Civic Intelligence

The Wheelwright Family Charitable Foundation

990PF • Fiscal year 2016 • EIN 87-0672839

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
PO Box 662Oakley, UT 84055

(801) 224-1900

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

100th percentile

139035%

Faster asset growth than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$43,132

Up $43,101 (+139035%) from 2015

Net Assets

Up

$43,132

Up $43,101 (+139035%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$47,401

Up $47,401 from 2015

Expenses

Up

$4,300

Up $4,300 from 2015

Net Income

Up

$43,101

Up $43,101 from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$1.0M$500K$0Assets 2010: $31Liabilities 2010: $0Net Assets 2010: $312010Assets 2011: $31Liabilities 2011: $0Net Assets 2011: $312011Assets 2012: $31Liabilities 2012: $12012Assets 2013: $31Liabilities 2013: $0Net Assets 2013: $312013Assets 2014: $31Liabilities 2014: $0Net Assets 2014: $312014Assets 2015: $31Liabilities 2015: $0Net Assets 2015: $312015Assets 2016: $43,132Liabilities 2016: $0Net Assets 2016: $43,1322016Assets 2017: $39,715Liabilities 2017: $0Net Assets 2017: $39,7152017Assets 2018: $15,927Liabilities 2018: $0Net Assets 2018: $15,9272018Assets 2019: $9,194Liabilities 2019: $0Net Assets 2019: $9,1942019Assets 2020: $12,373Liabilities 2020: $0Net Assets 2020: $12,3732020Assets 2021: $178,448Liabilities 2021: $0Net Assets 2021: $178,4482021Assets 2022: $155,208Liabilities 2022: $2,678Net Assets 2022: $152,5302022Assets 2023: $594,297Liabilities 2023: $0Net Assets 2023: $594,2972023Assets 2024: $915,605Liabilities 2024: $0Net Assets 2024: $915,6052024

Highlighted filing

2016

Assets$43,132
Liabilities$0
Net Assets$43,132
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $8,1872010Expenses 2011: $02011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $47,401Expenses 2016: $4,300Net Income 2016: $43,1012016Revenue 2017: $151,871Expenses 2017: $155,288Net Income 2017: -$3,4172017Revenue 2018: $100,410Expenses 2018: $124,198Net Income 2018: -$23,7882018Revenue 2019: $100,454Expenses 2019: $107,187Net Income 2019: -$6,7332019Revenue 2020: $112,786Expenses 2020: $109,607Net Income 2020: $3,1792020Revenue 2021: $277,066Expenses 2021: $110,991Net Income 2021: $166,0752021Revenue 2022: $111,522Expenses 2022: $137,440Net Income 2022: -$25,9182022Revenue 2023: $555,354Expenses 2023: $113,587Net Income 2023: $441,7672023Revenue 2024: $477,240Expenses 2024: $155,932Net Income 2024: $321,3082024

Highlighted filing

2016

Revenue$47,401
Expenses$4,300
Net Income$43,101
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN C WHEELWRIGHTTrustee-$0--
MARGARET S WHEELWRIGHTTrustee-$0--
MARIANNE W LEWISTrustee-$0--
MELINDA W BROWNTrustee-$0--
S DOUGLAS BROWNTrustee-$0--
KRISTEN W TAYLORTrustee-$0--
ROBERT M TAYLORTrustee-$0--
MATTHEW S WHEELWRIGHTTrustee-$0--
NANCY H WHEELWRIGHTTrustee-$0--
SPENCER D WHEELWRIGHTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wheelwright Family Charitable
EIN
87-0672839
Address
PO BOX 662, OAKLEY, UT 84055

Signing Officer

Name
Steven C Wheelwright
Title
Trustee
Signed
2017-05-08

Preparer

Firm
Hawkins
Address
1095 S 800 E STE 1, OREM, UT 84097-1810
Preparer
Jenae Thomas
Phone
8012241900
Raw XML Appendix297 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENAE THOMAS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 971810
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OREM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084097
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08012241900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE FINANCIAL RESOURCES FOR EDUCATIONAL ASSISTANCE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0COPY OF APPLICATION TO INSTITUTION, 3 YEARS TRANSCRIPTS, PLAN FOR STUDIES AND DESIRED DEGREE, BUDGET SHOWING SOURCES AND USES OF FUNDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEVEN C WHEELWRIGHT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08018243339
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 21 - 1550
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0WEBER CANYON ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OAKLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd084055
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST DEMONSTRATE FINANCIAL NEED AND NO OTHER RESOURCES TO OBTAIN AN EDUCATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SAME AS ADMISSION DEADLINES FOR UNIVERSITY PLANNING TO ATTEND.
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/DistributableAsAdjustedAmt0263
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0263
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEPHEN MARGARET WHEELWRIGHT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1PAUL JANICE MCKINNON
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2BRAD SUSAN WELLING
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3CHAD JILLYN COLMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 21 - 1550 WEBER CANYON RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 21 - 1550 WEBER CANYON RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2PO BOX 21 - 1550 WEBER CANYON RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3PO BOX 21 - 1550 WEBER CANYON RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OAKLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1OAKLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2OAKLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3OAKLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084055
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd184055
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd284055
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd384055
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05800
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LOGO DESIGN
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN C WHEELWRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEELWRIGHT FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0870672839
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 662
ReturnHeader/Filer/USAddress/CityNm0OAKLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084055
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F37B954E95836E91B848BD46D3841AFD40134610
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F1D936C89AE7974C338B651764A65C1D5D06485F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870503232
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01095 S 800 E STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OREM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840971810
ReturnHeader/PreparerPersonGrp/PhoneNum08012241900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENAE THOMAS
ReturnHeader/ReturnTs02017-05-12T13:23:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,132
Liabilities
$0
Net assets
$43,132
Revenue
$47,401
Expenses
$4,300
Net income
$43,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$4.77$1.56$3.21
2023Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$5.55$1.14$4.42
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.03$1.53$1.12$1.37$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$2.77$1.11$1.66
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.13$1.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.00$1.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.00$1.24$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.52$1.55$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.47$0.04$0.43
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08