S J and Mildred Whalen Foundation
Only null% goes to programs Strong reserves Growing revenue
S J and Mildred Whalen Foundation is a 501(c)(3) organization based in Cincinnati, Ohio, registered in 2009, with $1,039,698 in FY2024 revenue. CharityIndex grades it C+.
Po Box 630858, Cincinnati, OH, 45263 EIN 26-6428414 Since 2009
Revenue (FY2024)
$1.0M
▲ 585.9% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$213K
Net assets
$2.6M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for S J and Mildred Whalen Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating146 mo reserves · +79% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For S J and Mildred Whalen Foundation: 146 mo reserves · +79% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for S J and Mildred Whalen Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For S J and Mildred Whalen Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 630858, Cincinnati, OH, 45263
- City
- Cincinnati
- State
- Ohio
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $54K (FY2019) to $1.0M (FY2024) across 6 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.6M
Operating margin
79.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.6M
Total liabilities
$0
Net assets
$2.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,039,698▲586% | $213,148▲19.1% | $2,597,328▲46.5% | $2,597,328▲46.5% | 990PF |
| 2023 | $151,581▲161% | $178,976▲0.3% | $1,772,374▼1.5% | $1,772,374▼1.5% | 990PF |
| 2022 | $58,162▼70.3% | $178,426▲10.3% | $1,799,856▼6.3% | $1,799,856▼6.3% | 990PF |
| 2021 | $195,888▲130% | $161,716▲35.8% | $1,920,479▲1.8% | $1,920,479▲1.8% | 990PF |
| 2020 | $85,282▲58.7% | $119,092▼5.4% | $1,886,764▼1.8% | $1,886,764▼1.8% | 990PF |
| 2019 | $53,743 | $125,874 | $1,921,021 | $1,921,021 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is S J and Mildred Whalen Foundation a legitimate nonprofit?
- Yes. S J and Mildred Whalen Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 26-6428414, based in Cincinnati, Ohio. Donations are tax-deductible.
- What is S J and Mildred Whalen Foundation's EIN?
- S J and Mildred Whalen Foundation's Employer Identification Number (EIN) is 26-6428414.
- How much revenue does S J and Mildred Whalen Foundation report?
- S J and Mildred Whalen Foundation reported $1,039,698 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does S J and Mildred Whalen Foundation have?
- CharityIndex grades S J and Mildred Whalen Foundation C+, based on financial health (reserves and operating margin).
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Data for S J and Mildred Whalen Foundation (EIN 26-6428414) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.