Civic Intelligence

The Dan Wheldon Foundation Inc

990EZ • Fiscal year 2021 • EIN 46-4002308

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 14, 2022

Organization ProfileN/A
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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-475%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.5%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$33,330

Down $523 (-1.5%) from 2020

Net Assets

Down

$33,330

Down $523 (-1.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin3rd percentile

Revenue

Up

$110

Up $110 from 2020

Expenses

Down

$633

Down $378 (-37%) from 2020

Net Income

Up

-$523

Up $488 (+48%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2021

Assets$33,330
Liabilities$0
Net Assets$33,330
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$110
Expenses$633
Net Income-$523
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 14, 2022
Return Version
2021v4.2
Gross Receipts
$110
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
Top Officer Pay77th percentile

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----
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
2022-09-14
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 16 - Other Expenses

“Description: Taxes and licenses. Amount: 61. Description: Bank Fees. Amount: 22. Total to Form 990-EZ, line 16: 83.”

Raw XML Appendix134 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0St Petersburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan J Wheldon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melinda Hall
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt083
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0633
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0110
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt075790
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0110
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Wheldon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07275763803
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Dan Wheldon Foundation Inc
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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/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/ReturnTs02022-09-14T10:51:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wheldon
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,330
Liabilities
$0
Net assets
$33,330
Revenue
$110
Expenses
$633
Net income
-$523
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
2021Detailed filing. Detailed filing data is available for this year.$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