Civic Intelligence

The Bob and Pat Whalen Foundation Inc

EIN 47-4086713 • 501(c)3 • Mccall, ID

Pub. 78 Eligible

Profile

The organization's mission is to provide support for the education of current and retired military personnel and to do grantmaking to charitable organizations.

PO Box 990Mccall, ID 83638

whalenfoundation.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

57th percentile

1.4%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$69,954

Up $976 (+1.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$69,954

Up $976 (+1.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$2,115

Down $443 (-17%) from 2024

Expenses

Up

$1,139

Up $258 (+29%) from 2024

Net Income

Down

$976

Down $701 (-42%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$100K$50K$0Assets 2019: $1,246Liabilities 2019: $02019Assets 2020: $99,161Liabilities 2020: $1Net Assets 2020: $99,1612020Assets 2021: $78,381Liabilities 2021: $0Net Assets 2021: $78,3812021Assets 2022: $66,149Liabilities 2022: $0Net Assets 2022: $66,1492022Assets 2023: $62,465Liabilities 2023: $0Net Assets 2023: $62,4652023Assets 2024: $68,978Net Assets 2024: $68,9782024Assets 2025: $69,954Net Assets 2025: $69,9542025

Highlighted filing

2025

Assets$69,954
Liabilities-
Net Assets$69,954
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $1,387Expenses 2019: $580Net Income 2019: $8072019Revenue 2020: $103,326Expenses 2020: $5,411Net Income 2020: $97,9152020Revenue 2021: $5,040Expenses 2021: $25,820Net Income 2021: -$20,7802021Revenue 2022: $91Expenses 2022: $12,323Net Income 2022: -$12,2322022Revenue 2023: $667Expenses 2023: $4,351Net Income 2023: -$3,6842023Revenue 2024: $2,558Expenses 2024: $881Net Income 2024: $1,6772024Revenue 2025: $2,115Expenses 2025: $1,139Net Income 2025: $9762025

Highlighted filing

2025

Revenue$2,115
Expenses$1,139
Net Income$976
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,954
Liabilities
-
Net assets
$69,954
Revenue
$2,115
Expenses
$1,139
Net income
$976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.02$0.01$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.01$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.00$0.12$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.05$0.26$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.03$0.05$0.98
2019Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 3, 2026
Return Version
2025v4.1
Gross Receipts
$2,115
Mission and Program Overview

Mission

The organization's mission is to provide support for the education of current and retired military personnel and to do grantmaking to charitable organizations.

Program Services

DescriptionGrantsExpenses
NO GRANTMAKING TO CHARITIES WAS DONE DURING THE YEAR. THE FOUNDATION EXPECTS TO RECEIVE FUNDS FROM THE FOUNDERS' ESTATE AFTER AN ESTATE INVESTMENT IS SOLD AND PROCEEDS DISTRIBUTED ACCORDING TO THE TRUST.-$1,139
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT D FRANKPresident & CEO-$0--
Filing and Contact Details

Filer

Filer Name
The Bob and Pat Whalen Foundation Inc
EIN
47-4086713
Phone
8583547900
Address
PO BOX 990, MCCALL, ID 83638

Signing Officer

Name
Robert D Frank
Title
President
Signed
2026-04-03
Discuss with paid preparer
Yes

Preparer

Firm
James D Digenan CPA Jd
Address
10174 Austin Dr 2741, Spring Valley, CA 91979
Preparer
James D Digenan
Phone
6192445442
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PO BOX RENTAL $368”

Other Expenses.2

“WEBSITE REGISTRATION $46”

Other Expenses.3

“Ca dept of justice filing $25”

Raw XML Appendix117 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/PersonNm0ROBERT FRANK
IRS990EZ/BooksInCareOfDetail/PhoneNum08583547900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 990
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MCCALL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0836380990
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068978
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069954
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0976
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068978
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069954
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02115
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02115
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068978
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069954
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068978
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069954
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT D FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0439
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S MISSION IS TO PROVIDE SUPPORT FOR THE EDUCATION OF CURRENT AND RETIRED MILITARY PERSONNEL AND TO DO GRANTMAKING TO CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NO GRANTMAKING TO CHARITIES WAS DONE DURING THE YEAR. THE FOUNDATION EXPECTS TO RECEIVE FUNDS FROM THE FOUNDERS' ESTATE AFTER AN ESTATE INVESTMENT IS SOLD AND PROCEEDS DISTRIBUTED ACCORDING TO THE TRUST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01139
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01139
IRS990EZ/TotalProgramServiceExpensesAmt01139
IRS990EZ/TotalRevenueAmt02115
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0whalenfoundation.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt091
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03844
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt03844
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03753
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03844
IRS990ScheduleA/TotalSupportAmt03844
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PO BOX RENTAL $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE REGISTRATION $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CA DEPT OF JUSTICE FILING $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT D FRANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BOB AND PAT WHALEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BOBA
ReturnHeader/Filer/EIN0474086713
ReturnHeader/Filer/PhoneNum08583547900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 990
ReturnHeader/Filer/USAddress/CityNm0MCCALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES D DIGENAN CPA JD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010174 Austin Dr 2741
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091979
ReturnHeader/PreparerPersonGrp/PhoneNum06192445442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James D Digenan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-04-03T15:32:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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