Civic Intelligence

The Edith S Wheeler Trust C/O John Chiota Esq

EIN 06-6386858 • Trumbull, CT

35 Iron Gate RoadTrumbull, CT 06611
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

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$23,772

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

88th percentile

109%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$3,170,882

Up $216,318 (+7.3%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin21st percentile

Revenue

Down

$81,917

Down $56,663 (-41%) from 2022

Expenses

Down

$185,357

Down $21,737 (-10%) from 2022

Net Income

Down

-$103,440

Down $34,926 (-51%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,933,554Liabilities 2011: $02011Assets 2012: $2,917,104Liabilities 2012: $02012Assets 2013: $3,170,627Liabilities 2013: $02013Assets 2014: $3,120,987Liabilities 2014: $02014Assets 2015: $2,779,612Liabilities 2015: $02015Assets 2017: $3,073,273Liabilities 2017: $0Net Assets 2017: $3,073,2732017Assets 2018: $2,702,220Liabilities 2018: $0Net Assets 2018: $2,702,2202018Assets 2019: $3,095,650Liabilities 2019: $12019Assets 2020: $3,148,079Liabilities 2020: $1Net Assets 2020: $3,148,0792020Assets 2021: $3,466,546Liabilities 2021: $0Net Assets 2021: $3,466,5462021Assets 2022: $2,954,564Liabilities 2022: $0Net Assets 2022: $2,954,5642022Assets 2023: $3,170,882Liabilities 2023: $12023

Latest loaded filing

2023

Assets$3,170,882
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $116,504Expenses 2011: $205,726Net Income 2011: -$89,2222011Revenue 2012: $68,642Expenses 2012: $157,939Net Income 2012: -$89,2972012Revenue 2013: $210,695Expenses 2013: $238,567Net Income 2013: -$27,8722013Revenue 2014: $197,073Expenses 2014: $210,023Net Income 2014: -$12,9502014Revenue 2015: $164,557Expenses 2015: $204,759Net Income 2015: -$40,2022015Revenue 2017: $129,811Expenses 2017: $209,066Net Income 2017: -$79,2552017Revenue 2018: $183,167Expenses 2018: $213,251Net Income 2018: -$30,0842018Revenue 2019: $201,176Expenses 2019: $179,285Net Income 2019: $21,8912019Revenue 2020: $139,624Expenses 2020: $184,878Net Income 2020: -$45,2542020Revenue 2021: $187,975Expenses 2021: $207,279Net Income 2021: -$19,3042021Revenue 2022: $138,580Expenses 2022: $207,094Net Income 2022: -$68,5142022Revenue 2023: $81,917Expenses 2023: $185,357Net Income 2023: -$103,4402023

Latest loaded filing

2023

Revenue$81,917
Expenses$185,357
Net Income-$103,440
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$3.17$0.00$0.08$0.19$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.14$0.21$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.19$0.21$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.14$0.18$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$0.20$0.18$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.18$0.21$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.13$0.21$0.08
2015Summary only. Only limited summary data is available for this year.$2.78$0.00$0.16$0.20$0.04
2014Summary only. Only limited summary data is available for this year.$3.12$0.00$0.20$0.21$0.01
2013Summary only. Only limited summary data is available for this year.$3.17$0.00$0.21$0.24$0.03
2012Summary only. Only limited summary data is available for this year.$2.92$0.00$0.07$0.16$0.09
2011Summary only. Only limited summary data is available for this year.$2.93$0.00$0.12$0.21$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits