Civic Intelligence

The Wheels Program of Greater New Milford Inc.

990EZ • Fiscal year 2019 • EIN 47-5673921

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 27, 2019

40 Main StreetNew Milford, CT 06776

(860) 354-6012

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$26,527

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

84th percentile

47%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$65,505

Up $21,050 (+47%) from 2018

Net Assets

$65,505

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$104,383

Up $25,981 (+33%) from 2018

Expenses

Down

$83,333

Down $2,435 (-2.8%) from 2018

Net Income

Up

$21,050

Up $28,416 (+386%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2017: $51,821Liabilities 2017: $02017Assets 2018: $44,455Liabilities 2018: $02018Assets 2019: $65,505Liabilities 2019: $0Net Assets 2019: $65,5052019Assets 2020: $63,087Liabilities 2020: $0Net Assets 2020: $63,0872020Assets 2021: $69,579Liabilities 2021: $0Net Assets 2021: $69,5792021Assets 2022: $77,817Liabilities 2022: $0Net Assets 2022: $77,8172022Assets 2023: $81,634Liabilities 2023: $0Net Assets 2023: $81,6342023Assets 2024: $72,584Liabilities 2024: $0Net Assets 2024: $72,5842024Assets 2025: $89,379Liabilities 2025: $0Net Assets 2025: $89,3792025

Highlighted filing

2019

Assets$65,505
Liabilities$0
Net Assets$65,505

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2017: $127,138Expenses 2017: $78,107Net Income 2017: $49,0312017Revenue 2018: $78,402Expenses 2018: $85,768Net Income 2018: -$7,3662018Revenue 2019: $104,383Expenses 2019: $83,333Net Income 2019: $21,0502019Revenue 2020: $82,246Expenses 2020: $84,664Net Income 2020: -$2,4182020Revenue 2021: $86,289Expenses 2021: $79,797Net Income 2021: $6,4922021Revenue 2022: $88,841Expenses 2022: $80,603Net Income 2022: $8,2382022Revenue 2023: $88,845Expenses 2023: $85,028Net Income 2023: $3,8172023Revenue 2024: $84,763Expenses 2024: $93,813Net Income 2024: -$9,0502024Revenue 2025: $213,620Expenses 2025: $196,825Net Income 2025: $16,7952025

Highlighted filing

2019

Revenue$104,383
Expenses$83,333
Net Income$21,050
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 27, 2019
Return Version
2018v3.1
Gross Receipts
$104,383
Mission and Program Overview

Mission

To create, coordinate and foster programs to promote the health, education, welfare and well-being of the elderly of the town of new milford.

Program Services

DescriptionGrantsExpenses
TO PROVIDE THE HIGHEST QUALITY TRANSPORTATION FOR SENIOR CITIZENS AND CITIZENS WITH DISABILIITIES IN THE GREATER NEW MILFORD AREA TO THEIR NON-EMERGENCY MEDICAL APPOINTMENTS. TO OFFER CLIENTS THE OPPORTUNITY TO MAINTAIN THEIR INDEPENDENCE, WHILE PROVIDING A VALUABLE SERVICE.$0$83,333
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHEA GRUBERPresidentPT$26,527-$26,527
CAROLYN HAGLUNDVice President-$0--
LEONARDO GHIOSecretary-$0--
DOROTHEA GRUBERTreasurer-$0--
ERIN BALDWICKMember-$0--
JOY COLLINSMember-$0--
RUI ANDERSON-SOUSAMember-$0--
Filing and Contact Details

Filer

Filer Name
The Wheels Program of Greater New
EIN
47-5673921
Phone
8603546012
Address
40 MAIN STREET, NEW MILFORD, CT 06776

Signing Officer

Name
Dorothea Gruber
Title
President
Phone
8603546012
Signed
2019-11-27
Discuss with paid preparer
Yes

Preparer

Firm
Bakewell & Mulhare LLC
Address
19 MAIN STREET, NEW MILFORD, CT 06776
Preparer
Cheryl a Bakewell CPA
Phone
8603554076
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 11.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 11,004.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: auto expense. Amount: 1,524. Description: computer expense. Amount: 1,749. Description: dues & subscriptions. Amount: 200. Description: insurance expense. Amount: 13,865. Description: office supplies. Amount: 483. Description: program service expense. Amount: 870. Description: utilities. Amount: 5,413. Description: payroll taxes. Amount: 3,592. Description: payroll fees. Amount: 836. Description: paypal fees. Amount: 80. Total to form 990-ez, line 16: 28,612.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 16,201. End of year amount: 26,947.

Raw XML Appendix186 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW MILFORD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOROTHEA GRUBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEONARDO GHIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOROTHEA GRUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN BALDWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOY COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RUI ANDERSON-SOUSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO CREATE, COORDINATE AND FOSTER PROGRAMS TO PROMOTE THE HEALTH, EDUCATION, WELFARE AND WELL-BEING OF THE ELDERLY OF THE TOWN OF NEW MILFORD.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 11,004.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: AUTO EXPENSE. AMOUNT: 1,524. DESCRIPTION: COMPUTER EXPENSE. AMOUNT: 1,749. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 200. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 13,865. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 483. DESCRIPTION: PROGRAM SERVICE EXPENSE. AMOUNT: 870. DESCRIPTION: UTILITIES. AMOUNT: 5,413. DESCRIPTION: PAYROLL TAXES. AMOUNT: 3,592. DESCRIPTION: PAYROLL FEES. AMOUNT: 836. DESCRIPTION: PAYPAL FEES. AMOUNT: 80. TOTAL TO FORM 990-EZ, LINE 16: 28,612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 16,201. END OF YEAR AMOUNT: 26,947.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOROTHEA GRUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08603546012
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WHEELS PROGRAM OF GREATER NEW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MILFORD INC
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0475673921
ReturnHeader/Filer/PhoneNum08603546012
ReturnHeader/Filer/USAddress/AddressLine1Txt040 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0NEW MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006776
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EE088680F73E5372B1FA8C9ED6F91E2F840DE1B8
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.32.253.250
ReturnHeader/FilingSecurityInformation/IPDt02019-11-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:57:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273305747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKEWELL & MULHARE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006776
ReturnHeader/PreparerPersonGrp/PhoneNum08603554076
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL A BAKEWELL CPA
ReturnHeader/ReturnTs02019-12-04T12:31:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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