Civic Intelligence

Wheeler Community Foundation Inc.

990PF • Fiscal year 2022 • EIN 83-1247021

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

93rd percentile

0.90x

Higher debt load relative to assets than 93% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

16.95x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

10th percentile

-64%

Higher net margin than 10% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

49th percentile

-0.5%

Faster asset growth than 49% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$10,514,057

Down $56,171 (-0.5%) from 2021

Net Assets

Down

$1,074,275

Down $354,835 (-25%) from 2021

Liabilities

Up

$9,439,782

Up $298,664 (+3.3%) from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin10th percentile

Revenue

Up

$556,912

Up $215,717 (+63%) from 2021

Expenses

Up

$911,747

Up $574,777 (+171%) from 2021

Net Income

Down

-$354,835

Down $359,060 (-8498%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2022

Assets$10,514,057
Liabilities$9,439,782
Net Assets$1,074,275
Open 2022 Filing

Operations Trend

Revenue Growth88th 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

2022

Revenue$556,912
Expenses$911,747
Net Income-$354,835
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th 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
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
WEDEL RAHILL & ASSOCIATES CPA'S PLC
Address
1200 NORTHWEST 63RD STREET 2ND FLO, OKLAHOMA CITY, OK 73116-5719
Preparer
Zachary Dudley CPA
Phone
4058423662
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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 PROVIDES SUPPORT TO THE WESTERN GATEWAY ELEMENTARY SCHOOL, A DUAL-IMMERSION PUBLIC CHARTER SCHOOL ESTABLISHED IN THE WHEELER DISTRICT. THE SCHOOL SERVES BOTH AN EXISTING PREDOMINANTLY HISPANIC NEIGHBORHOOD AND THE NEWLY DEVELOPED WHEELER DISTRICT WITH A TARGET ENROLLMENT OF 50/50 SPANISH-DOMINANT AND ENGLISH-DOMINANT STUDENTS. THE PUBLIC SCHOOL HAS 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 HOLDS THE TITLE TO THE LAND ON WHICH THE SCHOOL FACILITIES ARE CONSTRUCTED AND LEASE THE LAND TO THE SCHOOL FOR A NOMINAL RENT. 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 THE ACTIVITIES WILL HELP FURTHER THE EDUCATION AND WELFARE OF CHILDREN WIT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE 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 UNDERSERVED 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/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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04030
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0374500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WESTERN GATEWAY ELEMENTARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01300 SW 15TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073108
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0374500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0389872
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0389872
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0389872
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WHEELER DISTRICT LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01801 WHEELER STREET SUITE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd073108
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150773
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0219388
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WESTERN GATEWAY ELEMENTARY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5WHEELER CRIT - PROGRAM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6EVENTS - PROGRAM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0109
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110845
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22343
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31687
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4388
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0219388
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0219388
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210845
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41687
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5388
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01371713
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt17475000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt2362422
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt3-69156
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE WHEELER DISTRICT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1N/P - CROSSFIRST BANK
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2N/P - UMB 0293-101
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3LOAN COSTS - NET OF AMORT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01311014
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt17475000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt2653768
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WHEELER DISTRICT LLC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 1100
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0OKLAHOMA CITY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd073101
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01759
TaxesSchedule/TaxesDetail/Amt01759
TaxesSchedule/TaxesDetail/CategoryTxt0WESTERN GATEWAY ELEMENTARY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01759
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAIR D HUMPHREYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04052281000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731502599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEDEL RAHILL & ASSOCIATES CPA'S PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 NORTHWEST 63RD STREET 2ND FLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731165719
ReturnHeader/PreparerPersonGrp/PhoneNum04058423662
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACHARY DUDLEY CPA
ReturnHeader/ReturnTs02023-11-15T14:34:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BLAIR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HUMPHREYS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,514,057
Liabilities
$9,439,782
Net assets
$1,074,275
Revenue
$556,912
Expenses
$911,747
Net income
-$354,835
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