Civic Intelligence

Wheeler Family Foundation

EIN 83-0331386 • Casper, WY

6025 River Park DrCasper, WY 82604-5319
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

51%

Higher net margin than 88% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

984%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,511,530

Up $329,605 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,511,530

Up $329,605 (+10%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin88th percentile

Revenue

Up

$647,649

Up $587,888 (+984%) from 2023

Expenses

Up

$318,044

Up $30,957 (+11%) from 2023

Net Income

Up

$329,605

Up $556,931 (+245%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,849,337Liabilities 2010: $0Net Assets 2010: $1,849,3372010Assets 2011: $1,900,376Liabilities 2011: $12011Assets 2012: $1,894,068Liabilities 2012: $0Net Assets 2012: $1,894,0682012Assets 2013: $2,901,342Liabilities 2013: $0Net Assets 2013: $2,901,3422013Assets 2014: $2,911,792Liabilities 2014: $0Net Assets 2014: $2,911,7922014Assets 2015: $3,000,966Liabilities 2015: $0Net Assets 2015: $3,000,9662015Assets 2016: $2,931,664Liabilities 2016: $0Net Assets 2016: $2,931,6642016Assets 2017: $2,886,533Liabilities 2017: $0Net Assets 2017: $2,886,5332017Assets 2018: $3,186,645Liabilities 2018: $0Net Assets 2018: $3,186,6452018Assets 2019: $3,053,805Liabilities 2019: $0Net Assets 2019: $3,053,8052019Assets 2020: $2,935,046Liabilities 2020: $0Net Assets 2020: $2,935,0462020Assets 2021: $3,620,430Liabilities 2021: $0Net Assets 2021: $3,620,4302021Assets 2022: $3,409,251Liabilities 2022: $0Net Assets 2022: $3,409,2512022Assets 2023: $3,181,925Liabilities 2023: $0Net Assets 2023: $3,181,9252023Assets 2024: $3,511,530Liabilities 2024: $0Net Assets 2024: $3,511,5302024

Highlighted filing

2024

Assets$3,511,530
Liabilities$0
Net Assets$3,511,530
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $130,8302010Revenue 2011: $185,117Expenses 2011: $134,078Net Income 2011: $51,0392011Expenses 2012: $127,6502012Revenue 2013: $1,152,071Expenses 2013: $144,797Net Income 2013: $1,007,2742013Revenue 2014: $188,156Expenses 2014: $177,706Net Income 2014: $10,4502014Revenue 2015: $311,505Expenses 2015: $222,331Net Income 2015: $89,1742015Revenue 2016: $140,156Expenses 2016: $214,351Net Income 2016: -$74,1952016Revenue 2017: $171,211Expenses 2017: $216,342Net Income 2017: -$45,1312017Revenue 2018: $519,528Expenses 2018: $219,416Net Income 2018: $300,1122018Revenue 2019: $112,440Expenses 2019: $245,280Net Income 2019: -$132,8402019Revenue 2020: $119,291Expenses 2020: $238,050Net Income 2020: -$118,7592020Revenue 2021: $957,132Expenses 2021: $271,748Net Income 2021: $685,3842021Revenue 2022: $102,506Expenses 2022: $313,685Net Income 2022: -$211,1792022Revenue 2023: $59,761Expenses 2023: $287,087Net Income 2023: -$227,3262023Revenue 2024: $647,649Expenses 2024: $318,044Net Income 2024: $329,6052024

Highlighted filing

2024

Revenue$647,649
Expenses$318,044
Net Income$329,605
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,511,530
Liabilities
$0
Net assets
$3,511,530
Revenue
$647,649
Expenses
$318,044
Net income
$329,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.65$0.32$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.06$0.29$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.10$0.31$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.96$0.27$0.69
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.12$0.24$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.11$0.25$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.19$0.52$0.22$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.17$0.22$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.14$0.21$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.31$0.22$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.19$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$1.15$0.14$1.01
2012Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.13
2011Summary only. Only limited summary data is available for this year.$1.90$0.00$0.19$0.13$0.05
2010Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD E WHEELERDirector-$0--
LINDA S WHEELERDirector-$0--
RICHARD S WHEELERPresident-$0--
PAULA M WHEELERDirector-$0--
WENDY WHEELERDirector-$0--
DAVID N WHEELERDirector-$0--
CATHRINE J WHEELERDirector-$0--
MICHELLE L WHEELERSecretar-$0--
Filing and Contact Details

Filer

Filer Name
Wheeler Family Foundation
EIN
83-0331386
Phone
3074721000
Address
6025 RIVER PARK DR, CASPER, WY 82604-5319

Signing Officer

Name
Richard Wheeler
Title
President
Phone
3072621000
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Porter Muirhead Cornia & Howard Cpas
Address
PO BOX 2750, CASPER, WY 82602
Preparer
Tabetha L Berge CPA
Phone
3072654311
Raw XML AppendixShowing 400 of 654 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03336839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05223978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FOLIO
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0157398
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0790
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0647649
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0647649
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05010
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05010
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0586605
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt054094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt054094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0790
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0257000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt061044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0318044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0647649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0647649
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0489234
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03511530
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0253167
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0253167
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0253167
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0261321
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD E WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA S WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD S WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PAULA M WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WENDY WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DAVID N WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CATHRINE J WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MICHELLE L WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24SALT LAKE DONATED DENTAL SERVICES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28SPECIAL OLYMPICS OF WYOMING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29UTAH FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30WYOMING FOOD BANK OF THE ROCKIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31YOUTH CRISIS CENTER
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