Civic Intelligence

Whalen Foundation

EIN 42-1510851 • Urbandale, IA

14111 Beechwood DrUrbandale, IA 50323
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1

Down $2 (-67%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$1

Down $499 (-100%) from 2022

Expenses

Down

$3

Down $9,997 (-100%) from 2022

Net Income

Up

-$2

Up $9,498 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2011: $10,948Liabilities 2011: $02011Assets 2012: $9,592Liabilities 2012: $02012Assets 2013: $9,565Liabilities 2013: $02013Assets 2014: $9,538Liabilities 2014: $02014Assets 2015: $9,506Liabilities 2015: $02015Assets 2019: $9,498Liabilities 2019: $02019Assets 2020: $9,503Liabilities 2020: $0Net Assets 2020: $9,5032020Assets 2021: $9,503Liabilities 2021: $0Net Assets 2021: $9,5032021Assets 2022: $3Liabilities 2022: $0Net Assets 2022: $32022Assets 2023: $1Liabilities 2023: $12023

Highlighted filing

2023

Assets$1
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $75,000Expenses 2011: $75,034Net Income 2011: -$342011Revenue 2012: $40,000Expenses 2012: $41,356Net Income 2012: -$1,3562012Revenue 2013: $45,000Expenses 2013: $45,027Net Income 2013: -$272013Revenue 2014: $150,000Expenses 2014: $150,027Net Income 2014: -$272014Revenue 2015: $250,000Expenses 2015: $250,032Net Income 2015: -$322015Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $5Expenses 2020: $0Net Income 2020: $52020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $500Expenses 2022: $10,000Net Income 2022: -$9,5002022Revenue 2023: $1Expenses 2023: $3Net Income 2023: -$22023

Highlighted filing

2023

Revenue$1
Expenses$3
Net Income-$2
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1
Liabilities
$1
Net assets
-
Revenue
$1
Expenses
$3
Net income
-$2
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.10$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.09$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.10$0.00$2.50$2.50$0.00
2014Summary only. Only limited summary data is available for this year.$0.10$0.00$1.50$1.50$0.00
2013Summary only. Only limited summary data is available for this year.$0.10$0.00$0.45$0.45$0.00
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.40$0.41$0.01
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.75$0.75$0.00
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL L WHALENFoundation Manager-$0--
MARY KIM WHALENFoundation Manager-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWILDWOOD HILLS RANCHCONTRIBUTIONS TO ASSIST WITH DEBT SERVICE PAYMENTS.PCST CHARLES, IA, US$10,000
Filing and Contact Details

Filer

Filer Name
Whalen Foundation
EIN
42-1510851
Phone
5637979300
Address
14111 BEECHWOOD DR, URBANDALE, IA 50323

Signing Officer

Name
Michael Whalen
Title
Foundation Manager
Phone
5637979300
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
4550 E 53RD STREET SUITE 110, DAVENPORT, IA 52807
Preparer
Ryan Mcmahon
Phone
5633224415
Raw XML Appendix235 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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