Civic Intelligence

Wheeling Heritage Port Sternwheeler

EIN 27-0010228 • 501(c)4 • Wheeling, WV

Profile

Promotion and organization of a community festival and related activities

P O Box 6885Wheeling, WV 26003

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

49th percentile

-2.1%

Faster asset growth than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,496

Down $534 (-2.1%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$25,496

Down $534 (-2.1%) from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$534

Down $1,145 (-68%) from 2021

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$60K$40K$20K$0Assets 2013: $51,102Net Assets 2013: $51,1022013Assets 2014: $38,676Net Assets 2014: $38,6762014Assets 2015: $38,862Net Assets 2015: $38,8622015Assets 2016: $879Net Assets 2016: $8792016Assets 2017: $25Net Assets 2017: $252017Assets 2018: $21,338Net Assets 2018: $21,3382018Assets 2019: $20,716Net Assets 2019: $20,7162019Assets 2020: $21,209Net Assets 2020: $21,2092020Assets 2021: $26,030Net Assets 2021: $26,0302021Assets 2022: $25,496Net Assets 2022: $25,4962022

Highlighted filing

2022

Assets$25,496
Liabilities-
Net Assets$25,496
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2013: $84,941Expenses 2013: $96,398Net Income 2013: -$11,4572013Revenue 2014: $78,245Expenses 2014: $90,671Net Income 2014: -$12,4262014Revenue 2015: $70,676Expenses 2015: $70,490Net Income 2015: $1862015Revenue 2016: $52,164Expenses 2016: $90,147Net Income 2016: -$37,9832016Revenue 2017: $57,848Expenses 2017: $58,702Net Income 2017: -$8542017Revenue 2018: $45,779Expenses 2018: $24,466Net Income 2018: $21,3132018Revenue 2019: $43,087Expenses 2019: $43,709Net Income 2019: -$6222019Revenue 2020: $5,940Expenses 2020: $5,447Net Income 2020: $4932020Revenue 2021: $6,500Expenses 2021: $1,679Net Income 2021: $4,8212021Expenses 2022: $5342022

Highlighted filing

2022

Revenue-
Expenses$534
Net Income-
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,496
Liabilities
-
Net assets
$25,496
Revenue
-
Expenses
$534
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$25.5$25.5$0.53
2021Detailed filing. Detailed filing data is available for this year.$26.0$26.0$6.50$1.68$4.82
2020Detailed filing. Detailed filing data is available for this year.$21.2$21.2$5.94$5.45$0.49
2019Detailed filing. Detailed filing data is available for this year.$20.7$20.7$43.1$43.7$0.62
2018Detailed filing. Detailed filing data is available for this year.$21.3$21.3$45.8$24.5$21.3
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.03$57.8$58.7$0.85
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.88$52.2$90.1$38.0
2015Detailed filing. Detailed filing data is available for this year.$38.9$38.9$70.7$70.5$0.19
2014Detailed filing. Detailed filing data is available for this year.$38.7$38.7$78.2$90.7$12.4
2013Detailed filing. Detailed filing data is available for this year.$51.1$51.1$84.9$96.4$11.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 15, 2023
Return Version
2022v5.0
Mission and Program Overview

Mission

Promotion and organization of a community festival and related activitites

Promotion and organization of a community festival and related activities

Program Services

DescriptionGrantsExpenses
PUBLIC FESTIVAL (THE STERNWHEELER FESTIVAL) THERE WAS NO FESTIVAL ACTIVITY IN 2022.-$534
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE JORDANPresident-$0--
DIANE JORDANFestival CHA-$0--
JAMES JORDAN SRTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wheeling Heritage Port Sternwheeler
EIN
27-0010228
Address
P O BOX 6885, WHEELING, WV 26003

Signing Officer

Name
Diane Jordan
Title
President
Phone
7406953667
Signed
2023-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Pfmichaels Financial Consultants LLC
Address
PO BOX 486, SAINT CLAIRSVILLE, OH 43950
Preparer
Kate Fry
Phone
7406991200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses postage 284 total 284”

Raw XML Appendix89 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DIANE JORDAN
IRS990EZ/BooksInCareOfDetail/PhoneNum03046397279
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 6885
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHEELING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd026003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026030
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025496
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-534
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026030
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025496
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026030
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025496
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026030
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025496
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANE JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES JORDAN SR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FESTIVAL CHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0284
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION AND ORGANIZATION OF A COMMUNITY FESTIVAL AND RELATED ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PUBLIC FESTIVAL (THE STERNWHEELER FESTIVAL) THERE WAS NO FESTIVAL ACTIVITY IN 2022.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0534
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0534
IRS990EZ/TotalProgramServiceExpensesAmt0534
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES POSTAGE 284 TOTAL 284
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07406953667
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEELING HERITAGE PORT STERNWHEELER
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0270010228
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 6885
ReturnHeader/Filer/USAddress/CityNm0WHEELING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472803520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PFMICHAELS FINANCIAL CONSULTANTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 486
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT CLAIRSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043950
ReturnHeader/PreparerPersonGrp/PhoneNum07406991200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATE FRY
ReturnHeader/ReturnTs02023-10-11T15:46:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JORDAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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