Civic Intelligence

Louisville Wheels Transportation

EIN 38-3778790 • 501(c)3 • Louisville, KY

View Organization Page

Profile

Louisville wheels transportation, inc. Exists to serve as a resource for elderly and disabled people, providing transportation to medical appointments, senior centers, and other similar needs of its clients.

1134 South Preston StreetLouisville, KY 40203

n/A

Siviq Scores

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

Liabilities / Assets

34th percentile

0.04x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

39th percentile

0.09x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-24%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$132,606

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

15th percentile

-8.3%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$5,206,817

Down $469,925 (-8.3%) from 2023

Liabilities

Up

$223,028

Up $105,973 (+91%) from 2023

Net Assets

Down

$4,983,789

Down $575,898 (-10%) from 2023

Operations
Liabilities / Revenue39th percentileNet Margin11th percentile

Revenue

Down

$2,437,602

Down $687,910 (-22%) from 2023

Expenses

Up

$3,013,500

Up $295,491 (+11%) from 2023

Net Income

Down

-$575,898

Down $983,401 (-241%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,407,056Liabilities 2011: $117,116Net Assets 2011: $4,289,9402011Assets 2012: $3,954,133Liabilities 2012: $151,958Net Assets 2012: $3,802,1752012Assets 2013: $3,761,514Liabilities 2013: $162,987Net Assets 2013: $3,598,5272013Assets 2014: $3,799,730Liabilities 2014: $74,654Net Assets 2014: $3,725,0762014Assets 2015: $3,781,090Liabilities 2015: $53,913Net Assets 2015: $3,727,1772015Assets 2016: $4,058,839Liabilities 2016: $75,473Net Assets 2016: $3,983,3662016Assets 2017: $4,098,491Liabilities 2017: $76,290Net Assets 2017: $4,022,2012017Assets 2018: $4,120,205Liabilities 2018: $81,188Net Assets 2018: $4,039,0172018Assets 2019: $4,089,680Liabilities 2019: $87,812Net Assets 2019: $4,001,8682019Assets 2020: $4,425,496Liabilities 2020: $82,242Net Assets 2020: $4,343,2542020Assets 2021: $5,343,049Liabilities 2021: $650,519Net Assets 2021: $4,692,5302021Assets 2022: $5,176,976Liabilities 2022: $79,307Net Assets 2022: $5,097,6692022Assets 2023: $5,676,742Liabilities 2023: $117,055Net Assets 2023: $5,559,6872023Assets 2024: $5,206,817Liabilities 2024: $223,028Net Assets 2024: $4,983,7892024

Highlighted filing

2024

Assets$5,206,817
Liabilities$223,028
Net Assets$4,983,789
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $3,873,4282011Expenses 2012: $3,741,6372012Revenue 2013: $3,302,548Expenses 2013: $3,506,196Net Income 2013: -$203,6482013Revenue 2014: $3,393,755Expenses 2014: $3,267,206Net Income 2014: $126,5492014Revenue 2015: $3,500,164Expenses 2015: $3,498,063Net Income 2015: $2,1012015Revenue 2016: $3,725,228Expenses 2016: $3,469,039Net Income 2016: $256,1892016Revenue 2017: $3,547,613Expenses 2017: $3,508,778Net Income 2017: $38,8352017Revenue 2018: $3,572,054Expenses 2018: $3,555,238Net Income 2018: $16,8162018Revenue 2019: $3,440,965Expenses 2019: $3,478,114Net Income 2019: -$37,1492019Revenue 2020: $3,525,477Expenses 2020: $3,184,091Net Income 2020: $341,3862020Revenue 2021: $2,781,495Expenses 2021: $2,432,219Net Income 2021: $349,2762021Revenue 2022: $3,070,785Expenses 2022: $2,665,646Net Income 2022: $405,1392022Revenue 2023: $3,125,512Expenses 2023: $2,718,009Net Income 2023: $407,5032023Revenue 2024: $2,437,602Expenses 2024: $3,013,500Net Income 2024: -$575,8982024

Highlighted filing

2024

Revenue$2,437,602
Expenses$3,013,500
Net Income-$575,898
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,206,817
Liabilities
$223,028
Net assets
$4,983,789
Revenue
$2,437,602
Expenses
$3,013,500
Net income
-$575,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.21$0.22$4.98$2.44$3.01$0.58
2023Detailed filing. Detailed filing data is available for this year.$5.68$0.12$5.56$3.13$2.72$0.41
2022Detailed filing. Detailed filing data is available for this year.$5.18$0.08$5.10$3.07$2.67$0.41
2021Detailed filing. Detailed filing data is available for this year.$5.34$0.65$4.69$2.78$2.43$0.35
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.08$4.34$3.53$3.18$0.34
2019Detailed filing. Detailed filing data is available for this year.$4.09$0.09$4.00$3.44$3.48$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.08$4.04$3.57$3.56$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.10$0.08$4.02$3.55$3.51$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.06$0.08$3.98$3.73$3.47$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.78$0.05$3.73$3.50$3.50$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.80$0.07$3.73$3.39$3.27$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.16$3.60$3.30$3.51$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.15$3.80$3.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.12$4.29$3.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,437,602
Mission and Program Overview

Mission

Louisville wheels transportation, inc. Exists to serve as a resource for elderly and disabled people, providing transportation to medical appointments, senior centers, and other similar needs of its clients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,036,853$2,849,225▼ $187,628
Cash and Non-Interest-Bearing Accounts$2,375,214$1,946,304▼ $428,910
Pledges and Grants Receivable$145,435$309,838▲ $164,403
Accounts Receivable$119,240$101,450▼ $17,790
Total Assets$5,676,742$5,206,817▼ $469,925
Liabilities
Accounts Payable and Accrued Expenses$117,055$223,028▲ $105,973
Total Liabilities$117,055$223,028▲ $105,973
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,559,687$4,983,789▼ $575,898
Total Net Assets Fund Balance$5,559,687$4,983,789▼ $575,898
Total Liabilities and Net Assets / Fund Balance$5,676,742$5,206,817▼ $469,925

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$588,005$3,089,056$3,677,061
Buildings$1,657,477$1,229,471$2,886,948
Land$603,743-$603,743
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin ShawCEOFT$118,179$14,427$132,606
Jacqueline DowlatCOOFT$70,918$10,754$81,672

Board Members and Trustees

NameTitle
Verna GoatleyChairman
Virginia BradfordVice Chairpe
Armin ZukanovicBoard Member
Glenda BerryBoard Member
Rebecca CummingsBoard Member
Rebecca JacobsBoard Member
Toni CookTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$891,282
Program Service Revenue
$1,364,250
Investment Income
$117,063
Other Revenue
$65,007
All Other Contributions
$28,116
Change in Net Assets
$-575,898

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,437,602
Total Revenue per Audited Statements
$2,437,602
Total Revenue per Form 990
$2,437,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,674,725
Other Expenses$1,338,775
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$898,895$203,349-$1,102,244
Insurance$238,216$53,889-$292,105
Depreciation Depletion$204,676$79,180-$283,856
Other Employee Benefits$212,701$48,118-$260,819
Current Officers, Directors, Trustees, and Key Employees$154,212$34,885-$189,097
Information Technology$148,355--$148,355
Payroll Taxes$78,717$17,808-$96,525
Fees for Services Other-$39,922-$39,922
Occupancy$24,874$5,627-$30,501
Pension Plan Contributions$21,236$4,804-$26,040
All Other Expenses$17,842$5,907-$23,749
Other Expenses$25,148$21,531-$21,531
Fees for Services Accounting-$7,200-$7,200
Office Expenses-$4,103-$4,103
Conferences and Meetings-$2,791-$2,791
Total Functional Expenses$2,472,533$540,967$0$3,013,500

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,013,500
Total Expenses per Audited Statements$3,013,500
Total Expenses per Form 990$3,013,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board members receive a copy of the 990 at one of the board meetings, where it is reviewed.”

Form 990, Page 6, Part VI, Line 12C

“The policy is reviewed annually with all board members to remind them to be aware of conflicts. The board is required to notify the organizaiton upon becoming aware of such actual or potential conflict of interest.board members sign a confidential statement each year.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors reviews the compensation of the chief executive officer and chief operating officer annually, taking into consideration available comparability data, job performance and goal accomplishment.”

Form 990, Page 6, Part VI, Line 18

“The organization does not have its own website, but its 990 is available through guidestar.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public via public inspection at the main offices.”

Filing and Contact Details

Filer

Filer Name
Louisville Wheels Transportation
EIN
38-3778790
Phone
5025613690
Address
1134 SOUTH PRESTON STREET, LOUISVILLE, KY 40203

Signing Officer

Name
Robin Shaw
Title
CEO
Phone
5025613631
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Shaw
Formed
2008
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
7
Employees
65
Volunteers
7

Preparer

Firm
Baldwin Cpas Pllc
Address
713 W MAIN ST, RICHMOND, KY 40475-1351
Preparer
Myron D Fisher
Phone
8596269040
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is exempt from federal income tax under section 501(c)(3) of the internal revenue code. In addition, the organization qualifies for the charitable contribution deduction under section 170(b)(1)(a)and has been classified as an organization other than a private foundation under section 509(a)(2).management has concluded that any tax positions that would not meet the more-likely-than-not criterion of fasb asc 740-10 would be immaterial to the financial statements taken as a whole. Accordingly, the accompanying financial statements do not include any provision for uncertain tax positions, and no related interest or penalties have been recorded in the statements of activities or accrued in the statements of financial position.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2).MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FASB ASC 740-10 WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENTS OF ACTIVITIES OR ACCRUED IN THE STATEMENTS OF FINANCIAL POSITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS RECEIVE A COPY OF THE 990 AT ONE OF THE BOARD MEETINGS, WHERE IT IS REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS REVIEWED ANNUALLY WITH ALL BOARD MEMBERS TO REMIND THEM TO BE AWARE OF CONFLICTS. THE BOARD IS REQUIRED TO NOTIFY THE ORGANIZAITON UPON BECOMING AWARE OF SUCH ACTUAL OR POTENTIAL CONFLICT OF INTEREST.BOARD MEMBERS SIGN A CONFIDENTIAL STATEMENT EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER ANNUALLY, TAKING INTO CONSIDERATION AVAILABLE COMPARABILITY DATA, JOB PERFORMANCE AND GOAL ACCOMPLISHMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT HAVE ITS OWN WEBSITE, BUT ITS 990 IS AVAILABLE THROUGH GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA PUBLIC INSPECTION AT THE MAIN OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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