Civic Intelligence

Wheeler Foundation

990PF • Fiscal year 2023 • EIN 61-1445596

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization Profile
PO Box 305Rankin, IL 60960

(217) 397-2901

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

25th percentile

$2,800

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

5.0%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$23,109,345

Up $3,098,425 (+15%) from 2022

Net Assets

Up

$23,109,345

Up $3,098,425 (+15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin96th percentile

Revenue

Up

$13,546,542

Up $642,099 (+5.0%) from 2022

Expenses

Up

$1,797,186

Up $723,751 (+67%) from 2022

Net Income

Down

$11,749,356

Down $81,652 (-0.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$30M$20M$10M$0Assets 2011: $3,080,960Liabilities 2011: $02011Assets 2012: $3,448,823Liabilities 2012: $02012Assets 2013: $4,238,710Liabilities 2013: $02013Assets 2014: $4,574,681Liabilities 2014: $02014Assets 2015: $4,130,789Liabilities 2015: $02015Assets 2019: $8,276,638Liabilities 2019: $02019Assets 2020: $8,852,176Liabilities 2020: $0Net Assets 2020: $8,852,1762020Assets 2021: $9,494,026Liabilities 2021: $0Net Assets 2021: $9,494,0262021Assets 2022: $20,010,920Liabilities 2022: $0Net Assets 2022: $20,010,9202022Assets 2023: $23,109,345Liabilities 2023: $0Net Assets 2023: $23,109,3452023Assets 2024: $22,690,389Liabilities 2024: $0Net Assets 2024: $22,690,3892024

Highlighted filing

2023

Assets$23,109,345
Liabilities$0
Net Assets$23,109,345
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $607,143Expenses 2011: $408,658Net Income 2011: $198,4852011Revenue 2012: $672,255Expenses 2012: $390,806Net Income 2012: $281,4492012Revenue 2013: $1,036,098Expenses 2013: $325,951Net Income 2013: $710,1472013Revenue 2014: $762,760Expenses 2014: $399,662Net Income 2014: $363,0982014Revenue 2015: $829,376Expenses 2015: $1,042,352Net Income 2015: -$212,9762015Revenue 2019: $650,029Expenses 2019: $443,918Net Income 2019: $206,1112019Revenue 2020: $728,515Expenses 2020: $519,567Net Income 2020: $208,9482020Revenue 2021: $954,830Expenses 2021: $558,724Net Income 2021: $396,1062021Revenue 2022: $12,904,443Expenses 2022: $1,073,435Net Income 2022: $11,831,0082022Revenue 2023: $13,546,542Expenses 2023: $1,797,186Net Income 2023: $11,749,3562023Revenue 2024: $2,244,406Expenses 2024: $2,662,766Net Income 2024: -$418,3602024

Highlighted filing

2023

Revenue$13,546,542
Expenses$1,797,186
Net Income$11,749,356
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER LANESecretary-$2,800-$2,800
BOB SWIRESPresidentPT$1,800-$1,800
LYNN MAGERSTreasurer-$1,750-$1,750
CHRISTINE MCTAGGERTDirector-$300-$300
DENNIS WEBERDirector-$300-$300
JERRY MCGLAUGHLINDirector-$300-$300
SARAH WILSONDirector-$250-$250
Filing and Contact Details

Filer

Filer Name
Wheeler Foundation
EIN
61-1445596
Phone
2173972901
Address
PO BOX 305, RANKIN, IL 60960

Signing Officer

Name
Lynn Magers
Title
Treasurer
Phone
2173972901
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
301 NORTH NEIL STREET SUITE 205, CHAMPAIGN, IL 61820
Preparer
Michael C Meidel
Phone
2173517400
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENT - CORP STOCK
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02253721
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt02245969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0147646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENT - CASH & EQUIVALENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0147646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0493047
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0300726
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0212371
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FARM INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ELECTRIC EASEMENT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2INSURANCE REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0994928
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt115510
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt21502
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt326758
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01006144
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01038698
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02044842
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0300726
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01365247
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01365247
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt011501700
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt024550
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt024550
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0493047
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0493047
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011749356
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09627725
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt09265
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0212371
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0212371
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt09265
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0300726
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01819617
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt03891
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt03891
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt078414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt078414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01011940
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01038698
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04722
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt078141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt082863
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0456
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0225456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01373719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0198467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01797186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02018084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013546542
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08472
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0198467
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0431939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt099162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11372332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2118225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37737280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1240975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt347152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1240975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt347152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11613307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2129864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37784432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DETAIL MAINTAINED BY CLIENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DETAIL MAINTAINED BY CLIENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DETAIL MAINTAINED BY CLIENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DETAIL MAINTAINED BY CLIENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0300726
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011749356
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08872988
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0222057
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031982333
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020010920
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023109345
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01484380
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01484380
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01484380
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01509673
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt025293
IRS990PF/DistributableAmountGrp/TotalTaxAmt025293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt025293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt025293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt025293
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040000
IRS990PF/FMVAssetsEOYAmt033284299
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0388119
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0137645

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,109,345
Liabilities
$0
Net assets
$23,109,345
Revenue
$13,546,542
Expenses
$1,797,186
Net income
$11,749,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$2.24$2.66$0.42
2023Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$13.5$1.80$11.7
2022Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$12.9$1.07$11.8
2021Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.95$0.56$0.40
2020Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$0.73$0.52$0.21
2019Summary only. Only limited summary data is available for this year.$8.28$0.00$0.65$0.44$0.21
2015Summary only. Only limited summary data is available for this year.$4.13$0.00$0.83$1.04$0.21
2014Summary only. Only limited summary data is available for this year.$4.57$0.00$0.76$0.40$0.36
2013Summary only. Only limited summary data is available for this year.$4.24$0.00$1.04$0.33$0.71
2012Summary only. Only limited summary data is available for this year.$3.45$0.00$0.67$0.39$0.28
2011Summary only. Only limited summary data is available for this year.$3.08$0.00$0.61$0.41$0.20