Civic Intelligence

Whalen Foundation

990PF • Fiscal year 2020 • EIN 42-1510851

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 11, 2021

Organization Profile
2140 St Andrews CircleBettendorf, IA 52722

(563) 797-9300

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

400%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$9,503

Up $5 (+0.1%) from 2019

Net Assets

$9,503

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin99th percentile

Revenue

Up

$5

Up $4 (+400%) from 2019

Expenses

Flat

$0

Flat from 2019

Net Income

Up

$5

Up $4 (+400%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$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

2020

Assets$9,503
Liabilities$0
Net Assets$9,503
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$5
Expenses$0
Net Income$5
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL L WHALENFoundation Manager-$0--
MARY KIM WHALENFoundation Manager-$0--
Filing and Contact Details

Filer

Filer Name
Whalen Foundation
EIN
42-1510851
Phone
5637979300
Address
2140 ST ANDREWS CIRCLE, BETTENDORF, IA 52722

Signing Officer

Name
Michael Whalen
Title
Foundation Manager
Phone
5637979300
Signed
2021-03-11
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 Appendix231 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,503
Liabilities
$0
Net assets
$9,503
Revenue
$5
Expenses
$0
Net income
$5
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits