J K Wheeler Family Foundation

EIN 26-3811874 • Tilden, TX

PO Box 205Tilden, TX 78072

Siviq Scores

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

0.00x

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

$1M-$5M nonprofits • Source year 2024

0.00x

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

$1M-$5M nonprofits • Source year 2024

-16%

Higher net margin than 20% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

-1.2%

Faster asset growth than 34% of similar nonprofits.

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

-45%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets32nd percentile

Assets

Down

$1,422,145

Down $17,523 (-1.2%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$1,422,145

Down $17,523 (-1.2%) from 2023

Operations

Liabilities / Revenue33rd percentile Net Margin20th percentile

Revenue

Down

$110,099

Down $89,573 (-45%) from 2023

Expenses

Down

$127,622

Down $3,962 (-3.0%) from 2023

Net Income

Down

-$17,523

Down $85,611 (-126%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2024

Assets$1,422,145

Liabilities$0

Net Assets$1,422,145

Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

Highlighted filing

2024

Revenue$110,099

Expenses$127,622

Net Income-$17,523

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $1,422,145
Liabilities: $0
Net assets: $1,422,145
Revenue: $110,099
Expenses: $127,622
Net income: -$17,523

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.42	$0.00	$1.42	$0.11	$0.13	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$1.44	$0.00	$1.44	$0.20	$0.13	$0.07
2022Detailed filing. Detailed filing data is available for this year.	$1.37	$0.00	$1.37	$0.02	$0.11	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$1.47	$0.00	$1.47	$0.14	$0.11	$0.04
2020Detailed filing. Detailed filing data is available for this year.	$1.43	$0.00	$1.43	$0.17	$0.11	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$1.37	$0.00	$1.37	$0.05	$0.11	$0.06
2018Detailed filing. Detailed filing data is available for this year.	$1.43	$0.00	$1.43	$0.11	$0.08	$0.03
2017Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.04	$0.11	$0.07
2016Detailed filing. Detailed filing data is available for this year.	$1.47	$0.00	$1.47	$0.06	$0.10	$0.05

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 Pay47th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KAREN B WHEELER	Director, President	-	$0	-	-
WARREN P WHEELER	Director, Secretary	-	$0	-	-
PAUL W PEELER	Director, VP	-	$0	-	-
JOHN CHRISTIAN TURNER	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: J K Wheeler Family Foundation
EIN: 26-3811874
Phone: 2108279609
Address: PO BOX 205, TILDEN, TX 78072

Signing Officer

Name: Karen a Wheeler
Title: Director, President
Phone: 2108279609
Signed: 2025-05-13
Discuss with paid preparer: Yes

Preparer

Firm: Adamson & Company LLC
Address: 4101 S ALAMEDA ST, CORPUS CHRISTI, TX 78411
Preparer: Craig a Adamson
Phone: 3618878916

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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	101500
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	8
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	1
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	KAREN WHEELER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	P O BOX 205
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	TILDEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	78072
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	1
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3612743345
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	101500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	MCMULLEN CO ISD SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	901 RIVER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	TILDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	78072
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	101500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	72375
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	72375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	47014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	25326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	9716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	18162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	25327
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	25327
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	129343
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	29125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	47014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	25326
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	9716
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	18162
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	101500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	29125
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	154670
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	125545
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BROKER AGENCY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	24639
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	24639
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	KAREN WHEELER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	PO BOX 205
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	TILDON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	TX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	78072
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	182
TaxesSchedule/TaxesDetail/Amt	1	26
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	182
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	26
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KAREN A WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR, PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2108279609
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	J K WHEELER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JKWH
ReturnHeader/Filer/EIN	0	263811874
ReturnHeader/Filer/PhoneNum	0	2108279609
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 205
ReturnHeader/Filer/USAddress/CityNm	0	TILDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	78072
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	453980748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ADAMSON & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4101 S ALAMEDA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CORPUS CHRISTI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	78411
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3618878916
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CRAIG A ADAMSON
ReturnHeader/ReturnTs	0	2025-06-24T13:34:19-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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