Civic Intelligence

Wheelock Family Foundation

EIN 83-4388215 • Tarpon Springs, FL

PO Box 1905Tarpon Springs, FL 34688
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

58th percentile

4.5%

Faster asset growth than 58% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2025

Assets

Up

$543,071

Up $32,869 (+6.4%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Up

$543,071

Up $32,869 (+6.4%) from 2024

Revenue

Down

$129,150

Down $6,000 (-4.4%) from 2024

Expenses

Down

$96,281

Down $26,341 (-21%) from 2024

Net Income

Up

$32,869

Up $20,341 (+162%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2019: $1Liabilities 2019: $02019Assets 2020: $36,650Liabilities 2020: $1Net Assets 2020: $36,6502020Assets 2021: $492,878Liabilities 2021: $1Net Assets 2021: $492,8782021Assets 2022: $512,952Liabilities 2022: $1Net Assets 2022: $512,9522022Assets 2023: $497,674Liabilities 2023: $1Net Assets 2023: $497,6742023Assets 2024: $510,202Liabilities 2024: $1Net Assets 2024: $510,2022024Assets 2025: $543,071Liabilities 2025: $0Net Assets 2025: $543,0712025

Highlighted filing

2025

Assets$543,071
Liabilities$0
Net Assets$543,071

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $175,000Expenses 2020: $138,350Net Income 2020: $36,6502020Revenue 2021: $523,846Expenses 2021: $67,618Net Income 2021: $456,2282021Revenue 2022: $131,059Expenses 2022: $110,985Net Income 2022: $20,0742022Revenue 2023: $171,150Expenses 2023: $186,428Net Income 2023: -$15,2782023Revenue 2024: $135,150Expenses 2024: $122,622Net Income 2024: $12,5282024Revenue 2025: $129,150Expenses 2025: $96,281Net Income 2025: $32,8692025

Highlighted filing

2025

Revenue$129,150
Expenses$96,281
Net Income$32,869

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 3, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary K WheelockTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Wheelock Family Foundation
EIN
83-4388215
Phone
7279421001
Address
PO Box 1905, Tarpon Springs, FL 34688

Signing Officer

Name
Gary Wheelock
Title
Trustee
Signed
2025-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Brimmer Burek & Keelan LLP
Address
5601 Mariner Street Suite 200, Tampa, FL 33609
Preparer
Susan Evans
Phone
8132823400
Raw XML Appendix363 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0773
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0105189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0168222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt057113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0135359
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0135359
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0432728
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0105189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0168222
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt057113
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079329
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078556
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0568087
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0489531
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Gary Wheelock
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1905
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Tarpon Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0346881905
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0129150
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt019065
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt118388
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt222863
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt31858
LandEtcSchedule2/LandEtcGrp/BookValueAmt019230
LandEtcSchedule2/LandEtcGrp/BookValueAmt1157235
LandEtcSchedule2/LandEtcGrp/BookValueAmt2236955
LandEtcSchedule2/LandEtcGrp/BookValueAmt3120183
LandEtcSchedule2/LandEtcGrp/BookValueAmt41327
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3Land
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt4Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt038295
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1175623
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2259818
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt3120183
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt43185
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt019230
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1157235
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2236955
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt3120183
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt41327
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Repairs & Maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010429
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14898
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010429
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14898
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Rental
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt046150
TaxesSchedule/TaxesDetail/Amt01539
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01539
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Wheelock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wheelock Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0834388215
ReturnHeader/Filer/PhoneNum07279421001
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1905
ReturnHeader/Filer/USAddress/CityNm0Tarpon Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034688
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592848736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brimmer Burek & Keelan LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05601 Mariner Street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033609
ReturnHeader/PreparerPersonGrp/PhoneNum08132823400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Evans
ReturnHeader/ReturnTs02025-12-03T08:52:55-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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