Civic Intelligence

The Wheeler Foundation

990PF • Fiscal year 2012 • EIN 34-1852595

Jan 01, 2012 to Dec 31, 2012 • Filed on May 03, 2013

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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

45th percentile

-1.0%

Faster asset growth than 45% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$262,868

Down $2,674 (-1.0%) from 2011

Net Assets

Down

$262,868

Down $2,674 (-1.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$11,408

Up $974 (+9.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2012

Assets$262,868
Liabilities$0
Net Assets$262,868
Open 2012 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

2012

Revenue-
Expenses$11,408
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 3, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd 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$11,000
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.

Path#Value
CompensationExplanation/Compensation/PersonName0THOMAS E WHEELER
CompensationExplanation/Compensation/PersonName1BETSY J WHEELER
CompensationExplanation/Compensation/PersonName2MICHELLE MEARS
CompensationExplanation/Compensation/PersonName3REBECCA W LEWANDOWSKI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0172257
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12924
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue24091
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue32383
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue436035
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue510636
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue62914
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue711060
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue810997
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0171208
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV710888
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV810577
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CINCINNATI FINANCIAL CORP-4,372 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1RUSSELL GLOBAL EQUITY-293 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2RUSSELL GLOBAL REAL ESTATE -118 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3RUSSELL EMERGING MARKETS-116 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4RUSSELL STRATEGIC BOND-3328 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5RUSSELL INTERNATIONAL DEVELOPED-253
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6RUSSELL US SMALL CAP EQUITY -126 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7RUSSELL US DEFENSIVE EQUITY-335 SHS
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj012432
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0173
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0255936
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances017192
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0238744
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03839
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn012605
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0THOMAS E WHEELER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BETSY J WHEELER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MICHELLE MEARS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE-PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine108507 TYLER BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine118507 TYLER BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine128507 TYLER BLVD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0440604231
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1440604231
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.016499
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0THOMAS E WHEELER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04402551793
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHARITY
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IRS990PF/UndistributedIncome/UndistributedIncomeCY012342
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OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1RAYMOND JAMES INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
SubstantialContributorsSch/SubstantialContributor/PersonName0THOMAS E WHEELER
SubstantialContributorsSch/SubstantialContributor/PersonName1BETSY J WHEELER
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine108507 TYLER BLVD
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine118507 TYLER BLVD
SubstantialContributorsSch/SubstantialContributor/USAddress/City0MENTOR
SubstantialContributorsSch/SubstantialContributor/USAddress/City1MENTOR
SubstantialContributorsSch/SubstantialContributor/USAddress/State0OH
SubstantialContributorsSch/SubstantialContributor/USAddress/State1OH
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode044060
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode144060
TaxesSchedule/Taxes/Amount0100
TaxesSchedule/Taxes/Amount1164
TaxesSchedule/Taxes/Amount219
TaxesSchedule/Taxes/Amount325
TaxesSchedule/Taxes/Category0TREASURER STATE OF OHIO
TaxesSchedule/Taxes/Category1US TREASURER
TaxesSchedule/Taxes/Category2FOREIGN TAXES
TaxesSchedule/Taxes/Category3SECRETARY STATE OF OHIO
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0341852595
ReturnHeader/Filer/Name/BusinessNameLine10THE WHEELER FOUNDATION
ReturnHeader/Filer/NameControl0WHEE
ReturnHeader/Filer/Phone04402551793
ReturnHeader/Filer/USAddress/AddressLine108507 TYLER BLVD
ReturnHeader/Filer/USAddress/City0MENTOR
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044060
ReturnHeader/Officer/DateSigned02013-05-03
ReturnHeader/Officer/Name0THOMAS E WHEELER
ReturnHeader/Officer/Phone04402551793
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WALTON & STEWART INC CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107660 TYLER BOULEVARD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MENTOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode044060
ReturnHeader/Preparer/Name0MICHAEL J STEWART
ReturnHeader/Preparer/Phone04402691900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-10T13:59:01-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,868
Liabilities
$0
Net assets
$262,868
Revenue
-
Expenses
$11,408
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