Civic Intelligence

Wheeler Community Foundation Inc.

990PF • Fiscal year 2020 • EIN 83-1247021

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization Profile
P O Box 1150Oklahoma City, OK 73101

(405) 228-1000

Siviq Scores

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

Liabilities / Assets

87th percentile

0.56x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

5.19x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

76%

Higher net margin than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

95th percentile

120%

Faster asset growth than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$3,253,831

Up $1,775,000 (+120%) from 2019

Net Assets

Up

$1,424,885

Up $267,119 (+23%) from 2019

Liabilities

Up

$1,828,946

Up $1,507,881 (+470%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin94th percentile

Revenue

Down

$352,701

Down $886,531 (-72%) from 2019

Expenses

Up

$85,582

Up $4,116 (+5.1%) from 2019

Net Income

Down

$267,119

Down $890,647 (-77%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$15M$10M$5.0M$0Assets 2019: $1,478,831Liabilities 2019: $321,065Net Assets 2019: $1,157,7662019Assets 2020: $3,253,831Liabilities 2020: $1,828,946Net Assets 2020: $1,424,8852020Assets 2021: $10,570,228Liabilities 2021: $9,141,118Net Assets 2021: $1,429,1102021Assets 2022: $10,514,057Liabilities 2022: $9,439,782Net Assets 2022: $1,074,2752022Assets 2023: $10,026,428Liabilities 2023: $9,410,828Net Assets 2023: $615,6002023Assets 2024: $9,762,396Liabilities 2024: $9,451,914Net Assets 2024: $310,4822024

Highlighted filing

2020

Assets$3,253,831
Liabilities$1,828,946
Net Assets$1,424,885
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2019: $1,239,232Expenses 2019: $81,466Net Income 2019: $1,157,7662019Revenue 2020: $352,701Expenses 2020: $85,582Net Income 2020: $267,1192020Revenue 2021: $341,195Expenses 2021: $336,970Net Income 2021: $4,2252021Revenue 2022: $556,912Expenses 2022: $911,747Net Income 2022: -$354,8352022Revenue 2023: $1,083,558Expenses 2023: $1,542,233Net Income 2023: -$458,6752023Revenue 2024: $1,247,047Expenses 2024: $1,552,165Net Income 2024: -$305,1182024

Highlighted filing

2020

Revenue$352,701
Expenses$85,582
Net Income$267,119
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLAIR D HUMPHREYSChair-$0--
MARGARET HUMPHREYSVice Chair-$0--
KIRK HUMPHREYSTreasurer-$0--
ASHLEY TERRYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wheeler Community Foundation Inc
EIN
83-1247021
Phone
4052281000
Address
P O BOX 1150, OKLAHOMA CITY, OK 73101

Signing Officer

Name
Blair D Humphreys
Title
Chair
Phone
4052281000
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Karen a Allen CPA
Address
1504 NW 171ST STREET, EDMOND, OK 73012
Preparer
Karen a Allen
Phone
4055902364
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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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION ORGANIZES, HOSTS, PROMOTES, AND/OR SPONSORS FREE CONCERTS, FESTIVALS AND OTHER CULTURAL EVENTS THAT BRING PEOPLE TOGETHER AND FOSTER A SENSE OF COMMUNITY. THESE EVENTS BRING ARTS AND CULTURE TO A HISTORICALLY UNDESERVED AREA BRIDGING CULTURAL, LINGUISTIC, AND SOCIOECONOMIC DIVIDES. THESE EVENTS AND ACTIVITIES ENABLE NEIGHBORS TO MEET ONE ANOTHER AND BUILD RELATIONSHIPS NOT ONLY WITHIN THE WHEELER DISTRICT BUT ALSO AS PART OF THE LARGER SURROUNDING AREA.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE FOUNDATION INTENDS TO PROVIDE SUPPORT TO THE WESTERN GATEWAY ELEMENTARY SCHOOL, A DUAL-IMMERSION PUBLIC CHARTER SCHOOL TO BE ESTABLISHED IN THE WHEELER DISTRICT. THE SCHOOL WILL SERVE BOTH AN EXISTING PREDOMINANTLY HISPANIC NEIGHBORHOOD AND THE NEWLY DEVELOPING WHEELER DISTRICT WITH A TARGET ENROLLMENT OF 50/50 SPANISH-DOMINANT AND ENGLISH-DOMINANT STUDENTS, THE PUBLIC SCHOOL WILL HAVE A STUDENT POPULATION THAT IS REPRESENTATIVE OF THE SOCIOECONOMIC AND CULTURAL DIVERSITY FOUND WITHIN THE WESTERN GATEWAY AREA, OF WHICH THE WHEELER DISTRICT IS PART. THE FOUNDATION WILL HOLD THE TITLE TO THE LAND ON WHICH THE SCHOOL FACILITIES ARE CONSTRUCTED AND LEASE THE LAND TO THE SCHOOL FOR A NOMINAL RENT. ONCE THE SCHOOL IS OPEN, THE FOUNDATION INTENDS TO PROVIDE PROGRAMS AT THE SCHOOL, INCLUDING ACTIVITIES SUCH AS THE FOLLOWING: BICYCLE SAFETY; ENCOURAGEMENT OF HEALTHY LIFESTYLES, TUTORING; MENTORING, AND PROVIDING SCHOOL SUPPLIES AND CLOTHING TO STUDENTS IN NEED. SUPPORT OF THESE ACTIVITIES W
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0THE WHEELER COMMUNITY FOUNDATION WILL ORGANIZE, PLANT, CARE FOR, PROTECT AND MAINTAIN TREES THROUGHOUT THE WHEELER DISTRICT AND THE SURROUNDING COMMUNITY. THE PLANTING AND OVERALL MANAGEMENT OF TREES AS A COLLECTIVE RESOURCE WILL PROVIDE ENVIRONMENTAL AND HUMAN HEALTH AND WELLNESS BENEFITS TO THE WHEELER DISTRICT AND THE SURROUNDING AREA. THIS PROGRAM IS FUNDED THROUGH THE FOUNDATION'S GENERAL BUDGET, AND LABOR MAY BE PROVIDED BY VOLUNTEERS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0THE WHEELER COMMUNITY FOUNDATION IS COMMITTED TO CREATING AFFORDABLE HOUSING TO SERVE THE RESIDENTS IN THE WHEELER DISTRICT AND THE LARGER WESTERN GATEWAY AREA, OF WHICH IT IS A PART. THROUGH FINANCIAL SUBSIDIES, DOWN PAYMENT ASSISTANCE, LOW INTEREST LOANS, AND SHARED EQUITY PROGRAMS THE WHEELER COMMUNITY FOUNDATION WILL HELP TO FULFILL THIS COMMITMENT TO PROVIDE AFFORDABLE HOUSING. THIS PROGRAM IS INTENDED TO INCLUDE A BLEND OF HOUSING TYPES AND WILL SERVE HOUSEHOLDS IN THE SEVENTY PERCENT (70%) TO ONE HUNDRED AND TWENTY PERCENT (120%) AREA MEDIAN INCOME RANGE.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085582
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt085582
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt085582
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE NEW HORIZONS FOUNDATION INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1WHEELER DISTRICT LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05550 TECH CENTER DR SUITE 303
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11801 WHEELER STREET SUITE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0COLORADO SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1OKLAHOMA CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080919
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd173108
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1338751
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/BookValueAmt01457481
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01457481
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01457481
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MCAFEE TAFT
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1CENTER FOR ECONOMIC DEVELOPMENT
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt010860
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1140
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010860
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1140
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt017050
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WESTERN GATEWAY - CIP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DEFERRED FINANCING COST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01703897
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt185427
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01703897
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt185427
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11656
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2738
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11656
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2738
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0319037
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE WHEELER DISTRICT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1N/P - CROSSFIRST BANK
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01765717
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt162941
TaxesSchedule/TaxesDetail/Amt02089
TaxesSchedule/TaxesDetail/CategoryTxt0OKLAHOMA COUNTY TREASURER
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02089
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAIR D HUMPHREYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04052281000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEELER COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0831247021
ReturnHeader/Filer/PhoneNum04052281000
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1150
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAREN A ALLEN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01504 NW 171ST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073012
ReturnHeader/PreparerPersonGrp/PhoneNum04055902364
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN A ALLEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-08T17:09:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BLAIR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUMPHREYS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,253,831
Liabilities
$1,828,946
Net assets
$1,424,885
Revenue
$352,701
Expenses
$85,582
Net income
$267,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.76$9.45$0.31$1.25$1.55$0.31
2023Detailed filing. Detailed filing data is available for this year.$10.0$9.41$0.62$1.08$1.54$0.46
2022Detailed filing. Detailed filing data is available for this year.$10.5$9.44$1.07$0.56$0.91$0.35
2021Detailed filing. Detailed filing data is available for this year.$10.6$9.14$1.43$0.34$0.34$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.25$1.83$1.42$0.35$0.09$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.32$1.16$1.24$0.08$1.16