Civic Intelligence

Wheeler School & Library of North Stonington

990 • Fiscal year 2023 • EIN 06-0728869

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 15, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

49th percentile

4.0%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,299,484

Up $88,165 (+4.0%) from 2022

Net Assets

Up

$2,299,484

Up $88,165 (+4.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin68th percentile

Revenue

Up

$308,811

Up $29,888 (+11%) from 2022

Expenses

Up

$263,751

Up $13,359 (+5.3%) from 2022

Net Income

Up

$45,060

Up $16,529 (+58%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2023

Assets$2,299,484
Liabilities$0
Net Assets$2,299,484
Open 2023 Filing

Operations Trend

Revenue Growth56th 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

2023

Revenue$308,811
Expenses$263,751
Net Income$45,060
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$624,602
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$1,752,811$1,779,671▲ $26,860
Land, Buildings, and Equipment, Net$444,977$405,676▼ $39,301
Cash and Non-Interest-Bearing Accounts$13,531$48,829▲ $35,298
Total Assets$2,211,319$2,299,484▲ $88,165
Other Assets Total$0$65,308▲ $65,308
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,211,319$2,299,484▲ $88,165
Total Net Assets Fund Balance$2,211,319$2,299,484▲ $88,165
Total Liabilities and Net Assets / Fund Balance$2,211,319$2,299,484▲ $88,165

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$405,676$748,914$1,154,590
Equipment$0$14,051$14,051
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Katherine ParenteauPresident
Marietta AndersonVice President
Ben BuehlerTrustee
Ellen Flannery-SchroederTrustee
Ellen SpringTrustee
Jonathan EdwardsSecretary
Randy WyrofskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$155,623
Program Service Revenue
$0
Investment Income
$66,645
Other Revenue
$86,543
All Other Contributions
$83,873
Change in Net Assets
$45,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,297
Salaries, Compensation, and Employee Benefits$122,454
Total Fundraising Expense$20,118
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$73,572--$73,572
Current Officers, Directors, Trustees, and Key Employees$12,054$16,072$12,054$40,180
Depreciation Depletion$35,371$3,930-$39,301
Occupancy$25,566$2,841-$28,407
Information Technology$13,166$1,646$1,646$16,458
Insurance$11,414$1,427$1,427$14,268
Fees for Service Investment Mgmnt Fees-$13,510-$13,510
Payroll Taxes$6,550$1,230$922$8,702
All Other Expenses$3,208$883$1,884$5,975
Other Expenses$2,007$257$1,718$1,718
Fees for Services Accounting$165$1,315$165$1,645
Office Expenses$358$45$45$448
Total Functional Expenses$200,477$43,156$20,118$263,751
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$86,543
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Capital Improvement Project$65,437$65,437-$65,437
Assorted Small Fundraisers$21,106$21,106-$21,106
Total Events$86,543$86,543-$86,543
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
2024-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Parenteau
Formed
1900
Legal Domicile
Ct
Voting Board Members
7
Independent Board Members
7
Employees
7
Volunteers
20

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/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017860
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt046106
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0300198
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73580
IRS990ScheduleA/PublicSupportPY170Pct00.72620
IRS990ScheduleA/PublicSupportTotal170Amt0836230
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0242166
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0154539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0196158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0116166
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0127201
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0836230
IRS990ScheduleA/TotalSupportAmt01136428
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/BookValueAmt0405676
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0748914
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01154590
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014051
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014051
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0405676
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Capital Improvement Project
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Assorted Small Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086543
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086543
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt086543
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/TotalAssetsBOYAmt02211319
IRS990/TotalAssetsEOYAmt02299484
IRS990/TotalAssetsGrp/BOYAmt02211319
IRS990/TotalAssetsGrp/EOYAmt02299484
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0155623
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020118
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043156
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0200477
IRS990/TotalFunctionalExpensesGrp/TotalAmt0263751
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02211319
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02299484
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0200477
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0153188
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0308811
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02211319
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02299484
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/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WheelerLibrary.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Parenteau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08605350383
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-15
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472076095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pucci Greene & Fusaro LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 Airport Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westerly
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002891
ReturnHeader/PreparerPersonGrp/PhoneNum04015961926
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen M Greene CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-01-15T10:19:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Katherine
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Parenteau
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,299,484
Liabilities
$0
Net assets
$2,299,484
Revenue
$308,811
Expenses
$263,751
Net income
$45,060
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