Civic Intelligence

Wheeling Forward Inc.

990 • Fiscal year 2017 • EIN 45-4045474

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 16, 2019

85 Broad Street No 18th FNew York, NY 10004

(646) 450-0077

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$306,963

Down $53,067 (-15%) from 2016

Net Assets

Down

$223,253

Down $126,432 (-36%) from 2016

Liabilities

Up

$83,710

Up $73,365 (+709%) from 2016

Revenue And Expenses

Revenue

Up

$812,117

Up $152,315 (+23%) from 2016

Expenses

Up

$846,059

Up $208,529 (+33%) from 2016

Net Income

Down

-$33,942

Down $56,214 (-252%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200K-$400KAssets 2012: $143,250Liabilities 2012: $0Net Assets 2012: $143,2502012Assets 2013: $160,931Liabilities 2013: $0Net Assets 2013: $160,9312013Assets 2014: $202,753Liabilities 2014: $3,000Net Assets 2014: $199,7532014Assets 2015: $332,437Liabilities 2015: $5,024Net Assets 2015: $327,4132015Assets 2016: $360,030Liabilities 2016: $10,345Net Assets 2016: $349,6852016Assets 2017: $310,480Liabilities 2017: $64,219Net Assets 2017: $246,2612017Assets 2017: $306,963Liabilities 2017: $83,710Net Assets 2017: $223,2532017Assets 2018: $245,661Liabilities 2018: $91,083Net Assets 2018: $154,5782018Assets 2019: $225,100Liabilities 2019: $135,913Net Assets 2019: $89,1872019Assets 2020: $338,615Liabilities 2020: $268,893Net Assets 2020: $69,7222020Assets 2021: $150,061Liabilities 2021: $237,686Net Assets 2021: -$87,6252021Assets 2022: $297,251Liabilities 2022: $400,504Net Assets 2022: -$103,2532022Assets 2023: $235,206Liabilities 2023: $388,038Net Assets 2023: -$152,8322023Assets 2024: $147,692Liabilities 2024: $368,283Net Assets 2024: -$220,5912024

Highlighted filing

2017

Assets$306,963
Liabilities$83,710
Net Assets$223,253

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $244,537Expenses 2012: $101,287Net Income 2012: $143,2502012Revenue 2013: $198,682Expenses 2013: $181,001Net Income 2013: $17,6812013Revenue 2014: $257,298Expenses 2014: $218,476Net Income 2014: $38,8222014Revenue 2015: $584,845Expenses 2015: $457,185Net Income 2015: $127,6602015Revenue 2016: $659,802Expenses 2016: $637,530Net Income 2016: $22,2722016Revenue 2017: $777,312Expenses 2017: $880,736Net Income 2017: -$103,4242017Revenue 2017: $812,117Expenses 2017: $846,059Net Income 2017: -$33,9422017Revenue 2018: $701,732Expenses 2018: $838,611Net Income 2018: -$136,8792018Revenue 2019: $813,058Expenses 2019: $883,969Net Income 2019: -$70,9112019Revenue 2020: $367,988Expenses 2020: $389,974Net Income 2020: -$21,9862020Revenue 2021: $162,820Expenses 2021: $290,202Net Income 2021: -$127,3822021Revenue 2022: $200,552Expenses 2022: $216,180Net Income 2022: -$15,6282022Revenue 2023: $202,236Expenses 2023: $251,815Net Income 2023: -$49,5792023Revenue 2024: $202,578Expenses 2024: $270,337Net Income 2024: -$67,7592024

Highlighted filing

2017

Revenue$812,117
Expenses$846,059
Net Income-$33,942
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 16, 2019
Return Version
2017v2.3
Gross Receipts
$866,010
Mission and Program Overview

Mission

The organization's mission is to provide guidance and resources to disabled individuals with a focus on educational attainment, employment procurement, health and wellness, community integration, recreation, housing acquisition, and personal fulfillment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$112,622$176,957▲ $64,335
Cash and Non-Interest-Bearing Accounts$148,719$99,169▼ $49,550
Inventories for Sale or Use$95,101--
Prepaid Expenses and Deferred Charges$1,488$25,017▲ $23,529
Accounts Receivable$0$3,720▲ $3,720
Total Assets$360,030$306,963▼ $53,067
Other Assets Total$2,100$2,100→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property-$56,149-
Accounts Payable and Accrued Expenses$10,345$27,561▲ $17,216
Total Liabilities$10,345$83,710▲ $73,365
Net Assets / Fund Balance
Unrestricted Net Assets$275,375$223,253▼ $52,122
Temporarily Rstr Net Assets$74,310$0▼ $74,310
Total Net Assets Fund Balance$349,685$223,253▼ $126,432
Total Liabilities and Net Assets / Fund Balance$360,030$306,963▼ $53,067

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$158,307$43,695$202,002
Equipment$18,650$18,600$37,250
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alex ElegudinPresidentFT$30,500$30,500

Board Members and Trustees

NameTitle
Dr Miguel EscalonDirector
Sergio UriasDirector
Yannick BenjaminDirector
Dr Raymond PerezSecretary
Gennadiy RyskinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$482,328
Program Service Revenue
$329,789
Investment Income
$0
Other Revenue
$0
All Other Contributions
$148,412
Change in Net Assets
$-33,942

Audited Revenue Reconciliation

Revenue per Audited Statements
$812,117
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,914
Total Revenue per Audited Statements
$815,031
Total Revenue per Form 990
$812,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$708,976
Salaries, Compensation, and Employee Benefits$107,819
Total Fundraising Expense$107,720
Grants and Similar Amounts Paid$29,264
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$250,095$10,300$43,096$303,491
Comp Disqual Persons$66,424--$66,424
Travel$46,916$1,853$876$49,645
Current Officers, Directors, Trustees, and Key Employees$32,735--$32,735
Grants to Domestic Individuals$29,264--$29,264
Conferences and Meetings$5,663$10,423$10,502$26,588
Depreciation Depletion$25,034--$25,034
Insurance$18,515$1,375-$19,890
Advertising$7,231$2,350$9,303$18,884
All Other Expenses$15,962$790-$16,752
Other Expenses$16,277$1,543$7,291$16,277
Office Expenses$9,829$5,444$906$16,179
Fees for Services Accounting-$15,180-$15,180
Occupancy$7,514$7,511-$15,025
Information Technology$10,300$3,776-$14,076
Payroll Taxes$8,660--$8,660
Fees for Services Legal-$4,119-$4,119
Total Functional Expenses$673,675$64,664$107,720$846,059

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$848,973
Expenses per Audited Statements$846,059
Total Expenses per Form 990$846,059
Expenses Not Reported on Form 990$2,914
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$53,893
Fundraising Gross Income$53,893
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$87,057$30,164$30,164$0
Wine on Wheels$108,538$9,937$9,937$0
Total Events$387,809$53,893$53,893$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Family Relationship With and Ownership in Access Sadc LLCWHEELING FORWARD HAS ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH ACCESS SADC LLC ("ACCESS"), A NEW YORK LIMITED LIABILITY COMPANY, TO EXPAND THE ORGANIZATION'S AXIS PROGRAM TO A FACILITY IN BROOKLYN, NEW YORK THAT ACCESS LEASES FROM A THIRD PARTY. THE ORGANIZATION'S PRESIDENT HAS A FAMILY RELATIONSHIP WITH AN INDIVIDUAL WITH AN OWNERSHIP INTEREST IN ACCESS. IN ADDITION, THE ORGANIZATION'S TREASURER HAS A DIRECT OWNERSHIP INTEREST IN ACCESS. THE ORGANIZATION'S BOARD OF DIRECTORS DISCUSSED THE TERMS OF THE MANAGEMENT SERVICES AGREEMENT WITHIN THE PROCEDURES OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND RESOLVED THAT THE AGREEMENT IS FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION. THE TERMS OF THE ONE-YEAR AGREEMENT STIPULATE THAT THE ORGANIZATION PERFORM THE AXIS PROGRAM'S SERVICES WITHIN THE FACILITY IN EXCHANGE FOR A FIXED MONTHLY MANAGEMENT FEE AND REIMBURSEMENT OF CERTAIN EXPENSES.No$58,720
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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, Part VI, Section B, Line 11B

A qualified and authorized person shall complete the annual form 990 informational return. The return shall be reviewed by the executive director and then presented to all board members either via email or by paper copy prior to its filing with the irs.

Form 990, Part VI, Section B, Line 12C

Each director, principal and officer, shall annually sign a statement which affirms such person has agreed to comply with the policy and understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section B, Line 15

The salaries of the officers, if any, shall be fixed by resolution of the board of directors. In all cases, any salaries received by officers of this organization shall be reasonable. All officer salaries shall be approved in advance in accordance with the organization's conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The documents are avaliable upon written request

Filing and Contact Details

Filer

Filer Name
Wheeling Forward Inc
EIN
45-4045474
Phone
6464500077
Address
85 BROAD STREET NO 18TH F, NEW YORK, NY 10004

Signing Officer

Name
Alexander Elegudin
Title
President
Phone
6464500077
Signed
2019-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexander Elegudin
Formed
2011
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
5
Employees
4
Volunteers
600

Preparer

Firm
Lutz and Carr Cpas Llp
Address
551 FIFTH AVENUE SUITE 400, NEW YORK, NY 10176
Preparer
Michael Wallace
Phone
2126972299
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other consultants : program service expenses 4,795. Management and general expenses 10,300. Fundraising expenses 43,096. Total expenses 58,191. Axis project instructors: program service expenses 87,062. Management and general expenses 0. Fundraising expenses 0. Total expenses 87,062. Axis project trainers: program service expenses 55,258. Management and general expenses 0. Fundraising expenses 0. Total expenses 55,258. Other axis project consultants: program service expenses 102,980. Management and general expenses 0. Fundraising expenses 0. Total expenses 102,980.

FORM 990, PART XII, LINE 2C:

The independent members of the governance board act as the audit committee and assume responsibility for the oversight of the audit of the financial statements and the selection of the independent accountant.

Amended Return Form 990, Page 1, Section B

The organization has filed an amended return due to the timing of the completion of the organization's annual financial statement audit. The amended return contains changes to parts i through xi and schedules a, b, d, i and l that conform to the organization's completed financial statement audit.

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IRS990/PrincipalOfficerNm0ALEXANDER ELEGUDIN
IRS990/PriorPeriodAdjustmentsAmt0-92490
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/Desc0MULTIDISCIPLINARY CENTER MGMNT
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL COURSE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0314504
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115285
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0314504
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115285
IRS990/ProgSrvcAccomActy2Grp/Desc0WHEELCHAIR GIVING PROGRAM: THROUGH THEIR WHEELCHAIR GIVING PROGRAM, WHEELING FORWARD AIMS TO EMPOWER INDIVIDUALS WITH DISABILITIES TO ACHIEVE THEIR GOALS BY PROVIDING THEM THE FREEDOM AND MOBILITY TO IMPROVE THEIR QUALITY OF LIFE. SINCE INCEPTION THE PROGRAM HAS DELIVERED OVER 250 WHEELCHAIRS TO THOSE IN NEED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt029588
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01000
IRS990/ProgSrvcAccomActy3Grp/Desc0SPINAL MOBILITY PROGRAM: THE ORGANIZATION HAS DEVELOPED A COMPREHENSIVE INNOVATIVE FITNESS PROGRAM THAT TRAINS PEOPLE WITH SPINAL CORD INJURY TO INTEGRATE EXERCISE INTO THEIR DAILY LIVES. THIS PROGRAM INCLUDES THE DEVELOPMENT OF A COURSE WITH THE PURPOSE OF INTRODUCING CLINICIANS TO THE SPINAL MOBILITY TECHNIQUE AS WELL AS REGULARLY HOLDING EXERCISE SESSIONS FOR THE COMMUNITY TO PARTICIPATE IN.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt027396
IRS990/ProgSrvcAccomActy3Grp/GrantAmt08970
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt011518
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER ASSISTANCE: THE ORGANIZATION PROVIDES A VARIETY OF ASSISTANCE INCLUDING THE ACCESS MENTOR PROGRAM, ADAPTIVE SPORTS PROGRAM, URBAN OUTINGS AND ADVOCACY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0139992
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt016673
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt03767
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0280710
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt025866
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0534939
IRS990/PYOtherRevenueAmt051835
IRS990/PYProgramServiceRevenueAmt0327257
IRS990/PYRevenuesLessExpensesAmt022272
IRS990/PYSalariesCompEmpBnftPaidAmt076725
IRS990/PYTotalExpensesAmt0637530
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0659802
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-33942
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0314504
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0482328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0332545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0320060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0195569
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0138243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01468745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0329789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0327257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0264785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0983560
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63300
IRS990ScheduleA/PublicSupportPY509Pct00.63670
IRS990ScheduleA/PublicSupportTotal509Amt01552238
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0295416
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0324019
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0227044
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt053588
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0900067
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0295416
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0324019
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0227044
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt053588
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0900067
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0812117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0659802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0584845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0257298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138243
IRS990ScheduleA/Total509Grp/TotalAmt02452305
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0812117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0659802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0584845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0257298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0138243
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02452305
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt02914
IRS990ScheduleD/DonatedServicesUseFcltsAmt02914
IRS990ScheduleD/EquipmentGrp/BookValueAmt018650
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018600
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037250
IRS990ScheduleD/ExpensesNotReportedAmt02914
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0846059
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0158307
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt043695
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0202002
IRS990ScheduleD/RevenueNotReportedAmt02914
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0812117
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0176957
IRS990ScheduleD/TotalExpensesPerForm990Amt0846059
IRS990ScheduleD/TotalRevenuePerForm990Amt0812117
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0815031
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0848973
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0333916
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt098601
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt056893
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0178422
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053893
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE ON WHEELS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0108538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt087057
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0192214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0387809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09937
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053893
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013792
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt053893
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09937
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt030164
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09699
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt110095
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt26070
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt33400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HOUSING ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ADVOCACY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2ADAPTIVE EQUIPMENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt130
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt225
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt32
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION SCREENS ALL RECIPIENTS AND USES GRANT GUIDELINE TO DETERMINE QUALIFICATION AND THE FOLLOW-UP AND OVERSITE PROCEDURES
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0ACCESS SADC LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY RELATIONSHIP WITH AND OWNERSHIP IN ACCESS SADC LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt058720
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0WHEELING FORWARD HAS ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH ACCESS SADC LLC ("ACCESS"), A NEW YORK LIMITED LIABILITY COMPANY, TO EXPAND THE ORGANIZATION'S AXIS PROGRAM TO A FACILITY IN BROOKLYN, NEW YORK THAT ACCESS LEASES FROM A THIRD PARTY. THE ORGANIZATION'S PRESIDENT HAS A FAMILY RELATIONSHIP WITH AN INDIVIDUAL WITH AN OWNERSHIP INTEREST IN ACCESS. IN ADDITION, THE ORGANIZATION'S TREASURER HAS A DIRECT OWNERSHIP INTEREST IN ACCESS. THE ORGANIZATION'S BOARD OF DIRECTORS DISCUSSED THE TERMS OF THE MANAGEMENT SERVICES AGREEMENT WITHIN THE PROCEDURES OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND RESOLVED THAT THE AGREEMENT IS FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION. THE TERMS OF THE ONE-YEAR AGREEMENT STIPULATE THAT THE ORGANIZATION PERFORM THE AXIS PROGRAM'S SERVICES WITHIN THE FACILITY IN EXCHANGE FOR A FIXED MONTHLY MANAGEMENT FEE AND REIMBURSEMENT OF CERTAIN EXPENSES.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A QUALIFIED AND AUTHORIZED PERSON SHALL COMPLETE THE ANNUAL FORM 990 INFORMATIONAL RETURN. THE RETURN SHALL BE REVIEWED BY THE EXECUTIVE DIRECTOR AND THEN PRESENTED TO ALL BOARD MEMBERS EITHER VIA EMAIL OR BY PAPER COPY PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR, PRINCIPAL AND OFFICER, SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS AGREED TO COMPLY WITH THE POLICY AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARIES OF THE OFFICERS, IF ANY, SHALL BE FIXED BY RESOLUTION OF THE BOARD OF DIRECTORS. IN ALL CASES, ANY SALARIES RECEIVED BY OFFICERS OF THIS ORGANIZATION SHALL BE REASONABLE. ALL OFFICER SALARIES SHALL BE APPROVED IN ADVANCE IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS ARE AVALIABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER CONSULTANTS : PROGRAM SERVICE EXPENSES 4,795. MANAGEMENT AND GENERAL EXPENSES 10,300. FUNDRAISING EXPENSES 43,096. TOTAL EXPENSES 58,191. AXIS PROJECT INSTRUCTORS: PROGRAM SERVICE EXPENSES 87,062. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,062. AXIS PROJECT TRAINERS: PROGRAM SERVICE EXPENSES 55,258. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,258. OTHER AXIS PROJECT CONSULTANTS: PROGRAM SERVICE EXPENSES 102,980. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,980.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE INDEPENDENT MEMBERS OF THE GOVERNANCE BOARD ACT AS THE AUDIT COMMITTEE AND ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS FILED AN AMENDED RETURN DUE TO THE TIMING OF THE COMPLETION OF THE ORGANIZATION'S ANNUAL FINANCIAL STATEMENT AUDIT. THE AMENDED RETURN CONTAINS CHANGES TO PARTS I THROUGH XI AND SCHEDULES A, B, D, I AND L THAT CONFORM TO THE ORGANIZATION'S COMPLETED FINANCIAL STATEMENT AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6AMENDED RETURN FORM 990, PAGE 1, SECTION B
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$3.68$2.21$2.03$2.70$0.68
2023Detailed filing. Detailed filing data is available for this year.$2.35$3.88$1.53$2.02$2.52$0.50
2022Detailed filing. Detailed filing data is available for this year.$2.97$4.01$1.03$2.01$2.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.50$2.38$0.88$1.63$2.90$1.27
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$2.69$0.70$3.68$3.90$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.25$1.36$0.89$8.13$8.84$0.71
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.91$1.55$7.02$8.39$1.37
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.64$2.46$7.77$8.81$1.03
2017Detailed filing. Detailed filing data is available for this year.$3.07$0.84$2.23$8.12$8.46$0.34
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.10$3.50$6.60$6.38$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.32$0.05$3.27$5.85$4.57$1.28
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.03$2.00$2.57$2.18$0.39
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.99$1.81$0.18
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$2.45$1.01$1.43