Civic Intelligence

The John Marie and Joseph Whalen Foundation Inc

EIN 52-2256192 • Troy, NY

PO Box 1302Troy, NY 12181
Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

NTEE T20 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE T20 • $5M-$10M nonprofits • Source year 2025

Net Margin

42nd percentile

4.4%

Higher net margin than 42% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

75th percentile

$4,500

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

NTEE T20 • $5M-$10M nonprofits • Source year 2025

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-10%

Faster revenue growth than 30% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$5,734,140

Up $20,397 (+0.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,734,140

Up $20,397 (+0.4%) from 2024

Operations
Liabilities / Revenue82nd percentileNet Margin42nd percentile

Revenue

Down

$467,092

Down $52,141 (-10%) from 2024

Expenses

Up

$446,695

Up $28,052 (+6.7%) from 2024

Net Income

Down

$20,397

Down $80,193 (-80%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,798,983Liabilities 2011: $0Net Assets 2011: $3,798,9832011Assets 2012: $4,040,358Liabilities 2012: $0Net Assets 2012: $4,040,3582012Assets 2013: $4,451,765Liabilities 2013: $0Net Assets 2013: $4,451,7652013Assets 2014: $4,681,997Liabilities 2014: $0Net Assets 2014: $4,681,9972014Assets 2015: $4,910,296Liabilities 2015: $0Net Assets 2015: $4,910,2962015Assets 2016: $4,987,123Liabilities 2016: $0Net Assets 2016: $4,987,1232016Assets 2017: $5,095,439Liabilities 2017: $0Net Assets 2017: $5,095,4392017Assets 2018: $5,269,805Liabilities 2018: $0Net Assets 2018: $5,269,8052018Assets 2019: $5,305,446Liabilities 2019: $0Net Assets 2019: $5,305,4462019Assets 2020: $5,296,548Liabilities 2020: $0Net Assets 2020: $5,296,5482020Assets 2021: $5,714,089Liabilities 2021: $0Net Assets 2021: $5,714,0892021Assets 2022: $5,940,075Liabilities 2022: $525Net Assets 2022: $5,939,5502022Assets 2023: $5,613,153Liabilities 2023: $0Net Assets 2023: $5,613,1532023Assets 2024: $5,713,743Liabilities 2024: $0Net Assets 2024: $5,713,7432024Assets 2025: $5,734,140Liabilities 2025: $0Net Assets 2025: $5,734,1402025

Highlighted filing

2025

Assets$5,734,140
Liabilities$0
Net Assets$5,734,140
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $376,8282011Expenses 2012: $476,2522012Expenses 2013: $249,5672013Revenue 2014: $615,158Expenses 2014: $384,926Net Income 2014: $230,2322014Revenue 2015: $434,952Expenses 2015: $206,653Net Income 2015: $228,2992015Revenue 2016: $267,224Expenses 2016: $190,397Net Income 2016: $76,8272016Revenue 2017: $348,141Expenses 2017: $239,825Net Income 2017: $108,3162017Revenue 2018: $401,726Expenses 2018: $227,360Net Income 2018: $174,3662018Revenue 2019: $433,463Expenses 2019: $397,822Net Income 2019: $35,6412019Revenue 2020: $340,377Expenses 2020: $349,275Net Income 2020: -$8,8982020Revenue 2021: $829,156Expenses 2021: $411,615Net Income 2021: $417,5412021Revenue 2022: $594,928Expenses 2022: $369,467Net Income 2022: $225,4612022Revenue 2023: $53,188Expenses 2023: $379,585Net Income 2023: -$326,3972023Revenue 2024: $519,233Expenses 2024: $418,643Net Income 2024: $100,5902024Revenue 2025: $467,092Expenses 2025: $446,695Net Income 2025: $20,3972025

Highlighted filing

2025

Revenue$467,092
Expenses$446,695
Net Income$20,397
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$5,734,140
Liabilities
$0
Net assets
$5,734,140
Revenue
$467,092
Expenses
$446,695
Net income
$20,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.47$0.45$0.02
2024Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.52$0.42$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.05$0.38$0.33
2022Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.59$0.37$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.83$0.41$0.42
2020Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.34$0.35$0.01
2019Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.43$0.40$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.40$0.23$0.17
2017Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.35$0.24$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.27$0.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.43$0.21$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.62$0.38$0.23
2013Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.25
2012Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.48
2011Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNA F WHALENSecretary-$4,500-$4,500
SR LAUREN VANDERMARK CSJTreasurer-$4,500-$4,500
ELIZABETH SIMCOEDirector-$4,500-$4,500
MARY P WHALENVice Chairma-$4,500-$4,500
SR SERENA THOMPSON CSJDirector-$3,000-$3,000
PHILIP J WHALENChairman-$3,000-$3,000
SR RENEE ADAMANY CSJDirector-$1,500-$1,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHOOL OF THE HOLY CHILDSEE GENERAL FOOTNOTE-RYE, NY, US$125,000
Paid GrantFAMILY PROMISE OF THE CAPITAL REGIOSEE GENERAL FOOTNOTE-ALBANY, NY, US$75,000
Paid GrantLINDSEY MARIE WHALEN FOUNDATIONSEE GENERAL FOOTNOTE-BRIARCLIFF MANOR, NY, US$50,000
Paid GrantSIENA COLLEGESEE GENERAL FOOTNOTE-LOUDONVILLE, NY, US$50,000
Filing and Contact Details

Filer

Filer Name
The John Marie and Joseph Whalen
EIN
52-2256192
Phone
9176821264
Address
PO BOX 1302, TROY, NY 12181

Signing Officer

Name
Philip J Whalen
Title
Chairman
Phone
9176821264
Signed
2025-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Lk Strategies LLC
Address
314 HOOSICK ST, TROY, NY 12180-2073
Preparer
Lawrence M Knapek
Phone
5184595222
Raw XML Appendix367 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SR SERENA THOMPSON CSJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JENNA F WHALEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SR LAUREN VANDERMARK CSJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PHILIP J WHALEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MARY P WHALEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6VICE CHAIRMA
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SR LAUREN VANDERMARK CSJ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09176821264
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SEE GENERAL FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LINDSEY MARIE WHALEN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCHOOL OF THE HOLY CHILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FAMILY PROMISE OF THE CAPITAL REGIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SIENA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022 HYATT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12225 WESTCHESTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2738 NEW SCOTLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3515 LOUDON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRIARCLIFF MANOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RYE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOUDONVILLE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0330307
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0330307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010152
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0340442
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010135
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010152
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02187
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0MISCELLANEOUS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02187
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WORKERS COMP / DIS INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2977
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41070
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2977
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21954
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045489
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt045489
TaxesSchedule/TaxesDetail/Amt02822
TaxesSchedule/TaxesDetail/Amt18000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt08000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02822
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP J WHALEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09176821264
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN MARIE AND JOSEPH WHALEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0522256192
ReturnHeader/Filer/PhoneNum09176821264
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1302
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012181
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842189006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LK STRATEGIES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0314 HOOSICK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0121802073
ReturnHeader/PreparerPersonGrp/PhoneNum05184595222
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE M KNAPEK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-08T09:28:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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