Civic Intelligence

Wheaton Academy Foundation

990 • Fiscal year 2015 • EIN 46-0944215

Aug 01, 2014 to Jul 31, 2015 • Filed on Mar 18, 2016

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

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.05x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

54th percentile

1.8%

Faster asset growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$2,079,661

Up $36,231 (+1.8%) from 2014

Net Assets

Up

$2,074,760

Up $84,340 (+4.2%) from 2014

Liabilities

Down

$4,901

Down $48,109 (-91%) from 2014

Revenue

Up

$106,282

Up $10,130 (+11%) from 2014

Expenses

Up

$83,157

Up $22,277 (+37%) from 2014

Net Income

Down

$23,125

Down $12,147 (-34%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$2,079,661
Liabilities$4,901
Net Assets$2,074,760

Operations Trend

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

2015

Revenue$106,282
Expenses$83,157
Net Income$23,125
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Mar 18, 2016
Return Version
2014v6.0
Gross Receipts
$106,282
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$1,773,569$1,917,810▲ $144,241
Cash and Non-Interest-Bearing Accounts$198,817$89,849▼ $108,968
Accounts Receivable$1,016$0▼ $1,016
Total Assets$2,043,430$2,079,661▲ $36,231
Other Assets Total$70,028$72,002▲ $1,974
Liabilities
Other Liabilities$53,010$4,901▼ $48,109
Total Liabilities$53,010$4,901▼ $48,109
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,440,645$1,512,482▲ $71,837
Temporarily Rstr Net Assets$504,958$511,407▲ $6,449
Unrestricted Net Assets$44,817$50,871▲ $6,054
Total Net Assets Fund Balance$1,990,420$2,074,760▲ $84,340
Total Liabilities and Net Assets / Fund Balance$2,043,430$2,079,661▲ $36,231

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,945,603$71,837▲ $93,686-$2,023,889
2014$1,774,368$62,160▲ $165,875-$1,945,603
2013-$1,687,189▲ $118,746-$1,774,368
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carl HassChairman
Ginger JohnsonVice-chairman
Chris LesnerDirector
David MooreDirector
Gary FranzDirector
Kathryn RobinDirector
Kevin ToddDirector
Randon RennDirector
Robert McdonellDirector
T D DeckerDirector
David KohlmeyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,837
Program Service Revenue
$0
Investment Income
$34,445
Other Revenue
$0
All Other Contributions
$71,837
Change in Net Assets
$23,125

Audited Revenue Reconciliation

Revenue per Audited Statements
$98,612
Revenue Not Reported on Financial Statements
$7,670
Revenue Not Reported on Form 990
$61,215
Total Revenue per Audited Statements
$159,827
Total Revenue per Form 990
$106,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,536
Other Expenses$12,621
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,536--$70,536
Fees for Service Investment Mgmnt Fees-$7,670-$7,670
Other Expenses-$4,951-$4,951
Total Functional Expenses$70,536$12,621$0$83,157

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$83,157
Expenses per Audited Statements$75,487
Total Expenses per Audited Statements$75,487
Expenses Not Reported on Financial Statements$7,670
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wheaton AcademyWest Chicago, IL501(c)(3)Scholarships$70,536
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$4,901
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

Filer Name
Wheaton Academy Foundation
EIN
46-0944215
Phone
6305627500
Address
900 PRINCE CROSSING ROAD, WEST CHICAGO, IL 60185

Signing Officer

Name
Carl Hass
Title
Chairman
Phone
6305627500
Signed
2016-03-18
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

Firm
DUGAN & LOPATKA CPA'S PC
Address
104 E ROOSEVELT ROAD SUITE 102, WHEATON, IL 60187-5267
Preparer
Mark Schultz
Phone
6306654440
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Increase in cash surrender value 1,974.

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 2013. The foundation does not expect a material net change in unrecognized tax benefits in the next twelve months.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Increase in cash surrender value 1,974.

Raw XML AppendixShowing 400 of 444 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt01016
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT OR BENEFIT OF WHEATON ACADEMY
IRS990/AllOtherContributionsAmt071837
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JUSTIN BAHORIK
IRS990/BooksInCareOfDetail/PhoneNum06305627500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 PRINCE CROSSING ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060185
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0198817
IRS990/CashNonInterestBearingGrp/EOYAmt089849
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt071837
IRS990/CYGrantsAndSimilarPaidAmt070536
IRS990/CYInvestmentIncomeAmt034445
IRS990/CYOtherExpensesAmt012621
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt023125
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt083157
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0106282
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0BENEFIT AND ADVANCE THE PURPOSES AND FUNCTIONS OF WHEATON ACADEMY
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt070536
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07670
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07670
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0CARL HASS
IRS990/Form990PartVIISectionAGrp/PersonNm1GINGER JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID KOHLMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN TODD
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm5T D DECKER
IRS990/Form990PartVIISectionAGrp/PersonNm6GARY FRANZ
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT MCDONELL
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRIS LESNER
IRS990/Form990PartVIISectionAGrp/PersonNm9RANDON RENN
IRS990/Form990PartVIISectionAGrp/PersonNm10KATHRYN ROBIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt070536
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt070536
IRS990/GrantsToDomesticOrgsGrp/TotalAmt070536
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0106282
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt034445
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034445
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01773569
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01917810
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT OR BENEFIT OF WHEATON ACADEMY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01990420
IRS990/NetAssetsOrFundBalancesEOYAmt02074760
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt059241
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt070028
IRS990/OtherAssetsTotalGrp/EOYAmt072002
IRS990/OtherChangesInNetAssetsAmt01974
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04951
IRS990/OtherExpensesGrp/TotalAmt04951
IRS990/OtherLiabilitiesGrp/BOYAmt053010
IRS990/OtherLiabilitiesGrp/EOYAmt04901
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01440645
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01512482
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CARL HASS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt062160
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt048930
IRS990/PYInvestmentIncomeAmt033992
IRS990/PYOtherExpensesAmt011950
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt035272
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt060880
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt096152
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt023125
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0463754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0597751
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt034445
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt033992
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt029411
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt097848
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34690
IRS990ScheduleA/PublicSupportTotal170Amt0241302
IRS990ScheduleA/SubstantialContributorsTotAmt0356449
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071837
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0463754
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0597751
IRS990ScheduleA/TotalSupportAmt0695599
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt016701
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01945603
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt071837
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02023889
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt070536
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt093686
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt07870
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01774368
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt062160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01945603
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt048930
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0165875
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01687189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01774368
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt031567
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118746
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07670
IRS990ScheduleD/ExpensesSubtotalAmt075487
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07670
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07670
IRS990ScheduleD/NetUnrealizedGainsInvstAmt059241
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04901
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/OtherRevenueAmt01974
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.74000
IRS990ScheduleD/RevenueNotReportedAmt061215
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07670
IRS990ScheduleD/RevenueSubtotalAmt098612
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 2013. THE FOUNDATION DOES NOT EXPECT A MATERIAL NET CHANGE IN UNRECOGNIZED TAX BENEFITS IN THE NEXT TWELVE MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INCREASE IN CASH SURRENDER VALUE 1,974.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.26000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt083157
IRS990ScheduleD/TotalLiabilityAmt04901
IRS990ScheduleD/TotalRevenuePerForm990Amt0106282
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0159827
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt075487
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt070536
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WHEATON ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0362388793
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0900 PRINCE CROSSING
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060185
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:
IRS990ScheduleI/Total501c3OrgCnt01
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/ExplanationTxt3INCREASE IN CASH SURRENDER VALUE 1,974.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS 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 XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WHEATON 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/AddressLine1Txt0900 PRINCE CROSSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEST CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060185
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/BOYAmt0504958
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0511407
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02043430
IRS990/TotalAssetsEOYAmt02079661
IRS990/TotalAssetsGrp/BOYAmt02043430
IRS990/TotalAssetsGrp/EOYAmt02079661
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt071837
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070536
IRS990/TotalFunctionalExpensesGrp/TotalAmt083157
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt053010
IRS990/TotalLiabilitiesEOYAmt04901
IRS990/TotalLiabilitiesGrp/BOYAmt053010
IRS990/TotalLiabilitiesGrp/EOYAmt04901
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01990420
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02074760
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt070536
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034445
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106282
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings