Civic Intelligence

Wheeling Forward Inc.

990 • Fiscal year 2019 • EIN 45-4045474

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

$219,547

Down $26,114 (-11%) from 2018

Net Assets

Down

$87,764

Down $66,814 (-43%) from 2018

Liabilities

Up

$131,783

Up $40,700 (+45%) from 2018

Revenue And Expenses

Revenue

Up

$902,408

Up $200,676 (+29%) from 2018

Expenses

Up

$902,143

Up $63,532 (+7.6%) from 2018

Net Income

Up

$265

Up $137,144 (+100%) from 2018

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 2018: $245,661Liabilities 2018: $91,083Net Assets 2018: $154,5782018Assets 2019: $219,547Liabilities 2019: $131,783Net Assets 2019: $87,7642019Assets 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

2019

Assets$219,547
Liabilities$131,783
Net Assets$87,764

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 2018: $701,732Expenses 2018: $838,611Net Income 2018: -$136,8792018Revenue 2019: $902,408Expenses 2019: $902,143Net Income 2019: $2652019Revenue 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

2019

Revenue$902,408
Expenses$902,143
Net Income$265
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$912,020
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$138,518$141,659▲ $3,141
Cash and Non-Interest-Bearing Accounts$29,619$46,989▲ $17,370
Prepaid Expenses and Deferred Charges$25,017$25,079▲ $62
Accounts Receivable$3,720$3,720→ $0
Total Assets$198,974$219,547▲ $20,573
Other Assets Total$2,100$2,100→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$61,349$78,549▲ $17,200
Accounts Payable and Accrued Expenses$50,126$53,234▲ $3,108
Total Liabilities$111,475$131,783▲ $20,308
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$87,499$87,764▲ $265
Total Net Assets Fund Balance$87,499$87,764▲ $265
Total Liabilities and Net Assets / Fund Balance$198,974$219,547▲ $20,573

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$141,659$133,093$274,752
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$404,792
Program Service Revenue
$497,616
Investment Income
$0
Other Revenue
$0
All Other Contributions
$153,262
Change in Net Assets
$265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$748,930
Salaries, Compensation, and Employee Benefits$120,434
Total Fundraising Expense$107,967
Grants and Similar Amounts Paid$32,779
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$336,358$8,926$36,516$381,800
Other Salaries and Wages$110,644--$110,644
Travel$32,173$1,182$559$33,914
Grants to Domestic Individuals$32,779--$32,779
Depreciation Depletion$32,359--$32,359
Conferences and Meetings$13,511$4,177$6,463$24,151
Fees for Services Accounting-$21,235-$21,235
Occupancy$8,439$8,435-$16,874
Office Expenses$9,167$5,514-$14,681
Other Expenses$13,696$10,387$2,385$13,696
Insurance$8,814$4,208-$13,022
All Other Expenses$6,115$4,813-$10,928
Advertising$5,472$2,724$1,953$10,149
Payroll Taxes$9,790--$9,790
Fees for Services Legal-$8,000-$8,000
Information Technology$5,790$2,122-$7,912
Interest-$2,829-$2,829
Total Functional Expenses$709,624$84,552$107,967$902,143
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,612
Fundraising Gross Income$9,612
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Events$188,858$9,612$9,612$0
Casino Night$7,448-$0-
Total Events$231,142$9,612$9,612$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$492,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Board Chairman
Phone
6464500077
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexander Elegudin
Formed
2011
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
4
Employees
3
Volunteers
250

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 1,305. Management and general expenses 8,926. Fundraising expenses 0. Total expenses 10,231. Axis project instructors: program service expenses 115,763. Management and general expenses 0. Fundraising expenses 0. Total expenses 115,763. Axis project trainers: program service expenses 105,916. Management and general expenses 0. Fundraising expenses 0. Total expenses 105,916. Other axis project consultants: program service expenses 105,794. Management and general expenses 0. Fundraising expenses 0. Total expenses 105,794. Advocacy: program service expenses 7,580. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,580. Fundraising consultant: program service expenses 0. Management and general expenses 0. Fundraising expenses 19,927. Total expenses 19,927. Marketing consultant: program service expenses 0. Management and general expenses 0. Fundraising expenses 16,589. Total expenses 16,589.

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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/ExpenseAmt057412
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/ExpenseAmt08444
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0266682
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt036898
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0708525
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0431550
IRS990/PYRevenuesLessExpensesAmt0-135754
IRS990/PYSalariesCompEmpBnftPaidAmt088563
IRS990/PYTotalExpensesAmt0833986
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0698232
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0265
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0497616
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0404792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0266682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0482328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0332545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0320060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01806407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0497616
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0431550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0329789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0327257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0264785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01850997
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.35440
IRS990ScheduleA/PublicSupportPY509Pct00.55890
IRS990ScheduleA/PublicSupportTotal509Amt01296327
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0553660
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0428636
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0650416
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0484821
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0243544
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02361077
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0553660
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0428636
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0650416
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0484821
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0243544
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02361077
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0902408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0698232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0812117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0659802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0584845
IRS990ScheduleA/Total509Grp/TotalAmt03657404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0902408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0698232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0812117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0659802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0584845
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03657404
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0141659
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0133093
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0274752
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0141659
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0221530
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0179246
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07448
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt034836
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09612
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CASINO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0188858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07448
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt034836
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0231142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09612
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09612
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09612
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09345
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt111550
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ADVOCACY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1HOUSING ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
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/TransactionAmt0492250
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 1,305. MANAGEMENT AND GENERAL EXPENSES 8,926. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,231. AXIS PROJECT INSTRUCTORS: PROGRAM SERVICE EXPENSES 115,763. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,763. AXIS PROJECT TRAINERS: PROGRAM SERVICE EXPENSES 105,916. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,916. OTHER AXIS PROJECT CONSULTANTS: PROGRAM SERVICE EXPENSES 105,794. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,794. ADVOCACY: PROGRAM SERVICE EXPENSES 7,580. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,580. FUNDRAISING CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 19,927. TOTAL EXPENSES 19,927. MARKETING CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 16,589. TOTAL EXPENSES 16,589.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0198974
IRS990/TotalAssetsEOYAmt0219547
IRS990/TotalAssetsGrp/BOYAmt0198974
IRS990/TotalAssetsGrp/EOYAmt0219547
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0404792
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0107967
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084552
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0709624
IRS990/TotalFunctionalExpensesGrp/TotalAmt0902143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0111475
IRS990/TotalLiabilitiesEOYAmt0131783

Document Assets

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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
2019Detailed filing. Detailed filing data is available for this year.$2.20$1.32$0.88$9.02$9.02$0.00
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
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