Civic Intelligence

Whelan Prescott Foundation

990PF • Fiscal year 2017 • EIN 45-3831431

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization Profile
1055 El Camino Unit ECosta Mesa, CA 92626

(714) 540-3666

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$324,664

Down $8,890 (-2.7%) from 2016

Net Assets

Down

$324,664

Down $8,890 (-2.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2016

Expenses

Down

$8,890

Down $16,672 (-65%) from 2016

Net Income

Up

-$8,890

Up $16,672 (+65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2014: $402,366Liabilities 2014: $1Net Assets 2014: $402,3662014Assets 2015: $359,116Liabilities 2015: $1Net Assets 2015: $359,1162015Assets 2016: $333,554Liabilities 2016: $0Net Assets 2016: $333,5542016Assets 2017: $324,664Liabilities 2017: $0Net Assets 2017: $324,6642017Assets 2018: $315,418Liabilities 2018: $0Net Assets 2018: $315,4182018Assets 2019: $253,121Liabilities 2019: $1Net Assets 2019: $253,1212019Assets 2020: $237,314Liabilities 2020: $1Net Assets 2020: $237,3142020

Highlighted filing

2017

Assets$324,664
Liabilities$0
Net Assets$324,664
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2014: $82Expenses 2014: $66,748Net Income 2014: -$66,6662014Revenue 2015: $1Expenses 2015: $43,250Net Income 2015: -$43,2492015Revenue 2016: $0Expenses 2016: $25,562Net Income 2016: -$25,5622016Revenue 2017: $0Expenses 2017: $8,890Net Income 2017: -$8,8902017Revenue 2018: $0Expenses 2018: $9,246Net Income 2018: -$9,2462018Revenue 2019: $1Expenses 2019: $62,297Net Income 2019: -$62,2962019Revenue 2020: $1Expenses 2020: $15,807Net Income 2020: -$15,8062020

Highlighted filing

2017

Revenue$0
Expenses$8,890
Net Income-$8,890
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN WHELANPresident-$0--
WILLIAM SHILLINGTONVice President-$0--
ANNIE NGUYENSecretary-$0--
LUANNE TAUANUUCFO-$0--
BRAD PRESCOTTDirector-$0--
CHARLES SHILLINGTONDirector-$0--
JOSEPH ORTIZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Whelan Prescott Foundation
EIN
45-3831431
Phone
7145403666
Address
1055 EL CAMINO UNIT E, COSTA MESA, CA 92626

Signing Officer

Name
Brad Prescott
Title
Director
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Bachtelle Vossman & Company
Address
19100 Von Karman Avenue Suite 240, Irvine, CA 92612
Preparer
Susan K Bachtelle
Phone
9498516271
Raw XML Appendix269 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08890
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08481
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt045063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022047
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07354
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt092873
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08481
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024636
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt045063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014693
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08890
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt092873
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0100227
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0872
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0872
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD PRESCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHELAN PRESCOTT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHEL
ReturnHeader/Filer/EIN0453831431
ReturnHeader/Filer/PhoneNum07145403666
ReturnHeader/Filer/USAddress/AddressLine1Txt01055 EL CAMINO UNIT E
ReturnHeader/Filer/USAddress/CityNm0COSTA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481291799
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bachtelle Vossman & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019100 Von Karman Avenue Suite 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09498516271
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan K Bachtelle
ReturnHeader/ReturnTs02018-11-05T10:53:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$324,664
Liabilities
$0
Net assets
$324,664
Revenue
$0
Expenses
$8,890
Net income
-$8,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.00$0.16$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.00$0.62$0.62
2018Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.00$0.09$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.00$0.09$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.00$0.26$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.00$0.43$0.43
2014Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.00$0.67$0.67