Civic Intelligence

F W Bert and Mae Dean Wheeler Foundation

990PF • Fiscal year 2017 • EIN 26-2568303

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
One Momentum Boulevard Suite 1000College Station, TX 77845

(979) 776-1111

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

5th percentile

-99%

Higher net margin than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

25th percentile

-2.9%

Faster asset growth than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1754%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,918,434

Down $57,570 (-2.9%) from 2016

Net Assets

Down

$1,918,434

Down $57,570 (-2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Up

$58,223

Up $55,082 (+1754%) from 2016

Expenses

Down

$115,793

Down $2,790 (-2.4%) from 2016

Net Income

Up

-$57,570

Up $57,872 (+50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2013: $1,062,821Liabilities 2013: $0Net Assets 2013: $1,062,8212013Assets 2014: $2,202,540Liabilities 2014: $0Net Assets 2014: $2,202,5402014Assets 2016: $1,976,004Liabilities 2016: $0Net Assets 2016: $1,976,0042016Assets 2017: $1,918,434Liabilities 2017: $0Net Assets 2017: $1,918,4342017Assets 2018: $14,174,745Liabilities 2018: $0Net Assets 2018: $14,174,7452018Assets 2019: $18,473,755Liabilities 2019: $0Net Assets 2019: $18,473,7552019Assets 2020: $50,488,743Liabilities 2020: $5,100Net Assets 2020: $50,483,6432020Assets 2021: $49,353,074Liabilities 2021: $0Net Assets 2021: $49,353,0742021Assets 2022: $46,992,646Liabilities 2022: $0Net Assets 2022: $46,992,6462022Assets 2023: $50,429,784Liabilities 2023: $0Net Assets 2023: $50,429,7842023Assets 2024: $50,173,904Liabilities 2024: $0Net Assets 2024: $50,173,9042024

Highlighted filing

2017

Assets$1,918,434
Liabilities$0
Net Assets$1,918,434
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2013: $500,996Expenses 2013: $101,461Net Income 2013: $399,5352013Revenue 2014: $1,292,284Expenses 2014: $152,565Net Income 2014: $1,139,7192014Revenue 2016: $3,141Expenses 2016: $118,583Net Income 2016: -$115,4422016Revenue 2017: $58,223Expenses 2017: $115,793Net Income 2017: -$57,5702017Revenue 2018: $12,509,985Expenses 2018: $253,674Net Income 2018: $12,256,3112018Revenue 2019: $5,161,697Expenses 2019: $862,687Net Income 2019: $4,299,0102019Revenue 2020: $37,500,629Expenses 2020: $2,749,891Net Income 2020: $34,750,7382020Revenue 2021: $2,017,978Expenses 2021: $2,643,063Net Income 2021: -$625,0852021Revenue 2022: $959,160Expenses 2022: $3,396,805Net Income 2022: -$2,437,6452022Revenue 2023: $6,513,268Expenses 2023: $3,076,130Net Income 2023: $3,437,1382023Revenue 2024: $3,452,126Expenses 2024: $3,708,006Net Income 2024: -$255,8802024

Highlighted filing

2017

Revenue$58,223
Expenses$115,793
Net Income-$57,570
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD A ADAMPresident & Chairman-$0--
LOUIS NEWMANSecretary, Treasurer-$0--
RON COWEDirector-$0--
DURR MINORDirector-$0--
TOM GIESENSCHLAGDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMD ANDERSON CANCER CENTER RESEARCHGENERAL FUNDPCHOUSTON, TX, US$104,000
Filing and Contact Details

Filer

Filer Name
Fw Bert and Mae Dean Wheeler
EIN
26-2568303
Phone
9797761111
Address
ONE MOMENTUM BOULEVARD SUITE 1000, COLLEGE STATION, TX 77845

Signing Officer

Name
Don Adam
Title
Director
Phone
9797761111
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Seidel Schroeder
Address
1575 CRESCENT POINTE PARKWAY, COLLEGE STATION, TX 77845
Preparer
Arty Brieden
Phone
9798468980
Raw XML Appendix328 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD A ADAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LOUIS NEWMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RON COWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DURR MINOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TOM GIESENSCHLAG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11300 E 29TH STREET
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09797761111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0104000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MD ANDERSON CANCER CENTER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01220 HOLCOMBE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077030
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0104000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt095901
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt095901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt075038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt067254
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01229
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01229
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0174463
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt075038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt067254
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0109867
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013966
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0175692
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0161726
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JACQUELINE MOLINA 2012 IRREVOCABLE TRUST ACCOUNT AT NORTHERN TRUST COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016475 DALLAS PKWY STE 100
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ADDISON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075001
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt055191
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05015
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010031
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05016
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DON ADAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09797761111
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FW BERT AND MAE DEAN WHEELER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FWBE
ReturnHeader/Filer/EIN0262568303
ReturnHeader/Filer/PhoneNum09797761111
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE MOMENTUM BOULEVARD SUITE 1000
ReturnHeader/Filer/USAddress/CityNm0COLLEGE STATION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077845
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId064F471CA906C47469C79C077D27FBAA6A79C6B40
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064F471CA906C47469C79C077D27FBAA6A79C6B40
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.180.0.130
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:53:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742052353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEIDEL SCHROEDER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01575 CRESCENT POINTE PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLLEGE STATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077845
ReturnHeader/PreparerPersonGrp/PhoneNum09798468980
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTY BRIEDEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T08:27:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,918,434
Liabilities
$0
Net assets
$1,918,434
Revenue
$58,223
Expenses
$115,793
Net income
-$57,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.2$0.00$50.2$3.45$3.71$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.4$0.00$50.4$6.51$3.08$3.44
2022Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$0.96$3.40$2.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.4$0.00$49.4$2.02$2.64$0.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.5$0.01$50.5$37.5$2.75$34.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$0.00$18.5$5.16$0.86$4.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$12.5$0.25$12.3
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.06$0.12$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.00$0.12$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.29$0.15$1.14
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.50$0.10$0.40