Civic Intelligence

Wheeler Family Foundation

EIN 20-5464646 • Vero Beach, FL

6057 Graysen SquareVero Beach, FL 32967
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-4.5%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$85,216

Down $4,000 (-4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$85,216

Down $4,000 (-4.5%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Flat

$4,000

Flat from 2023

Net Income

Flat

-$4,000

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$600K$400K$200K$0Assets 2011: $455,997Liabilities 2011: $02011Assets 2012: $453,142Liabilities 2012: $02012Assets 2013: $444,309Liabilities 2013: $02013Assets 2014: $365,766Liabilities 2014: $02014Assets 2015: $359,791Liabilities 2015: $02015Assets 2019: $215,440Liabilities 2019: $02019Assets 2022: $93,216Liabilities 2022: $0Net Assets 2022: $93,2162022Assets 2023: $89,216Liabilities 2023: $0Net Assets 2023: $89,2162023Assets 2024: $85,216Liabilities 2024: $0Net Assets 2024: $85,2162024

Highlighted filing

2024

Assets$85,216
Liabilities$0
Net Assets$85,216
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$50K$0-$50K-$100KRevenue 2011: $10,903Expenses 2011: $18,913Net Income 2011: -$8,0102011Revenue 2012: $12,100Expenses 2012: $14,955Net Income 2012: -$2,8552012Revenue 2013: $14,276Expenses 2013: $23,109Net Income 2013: -$8,8332013Revenue 2014: -$56,248Expenses 2014: $22,295Net Income 2014: -$78,5432014Revenue 2015: $14,778Expenses 2015: $20,753Net Income 2015: -$5,9752015Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2022: $0Expenses 2022: $4,000Net Income 2022: -$4,0002022Revenue 2023: $0Expenses 2023: $4,000Net Income 2023: -$4,0002023Revenue 2024: $0Expenses 2024: $4,000Net Income 2024: -$4,0002024

Highlighted filing

2024

Revenue$0
Expenses$4,000
Net Income-$4,000
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$85,216
Liabilities
$0
Net assets
$85,216
Revenue
$0
Expenses
$4,000
Net income
-$4,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.00$0.04$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.00$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.00$0.04$0.04
2019Summary only. Only limited summary data is available for this year.$2.15$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$3.60$0.00$0.15$0.21$0.06
2014Summary only. Only limited summary data is available for this year.$3.66$0.00$0.56$0.22$0.79
2013Summary only. Only limited summary data is available for this year.$4.44$0.00$0.14$0.23$0.09
2012Summary only. Only limited summary data is available for this year.$4.53$0.00$0.12$0.15$0.03
2011Summary only. Only limited summary data is available for this year.$4.56$0.00$0.11$0.19$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN K WHEELERTrustee-$0--
ALANA J WHEELERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wheeler Family Foundation
EIN
20-5464646
In Care Of
% STEPHEN K WHEELER
Phone
7724807364
Address
6057 GRAYSEN SQUARE, VERO BEACH, FL 32967

Signing Officer

Name
Stephen K Wheeler
Title
Trustee
Phone
7724807364
Signed
2025-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Trent E Licklider CPA & Associates
Address
15 E Washington Street, Jamestown, OH 45335
Preparer
Trent E Licklider
Phone
9373727500
Raw XML Appendix166 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN K WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07724807364
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEELER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0205464646
ReturnHeader/Filer/InCareOfNm0% STEPHEN K WHEELER
ReturnHeader/Filer/PhoneNum07724807364
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824585533
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 E Washington Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jamestown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045335
ReturnHeader/PreparerPersonGrp/PhoneNum09373727500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRENT E LICKLIDER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-18T19:28:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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