Civic Intelligence

The Wheeler Foundation

990PF • Fiscal year 2014 • EIN 34-1852595

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

8507 Tyler BlvdMentor, OH 44060

(440) 255-1793

Siviq Scores

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

Liabilities / Assets

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

671%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$328,637

Up $57,466 (+21%) from 2013

Net Assets

Up

$314,143

Up $55,102 (+21%) from 2013

Liabilities

Up

$14,494

Up $2,364 (+19%) from 2013

Revenue

Up

$70,067

Up $60,984 (+671%) from 2013

Expenses

Up

$14,965

Up $2,055 (+16%) from 2013

Net Income

Up

$55,102

Up $58,929 (+1540%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$328,637
Liabilities$14,494
Net Assets$314,143

Operations Trend

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

2014

Revenue$70,067
Expenses$14,965
Net Income$55,102
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
The Wheeler Foundation
EIN
34-1852595
Phone
4402551793
Address
8507 TYLER BLVD, MENTOR, OH 44060

Signing Officer

Name
Thomas E Wheeler
Title
President
Phone
4402551793
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Walton & Stewart Inc Cpas
Address
7660 TYLER BOULEVARD, MENTOR, OH 44060
Preparer
Michael J Stewart
Phone
4402691900
Raw XML Appendix360 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS E WHEELER
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0COMPONENT REPAIR TECHNOLOGIES INC
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RAYMOND JAMES INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt04630
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN BORROWING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1CHECK IN TRANSIT 112
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt07494
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11000
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SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0THOMAS E WHEELER
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1BETSY J WHEELER
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TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt191
TaxesSchedule/TaxesDetail/Amt237
TaxesSchedule/TaxesDetail/CategoryTxt0TREASURER STATE OF OHIO
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURER
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS E WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04402551793
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHEELER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0341852595
ReturnHeader/Filer/PhoneNum04402551793
ReturnHeader/Filer/USAddress/AddressLine1Txt08507 TYLER BLVD
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ReturnHeader/Filer/USAddress/ZIPCd044060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341662414
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTON & STEWART INC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07660 TYLER BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENTOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044060
ReturnHeader/PreparerPersonGrp/PhoneNum04402691900
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J STEWART
ReturnHeader/ReturnTs02015-05-12T15:16:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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