Civic Intelligence

Wong Whalen Foundation

EIN 84-3910246 • 501(c)3 • Santa Clara, CA

Profile

Providing financial education and affordable housing to students and people in need to give them the tools and platform for future success.

3300 Tracy DrSanta Clara, CA 95051
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

58th percentile

2.2%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

9.9%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$372,502

Down $141,618 (-28%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$372,502

Down $141,618 (-28%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin24th percentile

Revenue

Down

$7,600

Down $27,395 (-78%) from 2021

Expenses

Down

$35,828

Down $5,552 (-13%) from 2021

Net Income

Down

-$28,228

Down $21,843 (-342%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$600K$400K$200K$0Assets 2019: $426,531Liabilities 2019: $5,313Net Assets 2019: $421,2182019Assets 2021: $514,120Liabilities 2021: $0Net Assets 2021: $514,1202021Assets 2022: $372,502Liabilities 2022: $0Net Assets 2022: $372,5022022

Highlighted filing

2022

Assets$372,502
Liabilities$0
Net Assets$372,502
Open 2022 Filing

Operations Trend

Revenue Growth64th percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $435,536Expenses 2019: $14,963Net Income 2019: $420,5732019Revenue 2021: $34,995Expenses 2021: $41,380Net Income 2021: -$6,3852021Revenue 2022: $7,600Expenses 2022: $35,828Net Income 2022: -$28,2282022

Highlighted filing

2022

Revenue$7,600
Expenses$35,828
Net Income-$28,228
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$372,502
Liabilities
$0
Net assets
$372,502
Revenue
$7,600
Expenses
$35,828
Net income
-$28,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.00$3.73$0.08$0.36$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.00$5.14$0.35$0.41$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.05$4.21$4.36$0.15$4.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 21, 2023
Return Version
2022v5.0
Gross Receipts
$7,600
Mission and Program Overview

Mission

Providing financial education and affordable housing to students and people in need to give them the tools and platform for future success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$268,418$237,921▼ $30,497
Investments in Publicly Traded Securities$245,702$134,581▼ $111,121
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$514,120$372,502▼ $141,618
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$514,120$372,502▼ $141,618
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$514,120$372,502▼ $141,618
Total Liabilities and Net Assets / Fund Balance$514,120$372,502▼ $141,618
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Anne WhalenPresident, Treasurer
Jeffery WhalenVice President, Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$2,600
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$-28,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,856
Salaries, Compensation, and Employee Benefits$1,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings-$33,831-$33,831
Current Officers, Directors, Trustees, and Key Employees-$1,972-$1,972
Fees for Services Legal-$25-$25
Total Functional Expenses$0$35,828$0$35,828
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Once completed in Form900 Online, a PDF was generated and reviewed among the governing members before electronic submission.”

Form 990, Part VI, Section B, Line 12C

“Discussion took place at every monthly and bi-annual leadership meeting.”

Form 990, Part VI, Section C, Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Wong Whalen Foundation
EIN
84-3910246
Phone
4082060911
Address
3300 Tracy Dr, Santa Clara, CA 95051

Signing Officer

Name
Jeffery Whalen
Title
Vice President
Phone
4082060911
Signed
2023-05-21

Organization Details

Principal Officer
Anne Whalen
Formed
2019
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Once completed in Form900 Online, a PDF was generated and reviewed among the governing members before electronic submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Discussion took place at every monthly and bi-annual leadership meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0514120
IRS990/TotalAssetsEOYAmt0372502
IRS990/TotalAssetsGrp/BOYAmt0514120
IRS990/TotalAssetsGrp/EOYAmt0372502
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035828
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt035828
IRS990/TotalGrossUBIAmt02600
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0514120
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0372502
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07600
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02600
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0514120
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0372502
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03300 Tracy Dr
IRS990/USAddress/CityNm0Santa Clara
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095051
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0Our apologies for the late filing. There was some confusion regarding the automatic extensions from California.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffery Whalen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04082060911
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WONG WHALEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WONG
ReturnHeader/Filer/EIN0843910246
ReturnHeader/Filer/PhoneNum04082060911
ReturnHeader/Filer/USAddress/AddressLine1Txt03300 Tracy Dr
ReturnHeader/Filer/USAddress/CityNm0Santa Clara
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095051
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-05-21T15:45:05-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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