Civic Intelligence

Wheeler Benefit Foundation

990EZ • Fiscal year 2013 • EIN 26-2869581

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 29, 2014

2529 Virginia Beach Blvd No 20023452

(757) 627-9088

Siviq Scores

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

Liabilities / Assets

99th percentile

10.16x

Higher debt load relative to assets than 99% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

33rd percentile

-3.5%

Higher net margin than 33% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

3rd percentile

-81%

Faster asset growth than 3% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

12th percentile

-38%

Faster revenue growth than 12% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$256

Down $1,098 (-81%) from 2012

Net Assets

Down

-$2,344

Down $2,098 (-853%) from 2012

Liabilities

Up

$2,600

Up $1,000 (+63%) from 2012

Revenue

Down

$60,363

Down $37,769 (-38%) from 2012

Expenses

Down

$62,461

Down $34,366 (-35%) from 2012

Net Income

Down

-$2,098

Down $3,403 (-261%) from 2012

Historical Trend

Balance Sheet Trend

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

$4.0K$2.0K$0-$2.0K-$4.0KAssets 2010: $614Liabilities 2010: $0Net Assets 2010: $6142010Assets 2011: $49Liabilities 2011: $1,600Net Assets 2011: -$1,5512011Assets 2012: $1,354Liabilities 2012: $1,600Net Assets 2012: -$2462012Assets 2013: $256Liabilities 2013: $2,600Net Assets 2013: -$2,3442013Assets 2014: $260Liabilities 2014: $2,505Net Assets 2014: -$2,2452014Assets 2015: $367Liabilities 2015: $0Net Assets 2015: $3672015Assets 2016: $22Liabilities 2016: $315Net Assets 2016: -$2932016

Highlighted filing

2013

Assets$256
Liabilities$2,600
Net Assets-$2,344

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $30,529Expenses 2010: $31,410Net Income 2010: -$8812010Revenue 2011: $36,627Expenses 2011: $38,792Net Income 2011: -$2,1652011Revenue 2012: $98,132Expenses 2012: $96,827Net Income 2012: $1,3052012Revenue 2013: $60,363Expenses 2013: $62,461Net Income 2013: -$2,0982013Revenue 2014: $162,176Expenses 2014: $162,077Net Income 2014: $992014Revenue 2015: $80,440Expenses 2015: $77,828Net Income 2015: $2,6122015Revenue 2016: $910Expenses 2016: $1,570Net Income 2016: -$6602016

Highlighted filing

2013

Revenue$60,363
Expenses$62,461
Net Income-$2,098
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 29, 2014
Return Version
2013v3.0
Gross Receipts
$60,363
Mission and Program Overview

Mission

To raise and distribute funds to other irc section 501(c)3 organizations classified as public charities and operating programs benefiting youths residing in hampton roads, virginia, including, but not limited to, organizations that provide health care to children and organizations that operate scholarship programs, mentoring programs, educational programs, and academic and cultural enrichment programs for youths.

Program Services

DescriptionGrantsExpenses
TO SUPPORT COMMUNITY ORGANIZATIONS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN S WHEELERPresident-$0--
KIMBERLY R WHEELERVice President-$0--
BECKY SCHIEFERAccountant-$0--
ROBIN HANISHSecretary/Treasurer-$0--
CHARLES E LANDDirector-$0--
W CRAIG REILLYDirector-$0--
Filing and Contact Details

Filer

EIN
26-2869581
Phone
7576279088

Signing Officer

Name
Jon Wheeler
Title
President
Phone
7576279088
Signed
2014-10-29
Discuss with paid preparer
Yes

Preparer

Preparer
Barbara Smith
Phone
7574562400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: university of south carolina department of grantee name: university of south carolina department of. Grantee address: 1304 heyward street columbia, sc 29208. Grantee relationship: none. Property description: cash. Date of gift: 10/04/13. Amount given: 50,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: fees and licenses. Amount: 131. Description: supplies expense. Amount: 523. Description: miscellaneous expense. Amount: 1,066. Total to form 990-ez, line 16: 1,720.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due from wheeler development. Beg. Of year amount: 500. End of year amount: 500. Description: due from tesr llc. Beg. Of year amount: 1,100. End of year amount: 1,100. Description: due from affiliates. Beg. Of year amount: 0. End of year amount: 1,000.

Raw XML Appendix178 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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IRS990EZ/BooksInCareOfDetail/USAddress/State0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode023452
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN S WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY R WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY SCHIEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBIN HANISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES E LAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5W CRAIG REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ACCOUNTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01720
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE AND DISTRIBUTE FUNDS TO OTHER IRC SECTION 501(C)3 ORGANIZATIONS CLASSIFIED AS PUBLIC CHARITIES AND OPERATING PROGRAMS BENEFITING YOUTHS RESIDING IN HAMPTON ROADS, VIRGINIA, INCLUDING, BUT NOT LIMITED TO, ORGANIZATIONS THAT PROVIDE HEALTH CARE TO CHILDREN AND ORGANIZATIONS THAT OPERATE SCHOLARSHIP PROGRAMS, MENTORING PROGRAMS, EDUCATIONAL PROGRAMS, AND ACADEMIC AND CULTURAL ENRICHMENT PROGRAMS FOR YOUTHS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT COMMUNITY ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02600
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02700
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045403
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0282784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014672
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt060078
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNIVERSITY OF SOUTH CAROLINA DEPARTMENT OF GRANTEE NAME: UNIVERSITY OF SOUTH CAROLINA DEPARTMENT OF. GRANTEE ADDRESS: 1304 HEYWARD STREET COLUMBIA, SC 29208. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/04/13. AMOUNT GIVEN: 50,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FEES AND LICENSES. AMOUNT: 131. DESCRIPTION: SUPPLIES EXPENSE. AMOUNT: 523. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,066. TOTAL TO FORM 990-EZ, LINE 16: 1,720.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE FROM WHEELER DEVELOPMENT. BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 500. DESCRIPTION: DUE FROM TESR LLC. BEG. OF YEAR AMOUNT: 1,100. END OF YEAR AMOUNT: 1,100. DESCRIPTION: DUE FROM AFFILIATES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07576279088
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHEELER BENEFIT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0262869581
ReturnHeader/Filer/PhoneNum07576279088
ReturnHeader/Filer/USAddress/AddressLine102529 VIRGINIA BEACH BLVD NO 200
ReturnHeader/Filer/USAddress/City0VIRGINIA BEACH
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023452
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10222 CENTRAL PARK AVENUE SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode023462
ReturnHeader/PreparerPersonGrp/PhoneNum07574562400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA SMITH
ReturnHeader/ReturnTs02014-10-31T09:22:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits