Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.05x
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 34.7% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$43,999
No earlier filing loaded for comparison.
Net Assets
$41,985
No earlier filing loaded for comparison.
Liabilities
$2,014
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$120,848
No earlier filing loaded for comparison.
Expenses
$82,436
No earlier filing loaded for comparison.
Net Income
$38,412
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- May 11, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $120,848
Mission and Program Overview
Mission
The primary purpose of the wheelhouse foundation is to offer support to non-profit entities who do not have the budget, tools, and staffing resources to digitally market themselves.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| VIDEO PRODUCTION INCLUDES DIRECTING, PRODUCING, EDITING, POST PRODUCTION. THE FOUNDATION PROVIDES STATE OF THE ART PRODUCTIONS FOR ITS CLIENTS WHO WOULD OTHERWISE NOT BE ABLE TO AFFORD THIS LEVEL OF PRODUCTION. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANGELIQUE MORABITO | Executive Di | FT | $41,885 | - | $41,885 |
| JOHN ALLRED | Trustee | - | $0 | - | - |
| PARKER WILLIAMS | Trustee | - | $0 | - | - |
| BETH ALLRED | Trustee | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Wheelhouse Foundation Inc
- EIN
- 82-1201615
- Phone
- 7045857523
- Address
- 601 S CEDAR ST 201, CHARLOTTE, NC 28202
Signing Officer
- Name
- John Allred
- Title
- Trustee
- Phone
- 7045857523
- Signed
- 2018-05-11
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Piver & Anderson Cpas Pc
- Address
- PO BOX 998, HAMPSTEAD, NC 28443-0998
- Preparer
- M Lee Piver Jr
- Phone
- 9102703137
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses advertising and promotion 15,800 office 1,423 travel 1,897 insurance 900 meals 268 total 20,288”
Form 990-ez, Part II, Line 26
“Payroll liabilities 0 2,014”
Form 990-ez, Part III
“The primary purpose of the wheelhouse foundation is to offer support to non-profit entities who do not have the budget, tools, and staffing resources to digitally market themselves.”
Form 990-ez, Part III, Line 28
“Video production includes directing, producing, editing, post production. The foundation provides state of the art productions for its clients who would otherwise not be able to afford this level of production.”
Raw XML Appendix131 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BETH ALLRED |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7045857523 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 601 S CEDAR ST 201 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28202 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 3573 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 43999 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 120848 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 38412 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 15931 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 3573 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 43999 |
| IRS990EZ/GrossReceiptsAmt | 0 | 120848 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 3573 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 41985 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 3573 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 41985 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 41885 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOHN ALLRED |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | PARKER WILLIAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BETH ALLRED |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ANGELIQUE MORABITO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | EXECUTIVE DI |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 20288 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PRIMARY PURPOSE OF THE WHEELHOUSE FOUNDATION IS TO OFFER SUPPORT TO NON-PROFIT ENTITIES WHO DO NOT HAVE THE BUDGET, TOOLS, AND STAFFING RESOURCES TO DIGITALLY MARKET THEMSELVES. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 855 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | VIDEO PRODUCTION INCLUDES DIRECTING, PRODUCING, EDITING, POST PRODUCTION. THE FOUNDATION PROVIDES STATE OF THE ART PRODUCTIONS FOR ITS CLIENTS WHO WOULD OTHERWISE NOT BE ABLE TO AFFORD THIS LEVEL OF PRODUCTION. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 45362 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2014 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 82436 |
| IRS990EZ/TotalRevenueAmt | 0 | 120848 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 120848 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3573 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 124421 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 124421 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 120848 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3573 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 124421 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 120848 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 3573 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 124421 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING AND PROMOTION 15,800 OFFICE 1,423 TRAVEL 1,897 INSURANCE 900 MEALS 268 TOTAL 20,288 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PAYROLL LIABILITIES 0 2,014 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PRIMARY PURPOSE OF THE WHEELHOUSE FOUNDATION IS TO OFFER SUPPORT TO NON-PROFIT ENTITIES WHO DO NOT HAVE THE BUDGET, TOOLS, AND STAFFING RESOURCES TO DIGITALLY MARKET THEMSELVES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | VIDEO PRODUCTION INCLUDES DIRECTING, PRODUCING, EDITING, POST PRODUCTION. THE FOUNDATION PROVIDES STATE OF THE ART PRODUCTIONS FOR ITS CLIENTS WHO WOULD OTHERWISE NOT BE ABLE TO AFFORD THIS LEVEL OF PRODUCTION. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN ALLRED |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7045857523 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WHEELHOUSE FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WHEE |
| ReturnHeader/Filer/EIN | 0 | 821201615 |
| ReturnHeader/Filer/PhoneNum | 0 | 7045857523 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 601 S CEDAR ST 201 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHARLOTTE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28202 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 726056F4B3CA119C6D24AEECB3C38BA88C35B6F6 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 726056F4B3CA119C6D24AEECB3C38BA88C35B6F6 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 96.32.107.234 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-05-11 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:09:25 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 472619545 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PIVER & ANDERSON CPAS PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 998 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HAMPSTEAD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 284430998 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9102703137 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-05-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | M LEE PIVER JR |
| ReturnHeader/ReturnTs | 0 | 2018-05-11T12:09:25-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $43,999
- Liabilities
- $2,014
- Net assets
- $41,985
- Revenue
- $120,848
- Expenses
- $82,436
- Net income
- $38,412