Civic Intelligence

The Carroll and Marguerite Wheeler

EIN 82-7129734 • Austin, TX

213 Black Wolf RunAustin, TX 78738
Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$66,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

44th percentile

3.9%

Faster asset growth than 44% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

114%

Faster revenue growth than 90% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$52,722,449

Up $1,960,513 (+3.9%) from 2023

Liabilities

Up

$733

Up $732 (+73200%) from 2023

Net Assets

Up

$52,721,716

Up $1,959,780 (+3.9%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin71st percentile

Revenue

Up

$9,288,174

Up $4,957,548 (+114%) from 2023

Expenses

Up

$7,328,394

Up $2,876,223 (+65%) from 2023

Net Income

Up

$1,959,780

Up $2,081,325 (+1712%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$60M$40M$20M$0Assets 2019: $10,229,267Liabilities 2019: $1Net Assets 2019: $10,229,2672019Assets 2020: $25,438,738Liabilities 2020: $1Net Assets 2020: $25,438,7382020Assets 2021: $32,989,103Liabilities 2021: $1Net Assets 2021: $32,989,1032021Assets 2022: $50,883,481Liabilities 2022: $1Net Assets 2022: $50,883,4812022Assets 2023: $50,761,936Liabilities 2023: $1Net Assets 2023: $50,761,9362023Assets 2024: $52,722,449Liabilities 2024: $733Net Assets 2024: $52,721,7162024

Highlighted filing

2024

Assets$52,722,449
Liabilities$733
Net Assets$52,721,716
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$30M$20M$10M$0-$10MRevenue 2019: $10,646,027Expenses 2019: $416,760Net Income 2019: $10,229,2672019Revenue 2020: $16,567,239Expenses 2020: $1,357,768Net Income 2020: $15,209,4712020Revenue 2021: $9,753,924Expenses 2021: $2,203,559Net Income 2021: $7,550,3652021Revenue 2022: $25,542,474Expenses 2022: $7,648,096Net Income 2022: $17,894,3782022Revenue 2023: $4,330,626Expenses 2023: $4,452,171Net Income 2023: -$121,5452023Revenue 2024: $9,288,174Expenses 2024: $7,328,394Net Income 2024: $1,959,7802024

Highlighted filing

2024

Revenue$9,288,174
Expenses$7,328,394
Net Income$1,959,780
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,722,449
Liabilities
$733
Net assets
$52,721,716
Revenue
$9,288,174
Expenses
$7,328,394
Net income
$1,959,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$52.7$0.00$52.7$9.29$7.33$1.96
2023Detailed filing. Detailed filing data is available for this year.$50.8$0.00$50.8$4.33$4.45$0.12
2022Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$25.5$7.65$17.9
2021Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$9.75$2.20$7.55
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$16.6$1.36$15.2
2019Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$10.6$0.42$10.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY MCTEETrustee/Co-ExecutorPT$66,000-$66,000
DONALD HAYNESTrustee/Co-Executor-$66,000-$66,000
WARREN WHEELERTrustee-$66,000-$66,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTILDEN BAPTIST CHURCHPROGRAM SUPPORTPCTILDEN, TX, US$1,120,000
Paid GrantMCMULLEN COUNTY COMMUNITY DEVELOPMENT CORPORATIONPROGRAM SUPPORTPCTILDEN, TX, US$695,000
Paid GrantMCMULLEN COUNTY ISDPROGRAM SUPPORTPCTILDEN, TX, US$430,000
Paid GrantMAJESTY OUTDOORSPROGRAM SUPPORTPCCORPUS CHRISTI, TX, US$405,000
Paid GrantTILDEN LIVESTOCK SCHOLARSHIP ASSOCIATIONPROGRAM SUPPORTPCTILDEN, TX, US$375,000
Paid GrantASSISTANCE LEAGUE OF PHOENIXPROGRAM SUPPORTPCPHOENIX, AZ, US$375,000
Paid GrantHUNGRY SOULS INCPROGRAM SUPPORTPCAUSTIN, TX, US$100,000
Paid GrantFUEL 4 EDUCATION INCPROGRAM SUPPORTPCTILDEN, TX, US$100,000
Paid GrantUNIVERSITY OF TEXAS LAW SCHOOL FOUNDATIONPROGRAM SUPPORTPCAUSTIN, TX, US$60,000
Paid GrantMOBILE LOAVES & FISHESPROGRAM SUPPORTPCAUSTIN, TX, US$50,000
Paid GrantHELPING HAND HOME FOR CHILDRENPROGRAM SUPPORTPCSAN ANTONIO, TX, US$50,000
Paid GrantGIRL SCOUTS OF SOUTHWEST TEXASPROGRAM SUPPORTPCSAN ANTONIO, TX, US$50,000
Paid GrantTHE BOUNTIFUL BLESSINGS FOOD PANTRYPROGRAM SUPPORTPCPLEASANTON, TX, US$45,000
Paid GrantSAN ANTONION ROSESPROGRAM SUPPORTPCSEGUIN, TX, US$45,000
Paid GrantSAN ANTONIO FOOD BANKPROGRAM SUPPORTPCSAN ANTONIO, TX, US$40,000
Paid GrantOPMD ASSOCIATIONPROGRAM SUPPORTPCSAN ANTONIO, TX, US$40,000
Paid GrantSAN ANTONION BOTANICAL GARDEN SOCIETY INCPROGRAM SUPPORTPCSAN ANTONIO, TX, US$35,000
Paid GrantJOURDANTON EDUCATION FOUNDATIONPROGRAM SUPPORTPCJOURDANTON, TX, US$35,000
Paid GrantBULLDOG EDUCATION FOUNDATIONPROGRAM SUPPORTPCTHREE RIVERS, TX, US$30,000
Paid GrantWITTE MUSEUMPROGRAM SUPPORTPCSAN ANTONIO, TX, US$25,000
Paid GrantST PETER THE APOSTLE CATHOLIC SCHOOLPROGRAM SUPPORTPCBOERNE, TX, US$25,000
Paid GrantJEWISH FEDERATION OF SAN ANTONIOPROGRAM SUPPORTPCSAN ANTONIO, TX, US$25,000
Paid GrantGK LEGACY FOUNDATIONPROGRAM SUPPORTPCPHOENIX, AZ, US$25,000
Paid GrantFAMILY ENDEAVORS INC DBA ENDEAVORSPROGRAM SUPPORTPCSAN ANTONIO, TX, US$25,000
Paid GrantBAYLOR UNIVERSITYPROGRAM SUPPORTPCWACO, TX, US$25,000
Paid GrantASSISTANCE LEAGUE OF SAN ANTONIOPROGRAM SUPPORTPCSAN ANTONIO, TX, US$25,000
Paid GrantARIZONA HUMANE SOCIETYPROGRAM SUPPORTPCPHOENIX, AZ, US$25,000
Paid GrantTRINITY UNIVERSITYPROGRAM SUPPORTPCSAN ANTONIO, TX, US$20,000
Paid GrantTHE WOMAN'S CLUB OF SAN ANTONIOPROGRAM SUPPORTPCSAN ANTONIO, TX, US$20,000
Paid GrantK-9S FOR WARRIORSPROGRAM SUPPORTPCPONTE VEDRA, FL, US$20,000
Paid GrantBOY SCOUTS OF AMERICAN ALAMO AREA COUNCIL INCPROGRAM SUPPORTPCSAN ANTONIO, TX, US$20,000
Paid GrantUNIVERSITY OF THE INCARNATE WORDPROGRAM SUPPORTPCSAN ANTONIO, TX, US$15,000
Paid GrantFRIENDS OF CIBOLO WILDERNESS (DBA CIBOLO CNETER FOR CONSERVATION)PROGRAM SUPPORTPCBOERNE, TX, US$15,000
Paid GrantCOURAGE RANCHPROGRAM SUPPORTPCFLORESVILLE, TX, US$15,000
Paid GrantSAN ANTONIO METROPOLITAN MINISTRY INC (DBA SAMMINISTRIES)PROGRAM SUPPORTPCSAN ANTONIO, TX, US$10,000
Paid GrantSABINA ALUMNIPROGRAM SUPPORTPCSABINAL, TX, US$10,000
Paid GrantPROJECT MENDPROGRAM SUPPORTPCSAN ANTONIO, TX, US$10,000
Paid GrantOPERATION WARMPROGRAM SUPPORTPCGLEN MILLS, PA, US$10,000
Paid GrantMEALS ON WHEELS SAN ANTONIOPROGRAM SUPPORTPCSAN ANTONIO, TX, US$10,000
Paid GrantI CARE SAN ANTONIOPROGRAM SUPPORTPCSAN ANOTNIO, TX, US$10,000
Paid GrantHILL COUNTRY DAILY BREAD MINISTRIESPROGRAM SUPPORTPCBOERNE, TX, US$10,000
Paid GrantCOLLEGE STATION ISD EDUCATION FOUNDATIONPROGRAM SUPPORTPCCOLLEGE STATION, TX, US$10,000
Paid GrantANY BABY CAN OF SAN ANTONIO INCPROGRAM SUPPORTPCSAN ANTONIO, TX, US$10,000
Paid GrantHOUSE OF NEIGHBORLY SERVICEPROGRAM SUPPORTPCSAN ANTONIO, TX, US$5,000
Filing and Contact Details

Filer

Filer Name
The Carroll and Marguerite Wheeler
EIN
82-7129734
Phone
2109309499
Address
213 BLACK WOLF RUN, AUSTIN, TX 78738

Signing Officer

Name
Shelly Mctee
Title
Trustee/executive Director
Phone
2109309499
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Adamson & Company LLC
Address
4101 S ALAMEDA ST, CORPUS CHRISTI, TX 78411
Preparer
Craig a Adamson
Phone
3618878916
Raw XML AppendixShowing 400 of 1,103 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32NEW SENDORA 950.000 - BROOKFIELD HATHAWAY INC DEL CL B NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33DSM 443.0000 - FISERV INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34DSM 242.0000 - AUTODESK INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35NEW SENDORA 203.0000 - AMERICAN TOWER CORP NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36NEW SENDORA 96.0000 - BERSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37NEW SENDORA 550.000 - LAM RESH CORP COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38DSM 407.0000 - NEUROCRINE BIOSCIENCE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39NEW SENDORA 283.000 - DISCOVER FINL SVCS COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40NEW SENDORA 73.000 - UNITEDHEALTH GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41NEW SENDORA 522.000 - CAL MAINE FOODS INC COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42NEW SENDORA 364.000 - MERCK & CO INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43NEW SENDORA 117.000 - CUMMINS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44NEW SENDORA 302.000 - PHILLIPS 66 COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45DSM 333.0000 ABBOTT LABS COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46NEW SENDORA 226.000 - PEPSICO INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47NEW SENDORA 323.000 - EMERSON ELEC CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48NEW SENDORA 494.000 - CARMAX INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49NEW SENDORA 106.0000 - ACCENTURE PLC IRELAND SHS CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50NEW SENDORA 165.000 - TEXAS INSTRS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51DSM 341.0000 - HOWMET AEROSPACE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52DSM 89.0000 - MASTERCARD INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53DSM 125.0000 - CADENCE DESIGN SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54NEW SENDORA 534.0000 - WELLS FARGO & CO NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55DSM 90.0000 - ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56DSM 54.0000 - SYNOPSYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57NEW SENDORA 241.000 - PRICE T ROWE GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58DSM 59.0000 - GE VERNOVA INC COM
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