Civic Intelligence

Wheelwright Trust

990PF • Fiscal year 2019 • EIN 02-6013989

Jun 01, 2018 to May 31, 2019 • Filed on Nov 18, 2019

Organization Profile
16 Acadia LnExeter, NH 03833

(603) 778-0686

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

58th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-13417%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

594%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $632,348 (-100%) from 2018

Net Assets

Down

$0

Down $632,348 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Up

$4,713

Up $4,034 (+594%) from 2018

Expenses

Up

$637,061

Up $610,721 (+2319%) from 2018

Net Income

Down

-$632,348

Down $606,687 (-2364%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth99th 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

2019

Revenue$4,713
Expenses$637,061
Net Income-$632,348
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Nov 18, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE B MILLER ESQTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Katherine B Miller
Title
Trustee
Phone
6037780686
Signed
2019-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Cummings Lamont & Mcnamee Pllc
Address
ONE HAMPTON ROAD SUITE 306, EXETER, NH 03833
Preparer
Raymond L Bald CPA
Phone
6037723460
Raw XML Appendix319 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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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: _________________________________________________
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02029
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0680342
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0628373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02029
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0628373
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0628373
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0680342
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051969
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05519
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0PRIVATE FOUNDATION TERMINATED ITS STATUS UNDER SECTION 507(B)(1)(A) BY DISTRIBUTING ALL ITS NET ASSETS TO THE EXETER REGION COOPERATIVE SCHOOL DISTRICT AND THE EXETER SCHOOL DISTRICT PER RULING OR DETERMINATION LETTER DESCRIBED IN SECTION 509(A)(1). THE ORGANIZATIONS TO WHICH THE DISTRIBUTIONS WERE MADE HAVE BEEN IN EXISTENCE AND SO DESCRIBED FOR A CONTINUOUS PERIOD OF AT LEAST 60 MONTHS BEFORE THE DISTRIBUTION.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0195
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0195
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0329
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE B MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06037780686
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEELWRIGHT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0026013989
ReturnHeader/Filer/PhoneNum06037780686
ReturnHeader/Filer/USAddress/AddressLine1Txt016 ACADIA LN
ReturnHeader/Filer/USAddress/CityNm0EXETER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003833
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010372413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUMMINGS LAMONT & MCNAMEE PLLC
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/ReturnTs02019-12-12T07:23:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$4,713
Expenses
$637,061
Net income
-$632,348
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