Civic Intelligence

Wheeler Benefit Foundation

990EZ • Fiscal year 2016 • EIN 26-2869581

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization ProfileN/A
2529 Virginia Beach Blvd No 200Virginia Beach, VA 23452

(757) 627-9088

Siviq Scores

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

Liabilities / Assets

99th percentile

14.32x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-94%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$22

Down $345 (-94%) from 2015

Net Assets

Down

-$293

Down $660 (-180%) from 2015

Liabilities

Up

$315

Up $315 from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin6th percentile

Revenue

Down

$910

Down $79,530 (-99%) from 2015

Expenses

Down

$1,570

Down $76,258 (-98%) from 2015

Net Income

Down

-$660

Down $3,272 (-125%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2016

Assets$22
Liabilities$315
Net Assets-$293
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

2016

Revenue$910
Expenses$1,570
Net Income-$660
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Gross Receipts
$910
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
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN S WHEELERPresident-$0--
CHARLES E LANDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wheeler Benefit Foundation
EIN
26-2869581
Phone
7576279088
Address
2529 VIRGINIA BEACH BLVD NO 200, VIRGINIA BEACH, VA 23452

Signing Officer

Name
Jon Wheeler
Title
President
Phone
7576279088
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
222 CENTRAL PARK AVE STE 1400, VIRGINIA BEACH, VA 23462
Preparer
Barbara Smith
Phone
7574562400
Supplemental Narrative

Additional Explanations

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

“Description: fees and licenses. Amount: 210. Description: insurance. Amount: 398. Description: miscellaneous expenses. Amount: 52. Total to form 990-ez, line 16: 660.”

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

“Description: due to affiliates. Beg. Of year amount: 0. End of year amount: 315.”

Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM SALAZAR
IRS990EZ/BooksInCareOfDetail/PhoneNum07576279088
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02529 VIRGINIA BEACH BLVD SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VIRGINIA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023452
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0367
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0910
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-660
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0910
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt0910
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0367
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-293
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0367
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-293
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN S WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES E LAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0660
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/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0315
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01570
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0910
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0161807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0105877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0409397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017946
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017955
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0360
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0360
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0427352
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0161816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060363
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0123823
IRS990ScheduleA/Total509Grp/TotalAmt0427352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0162176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0123823
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0427712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FEES AND LICENSES. AMOUNT: 210. DESCRIPTION: INSURANCE. AMOUNT: 398. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 52. TOTAL TO FORM 990-EZ, LINE 16: 660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO AFFILIATES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 315.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07576279088
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEELER BENEFIT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0262869581
ReturnHeader/Filer/PhoneNum07576279088
ReturnHeader/Filer/USAddress/AddressLine1Txt02529 VIRGINIA BEACH BLVD NO 200
ReturnHeader/Filer/USAddress/CityNm0VIRGINIA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023452
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0458855DF8F8C4043131192E7D41E2EE50F5E90F4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.142.180.174
ReturnHeader/FilingSecurityInformation/IPDt02017-05-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:04:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 CENTRAL PARK AVE STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023462
ReturnHeader/PreparerPersonGrp/PhoneNum07574562400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA SMITH
ReturnHeader/ReturnTs02017-05-10T13:30:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22
Liabilities
$315
Net assets
-$293
Revenue
$910
Expenses
$1,570
Net income
-$660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.80$0.78$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.03$0.02$1.62$1.62$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.03$0.02$0.60$0.62$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.02$0.00$0.98$0.97$0.01
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.02$0.02$0.37$0.39$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.31$0.31$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits