Civic Intelligence

Wilmot Wheeler Foundation Inc

EIN 06-6039119 • Southport, CT

PO Box 429Southport, CT 06890
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-27%

Higher net margin than 14% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

33rd percentile

-1.5%

Faster asset growth than 33% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,038,146

Down $60,066 (-1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,038,146

Down $60,066 (-1.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin14th percentile

Revenue

Up

$220,633

Up $221,756 (+19747%) from 2023

Expenses

Up

$280,699

Up $142,825 (+104%) from 2023

Net Income

Up

-$60,066

Up $78,931 (+57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $5,517,646Liabilities 2012: $02012Assets 2013: $5,398,158Liabilities 2013: $02013Assets 2014: $5,078,327Liabilities 2014: $02014Assets 2015: $4,409,857Liabilities 2015: $02015Assets 2019: $4,158,899Liabilities 2019: $02019Assets 2020: $4,030,096Liabilities 2020: $0Net Assets 2020: $4,030,0962020Assets 2021: $4,220,930Liabilities 2021: $0Net Assets 2021: $4,220,9302021Assets 2022: $4,237,209Liabilities 2022: $0Net Assets 2022: $4,237,2092022Assets 2023: $4,098,212Liabilities 2023: $0Net Assets 2023: $4,098,2122023Assets 2024: $4,038,146Liabilities 2024: $0Net Assets 2024: $4,038,1462024

Highlighted filing

2024

Assets$4,038,146
Liabilities$0
Net Assets$4,038,146
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$500K$0-$500K-$1.0MRevenue 2012: $112,409Expenses 2012: $252,196Net Income 2012: -$139,7872012Revenue 2013: -$102,924Expenses 2013: $339,310Net Income 2013: -$442,2342013Revenue 2014: -$144,467Expenses 2014: $359,329Net Income 2014: -$503,7962014Revenue 2015: $340,810Expenses 2015: $344,435Net Income 2015: -$3,6252015Revenue 2019: $226,305Expenses 2019: $278,787Net Income 2019: -$52,4822019Revenue 2020: $147,694Expenses 2020: $276,497Net Income 2020: -$128,8032020Revenue 2021: $467,528Expenses 2021: $276,694Net Income 2021: $190,8342021Revenue 2022: $276,350Expenses 2022: $260,071Net Income 2022: $16,2792022Revenue 2023: -$1,123Expenses 2023: $137,874Net Income 2023: -$138,9972023Revenue 2024: $220,633Expenses 2024: $280,699Net Income 2024: -$60,0662024

Highlighted filing

2024

Revenue$220,633
Expenses$280,699
Net Income-$60,066
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,038,146
Liabilities
$0
Net assets
$4,038,146
Revenue
$220,633
Expenses
$280,699
Net income
-$60,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.22$0.28$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.00$0.14$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.28$0.26$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.00$4.22$0.47$0.28$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$0.15$0.28$0.13
2019Summary only. Only limited summary data is available for this year.$4.16$0.00$0.23$0.28$0.05
2015Summary only. Only limited summary data is available for this year.$4.41$0.00$0.34$0.34$0.00
2014Summary only. Only limited summary data is available for this year.$5.08$0.00$0.14$0.36$0.50
2013Summary only. Only limited summary data is available for this year.$5.40$0.00$0.10$0.34$0.44
2012Summary only. Only limited summary data is available for this year.$5.52$0.00$0.11$0.25$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDRA WHEELERPresident & Treasurer-$0--
ALEXA WHEELERVice President & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Wilmot Wheeler Foundation Inc
EIN
06-6039119
In Care Of
% ALEXA WHEELER
Phone
2032555700
Address
PO BOX 429, SOUTHPORT, CT 06890

Signing Officer

Name
Alexa Wheeler
Title
Vice President & Secretary
Phone
2032555700
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Gerard Griffin
Address
46 MOTNEY CIRCLE, Felton, DE 19943
Preparer
Gerard Griffin
Phone
9788579066
Raw XML Appendix323 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PER LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTHPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006890
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0222000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0179691
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt042309
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0196303
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0222000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016612
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt042309
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09027
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt09027
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICERS & DIRECTORS INSURANC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CT SECRETARY OF STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DELAWARE CORPORATE FILINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02869
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1402
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3586
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4474
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt530
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02869
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1402
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3586
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4474
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt530
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0184
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0184
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt040954
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt040954
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02251
TaxesSchedule/TaxesDetail/Amt11526
TaxesSchedule/TaxesDetail/CategoryTxt02024 EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02251
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11526
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXA WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT & SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02032555700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILMOT WHEELER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILM
ReturnHeader/Filer/EIN0066039119
ReturnHeader/Filer/InCareOfNm0% ALEXA WHEELER
ReturnHeader/Filer/PhoneNum02032555700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 429
ReturnHeader/Filer/USAddress/CityNm0SOUTHPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006890
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GERARD GRIFFIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt046 MOTNEY CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Felton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019943
ReturnHeader/PreparerPersonGrp/PhoneNum09788579066
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERARD GRIFFIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-02T19:18:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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