Civic Intelligence

Wheelwright Trust

990PF • Fiscal year 2018 • EIN 02-6013989

Jun 01, 2017 to May 31, 2018 • Filed on Oct 03, 2018

Organization Profile
16 Windsor LnExeter, NH 03833

(603) 778-0686

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

1st percentile

-3779%

Higher net margin than 1% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

72nd percentile

$4,500

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 662.7% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

29th percentile

-3.9%

Faster asset growth than 29% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$632,348

Down $25,661 (-3.9%) from 2017

Net Assets

Down

$632,348

Down $25,661 (-3.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin1st percentile

Revenue

Down

$679

Down $505,021 (-100%) from 2017

Expenses

Down

$26,340

Down $29,974 (-53%) from 2017

Net Income

Down

-$25,661

Down $475,047 (-106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2017: $658,009Liabilities 2017: $0Net Assets 2017: $658,0092017Assets 2018: $632,348Liabilities 2018: $0Net Assets 2018: $632,3482018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2018

Assets$632,348
Liabilities$0
Net Assets$632,348
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2017: $505,700Expenses 2017: $56,314Net Income 2017: $449,3862017Revenue 2018: $679Expenses 2018: $26,340Net Income 2018: -$25,6612018Revenue 2019: $4,713Expenses 2019: $637,061Net Income 2019: -$632,3482019

Highlighted filing

2018

Revenue$679
Expenses$26,340
Net Income-$25,661
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE B MILLER ESQTrustee-$4,500-$4,500
Filing and Contact Details

Filer

Filer Name
Wheelwright Trust
EIN
02-6013989
Phone
6037780686
Address
16 WINDSOR LN, EXETER, NH 03833

Signing Officer

Name
Katherine B Miller
Title
Trustee
Phone
6037780686
Signed
2018-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Cummings Lamont & Mcnamee Pa
Address
ONE HAMPTON ROAD SUITE 306, EXETER, NH 03833
Preparer
Raymond L Bald CPA
Phone
6037723460
Raw XML Appendix284 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:UNDISTRIBUTED INCOME FROM THE TAX YEAR(S) ENDING 5/31/2015SIGNED: _________________________________________________ DATE: _________________________________________________TITLE: _________________________________________________
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART XI, LINE 6
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DEDUCTION FROM DISTRIBUTABLE AMOUNT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE WHEELRIGHT TRUST WAS ESTABLISED ON JULY 6, 1965. UNDER THE TERMS OF THE TRUST, THE NET INCOME OF THE TRUST, AFTER PAYMENT OF PROPER EXPENSES AND CHARGES, IS AVAILABLE TO FUND SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS IN THE EXETER SCHOOL SYSTEM. SINCE ITS INCEPTION, THE TRUSTEES HAVE INTERPRETED THIS PROVISION TO MEAN THAT DISTRIBUTABLE NET INCOME EXCLUDES CAPITAL GAINS. ACCORDINGLY, ONLY INTEREST AND DIVIDEND INCOME, NET OF TRUST EXPENSES, HAVE BEEN DEEMED AVAILABLE FOR DISTRIBUTION. FOR THE YEAR ENDED MAY 31, 2018, THE TRUST'S EXPENSES EXCEEDED ITS INTEREST AND DIVIDEND INCOME. THEREFORE, THERE WAS NO AMOUNT AVAILABLE FOR DISTRIBUTION FROM CURRENT YEAR INCOME AND AN ADJUSTMENT HAS BEEN REPORTED ON LINE 6 OF PART XI TO REFLECT THIS.
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02013
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010460
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE B MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06037780686
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEELWRIGHT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0026013989
ReturnHeader/Filer/PhoneNum06037780686
ReturnHeader/Filer/USAddress/AddressLine1Txt016 WINDSOR LN
ReturnHeader/Filer/USAddress/CityNm0EXETER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003833
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00F9495EC0D1DE5E6AEE4DF5FD685C84863ED3C26
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00F9495EC0D1DE5E6AEE4DF5FD685C84863ED3C26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.73.126.162
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:27:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010372413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUMMINGS LAMONT & MCNAMEE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HAMPTON ROAD SUITE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EXETER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003833
ReturnHeader/PreparerPersonGrp/PhoneNum06037723460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND L BALD CPA
ReturnHeader/ReturnTs02018-10-09T07:58:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$632,348
Liabilities
$0
Net assets
$632,348
Revenue
$679
Expenses
$26,340
Net income
-$25,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$6.37$6.32
2018Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.01$0.26$0.26
2017Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$5.06$0.56$4.49