Civic Intelligence

Inner Wheel USA Foundation

EIN 58-1849058 • 501(c)3 • Haines City, FL

Pub. 78 Eligible

Profile

NONE

PO Box 3414Haines City, FL 33845-3414

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

27th percentile

-6.3%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

1.4%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-54%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,732,898

Up $174,926 (+6.8%) from 2024

Liabilities

Up

$3,015

Up $3,015 from 2024

Net Assets

Up

$2,729,883

Up $171,911 (+6.7%) from 2024

Revenue

Up

$217,933

Up $16,051 (+8.0%) from 2024

Expenses

Up

$100,385

Up $31,939 (+47%) from 2024

Net Income

Down

$117,548

Down $15,888 (-12%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,173,663Liabilities 2011: $0Net Assets 2011: $1,173,6632011Assets 2012: $1,231,161Liabilities 2012: $0Net Assets 2012: $1,231,1612012Assets 2013: $1,353,306Liabilities 2013: $0Net Assets 2013: $1,353,3062013Assets 2014: $1,543,092Liabilities 2014: $0Net Assets 2014: $1,543,0922014Assets 2015: $1,589,761Liabilities 2015: $0Net Assets 2015: $1,589,7612015Assets 2016: $1,666,757Liabilities 2016: $0Net Assets 2016: $1,666,7572016Assets 2017: $1,764,124Liabilities 2017: $0Net Assets 2017: $1,764,1242017Assets 2018: $1,849,053Liabilities 2018: $0Net Assets 2018: $1,849,0532018Assets 2019: $2,021,711Liabilities 2019: $0Net Assets 2019: $2,021,7112019Assets 2020: $2,073,888Liabilities 2020: $0Net Assets 2020: $2,073,8882020Assets 2021: $2,458,395Liabilities 2021: $0Net Assets 2021: $2,458,3952021Assets 2022: $2,324,015Liabilities 2022: $0Net Assets 2022: $2,324,0152022Assets 2023: $2,355,924Liabilities 2023: $0Net Assets 2023: $2,355,9242023Assets 2024: $2,557,972Liabilities 2024: $0Net Assets 2024: $2,557,9722024Assets 2025: $2,732,898Liabilities 2025: $3,015Net Assets 2025: $2,729,8832025

Highlighted filing

2025

Assets$2,732,898
Liabilities$3,015
Net Assets$2,729,883

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $167,422Expenses 2011: $114,808Net Income 2011: $52,6142011Revenue 2012: $88,125Expenses 2012: $59,806Net Income 2012: $28,3192012Revenue 2013: $137,957Expenses 2013: $42,510Net Income 2013: $95,4472013Revenue 2014: $209,912Expenses 2014: $77,148Net Income 2014: $132,7642014Revenue 2015: $225,760Expenses 2015: $60,271Net Income 2015: $165,4892015Revenue 2016: $103,043Expenses 2016: $60,797Net Income 2016: $42,2462016Revenue 2017: $168,573Expenses 2017: $84,027Net Income 2017: $84,5462017Revenue 2018: $198,311Expenses 2018: $75,934Net Income 2018: $122,3772018Revenue 2019: $184,059Expenses 2019: $92,153Net Income 2019: $91,9062019Revenue 2020: $231,175Expenses 2020: $116,584Net Income 2020: $114,5912020Revenue 2021: $257,332Expenses 2021: $60,460Net Income 2021: $196,8722021Revenue 2022: $286,359Expenses 2022: $112,193Net Income 2022: $174,1662022Revenue 2023: $131,692Expenses 2023: $140,031Net Income 2023: -$8,3392023Revenue 2024: $201,882Expenses 2024: $68,446Net Income 2024: $133,4362024Revenue 2025: $217,933Expenses 2025: $100,385Net Income 2025: $117,5482025

Highlighted filing

2025

Revenue$217,933
Expenses$100,385
Net Income$117,548

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.22$0.10$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.20$0.07$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.29$0.11$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$0.26$0.06$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.23$0.12$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.18$0.09$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.20$0.08$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.17$0.08$0.08
2016Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.10$0.06$0.04
2015Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$0.23$0.06$0.17
2014Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.21$0.08$0.13
2013Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.14$0.04$0.10
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.09$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.17$0.11$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 27, 2026
Return Version
2024v5.5
Gross Receipts
$1,618,769
Mission and Program Overview

Mission

NONE

The foundation funds myoelectric limbs and other prosthetics for underinsured and uninsured children, as well as being a major sponsor of camps for limb different children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,387,401$2,583,384▲ $195,983
Savings and Temporary Cash Investments$119,575$109,273▼ $10,302
Cash and Non-Interest-Bearing Accounts$50,996$40,241▼ $10,755
Total Assets$2,557,972$2,732,898▲ $174,926
Liabilities
Other Liabilities$0$3,015▲ $3,015
Total Liabilities$0$3,015▲ $3,015
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,557,972$2,729,883▲ $171,911
Total Net Assets Fund Balance$2,557,972$2,729,883▲ $171,911
Total Liabilities and Net Assets / Fund Balance$2,557,972$2,732,898▲ $174,926
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sherry HarrisChairperson
Maggie SpearsImmediate Past Chair
Amber CaldwellCamp-no-limits Trustee
Margie JonesDistrict and Club Liaison Trustee
Cary FeltonHanger Liasion Trustee
Rosemary LambInner Wheel USA Liaison and Trustee
Suzanne RobinsonSpecial Projects Trustee
Linda HowardSecretary
Annelise GrafTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$63,593
Program Service Revenue
$0
Investment Income
$154,340
Other Revenue
$0
All Other Contributions
$63,593
Change in Net Assets
$117,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,000
Other Expenses$40,385
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,000--$60,000
Fees for Service Investment Mgmnt Fees-$23,022-$23,022
Information Technology-$4,541-$4,541
Conferences and Meetings-$2,906-$2,906
Fees for Services Accounting-$2,818-$2,818
Travel-$1,140-$1,140
Office Expenses-$824-$824
Insurance-$478-$478
Other Expenses$4,569$87-$87
Total Functional Expenses$64,569$35,816$0$100,385
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Camp No LimitsWales, ME501(c)(3)Camp Program for Children With Limb Deficiencies.$60,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Koalaa Sleeves for Cnl Campers$10,000
KOALAA SLEEVES FOR CNL CAMPERS: 2025 IL CAMP (7)$-3,026
KOALAA SLEEVES FOR CNL CAMPERS: 2025 CA CAMP (3)$-3,959
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
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, Part VI, Section B, Line 11B

Reviewed by financial officer and copy of form 990 provided to chariperson at annual meeting.

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

All voting board members fill-out and sign a conflict of interest statement, annually.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Inner Wheel USA Foundation
EIN
58-1849058
Phone
9162011887
Address
PO BOX 3414, HAINES CITY, FL 33845-3414

Signing Officer

Name
Annelise Graf
Title
Financial Officer
Phone
9162011887
Signed
2026-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Annelise Graf
Formed
1987
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
9

Preparer

Firm
Ap Group Inc
Address
950 GLENN DRIVE SUITE 125, FOLSOM, CA 95630
Preparer
Angie Papendick CPA
Phone
9164000022
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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt064257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044724
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0121523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt064968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0359065
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt065048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt053870
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt051197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt051905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt050562
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0272582
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56850
IRS990ScheduleA/PublicSupportPY170Pct00.60600
IRS990ScheduleA/PublicSupportTotal170Amt0359065
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063593
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt064257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044724
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0121523
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064968
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0359065
IRS990ScheduleA/TotalSupportAmt0631647
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/OtherLiabilitiesOrgGrp/Amt010000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-3959
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2-3026
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0KOALAA SLEEVES FOR CNL CAMPERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1KOALAA SLEEVES FOR CNL CAMPERS: 2025 CA CAMP (3)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2KOALAA SLEEVES FOR CNL CAMPERS: 2025 IL CAMP (7)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt03015
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt060000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAMP PROGRAM FOR CHILDREN WITH LIMB DEFICIENCIES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAMP NO LIMITS
IRS990ScheduleI/RecipientTable/RecipientEIN0203144444
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0265 CENTRE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WALES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd004280
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY FINANCIAL OFFICER AND COPY OF FORM 990 PROVIDED TO CHARIPERSON AT ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL VOTING BOARD MEMBERS FILL-OUT AND SIGN A CONFLICT OF INTEREST STATEMENT, ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
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 C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02557972
IRS990/TotalAssetsEOYAmt02732898
IRS990/TotalAssetsGrp/BOYAmt02557972
IRS990/TotalAssetsGrp/EOYAmt02732898
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt063593
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035816
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064569
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100385
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt03015
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt03015
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02557972
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02729883
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt064569
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0154340
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0217933
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02557972
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02732898
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01140
IRS990/TravelGrp/TotalAmt01140
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3414
IRS990/USAddress/CityNm0HAINES CITY
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0338453414
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.INNERWHEELUSA.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNELISE GRAF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09162011887
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INNER WHEEL USA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0INNE
ReturnHeader/Filer/EIN0581849058
ReturnHeader/Filer/PhoneNum09162011887
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3414
ReturnHeader/Filer/USAddress/CityNm0HAINES CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0338453414
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814195533
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AP GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 GLENN DRIVE SUITE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOLSOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095630
ReturnHeader/PreparerPersonGrp/PhoneNum09164000022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGIE PAPENDICK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-30T08:09:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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