Civic Intelligence

Whaley Foundation

990PF • Fiscal year 2017 • EIN 41-1988112

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 01, 2018

Organization Profile
1327 Riverside LaneMendota Heights, MN 55118

(612) 215-1667

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

137%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,590,383

Up $1,475,553 (+21%) from 2016

Net Assets

Up

$8,590,383

Up $1,475,553 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin92nd percentile

Revenue

Up

$2,380,553

Up $1,377,842 (+137%) from 2016

Expenses

Up

$905,000

Up $263,061 (+41%) from 2016

Net Income

Up

$1,475,553

Up $1,114,781 (+309%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2017

Assets$8,590,383
Liabilities$0
Net Assets$8,590,383
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

2017

Revenue$2,380,553
Expenses$905,000
Net Income$1,475,553
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P WHALEYDirector-$0--
ANNETTE M WHALEYDirector-$0--
MEGAN J WHALEYVice President-$0--
Filing and Contact Details

Filer

Filer Name
Whaley Foundation
EIN
41-1988112
In Care Of
% JOHN P WHALEY DIRECTOR
Phone
6122151667
Address
1327 Riverside Lane, Mendota Heights, MN 55118

Signing Officer

Name
John P Whaley
Title
Director
Phone
6122151667
Signed
2018-11-01
Discuss with paid preparer
Yes

Preparer

Firm
PricewaterhouseCoopers LLP
Address
45 S 7th Street Suite 3400, MINNEAPOLIS, MN 55402
Preparer
Lance B First
Phone
6125966000
Raw XML AppendixShowing 400 of 648 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2566571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2610374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2937299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt30200598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3163171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32609201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3356165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BBH FDS BBH CORE SELECT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN FDS MID CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GLENMEDE FD INC LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3HARBOR FD INTL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WESTON PORTFOLIOS NEW CENTURY INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BBH FDS BBH CORE SELECT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JP MORGAN FDS MID CAP VAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HARBOR FD INTL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LOOMIS SAYLES GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9WESTON PORTFOLIOS NEW CENTURY INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PIMCO FDS INCOME INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PRIMECAP ODYSSEY GR FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12T ROWE PRICE MID-CAP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WESTON PORTFOLIOS NEW CENTURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14WELLS FARGO & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15AQR AQR MNGD FUTURES STRATEGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16DOUBLELINE TOTAL RETURN BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17JP MORGAN SHT DURA BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18WESTON PORTFOLIOS NEW CENTURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19VANGUARD MARKET NEUTRAL FUND INVESTOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CALAMOS MARKET NEUTRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21DOUBLELINE TOTAL RETURN BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22FPA CRESCENT PORFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23FIRST EAGLE GLOBAL FD CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24BERWYN INCOME SEE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25JP MORGAN SHT DURA BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26WESTON PORTFOLIOS NEW CENTURY ALT LIQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27T ROWE PRICE CAPITAL APPRECIATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28STEELPATH FUNDS OPPENHEIMER MLP SELECT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29FIRST EAGLE GLOBAL FD CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30WESTON PORTFOLIOS NEW CENTURY ALT LIQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31CISCO SYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32EXTREME NETWORKS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33FIREEYE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01556544
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01475553
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08590383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07114830
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08590383
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0380917
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0380917
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0380917
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0397571
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016654
IRS990PF/DistributableAmountGrp/TotalTaxAmt016654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt021293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt037947
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt021293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016654
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt037947
IRS990PF/FMVAssetsEOYAmt09158380
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt027000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt020875
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt020875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07087830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08569508
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09137505
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07114830
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08590383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07114830
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08590383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09158380
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07114830
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08590383
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07114830
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08590383
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08072509
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0132112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07940397
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0121088
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0397571
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07951421
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08072509
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN P WHALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANNETTE M WHALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MEGAN J WHALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01327 Riverside Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11327 Riverside Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21327 Riverside Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Mendota Heights
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Mendota Heights
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Mendota Heights
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd155118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255118
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0509082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0525736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0600525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0419525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0405535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0439535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0143535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.064024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.097512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.064701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.073256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt016654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07951421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06158450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08666209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06267853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06000026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03960652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0866525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.320118
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0849871
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0866525
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt016654
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0866525
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01327 RIVERSIDE LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Mendota Heights
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055118
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN P WHALEY DIRECTOR
IRS990PF/StatementsRegardingActyGrp/PhoneNum06122151667
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN P WHALEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt416500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt611000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8160000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt123000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PUBLIC CHARITY - GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION - GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION - GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION - GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PUBLIC CHARITY - GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5RELIGIOUS - GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATION - GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATION - GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PUBLIC CHARITY - GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PUBLIC CHARITY - GENERAL PURPOSES

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,590,383
Liabilities
$0
Net assets
$8,590,383
Revenue
$2,380,553
Expenses
$905,000
Net income
$1,475,553
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