Civic Intelligence

Wheelwright Musueum Foundation

990 • Fiscal year 2023 • EIN 85-0294127

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileWWW.WHEELWRIGHT.ORG
Post Office Box 5153Santa Fe, NM 87502-5153

(505) 982-4636

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

37th percentile

1.3%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Flat

$7,341,879

Flat from 2023

Net Assets

Flat

$7,341,879

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin16th percentile

Revenue

Flat

$221,200

Flat from 2023

Expenses

Flat

$258,444

Flat from 2023

Net Income

Flat

-$37,244

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,356,631Liabilities 2010: $0Net Assets 2010: $2,356,6312010Assets 2011: $2,040,163Liabilities 2011: $0Net Assets 2011: $2,040,1632011Assets 2012: $2,161,852Liabilities 2012: $0Net Assets 2012: $2,161,8522012Assets 2013: $2,478,575Liabilities 2013: $0Net Assets 2013: $2,478,5752013Assets 2014: $2,524,381Liabilities 2014: $0Net Assets 2014: $2,524,3812014Assets 2015: $2,604,820Liabilities 2015: $0Net Assets 2015: $2,604,8202015Assets 2016: $2,715,287Liabilities 2016: $0Net Assets 2016: $2,715,2872016Assets 2017: $2,934,559Liabilities 2017: $0Net Assets 2017: $2,934,5592017Assets 2018: $2,688,329Liabilities 2018: $0Net Assets 2018: $2,688,3292018Assets 2019: $4,197,042Liabilities 2019: $0Net Assets 2019: $4,197,0422019Assets 2020: $4,953,517Liabilities 2020: $0Net Assets 2020: $4,953,5172020Assets 2021: $6,204,751Liabilities 2021: $0Net Assets 2021: $6,204,7512021Assets 2022: $7,250,844Liabilities 2022: $0Net Assets 2022: $7,250,8442022Assets 2023: $7,341,879Liabilities 2023: $0Net Assets 2023: $7,341,8792023Assets 2023: $7,341,879Liabilities 2023: $0Net Assets 2023: $7,341,8792023Assets 2024: $7,502,175Liabilities 2024: $270,000Net Assets 2024: $7,232,1752024

Highlighted filing

2023

Assets$7,341,879
Liabilities$0
Net Assets$7,341,879
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $96,1532010Expenses 2011: $63,8302011Expenses 2012: $92,5562012Revenue 2013: $64,839Expenses 2013: $118,560Net Income 2013: -$53,7212013Revenue 2014: $109,705Expenses 2014: $126,411Net Income 2014: -$16,7062014Revenue 2015: $263,097Expenses 2015: $114,068Net Income 2015: $149,0292015Revenue 2016: $47,619Expenses 2016: $125,003Net Income 2016: -$77,3842016Revenue 2017: $594,911Expenses 2017: $155,026Net Income 2017: $439,8852017Revenue 2018: $439,075Expenses 2018: $152,179Net Income 2018: $286,8962018Revenue 2019: $1,325,620Expenses 2019: $204,142Net Income 2019: $1,121,4782019Revenue 2020: $617,903Expenses 2020: $168,505Net Income 2020: $449,3982020Revenue 2021: $970,627Expenses 2021: $209,365Net Income 2021: $761,2622021Revenue 2022: $2,083,329Expenses 2022: $256,598Net Income 2022: $1,826,7312022Revenue 2023: $221,200Expenses 2023: $258,444Net Income 2023: -$37,2442023Revenue 2023: $221,200Expenses 2023: $258,444Net Income 2023: -$37,2442023Revenue 2024: $210,923Expenses 2024: $739,098Net Income 2024: -$528,1752024

Highlighted filing

2023

Revenue$221,200
Expenses$258,444
Net Income-$37,244
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$221,200
Mission and Program Overview

Mission

To hold, invest, and manage the endowment fund and other funds of the wheelwright museum of the american indian, a 501(c)(3) organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,568,357$6,472,431▲ $1,904,074
Cash and Non-Interest-Bearing Accounts$2,557,487$672,050▼ $1,885,437
Pledges and Grants Receivable$5,000$5,000→ $0
Total Assets$7,250,844$7,341,879▲ $91,035
Other Assets Total$120,000$192,398▲ $72,398
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,093,720$7,184,755▲ $91,035
Net Assets Without Donor Restrictions$157,124$157,124→ $0
Total Net Assets Fund Balance$7,250,844$7,341,879▲ $91,035
Total Liabilities and Net Assets / Fund Balance$7,250,844$7,341,879▲ $91,035

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$6,069,048---$6,069,048
2022$6,069,048---$6,069,048
2021$4,817,814$861,000▲ $599,599$178,000$6,069,048
2020$3,696,733$836,008▲ $453,579$145,000$4,817,814
2019$2,557,704$863,037▲ $480,134$185,000$3,696,733
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Chad BurkhardtPresident
Jeff GordonDirector
Jesse MorrisDirector
John YoeckelDirector
Patricia MaclaughlinDirector
Ron FergusonDirector
Nathan YoungbloodSecretary
Jean HigginsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75,000
Program Service Revenue
$0
Investment Income
$146,200
Other Revenue
$0
All Other Contributions
$75,000
Change in Net Assets
$-37,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$234,625
Other Expenses$23,819
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$234,625--$234,625
Fees for Service Investment Mgmnt Fees-$23,819-$23,819
Total Functional Expenses$234,625$23,819$0$258,444
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wheelwright Museum of the American IndianSanta Fe, NM501(c)(3)2021 Annual Allocation - General Operating Support$234,625
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of directors has approved a process by which the executive committee of the board of directors reviews the full version of the form 990, including all schedules as prepared by an outside accounting firm. After review and any changes by the executive committee, the draft public disclosure version of the form 990, excluding schedule b (schedule of contributions), is sent electronically, or by priority mail, to all members of the board of directors for their review and comment before it is filed with the irs. The schedule b to the form 990 is not reviewed by the board due to the confidential and private nature of it's donor list. Due to covid, the audit is not yet complete, so the review by the above parties will take place once the final audit numbers are available and the auditors can participate in a presentation.”

Form 990, Part VI, Section B, Line 12C

“The organization has the board and officers fill out a questionnaire to determine if any conflicts of interest exist. If a conflict arises, the director with the conflict is not allowed to vote on the transaction. There were no conflicts of interest in the current year.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Wheelwright Museum Foundation
EIN
85-0294127
Phone
5059824636
Address
POST OFFICE BOX 5153, SANTA FE, NM 87502-5153

Signing Officer

Name
Jeff Gordon
Title
Treasurer
Phone
5059824636
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Gordon
Formed
1981
Legal Domicile
Nm
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Swain & Grieco LLC
Address
2050 BOTULPH ROAD SUITE A, SANTA FE, NM 87505
Preparer
Michael D Swain CPA
Phone
5059883770
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To support the wheelwright museum of the american indian.”

Raw XML AppendixShowing 400 of 409 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS HAS APPROVED A PROCESS BY WHICH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FULL VERSION OF THE FORM 990, INCLUDING ALL SCHEDULES AS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER REVIEW AND ANY CHANGES BY THE EXECUTIVE COMMITTEE, THE DRAFT PUBLIC DISCLOSURE VERSION OF THE FORM 990, EXCLUDING SCHEDULE B (SCHEDULE OF CONTRIBUTIONS), IS SENT ELECTRONICALLY, OR BY PRIORITY MAIL, TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. THE SCHEDULE B TO THE FORM 990 IS NOT REVIEWED BY THE BOARD DUE TO THE CONFIDENTIAL AND PRIVATE NATURE OF IT'S DONOR LIST. DUE TO COVID, THE AUDIT IS NOT YET COMPLETE, SO THE REVIEW BY THE ABOVE PARTIES WILL TAKE PLACE ONCE THE FINAL AUDIT NUMBERS ARE AVAILABLE AND THE AUDITORS CAN PARTICIPATE IN A PRESENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS THE BOARD AND OFFICERS FILL OUT A QUESTIONNAIRE TO DETERMINE IF ANY CONFLICTS OF INTEREST EXIST. IF A CONFLICT ARISES, THE DIRECTOR WITH THE CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. THERE WERE NO CONFLICTS OF INTEREST IN THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,341,879
Liabilities
$0
Net assets
$7,341,879
Revenue
$221,200
Expenses
$258,444
Net income
-$37,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.50$0.27$7.23$0.21$0.74$0.53
2023Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.22$0.26$0.04
2023Summary only. Only limited summary data is available for this year.$7.34$0.00$7.34$0.22$0.26$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.25$0.00$7.25$2.08$0.26$1.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.00$6.20$0.97$0.21$0.76
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$0.00$4.95$0.62$0.17$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$1.33$0.20$1.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$0.44$0.15$0.29
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.00$2.93$0.59$0.16$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.05$0.13$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.26$0.11$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.11$0.13$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.06$0.12$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.00$2.36$0.10