Civic Intelligence

Whalen Foundation

990PF • Fiscal year 2021 • EIN 42-1510851

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization Profile
14111 Beechwood DrUrbandale, IA 50323

(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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$9,503

Flat from 2020

Net Assets

Flat

$9,503

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $5 (-100%) from 2020

Expenses

Flat

$0

Flat from 2020

Net Income

Down

$0

Down $5 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2021

Assets$9,503
Liabilities$0
Net Assets$9,503
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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
14111 BEECHWOOD DR, URBANDALE, IA 50323

Signing Officer

Name
Michael Whalen
Title
Foundation Manager
Phone
5637979300
Signed
2022-05-04
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 Appendix228 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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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,503
Liabilities
$0
Net assets
$9,503
Revenue
$0
Expenses
$0
Net income
$0
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
2021Detailed filing. Detailed filing data is available for this year.$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