Civic Intelligence

Wheeler School & Library of North Stonington

990 • Fiscal year 2020 • EIN 06-0728869

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 01, 2020

Organization ProfileWheelerLibrary.org
101 Main Street PO Box 217North Stonington, CT 06359-0217

(860) 535-0383

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

32nd percentile

0.05x

Higher debt load relative to revenue than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

8th percentile

-46%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-0.2%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$2,122,708

Down $4,829 (-0.2%) from 2019

Net Assets

Down

$2,115,917

Down $11,620 (-0.5%) from 2019

Liabilities

Up

$6,791

Up $6,791 from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin8th percentile

Revenue

Down

$150,081

Down $29,385 (-16%) from 2019

Expenses

Down

$218,608

Down $13,769 (-5.9%) from 2019

Net Income

Down

-$68,527

Down $15,616 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,432,620Liabilities 2011: $0Net Assets 2011: $1,432,6202011Assets 2012: $1,459,602Liabilities 2012: $0Net Assets 2012: $1,459,6022012Assets 2013: $1,583,148Liabilities 2013: $0Net Assets 2013: $1,583,1482013Assets 2014: $1,739,096Liabilities 2014: $0Net Assets 2014: $1,739,0962014Assets 2015: $1,796,303Liabilities 2015: $0Net Assets 2015: $1,796,3032015Assets 2016: $1,842,315Liabilities 2016: $0Net Assets 2016: $1,842,3152016Assets 2017: $2,015,953Liabilities 2017: $0Net Assets 2017: $2,015,9532017Assets 2018: $2,102,752Liabilities 2018: $247Net Assets 2018: $2,102,5052018Assets 2019: $2,127,537Liabilities 2019: $0Net Assets 2019: $2,127,5372019Assets 2020: $2,122,708Liabilities 2020: $6,791Net Assets 2020: $2,115,9172020Assets 2021: $2,429,605Liabilities 2021: $0Net Assets 2021: $2,429,6052021Assets 2022: $2,211,319Liabilities 2022: $0Net Assets 2022: $2,211,3192022Assets 2023: $2,299,484Liabilities 2023: $0Net Assets 2023: $2,299,4842023Assets 2024: $2,475,589Liabilities 2024: $0Net Assets 2024: $2,475,5892024Assets 2025: $2,566,351Liabilities 2025: $0Net Assets 2025: $2,566,3512025

Highlighted filing

2020

Assets$2,122,708
Liabilities$6,791
Net Assets$2,115,917
Open 2020 Filing

Operations Trend

Revenue Growth26th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $227,604Expenses 2011: $230,724Net Income 2011: -$3,1202011Revenue 2012: $220,135Expenses 2012: $183,535Net Income 2012: $36,6002012Revenue 2013: $259,441Expenses 2013: $182,322Net Income 2013: $77,1192013Revenue 2014: $328,266Expenses 2014: $210,832Net Income 2014: $117,4342014Revenue 2015: $319,613Expenses 2015: $198,001Net Income 2015: $121,6122015Revenue 2016: $222,420Expenses 2016: $169,194Net Income 2016: $53,2262016Revenue 2017: $287,227Expenses 2017: $201,854Net Income 2017: $85,3732017Revenue 2018: $250,186Expenses 2018: $213,844Net Income 2018: $36,3422018Revenue 2019: $179,466Expenses 2019: $232,377Net Income 2019: -$52,9112019Revenue 2020: $150,081Expenses 2020: $218,608Net Income 2020: -$68,5272020Revenue 2021: $317,268Expenses 2021: $248,064Net Income 2021: $69,2042021Revenue 2022: $278,923Expenses 2022: $250,392Net Income 2022: $28,5312022Revenue 2023: $308,811Expenses 2023: $263,751Net Income 2023: $45,0602023Revenue 2024: $553,602Expenses 2024: $313,983Net Income 2024: $239,6192024Revenue 2025: $385,218Expenses 2025: $294,456Net Income 2025: $90,7622025

Highlighted filing

2020

Revenue$150,081
Expenses$218,608
Net Income-$68,527
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 1, 2020
Return Version
2019v5.1
Gross Receipts
$303,208
Mission and Program Overview

Mission

Wheeler Library serves as the principal public library for the residents of North Stonington. It's mission is to bring people, information and ideas together.

Wheeler Library serves as the principal public library for the residents of North Stonington.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,573,504$1,617,537▲ $44,033
Land, Buildings, and Equipment, Net$542,571$504,900▼ $37,671
Cash and Non-Interest-Bearing Accounts$8,195--
Savings and Temporary Cash Investments$3,267$271▼ $2,996
Total Assets$2,127,537$2,122,708▼ $4,829
Liabilities
Accounts Payable and Accrued Expenses$0$6,791▲ $6,791
Total Liabilities$0$6,791▲ $6,791
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,111,565$2,115,917▲ $4,352
Net Assets With Donor Restrictions$15,972$0▼ $15,972
Total Net Assets Fund Balance$2,127,537$2,115,917▼ $11,620
Total Liabilities and Net Assets / Fund Balance$2,127,537$2,122,708▼ $4,829

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$501,125$629,009$1,130,134
Equipment$3,775$10,276$14,051
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Katherine ParenteauPresident
Charles MorganTrustee
Elizabeth CarlsonTrustee
Ellen Flannery-SchroederTrustee
Jonathan EdwardsTrustee
Marietta AndersonTrustee
Emily NoyesSecretary
Henry MaxwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,166
Program Service Revenue
$3,256
Investment Income
$17,860
Other Revenue
$12,799
All Other Contributions
$86,166
Change in Net Assets
$-68,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,647
Salaries, Compensation, and Employee Benefits$79,961
Total Fundraising Expense$24,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$15,375$20,500$15,375$51,250
Depreciation Depletion$33,904$3,767-$37,671
Occupancy$24,551$2,728-$27,279
Other Salaries and Wages$22,697--$22,697
Insurance$10,395$1,299$1,299$12,993
Fees for Service Investment Mgmnt Fees-$12,902-$12,902
All Other Expenses$3,235-$3,438$6,673
Payroll Taxes$2,264$2,500$1,250$6,014
Information Technology$3,763$470$470$4,703
Other Expenses$2,267$252$2,536$2,519
Fees for Services Accounting$221$1,771$221$2,213
Office Expenses$1,098$137$137$1,372
Total Functional Expenses$147,556$46,326$24,726$218,608
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,049
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

“There are no committees with authority to act on behalf of the governing body.”

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

“All members of the Board of Trustees are provided a copy of Form 990 for review.”

Form 990, Part VI, Section C, line 19

“Public inspection documents are available upon request of any Trustee or the Library Director.”

Filing and Contact Details

Filer

Filer Name
Wheeler School & Library
EIN
06-0728869
Phone
8605350383
Address
101 Main Street PO Box 217, North Stonington, CT 06359-0217

Signing Officer

Name
Katherine Parenteau
Title
President
Phone
8605350383
Signed
2020-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Parenteau
Formed
1900
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
12

Preparer

Firm
Pucci Greene & Fusaro LLC
Address
110 Airport Road, Westerly, RI 02891
Preparer
Stephen M Greene CPA
Phone
4015961926
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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0116166
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0127201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0184227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0229560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0166443
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0823597
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017860
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt059816
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt052627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt049768
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0226177
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78450
IRS990ScheduleA/PublicSupportPY170Pct00.76440
IRS990ScheduleA/PublicSupportTotal170Amt0823597
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0116166
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0127201
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0184227
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0229560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0166443
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0823597
IRS990ScheduleA/TotalSupportAmt01049774
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0501125
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0629009
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01130134
IRS990ScheduleD/EquipmentGrp/BookValueAmt03775
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010276
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014051
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0504900
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All members of the Board of Trustees are provided a copy of Form 990 for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Public inspection documents are available upon request of any Trustee or the Library Director.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02127537
IRS990/TotalAssetsEOYAmt02122708
IRS990/TotalAssetsGrp/BOYAmt02127537
IRS990/TotalAssetsGrp/EOYAmt02122708
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0116166
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024726
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046326
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0147556
IRS990/TotalFunctionalExpensesGrp/TotalAmt0218608
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt06791
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt06791
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02127537
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02115917
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0147556
IRS990/TotalProgramServiceRevenueAmt03256
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030659
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03256
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0150081
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02127537
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02122708
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 Main Street
IRS990/USAddress/CityNm0North Stonington
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006359
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WheelerLibrary.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Parenteau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08605350383
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wheeler School & Library
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of North Stonington
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0060728869
ReturnHeader/Filer/PhoneNum08605350383
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 Main Street PO Box 217
ReturnHeader/Filer/USAddress/CityNm0North Stonington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0063590217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E8E7AF7A8F68A47567FCE45909DBF2EE4248083C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07A767D31B798E1771F472C412B55817E416C3B73
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.249.27.201
ReturnHeader/FilingSecurityInformation/IPDt02020-12-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:04:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472076095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pucci Greene & Fusaro LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 Airport Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westerly
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,122,708
Liabilities
$6,791
Net assets
$2,115,917
Revenue
$150,081
Expenses
$218,608
Net income
-$68,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.39$0.29$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.55$0.31$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.31$0.26$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.28$0.25$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.00$2.43$0.32$0.25$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.01$2.12$0.15$0.22$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.18$0.23$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.25$0.21$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.29$0.20$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.22$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.32$0.20$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.33$0.21$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.26$0.18$0.08
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$1.46$0.22$0.18$0.04
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.23$0.23$0.00