Civic Intelligence

Whelchel Family Foundation C/O Joan Whelchel

990PF • Fiscal year 2016 • EIN 47-3264576

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

8420 W Bryn Mawr Ave No 300Chicago, IL 60631

(708) 341-9417

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

93rd percentile

56%

Faster asset growth than 93% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

15%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,179,667

Up $779,283 (+56%) from 2015

Net Assets

Up

$2,179,667

Up $779,283 (+56%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,714,146

Up $224,938 (+15%) from 2015

Expenses

Up

$90,603

Up $20,488 (+29%) from 2015

Net Income

Up

$1,623,543

Up $204,450 (+14%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $1,400,384Liabilities 2015: $0Net Assets 2015: $1,400,3842015Assets 2016: $2,179,667Liabilities 2016: $0Net Assets 2016: $2,179,6672016Assets 2019: $2,361,710Liabilities 2019: $02019Assets 2021: $2,345,353Liabilities 2021: $0Net Assets 2021: $2,345,3532021

Highlighted filing

2016

Assets$2,179,667
Liabilities$0
Net Assets$2,179,667

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,489,208Expenses 2015: $70,115Net Income 2015: $1,419,0932015Revenue 2016: $1,714,146Expenses 2016: $90,603Net Income 2016: $1,623,5432016Revenue 2019: $92,998Expenses 2019: $136,882Net Income 2019: -$43,8842019Revenue 2021: $224,872Expenses 2021: $141,700Net Income 2021: $83,1722021

Highlighted filing

2016

Revenue$1,714,146
Expenses$90,603
Net Income$1,623,543
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
joan whelchelDirector-$0--
david barinholtzDirector-$0--
scott mayerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Whelchel Family Foundation
EIN
47-3264576
Phone
7083419417
Address
8420 W Bryn Mawr Ave No 300, CHICAGO, IL 60631

Signing Officer

Name
Joan Whelchel
Title
Director
Phone
7083419417
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Fgmk LLC
Address
2801 Lakeside Drive 3rd Floor, Bannockburn, IL 60015
Preparer
Anthony M Mentz
Phone
8473740400
Raw XML AppendixShowing 400 of 418 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Greater Chicago Food Depository
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PAWS Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Reid memorial presbyterian church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 5127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14100 W ann Lurie Pl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21997 n clybourn ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32261 walton way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0High Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3agusta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027262
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330904
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt065000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0130000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt065000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt065000
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0130000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt065000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0joan whelchel
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1mary ruth whelchel
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2sadie whelchel
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3merritt whelchel
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4frankie whelchel
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07145 e oakmont drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12706 boars head road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt22706 boars head road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt32706 boars head road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt42706 boars head road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0paradise valley
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1augusta
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2augusta
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3augusta
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4augusta
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085253
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd130907
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd230907
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd330907
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd430907
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250033
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1250014
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2250008
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3250044
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt4250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum34
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0250033
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1250014
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2250008
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3250044
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0publically traded stocks
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1publically traded stocks
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2publically traded stocks
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3publically traded stocks
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-11-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-11-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22016-11-21
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32016-11-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01206
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0915893
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Fair market value in excess of stock contributed
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013795
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013795
OtherIncreasesSchedule/OtherIncreasesDetail/Amt071633
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0unrealized gain on securities
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt09957
TaxesSchedule/TaxesDetail/Amt1645
TaxesSchedule/TaxesDetail/CategoryTxt0excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1foreign taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1645
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN WHELCHEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07083419417
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHELCHEL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Joan Whelchel
ReturnHeader/Filer/BusinessNameControlTxt0WHEL
ReturnHeader/Filer/EIN0473264576
ReturnHeader/Filer/PhoneNum07083419417
ReturnHeader/Filer/USAddress/AddressLine1Txt08420 W Bryn Mawr Ave No 300
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060631
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00F5E79B4EAE4DBDD277EBE54E70EB7C891D69945
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

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