Civic Intelligence

The Wheelwright Family Charitable Foundation

990PF • Fiscal year 2017 • EIN 87-0672839

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

37th percentile

-2.2%

Higher net margin than 37% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-7.9%

Faster asset growth than 30% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

220%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$39,715

Down $3,417 (-7.9%) from 2016

Net Assets

Down

$39,715

Down $3,417 (-7.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$151,871

Up $104,470 (+220%) from 2016

Expenses

Up

$155,288

Up $150,988 (+3511%) from 2016

Net Income

Down

-$3,417

Down $46,518 (-108%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$39,715
Liabilities$0
Net Assets$39,715

Operations Trend

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

2017

Revenue$151,871
Expenses$155,288
Net Income-$3,417
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN C WHEELWRIGHTTrusteePT$0--
MARGARET S WHEELWRIGHTTrustee-$0--
MARIANNE W LEWISTrustee-$0--
MELINDA W BROWNTrusteePT$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--
ALICE BROWNTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIGHT THE NEW DRUGGENERAL PURPOSEPCSALT LAKE CITY, UT, US$30,000
Paid GrantTHE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTSGENERAL PURPOSEPCSALT LAKE CITY, UT, US$25,000
Paid GrantBRIGHAM YOUNG UNIVERSITY-HAWAIISCHOLARSHIPPCLAIE, HI, US$15,700
Paid GrantNOW I CANGENERAL PURPOSEPCPROVO, UT, US$5,000
Paid GrantDAYS FOR GIRLS INTERNATIONALGENERAL PURPOSEPCBELLINGHAM, WA, US$4,000
Paid GrantUTAH VALLEY UNIVERSITY FOUNDATION INCGENERAL PURPOSEPCOREM, UT, US$4,000
Paid GrantBIG OCEAN WOMENGENERAL PURPOSEPCSPANISH FORK, UT, US$3,500
Paid GrantBRIGHAM YOUNG UNIVERSITY-IDAHOSCHOLARSHIPPCREXBURG, ID, US$3,000
Paid GrantACHIEVEMENT ACADEMY OF DURHAMGENERAL PURPOSEPCDURHAM, NC, US$2,500
Paid GrantWESTLAKE ACADEMY LIBRARYGENERAL PURPOSEPCWESTLAKE, TX, US$2,500
Paid GrantEAGLE RIDGE ELEMENTARY SCHOOLGENERAL PURPOSEPCFORT WORTH, TX, US$2,400
Paid GrantUNIVERSITY OF TEXAS AT ARLINGTONSCHOLARSHIP AND COMMUNITY AWARDPCARLINGTON, TX, US$2,000
Paid GrantCHARITY ANYWHERE INCGENERAL PURPOSEPCBOUNTIFUL, UT, US$1,500
Paid GrantCALIFORNIA FAMILY FOUNDATIONGENERAL PURPOSEPCMENLO PARK, CA, US$1,000
Paid GrantHEARTS KNIT TOGETHERGENERAL PURPOSEPCSOTUH JORDAN, UT, US$1,000
Paid GrantHULT INTERNATIONAL BUSINESS SCHOOL INCSCHOLARSHIPPCCAMBRIDGE, MA, US$1,000
Paid GrantLONE BUFFALOGENERAL PURPOSEPCSEVENOAKS, UK$1,000
Paid GrantBELMONT HIGH SCHOOL BOOSTERSGENERAL PURPOSEPCBELMONT, MA, US$695
Paid GrantBELMONT VETERANS MEMORIAL COMMITTEE INCGENERAL PURPOSEPCBELMONT, MA, US$500
Paid GrantONE WAY MENS FELLOWSHIPGENERAL PURPOSEPCHARARE, ZI$500
Filing and Contact Details

Filer

Filer Name
Wheelwright Family Charitable
EIN
87-0672839
Phone
8012241900
Address
PO BOX 662, OAKLEY, UT 84055

Signing Officer

Name
Steven C Wheelwright
Title
Trustee
Phone
8012241900
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
1095 S 800 E PO BOX 971810, OREM, UT 84097-1810
Preparer
Jenae Thomas
Phone
8012241900
Raw XML AppendixShowing 400 of 564 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SCHOLARSHIP AND COMMUNITY AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ACHIEVEMENT ACADEMY OF DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BELMONT HIGH SCHOOL BOOSTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BELMONT VETERANS MEMORIAL COMMITTEE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BIG OCEAN WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BRIGHAM YOUNG UNIVERSITY-HAWAII
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BRIGHAM YOUNG UNIVERSITY-IDAHO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CALIFORNIA FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CHARITY ANYWHERE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8DAYS FOR GIRLS INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9EAGLE RIDGE ELEMENTARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10FIGHT THE NEW DRUG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11HEARTS KNIT TOGETHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12HULT INTERNATIONAL BUSINESS SCHOOL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14LONE BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15UNIVERSITY OF TEXAS AT ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16NOW I CAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17ONE WAY MENS FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18UTAH VALLEY UNIVERSITY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19WESTLAKE ACADEMY LIBRARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt11 MIMOSA CL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1221 CONCORD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt222 GLENDALE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3972 CROSSWINDS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt455-220 KULANUI ST BLDG 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5525 S CENTER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt650 TERMINAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71381 WOODS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8102 OHIO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt94600 ALTA VISTA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101680 S MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114124 W LIBERTY CREEK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122 EDUCATION CIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13C/O LDS PHILANTHROPIES DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14BOX 19198 701 S NEDDERMAN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt151675 N FREEDOM BLVD STE 10B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16800 W UNIVERSITY PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt172600 JT OTTINGER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt050 E NORTH TEMPLE ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BELMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BELMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SPANISH FORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LAIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5REXBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MENLO PARK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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