Civic Intelligence

The Dan Wheldon Foundation Inc

EIN 46-4002308 • 501(c)3 • St Petersburg, FL

Profile

The purpose of the dan wheldon foundation, inc is to generate funds that can be subsequently transferred to qualifying 501(c)(3) organizations supporting alzheimer's research.

9887 4th Street N Suite 101St Petersburg, FL 33702

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

2nd percentile

-3045%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-25%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,021

Down $7,855 (-25%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$24,021

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Up

$258

Up $258 from 2023

Expenses

Up

$8,114

Up $6,762 (+500%) from 2023

Net Income

Down

-$7,856

Down $6,504 (-481%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2014: $62,347Liabilities 2014: $02014Assets 2015: $157,951Liabilities 2015: $02015Assets 2016: $43,761Liabilities 2016: $02016Assets 2017: $38,700Liabilities 2017: $02017Assets 2018: $37,609Liabilities 2018: $02018Assets 2019: $34,864Liabilities 2019: $0Net Assets 2019: $34,8642019Assets 2020: $33,853Liabilities 2020: $0Net Assets 2020: $33,8532020Assets 2021: $33,330Liabilities 2021: $0Net Assets 2021: $33,3302021Assets 2022: $33,228Net Assets 2022: $33,2282022Assets 2023: $31,876Liabilities 2023: $02023Assets 2024: $24,021Net Assets 2024: $24,0212024

Highlighted filing

2024

Assets$24,021
Liabilities-
Net Assets$24,021
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2014: $107,711Expenses 2014: $45,364Net Income 2014: $62,3472014Revenue 2015: $122,920Expenses 2015: $27,316Net Income 2015: $95,6042015Revenue 2016: $44,206Expenses 2016: $158,396Net Income 2016: -$114,1902016Revenue 2017: $0Expenses 2017: $5,061Net Income 2017: -$5,0612017Revenue 2018: $20Expenses 2018: $1,111Net Income 2018: -$1,0912018Revenue 2019: $73,399Expenses 2019: $76,144Net Income 2019: -$2,7452019Revenue 2020: $0Expenses 2020: $1,011Net Income 2020: -$1,0112020Revenue 2021: $110Expenses 2021: $633Net Income 2021: -$5232021Expenses 2022: $1022022Revenue 2023: $0Expenses 2023: $1,352Net Income 2023: -$1,3522023Revenue 2024: $258Expenses 2024: $8,114Net Income 2024: -$7,8562024

Highlighted filing

2024

Revenue$258
Expenses$8,114
Net Income-$7,856
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,021
Liabilities
-
Net assets
$24,021
Revenue
$258
Expenses
$8,114
Net income
-$7,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.00$0.08$0.08
2023Summary only. Only limited summary data is available for this year.$0.32$0.00$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.00$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.00$0.01$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.73$0.76$0.03
2018Summary only. Only limited summary data is available for this year.$0.38$0.00$0.00$0.01$0.01
2017Summary only. Only limited summary data is available for this year.$0.39$0.00$0.00$0.05$0.05
2016Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$1.58$1.14
2015Summary only. Only limited summary data is available for this year.$1.58$0.00$1.23$0.27$0.96
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$1.08$0.45$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 1, 2025
Return Version
2024v5.0
Gross Receipts
$258
Mission and Program Overview

Mission

The purpose of the dan wheldon foundation, inc is to generate funds that can be subsequently transferred to qualifying 501(c)(3) organizations supporting alzheimer's research.

Program Services

DescriptionGrantsExpenses
THE SOLE FUNDRAISING EVENT OF THE FOUNDATION IS THE DAN WHELDON MEMORIAL PRO-AM KARTING CHALLENGES AT NEW CASTLE (IND.) MOTORSPORTS PARK.$7,500$7,500
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN J WHELDONDirectorPT$0--
MELINDA HALLDirector-$0--
JAMES R ATTKISSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Dan Wheldon Foundation Inc
EIN
46-4002308
Phone
7275763803
Address
9887 4TH STREET N SUITE 101, ST PETERSBURG, FL 33702

Signing Officer

Name
Susan J Wheldon
Title
Director
Phone
7275763803
Signed
2025-09-01

Preparer

Firm
1source Partners
Address
701 S HOWARD AVE STE 203, TAMPA, FL 33606
Preparer
Paul Degance
Phone
8132547222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: karts 4 kids address: 510 bayshore dr terra ceia, fl 34250 cash contribution: 7,500”

Form 990-ez, Part I, Line 16

“Expenses taxes and licenses 63 bank charges 1 total 64”

Form 990-ez, Part III

“The purpose of the dan wheldon foundation, inc is to generate funds that can be subsequently transferred to qualifying 501(c)(3) organizations supporting alzheimer's research.”

Raw XML Appendix116 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN J WHELDON
IRS990EZ/BooksInCareOfDetail/PhoneNum07275763803
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09600 KOGER BLVD SUITE 105
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST PETERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031877
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024021
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0258
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7856
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031877
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024021
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07500
IRS990EZ/GrossReceiptsAmt0258
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031877
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024021
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031877
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN J WHELDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELINDA HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES R ATTKISSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE DAN WHELDON FOUNDATION, INC IS TO GENERATE FUNDS THAT CAN BE SUBSEQUENTLY TRANSFERRED TO QUALIFYING 501(C)(3) ORGANIZATIONS SUPPORTING ALZHEIMER'S RESEARCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SOLE FUNDRAISING EVENT OF THE FOUNDATION IS THE DAN WHELDON MEMORIAL PRO-AM KARTING CHALLENGES AT NEW CASTLE (IND.) MOTORSPORTS PARK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08114
IRS990EZ/TotalProgramServiceExpensesAmt07500
IRS990EZ/TotalRevenueAmt0258
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0368
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0368
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0110
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0368
IRS990ScheduleA/TotalSupportAmt0368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: KARTS 4 KIDS ADDRESS: 510 BAYSHORE DR TERRA CEIA, FL 34250 CASH CONTRIBUTION: 7,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TAXES AND LICENSES 63 BANK CHARGES 1 TOTAL 64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE DAN WHELDON FOUNDATION, INC IS TO GENERATE FUNDS THAT CAN BE SUBSEQUENTLY TRANSFERRED TO QUALIFYING 501(C)(3) ORGANIZATIONS SUPPORTING ALZHEIMER'S RESEARCH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN J WHELDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07275763803
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAN WHELDON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DANW
ReturnHeader/Filer/EIN0464002308
ReturnHeader/Filer/PhoneNum07275763803
ReturnHeader/Filer/USAddress/AddressLine1Txt09887 4TH STREET N SUITE 101
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811343524
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01SOURCE PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 S HOWARD AVE STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033606
ReturnHeader/PreparerPersonGrp/PhoneNum08132547222
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL DEGANCE
ReturnHeader/ReturnTs02025-09-03T10:30:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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