Wheeler Charitable Trust Foundation

EIN 30-0178631 • Covington, KY

128 East 2nd StreetCovington, KY 41011

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.

$500k-$1M nonprofits • Source year 2024

0.00x

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

$500k-$1M nonprofits • Source year 2024

-53%

Higher net margin than 9% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

$2,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

0.9%

Faster asset growth than 46% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

7.8%

Faster revenue growth than 50% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

$802,237

Up $7,289 (+0.9%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$802,237

Up $7,289 (+0.9%) from 2023

Operations

Liabilities / Revenue44th percentile Net Margin9th percentile

Revenue

$37,957

Up $2,741 (+7.8%) from 2023

Expenses

Down

$58,198

Down $3,872 (-6.2%) from 2023

Net Income

-$20,241

Up $6,613 (+25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

Highlighted filing

2024

Assets$802,237

Liabilities$0

Net Assets$802,237

Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

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

Highlighted filing

2024

Revenue$37,957

Expenses$58,198

Net Income-$20,241

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $802,237
Liabilities: $0
Net assets: $802,237
Revenue: $37,957
Expenses: $58,198
Net income: -$20,241

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$8.02	$0.00	$8.02	$0.38	$0.58	$0.20
2023Detailed filing. Detailed filing data is available for this year.	$7.95	$0.00	$7.95	$0.35	$0.62	$0.27
2022Detailed filing. Detailed filing data is available for this year.	$8.14	$0.00	$8.14	$0.32	$0.81	$0.49
2021Detailed filing. Detailed filing data is available for this year.	$9.20	$0.00	$9.20	$0.46	$0.77	$0.32
2020Detailed filing. Detailed filing data is available for this year.	$9.18	$0.00	$9.18	$0.29	$0.67	$0.39

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 10, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay59th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID WHITEHOUSE	Trustee	-	$2,000	-	$2,000
JAMES W MORGAN JR	Trustee	-	$2,000	-	$2,000

Filing and Contact Details

Filer

Filer Name: Wheeler Charitable Trust Foundation
EIN: 30-0178631
Phone: 8594919100
Address: 128 EAST 2ND STREET, COVINGTON, KY 41011

Signing Officer

Name: James W Morgan Jr
Title: Trustee
Phone: 8594919100
Signed: 2025-05-10
Discuss with paid preparer: Yes

Preparer

Firm: Chamberlin Owen & Co Inc
Address: 3216 DIXIE HIGHWAY, Erlanger, KY 41018
Preparer: Lori A Owen CPA
Phone: 8594310700

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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	CHILDRENS HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ASBURY METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	ALEXANDRIA COMMUNITY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	NORTHERN KENTUCKY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	NKU WESLEY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	GRANT'S LICK BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	THE KENTUCKY UNITED METHODIST HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2916 ALEXANDRIA PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	8286 W MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	NUNN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	514 JOHNS HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	941 CLAY RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	PO BOX 749
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	HIGHLAND HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	HIGHLAND HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	HIGHLAND HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	VERSAILLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	41076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	41001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	41076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	41076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	41001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	40383
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	42000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	114
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	41886
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	42830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	42000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	42716
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	41886
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	-27530
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	CAPITAL GAINS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	3458
TaxesSchedule/TaxesDetail/Amt	0	353
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAX PAYMENT - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt	2	FEDERAL ESTIMATES - PRINCIPAL
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES W MORGAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8594919100
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WHEELER CHARITABLE TRUST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WHEE
ReturnHeader/Filer/EIN	0	300178631
ReturnHeader/Filer/PhoneNum	0	8594919100
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	128 EAST 2ND STREET
ReturnHeader/Filer/USAddress/CityNm	0	COVINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	KY
ReturnHeader/Filer/USAddress/ZIPCd	0	41011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	611374365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CHAMBERLIN OWEN & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3216 DIXIE HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Erlanger
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	41018
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8594310700
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Lori A Owen CPA
ReturnHeader/ReturnTs	0	2025-05-13T10:33:35-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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