Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
54th percentile
Faster revenue growth than 54% of similar nonprofits.
Balance Sheet
Assets
Up$130,694
Up $26,990 (+26%) from 2017
Net Assets
Up$130,694
Up $26,990 (+26%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue And Expenses
Revenue
Up$162,797
Up $5,772 (+3.7%) from 2017
Expenses
Down$135,807
Down $41,423 (-23%) from 2017
Net Income
Up$26,990
Up $47,195 (+234%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Oct 16, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $162,797
Mission and Program Overview
Mission
The foundation makes cash contributions and provides volunteers to various 501(c)(3) charities supporting community and legal aid organizations.
The wheeler trigg o'donnell foundation provides, through charitable activities and programs, opportunities for current and former wheeler trigg o'donnell llp lawyers, staff and their families to build a caring community and to reach out to others.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE FOUNDATION MAKES CASH CONTRIBUTIONS AND PROVIDES VOLUNTEERS TO VARIOUS 501(C)(3) CHARITIES SUPPORTING COMMUNITY AND LEGAL AID ORGANIZATIONS. | $130,544 | $130,554 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MICHAEL L O'DONNELL | President | - | $0 | - | - |
| HUGH Q GOTTSCHALK | Vice-President | - | $0 | - | - |
| LESLIE BROWN | Treasurer | - | $0 | - | - |
| ELIZABETH MARTINEZ | Secretary/Executive Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- WHEELER TRIGG O'DONNELL FOUNDATION
- EIN
- 20-3571402
- Phone
- 3032441800
- Address
- 370 SEVENTEENTH STREET NO 4500, DENVER, CO 80202
Signing Officer
- Name
- Elizabeth Martinez
- Title
- Secretary/executive Director
- Phone
- 3032441800
- Signed
- 2019-10-16
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Plante & Moran Pllc
- Address
- 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
- Preparer
- Ryan C Harris
- Phone
- 3037409400
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: general purposes. Grantee name: legal aid foundation of colorado. Grantee address: 1900 grant st., #1112 denver, co 80203. Amount given: 47,855.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: general purposes. Grantee name: whirlpool collective impact fund. Grantee address: 2000 n. M-63 benton harbor, mi 49022. Amount given: 17,704.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: general purposes. Grantee name: denver dumb friends league. Grantee address: 2080 s. Quebec street denver, co 80231. Amount given: 8,424.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: general purposes. Grantee name: playing for kids. Grantee address: 58 towne place drive hendersonville, nc 28792. Amount given: 7,600.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: general purposes. Grantee name: colorado judicial institute. Grantee address: 12780 wolff ct broomfield, co 80020. Amount given: 8,480. Total included on form 990-ez, line 10: 90,063.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: fundraising expenses. Amount: 1,933. Description: administrative expenses. Amount: 1,830. Total to form 990-ez, line 16: 3,763.”
Raw XML Appendix156 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LESLIE BROWN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3032441967 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 370 SEVENTEENTH STREET SUITE 4500 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | DENVER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 80202 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 103704 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 130694 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 162797 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 26990 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1500 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 103704 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 130694 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 130544 |
| IRS990EZ/GrossReceiptsAmt | 0 | 162797 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 103704 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 130694 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 103704 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 130694 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MICHAEL L O'DONNELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | HUGH Q GOTTSCHALK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LESLIE BROWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ELIZABETH MARTINEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE-PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY/EXECUTIVE DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 3763 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE WHEELER TRIGG O'DONNELL FOUNDATION PROVIDES, THROUGH CHARITABLE ACTIVITIES AND PROGRAMS, OPPORTUNITIES FOR CURRENT AND FORMER WHEELER TRIGG O'DONNELL LLP LAWYERS, STAFF AND THEIR FAMILIES TO BUILD A CARING COMMUNITY AND TO REACH OUT TO OTHERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE FOUNDATION MAKES CASH CONTRIBUTIONS AND PROVIDES VOLUNTEERS TO VARIOUS 501(C)(3) CHARITIES SUPPORTING COMMUNITY AND LEGAL AID ORGANIZATIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 130544 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 130554 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 135807 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 130554 |
| IRS990EZ/TotalRevenueAmt | 0 | 162797 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 162797 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 157025 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 244620 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 171088 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 256796 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 992326 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 31 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 38 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.39700 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.40710 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 393919 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 598407 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 162797 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 157025 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 244620 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 171088 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 256796 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 992326 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 992364 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: GENERAL PURPOSES. GRANTEE NAME: LEGAL AID FOUNDATION OF COLORADO. GRANTEE ADDRESS: 1900 GRANT ST., #1112 DENVER, CO 80203. AMOUNT GIVEN: 47,855. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: GENERAL PURPOSES. GRANTEE NAME: WHIRLPOOL COLLECTIVE IMPACT FUND. GRANTEE ADDRESS: 2000 N. M-63 BENTON HARBOR, MI 49022. AMOUNT GIVEN: 17,704. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: GENERAL PURPOSES. GRANTEE NAME: DENVER DUMB FRIENDS LEAGUE. GRANTEE ADDRESS: 2080 S. QUEBEC STREET DENVER, CO 80231. AMOUNT GIVEN: 8,424. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: GENERAL PURPOSES. GRANTEE NAME: PLAYING FOR KIDS. GRANTEE ADDRESS: 58 TOWNE PLACE DRIVE HENDERSONVILLE, NC 28792. AMOUNT GIVEN: 7,600. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACTIVITY CLASSIFICATION: GENERAL PURPOSES. GRANTEE NAME: COLORADO JUDICIAL INSTITUTE. GRANTEE ADDRESS: 12780 WOLFF CT BROOMFIELD, CO 80020. AMOUNT GIVEN: 8,480. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 90,063. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 1,933. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,830. TOTAL TO FORM 990-EZ, LINE 16: 3,763. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| ReturnHeader/BuildTS | 0 | 2020-01-14 16:20:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ELIZABETH MARTINEZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY/EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3032441800 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-10-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WHEELER TRIGG O'DONNELL FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WHEE |
| ReturnHeader/Filer/EIN | 0 | 203571402 |
| ReturnHeader/Filer/PhoneNum | 0 | 3032441800 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 370 SEVENTEENTH STREET NO 4500 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DENVER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 80202 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 4FAAE17C086B81945F5E5BD9D8957F2F7DAB692C |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 208.42.238.142 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-10-16 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | MD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:52:45 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 381357951 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PLANTE & MORAN PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8181 E TUFTS AVE SUITE 600 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DENVER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 80237 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3037409400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-10-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RYAN C HARRIS |
| ReturnHeader/ReturnTs | 0 | 2019-10-21T15:04:58-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $130,694
- Liabilities
- $0
- Net assets
- $130,694
- Revenue
- $162,797
- Expenses
- $135,807
- Net income
- $26,990