Civic Intelligence

The Dan Wheldon Foundation Inc

990EZ • Fiscal year 2019 • EIN 46-4002308

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

9600 Koger Blvd Suite 105St Petersburg, FL 33702

(727) 576-3803

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

32nd percentile

-3.7%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-7.3%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

366895%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$34,864

Down $2,745 (-7.3%) from 2018

Net Assets

$34,864

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$73,399

Up $73,379 (+366895%) from 2018

Expenses

Up

$76,144

Up $75,033 (+6754%) from 2018

Net Income

Down

-$2,745

Down $1,654 (-152%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$34,864
Liabilities$0
Net Assets$34,864

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$73,399
Expenses$76,144
Net Income-$2,745
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$78,433
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 The Dan Wheldon Memorial Pro-Am Karting Challengs at New Castle (Ind.) Motorsports Park.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan J WheldonDirectorPT$0--
Melinda HallDirector-$0--
James R AttkissonDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pro-Am Karting Challenge$77,853$2,193$5,034$-2,841
Total Events$77,853$2,193$5,034$-2,841
Filing and Contact Details

Filer

Filer Name
The Dan Wheldon Foundation Inc
EIN
46-4002308
Phone
7275763803
Address
9600 Koger Blvd Suite 105, St Petersburg, FL 33702

Signing Officer

Name
Susan Wheldon
Title
Director
Phone
7275763803
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Attkisson Hongo LLC
Address
9600 Koger Blvd Suite 105, St Petersburg, FL 33702
Preparer
Melissa Hongo
Phone
7275763803
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 580. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 580.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Provide general support in the research of Alzheimers. Grantee Name: Alzheimer's Association. Grantee Address: 225 N. Michigan Ave. Floor 17 Chicago, IL 60601. Property Description: Cash. Method Used to Determine Book Value: FMV. Method Used to Determine FMV: FMV. Book Value of Property: 20,000. Date of Gift: 05/15/19. Amount Given: 20,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Provide general support . Grantee Name: Indy Family Foundation, Inc. . Grantee Address: P.O Box 42676 Indianapolis, IN 46242. Property Description: Cash. Method Used to Determine Book Value: FMV. Method Used to Determine FMV: FMV. Book Value of Property: 50,000. Date of Gift: 09/05/19. Amount Given: 50,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Payment for sponsorship. Grantee Name: Academy Prep Center of St. Petersburg. Grantee Address: 2301 22nd Avenue South St. Petersburg, FL 33712. Property Description: Cash. Method Used to Determine Book Value: FMV. Method Used to Determine FMV: FMV. Book Value of Property: 2,500. Date of Gift: 03/06/19. Amount Given: 2,500. Total included on Form 990-EZ, line 10: 72,500.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Taxes and licenses. Amount: 61. Description: Travel expense. Amount: 2,443. Description: Event meals. Amount: 390. Total to Form 990-EZ, line 16: 2,894.

Raw XML Appendix169 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan J Wheldon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melinda Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James R Attkisson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
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IRS990EZ/OperateHospitalInd00
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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 The Dan Wheldon Memorial Pro-Am Karting Challengs at New Castle (Ind.) Motorsports Park.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income: Gross Receipts: 580. Returns and Allowances: 0. Less Cost of Goods Sold: 0. Gross Profit: 580.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Provide general support in the research of Alzheimers. Grantee Name: Alzheimer's Association. Grantee Address: 225 N. Michigan Ave. Floor 17 Chicago, IL 60601. Property Description: Cash. Method Used to Determine Book Value: FMV. Method Used to Determine FMV: FMV. Book Value of Property: 20,000. Date of Gift: 05/15/19. Amount Given: 20,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Provide general support . Grantee Name: Indy Family Foundation, Inc. . Grantee Address: P.O Box 42676 Indianapolis, IN 46242. Property Description: Cash. Method Used to Determine Book Value: FMV. Method Used to Determine FMV: FMV. Book Value of Property: 50,000. Date of Gift: 09/05/19. Amount Given: 50,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Payment for sponsorship. Grantee Name: Academy Prep Center of St. Petersburg. Grantee Address: 2301 22nd Avenue South St. Petersburg, FL 33712. Property Description: Cash. Method Used to Determine Book Value: FMV. Method Used to Determine FMV: FMV. Book Value of Property: 2,500. Date of Gift: 03/06/19. Amount Given: 2,500. Total included on Form 990-EZ, line 10: 72,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Taxes and licenses. Amount: 61. Description: Travel expense. Amount: 2,443. Description: Event meals. Amount: 390. Total to Form 990-EZ, line 16: 2,894.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Wheldon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07275763803
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Dan Wheldon Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0DANW
ReturnHeader/Filer/EIN0464002308
ReturnHeader/Filer/PhoneNum07275763803
ReturnHeader/Filer/USAddress/AddressLine1Txt09600 Koger Blvd Suite 105
ReturnHeader/Filer/USAddress/CityNm0St Petersburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033702
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.227.54.170
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:56:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261715796
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Attkisson Hongo LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09600 Koger Blvd Suite 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Petersburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033702
ReturnHeader/PreparerPersonGrp/PhoneNum07275763803
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa Hongo
ReturnHeader/ReturnTs02020-11-09T10:56:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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