Civic Intelligence

King Wheeler Fund Inc.

990PF • Fiscal year 2019 • EIN 84-1157699

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 06, 2020

Organization Profile
7376 E Ponderosa CircleParker, CO 80138-8611

(303) 841-3600

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

62nd percentile

6.3%

Faster asset growth than 62% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

118%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$511,717

Up $30,508 (+6.3%) from 2018

Net Assets

Up

$511,717

Up $30,508 (+6.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin78th percentile

Revenue

Up

$16,687

Up $9,030 (+118%) from 2018

Expenses

Down

$12,701

Down $23,201 (-65%) from 2018

Net Income

Up

$3,986

Up $32,231 (+114%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $585,400Liabilities 2010: $0Net Assets 2010: $585,4002010Assets 2011: $526,902Liabilities 2011: $02011Assets 2012: $547,989Liabilities 2012: $02012Assets 2013: $572,088Liabilities 2013: $02013Assets 2014: $540,788Liabilities 2014: $02014Assets 2015: $494,690Liabilities 2015: $02015Assets 2018: $481,209Liabilities 2018: $0Net Assets 2018: $481,2092018Assets 2019: $511,717Liabilities 2019: $0Net Assets 2019: $511,7172019Assets 2020: $515,861Liabilities 2020: $0Net Assets 2020: $515,8612020Assets 2021: $575,300Liabilities 2021: $0Net Assets 2021: $575,3002021Assets 2022: $583,132Liabilities 2022: $0Net Assets 2022: $583,1322022Assets 2023: $509,251Liabilities 2023: $0Net Assets 2023: $509,2512023Assets 2024: $715,418Liabilities 2024: $0Net Assets 2024: $715,4182024

Highlighted filing

2019

Assets$511,717
Liabilities$0
Net Assets$511,717
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2010: $33,455Expenses 2010: $16,759Net Income 2010: $16,6962010Revenue 2011: $17,676Expenses 2011: $45,070Net Income 2011: -$27,3942011Revenue 2012: $19,150Expenses 2012: $16,084Net Income 2012: $3,0662012Revenue 2013: $22,327Expenses 2013: $17,276Net Income 2013: $5,0512013Revenue 2014: $30,444Expenses 2014: $46,400Net Income 2014: -$15,9562014Revenue 2015: $16,340Expenses 2015: $19,490Net Income 2015: -$3,1502015Revenue 2018: $7,657Expenses 2018: $35,902Net Income 2018: -$28,2452018Revenue 2019: $16,687Expenses 2019: $12,701Net Income 2019: $3,9862019Revenue 2020: $10,852Expenses 2020: $6,708Net Income 2020: $4,1442020Revenue 2021: $60,149Expenses 2021: $710Net Income 2021: $59,4392021Revenue 2022: $13,297Expenses 2022: $5,465Net Income 2022: $7,8322022Revenue 2023: $16,050Expenses 2023: $27,408Net Income 2023: -$11,3582023Revenue 2024: $16,875Expenses 2024: $2,071Net Income 2024: $14,8042024

Highlighted filing

2019

Revenue$16,687
Expenses$12,701
Net Income$3,986
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN RUSSELLManager-$0--
MATT RAIABoard Member-$0--
ROBERT P HORENBoard Member-$0--
STEPHEN M MUNSINGEROfficer-$0--
RONALD D BIRELYBoard Member-$0--
RICHARD W SPOORBoard Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTHERN COLORADO CONSISTORYFUNDING TO EDUCATE PUBLIC REGARDINGPCCOLORADO SPRINGS, CO, US$4,290
Paid GrantDENVER CONSISTORYPAY EXPENSES TO PROVIDE MEDICAL SCREPCDENVER, CO, US$1,210
Filing and Contact Details

Filer

Filer Name
King Wheeler Fund Inc
EIN
84-1157699
Phone
3038413600
Address
7376 E PONDEROSA CIRCLE, PARKER, CO 80138-8611

Signing Officer

Name
John Russell
Title
Manager
Phone
3038413600
Signed
2020-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Paul R Harrison CPA Pc
Address
PO BOX 370404, DENVER, CO 80237
Preparer
Paul R Harrison CPA
Phone
3035780237
Raw XML Appendix336 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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN RUSSELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07376 E PONDEROSA CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARKER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0801388611
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03038413600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANT TO AN ENDOWMENT FUND AND REPAIR COSTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0PAY EXPENSES FOR EDUCATIONAL EVENTS AND TRANSPORTATION COSTS TO EVENTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0PAY FOR EXPENSES TO HELP CHARITABLE ORGANIZATION PROVIDE EDUCATION TO PUBLIC ABOUT THE ORGANIZATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0PAY FOR FACILITY AND SUPPLIES USED TO PROVIDE MEDICAL SCREENING TESTS TO THE PUBLIC
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt04290
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt01210
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORM 990 AND WRITTEN REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KING WHEELER FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03038614261
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O DENVER CONSISTORY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt01370 GRANT STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd080203
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04290
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDING TO EDUCATE PUBLIC REGARDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PAY EXPENSES TO PROVIDE MEDICAL SCRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOUTHERN COLORADO CONSISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DENVER CONSISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01130 PANORAMA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11370 GRANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080904
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180203
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
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/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-7749
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-24053
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNREALIZED GAIN (LOSS) - WEDBUSH MOR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1UNREALIZED GAIN (LOSS) - FIDELTIY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANKING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16278
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-24
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ALL AMERICAN PIPELINE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-24
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-24
OtherIncreasesSchedule/OtherIncreasesDetail/Amt026522
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
TaxesSchedule/TaxesDetail/Amt0132
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03038413600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KING WHEELER FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0KING
ReturnHeader/Filer/EIN0841157699
ReturnHeader/Filer/PhoneNum03038413600
ReturnHeader/Filer/USAddress/AddressLine1Txt07376 E PONDEROSA CIRCLE
ReturnHeader/Filer/USAddress/CityNm0PARKER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0801388611
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035D97FF33A5C1B812C0B301E082A200DF168DE8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035D97FF33A5C1B812C0B301E082A200DF168DE8F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.203.111.13
ReturnHeader/FilingSecurityInformation/IPDt02020-07-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:11:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463719247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL R HARRISON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 370404
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum03035780237
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL R HARRISON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-06T11:11:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$511,717
Liabilities
$0
Net assets
$511,717
Revenue
$16,687
Expenses
$12,701
Net income
$3,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.17$0.02$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.16$0.27$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.13$0.05$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.60$0.01$0.59
2020Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.11$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.17$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.08$0.36$0.28
2015Summary only. Only limited summary data is available for this year.$4.95$0.00$0.16$0.19$0.03
2014Summary only. Only limited summary data is available for this year.$5.41$0.00$0.30$0.46$0.16
2013Summary only. Only limited summary data is available for this year.$5.72$0.00$0.22$0.17$0.05
2012Summary only. Only limited summary data is available for this year.$5.48$0.00$0.19$0.16$0.03
2011Summary only. Only limited summary data is available for this year.$5.27$0.00$0.18$0.45$0.27
2010Summary only. Only limited summary data is available for this year.$5.85$0.00$5.85$0.33$0.17$0.17