.79$0.15
2017Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$2.38$0.91$1.48
2016Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$1.00$0.64$0.36
2015Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.67$0.48$0.19
2014Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.67$0.46$0.21
2013Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.69$0.47$0.22
2012Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.16
2011Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.18
2010Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.16