Civic Intelligence

Susan Whelan Memorial Foundation In

EIN 81-2833067 • 501(c)3 • Staten Island, NY

Profile

To provide high school scholarships to deserving individuals.

63 Walbrooke AvenueStaten Island, NY 10301

n/A

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

NTEE B12 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.00x

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

NTEE B12 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-163%

Higher net margin than 6% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE B12 • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-8.9%

Faster asset growth than 36% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-95%

Faster revenue growth than 6% of similar nonprofits.

NTEE B12 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$43,646

Down $4,281 (-8.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$43,646

Down $4,281 (-8.9%) from 2016

Operations
Liabilities / Revenue80th percentileNet Margin6th percentile

Revenue

Down

$2,619

Down $46,495 (-95%) from 2016

Expenses

Up

$6,900

Up $5,713 (+481%) from 2016

Net Income

Down

-$4,281

Down $52,208 (-109%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$60K$40K$20K$0Assets 2016: $47,927Liabilities 2016: $0Net Assets 2016: $47,9272016Assets 2017: $43,646Liabilities 2017: $0Net Assets 2017: $43,6462017

Highlighted filing

2017

Assets$43,646
Liabilities$0
Net Assets$43,646
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$60K$40K$20K$0-$20KRevenue 2016: $49,114Expenses 2016: $1,187Net Income 2016: $47,9272016Revenue 2017: $2,619Expenses 2017: $6,900Net Income 2017: -$4,2812017

Highlighted filing

2017

Revenue$2,619
Expenses$6,900
Net Income-$4,281
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,646
Liabilities
$0
Net assets
$43,646
Revenue
$2,619
Expenses
$6,900
Net income
-$4,281
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$43.6$0.00$43.6$2.62$6.90$4.28
2016Detailed filing. Detailed filing data is available for this year.$47.9$0.00$47.9$49.1$1.19$47.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$2,619
Mission and Program Overview

Mission

To provide high school scholarships to deserving individuals.

Program Services

DescriptionGrantsExpenses
TO PROVIDE HIGH SCHOOL SCHOLARSHIPS TO DESERVING INDIVIDUALS.$6,000$6,100
TO PROVIDE HIGH SCHOOL SCHOLARSHIPS TO DESERVING INDIVIDUALS.--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE WHELANDirector-$0--
JACLYN CARLUCCISecretary-$0--
JENNIFER WHELANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Susan Whelan Memorial Foundation in
EIN
81-2833067
Phone
7182733362
Address
63 WALBROOKE AVENUE, STATEN ISLAND, NY 10301

Signing Officer

Name
Jaclyn Carlucci
Title
Secretary
Phone
7189815566
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Cicero & Loverde Cpas Pc
Address
1336 FOREST AVE, STATEN ISLAND, NY 10302
Preparer
Gerard J Loverde
Phone
7182733362
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III, Line 31

“To provide high school scholarships to deserving individuals.”

Raw XML Appendix119 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/PersonNm0JACLYN CARLUCCI
IRS990EZ/BooksInCareOfDetail/PhoneNum07182733362
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt099 SPRING STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STATEN ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010304
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047927
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043646
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02619
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4281
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047927
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043646
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt02619
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047927
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043646
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047927
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043646
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EUGENE WHELAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACLYN CARLUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER WHELAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HIGH SCHOOL SCHOLARSHIPS TO DESERVING INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE HIGH SCHOOL SCHOLARSHIPS TO DESERVING INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE HIGH SCHOOL SCHOLARSHIPS TO DESERVING INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06900
IRS990EZ/TotalProgramServiceExpensesAmt06100
IRS990EZ/TotalRevenueAmt02619
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt074527
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074527
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt078646
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076027
IRS990ScheduleA/Total509Grp/TotalAmt078646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076027
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt078646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HIGH SCHOOL SCHOLARSHIPS TO DESERVING INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACLYN CARLUCCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07189815566
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN WHELAN MEMORIAL FOUNDATION IN
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0812833067
ReturnHeader/Filer/PhoneNum07182733362
ReturnHeader/Filer/USAddress/AddressLine1Txt063 WALBROOKE AVENUE
ReturnHeader/Filer/USAddress/CityNm0STATEN ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9D9A9725F52BE937B8B92BA85B845E68E148A4D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F701A8D49711B53C94588944E8C8D79793EDDCA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.116.123.12
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:55:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010737376
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CICERO & LOVERDE CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01336 FOREST AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATEN ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010302
ReturnHeader/PreparerPersonGrp/PhoneNum07182733362
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERARD J LOVERDE
ReturnHeader/ReturnTs02018-11-08T16:55:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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