Civic Intelligence

Wheaton Academy Foundation

990 • Fiscal year 2014 • EIN 46-0944215

Aug 01, 2013 to Jul 31, 2014 • Filed on Feb 10, 2015

Organization ProfileWWW.WHEATONACADEMY.ORG
900 Prince Crossing RoadWest Chicago, IL 60185

(630) 562-7500

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.03x

Higher debt load relative to assets than 32% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.55x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

60th percentile

5.1%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-79%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$2,043,430

No earlier filing loaded for comparison.

Net Assets

$1,990,420

No earlier filing loaded for comparison.

Liabilities

$53,010

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin87th percentile

Revenue

$96,152

No earlier filing loaded for comparison.

Expenses

$60,880

No earlier filing loaded for comparison.

Net Income

$35,272

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $2,043,430Liabilities 2014: $53,010Net Assets 2014: $1,990,4202014Assets 2015: $2,079,661Liabilities 2015: $4,901Net Assets 2015: $2,074,7602015Assets 2016: $2,037,254Liabilities 2016: $0Net Assets 2016: $2,037,2542016Assets 2017: $2,244,745Liabilities 2017: $0Net Assets 2017: $2,244,7452017Assets 2018: $2,400,427Liabilities 2018: $0Net Assets 2018: $2,400,4272018Assets 2019: $2,925,756Liabilities 2019: $0Net Assets 2019: $2,925,7562019Assets 2020: $3,243,479Liabilities 2020: $66,832Net Assets 2020: $3,176,6472020Assets 2024: $4,464,551Liabilities 2024: $66,015Net Assets 2024: $4,398,5362024

Highlighted filing

2014

Assets$2,043,430
Liabilities$53,010
Net Assets$1,990,420
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $96,152Expenses 2014: $60,880Net Income 2014: $35,2722014Revenue 2015: $106,282Expenses 2015: $83,157Net Income 2015: $23,1252015Revenue 2016: $77,441Expenses 2016: $77,994Net Income 2016: -$5532016Revenue 2017: $76,209Expenses 2017: $90,574Net Income 2017: -$14,3652017Revenue 2018: $101,305Expenses 2018: $89,788Net Income 2018: $11,5172018Revenue 2019: $116,114Expenses 2019: $88,340Net Income 2019: $27,7742019Revenue 2020: $179,011Expenses 2020: $94,278Net Income 2020: $84,7332020Revenue 2024: $554,939Expenses 2024: $221,607Net Income 2024: $333,3322024

Highlighted filing

2014

Revenue$96,152
Expenses$60,880
Net Income$35,272
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Gross Receipts
$96,152
Mission and Program Overview

Mission

To hold and manage endowment investments to provide ongoing support to Wheaton Academy's mission and programs.

Support or benefit of wheaton academy

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,611,686$1,773,569▲ $161,883
Cash and Non-Interest-Bearing Accounts$263,505$198,817▼ $64,688
Accounts Receivable$50$1,016▲ $966
Total Assets$1,943,366$2,043,430▲ $100,064
Other Assets Total$68,125$70,028▲ $1,903
Liabilities
Other Liabilities$122,004$53,010▼ $68,994
Total Liabilities$122,004$53,010▼ $68,994
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,378,485$1,440,645▲ $62,160
Temporarily Rstr Net Assets$395,883$504,958▲ $109,075
Unrestricted Net Assets$46,994$44,817▼ $2,177
Total Net Assets Fund Balance$1,821,362$1,990,420▲ $169,058
Total Liabilities and Net Assets / Fund Balance$1,943,366$2,043,430▲ $100,064

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,774,368$62,160▲ $165,875-$1,945,603
2013-$1,687,189▲ $118,746-$1,774,368
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Patrick BrookeChairman
Carl HassVice-chairman
Chuck DayDirector
David KohlmeyerDirector
Ginger JohnsonDirector
Kathryn RobinDirector
Randon RennDirector
Richard MorencyDirector
Robert McdonellDirector
T D DeckerDirector
Thomas CummingsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$62,160
Program Service Revenue
$0
Investment Income
$33,992
Other Revenue
$0
All Other Contributions
$62,160
Change in Net Assets
$35,272

Audited Revenue Reconciliation

Revenue per Audited Statements
$88,282
Revenue Not Reported on Financial Statements
$7,870
Revenue Not Reported on Form 990
$133,786
Total Revenue per Audited Statements
$222,068
Total Revenue per Form 990
$96,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,930
Other Expenses$11,950
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$48,930--$48,930
Fees for Service Investment Mgmnt Fees-$7,870-$7,870
Other Expenses-$4,080-$4,080
Total Functional Expenses$48,930$11,950$0$60,880

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$60,880
Expenses per Audited Statements$53,010
Total Expenses per Audited Statements$53,010
Expenses Not Reported on Financial Statements$7,870
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$53,010
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Completed copy of form 990 is emailed to board members for review on their time. Any questions that arise are resolved.”

Form 990, Part VI, Section B, Line 12C

“The foundation is very sensitive to any conflict of interest infringments and has expectations that members will have the integrity not to enter into any investment that personally benefit them or a close friend/relative.”

Form 990, Part VI, Section C, Line 19

“All governing documents are made available upon request via email or hard copy.”

Filing and Contact Details

Filer

EIN
46-0944215
Phone
6305627500

Signing Officer

Name
Carl Hass
Title
Chairman
Phone
6305627500
Signed
2015-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl Hass
Formed
2012
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Preparer
Mark Schultz
Phone
6306654440
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This process has not changed from previous years.”

Financial Statement Notes

PART V, LINE 4:

“The foundation has a policy of appropriating for distribution, each year, current income for scholarships as directed by the finance committee.”

PART X, LINE 2:

“The foundation files income tax returns in the u.s. Federal jurisdiction and illinois. With few exceptions, the foundation is no longer subject to u.s. Federal, state and local, or non-u.s. Income tax examinations by tax authorities for years before 2012. The foundation does not expect a material net change in unrecognized tax benefits in the next twelve months.”

Raw XML AppendixShowing 400 of 420 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION, EACH YEAR, CURRENT INCOME FOR SCHOLARSHIPS AS DIRECTED BY THE FINANCE COMMITTEE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ILLINOIS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012. THE FOUNDATION DOES NOT EXPECT A MATERIAL NET CHANGE IN UNRECOGNIZED TAX BENEFITS IN THE NEXT TWELVE MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.26000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt060880
IRS990ScheduleD/TotalLiabilityAmt053010
IRS990ScheduleD/TotalRevenuePerForm990Amt096152
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0222068
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt053010
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt048930
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOLARSHIPS ARE DETERMINED BY A COMMITTEE MADE UP OF ADMISSIONS PERSONNEL AND COMMITTEE MEMBERS. APPLICANTS APPLY AND ARE AWARDED BY THIS COMMITTEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPLETED COPY OF FORM 990 IS EMAILED TO BOARD MEMBERS FOR REVIEW ON THEIR TIME. ANY QUESTIONS THAT ARISE ARE RESOLVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS VERY SENSITIVE TO ANY CONFLICT OF INTEREST INFRINGMENTS AND HAS EXPECTATIONS THAT MEMBERS WILL HAVE THE INTEGRITY NOT TO ENTER INTO ANY INVESTMENT THAT PERSONALLY BENEFIT THEM OR A CLOSE FRIEND/RELATIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST VIA EMAIL OR HARD COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10WHEATON ACADEMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362388793
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATION OF ACCREDITED HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10900 PRINCE CROSSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0WEST CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode060185
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0395883
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0504958
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01943366
IRS990/TotalAssetsEOYAmt02043430
IRS990/TotalAssetsGrp/BOYAmt01943366
IRS990/TotalAssetsGrp/EOYAmt02043430
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt062160
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011950
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048930
IRS990/TotalFunctionalExpensesGrp/TotalAmt060880
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0122004
IRS990/TotalLiabilitiesEOYAmt053010
IRS990/TotalLiabilitiesGrp/BOYAmt0122004
IRS990/TotalLiabilitiesGrp/EOYAmt053010
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01821362
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01990420
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt048930
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt033992
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096152
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01943366
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02043430
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt046994
IRS990/UnrestrictedNetAssetsGrp/EOYAmt044817
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10900 PRINCE CROSSING ROAD
IRS990/USAddress/City0WEST CHICAGO
IRS990/USAddress/State0IL
IRS990/USAddress/ZIPCode060185
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.WHEATONACADEMY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL HASS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06305627500
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHEATON ACADEMY FOUNDATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,043,430
Liabilities
$53,010
Net assets
$1,990,420
Revenue
$96,152
Expenses
$60,880
Net income
$35,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$0.07$4.40$0.55$0.22$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.07$3.18$0.18$0.09$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.12$0.09$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.10$0.09$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.08$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.07$0.11$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.05$1.99$0.10$0.06$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits