Civic Intelligence

The Wheeler Family Charitable Foundation

EIN 23-2938580 • Somerset, PA

PO Box 466Somerset, PA 15501
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

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$32,995

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

1.8%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

88th percentile

112%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,708,663

Up $64,015 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,708,663

Up $64,015 (+1.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin91st percentile

Revenue

Up

$694,835

Up $366,764 (+112%) from 2023

Expenses

Up

$258,561

Up $25,129 (+11%) from 2023

Net Income

Up

$436,274

Up $341,635 (+361%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,344,309Liabilities 2011: $02011Assets 2012: $6,299,647Liabilities 2012: $02012Assets 2013: $5,465,151Liabilities 2013: $02013Assets 2014: $5,215,922Liabilities 2014: $02014Assets 2015: $4,501,549Liabilities 2015: $02015Assets 2017: $4,228,095Liabilities 2017: $0Net Assets 2017: $4,228,0952017Assets 2018: $4,067,812Liabilities 2018: $0Net Assets 2018: $4,067,8122018Assets 2019: $3,747,414Liabilities 2019: $0Net Assets 2019: $3,747,4142019Assets 2020: $3,744,973Liabilities 2020: $0Net Assets 2020: $3,744,9732020Assets 2021: $3,580,351Liabilities 2021: $0Net Assets 2021: $3,580,3512021Assets 2022: $3,706,280Liabilities 2022: $0Net Assets 2022: $3,706,2802022Assets 2023: $3,644,648Liabilities 2023: $0Net Assets 2023: $3,644,6482023Assets 2024: $3,708,663Liabilities 2024: $0Net Assets 2024: $3,708,6632024

Highlighted filing

2024

Assets$3,708,663
Liabilities$0
Net Assets$3,708,663
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,100,806Expenses 2011: $1,490,575Net Income 2011: $610,2312011Revenue 2012: $1,460,853Expenses 2012: $1,505,515Net Income 2012: -$44,6622012Revenue 2013: $733,382Expenses 2013: $1,567,772Net Income 2013: -$834,3902013Revenue 2014: $644,416Expenses 2014: $812,027Net Income 2014: -$167,6112014Revenue 2015: $926,996Expenses 2015: $1,417,331Net Income 2015: -$490,3352015Revenue 2017: $229,848Expenses 2017: $523,196Net Income 2017: -$293,3482017Revenue 2018: $514,575Expenses 2018: $500,590Net Income 2018: $13,9852018Revenue 2019: $187,248Expenses 2019: $506,465Net Income 2019: -$319,2172019Revenue 2020: $489,910Expenses 2020: $492,308Net Income 2020: -$2,3982020Revenue 2021: $900,743Expenses 2021: $382,694Net Income 2021: $518,0492021Revenue 2022: $537,986Expenses 2022: $268,381Net Income 2022: $269,6052022Revenue 2023: $328,071Expenses 2023: $233,432Net Income 2023: $94,6392023Revenue 2024: $694,835Expenses 2024: $258,561Net Income 2024: $436,2742024

Highlighted filing

2024

Revenue$694,835
Expenses$258,561
Net Income$436,274
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,708,663
Liabilities
$0
Net assets
$3,708,663
Revenue
$694,835
Expenses
$258,561
Net income
$436,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.69$0.26$0.44
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.33$0.23$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.54$0.27$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.90$0.38$0.52
2020Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.49$0.49$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.19$0.51$0.32
2018Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.51$0.50$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.23$0.52$0.29
2015Summary only. Only limited summary data is available for this year.$4.50$0.00$0.93$1.42$0.49
2014Summary only. Only limited summary data is available for this year.$5.22$0.00$0.64$0.81$0.17
2013Summary only. Only limited summary data is available for this year.$5.47$0.00$0.73$1.57$0.83
2012Summary only. Only limited summary data is available for this year.$6.30$0.00$1.46$1.51$0.04
2011Summary only. Only limited summary data is available for this year.$6.34$0.00$2.10$1.49$0.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOMERSET TRUST COMPANYTrusteePT$32,995-$32,995
JOAN M WHEELERChairman-Bod & Foundation-$0--
HAROLD W WHEELER IIIDirector-$0--
ALLISON SCHLAEGLEDirector-$0--
COLBY KAUFMANDirector-$0--
CHRISTOPHER WHEELERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMEALS ON WHEELSUNRESTRICTED CONTRIBUTIONPCSOMERSET, PA, US$50,000
Paid GrantSOMERSET FOOD PANTRYUNRESTRICTED CONTRIBUTIONPCSOMERSET, PA, US$50,000
Paid GrantNEXT STEP CENTERUNRESTRICTED CONTRIBUTIONPCSOMERSET, PA, US$15,000
Paid GrantRONALD MCDONALD HOUSE CHARITIES OF PITTSBURGHUNRESTRICTED CONTRIBUTIONPCPITTSBURGH, PA, US$15,000
Paid GrantCAMP PARCRESTRICTED CONTRIBUTION FOR THE RISCH PAVILLION PROJECTPCDAVIDSVILLE, PA, US$10,000
Paid GrantCHILDREN'S HOSPITAL OF PITTSBURGHRESTRICTED CONTRIBUTION FOR THE WHOLE CHILD WELLNESS CENTERPCPITTSBURGH, PA, US$10,000
Paid GrantCHILDREN'S HOSPITAL OF PITTSBURGHRESTRICTED CONTRIBUTION FOR NEURONCOLOGYPCPITTSBURGH, PA, US$10,000
Paid GrantCOMMUNITY FOUNDATION FOR THE ALLEGHENIESRESTRICTED CONTRIBUTION FOR THE TRANSITIONAL HOUSING PROJECTPCJOHNSTOWN, PA, US$10,000
Paid GrantLEUKEMIA & LYMPHOMA SOCIETYRESTRICTED CONTRIBUTION FOR THE DARE TO DREAM PROJECT FOR PEDIATRIC BLOOD CANCER RESEARCH AND CAREPCPITTSBURGH, PA, US$10,000
Paid GrantSALVATION ARMYRESTRICTED ONLY FOR SOMERSET COUNTY, PAPCSOMERSET, PA, US$10,000
Paid GrantOUTDOOR ODYSSEY AT ROARING RUNUNRESTRICTED CONTRIBUTIONPCBOSWELL, PA, US$5,000
Paid GrantSHRINERS HOSPITAL FOR CHILDRENUNRESTRICTED CONTRIBUTIONPCERIE, PA, US$5,000
Paid GrantSOMERSET COUNTY 4-H DEVELOPMENT FUND INCUNRESTRICTED CONTRIBUTIONPCSOMERSET, PA, US$5,000
Paid GrantSOMERSET VOLUNTEER FIRE DEPTUNRESTRICTED CONTRIBUTIONPCSOMERSET, PA, US$5,000
Paid GrantHISTORICAL & GENEALOGICAL SOCIETYRESTRICTED CONTRIBUTION FOR SUPPORT OF YEAR-ROUND EDUCATIONAL PROGRAMMINGPCSOMERSET, PA, US$2,500
Paid GrantLAUREL ARTSRESTRICTED CONTRIBUTION FOR A NEW KILN FOR CLAY STUDIOPCSOMERSET, PA, US$2,000
Filing and Contact Details

Filer

Filer Name
The Wheeler Family Charitable Foundation
EIN
23-2938580
Phone
4122568867
Address
PO BOX 466, SOMERSET, PA 15501

Signing Officer

Name
Somerset Trust Company
Title
Trustee
Phone
4122568867
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Hill Barth & King LLC
Address
100 PINEWOOD LANE SUITE 201, WARRENDALE, PA 15086
Preparer
Sandra L Stewart
Phone
7249345300
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