Civic Intelligence

The Wheeler Foundation

990PF • Fiscal year 2011 • EIN 34-1852595

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
8507 Tyler Blvd44060
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$265,542

No earlier filing loaded for comparison.

Net Assets

$265,542

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$10,434

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2011: $265,542Liabilities 2011: $0Net Assets 2011: $265,5422011Assets 2012: $262,868Liabilities 2012: $0Net Assets 2012: $262,8682012Assets 2013: $271,171Liabilities 2013: $12,130Net Assets 2013: $259,0412013Assets 2014: $328,637Liabilities 2014: $14,494Net Assets 2014: $314,1432014Assets 2015: $566,331Liabilities 2015: $44Net Assets 2015: $566,2872015Assets 2016: $818,027Liabilities 2016: $1,004Net Assets 2016: $817,0232016Assets 2018: $1,718,904Liabilities 2018: $25,000Net Assets 2018: $1,693,9042018Assets 2019: $1,826,655Liabilities 2019: $50,000Net Assets 2019: $1,776,6552019Assets 2020: $1,929,244Liabilities 2020: $0Net Assets 2020: $1,929,2442020Assets 2021: $2,197,057Liabilities 2021: $0Net Assets 2021: $2,197,0572021Assets 2022: $1,974,158Liabilities 2022: $0Net Assets 2022: $1,974,1582022Assets 2024: $2,252,235Liabilities 2024: $0Net Assets 2024: $2,252,2352024

Highlighted filing

2011

Assets$265,542
Liabilities$0
Net Assets$265,542
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $10,4342011Expenses 2012: $11,4082012Revenue 2013: $9,083Expenses 2013: $12,910Net Income 2013: -$3,8272013Revenue 2014: $70,067Expenses 2014: $14,965Net Income 2014: $55,1022014Revenue 2015: $272,140Expenses 2015: $19,996Net Income 2015: $252,1442015Revenue 2016: $562,251Expenses 2016: $25,614Net Income 2016: $536,6372016Revenue 2018: $604,820Expenses 2018: $85,422Net Income 2018: $519,3982018Revenue 2019: $321,622Expenses 2019: $232,142Net Income 2019: $89,4802019Revenue 2020: $164,264Expenses 2020: $11,586Net Income 2020: $152,6782020Revenue 2021: $434,744Expenses 2021: $166,931Net Income 2021: $267,8132021Revenue 2022: $350,297Expenses 2022: $573,196Net Income 2022: -$222,8992022Revenue 2024: $938,818Expenses 2024: $169,495Net Income 2024: $769,3232024

Highlighted filing

2011

Revenue-
Expenses$10,434
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E WHEELERPresident-$0--
BETSY J WHEELERVice-Pres-$0--
MICHELLE MEARSSecretary-$0--
REBECCA W LEWANDOWSKITreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTREASURE CAY COMMUNITY FOUNDATIONPUBLIC CHARITYCHARITYLAKE PARK, FL, US$10,050
Filing and Contact Details

Filer

EIN
34-1852595
Raw XML Appendix282 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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CompensationExplanation/Compensation/PersonName2MICHELLE MEARS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CICINNATI FINANCIAL CORP-4,372 SHS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0THOMAS E WHEELER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BETSY J WHEELER
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OtherExpensesSchedule/OtherExpenses/Description1RAYMOND JAMES INVESTMENT FEES
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SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine118507 TYLER BLVD
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TaxesSchedule/Taxes/Category1US TREASURER
TaxesSchedule/Taxes/Category2FOREIGN TAXES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0341852595
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ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0THOMAS E WHEELER
ReturnHeader/Officer/Phone04402551793
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-05-07
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode044060
ReturnHeader/Preparer/Name0MICHAEL J STEWART
ReturnHeader/Preparer/Phone04402691900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-10T08:00:30-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$265,542
Liabilities
$0
Net assets
$265,542
Revenue
-
Expenses
$10,434
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.94$0.17$0.77
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.35$0.57$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.43$0.17$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.16$0.01$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.05$1.78$0.32$0.23$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.03$1.69$0.60$0.09$0.52
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.56$0.03$0.54
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.27$0.02$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.31$0.07$0.01$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.26$0.01$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.01