Civic Intelligence

Wheels of Joy

990EZ • Fiscal year 2016 • EIN 93-0700028

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization ProfileN/A
390 Church StreetSublimity, OR 97385

(503) 769-3499

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

1.09x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$146,235

Up $4,586 (+3.2%) from 2015

Net Assets

Up

$127,935

Up $4,586 (+3.7%) from 2015

Liabilities

Flat

$18,300

Flat from 2015

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin83rd percentile

Revenue

Up

$16,723

Up $3,518 (+27%) from 2015

Expenses

Down

$12,137

Down $13,069 (-52%) from 2015

Net Income

Up

$4,586

Up $16,587 (+138%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $158,025Liabilities 2010: $18,925Net Assets 2010: $139,1002010Assets 2011: $149,539Liabilities 2011: $18,300Net Assets 2011: $131,2392011Assets 2014: $153,650Liabilities 2014: $18,300Net Assets 2014: $135,3502014Assets 2015: $141,649Liabilities 2015: $18,300Net Assets 2015: $123,3492015Assets 2016: $146,235Liabilities 2016: $18,300Net Assets 2016: $127,9352016Assets 2017: $144,033Liabilities 2017: $18,300Net Assets 2017: $125,7332017Assets 2018: $142,463Liabilities 2018: $18,967Net Assets 2018: $123,4962018Assets 2019: $129,425Liabilities 2019: $19,989Net Assets 2019: $109,4362019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$146,235
Liabilities$18,300
Net Assets$127,935
Open 2016 Filing

Operations Trend

Revenue Growth77th percentile

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

$200K$100K$0-$100K-$200KRevenue 2010: $24,031Expenses 2010: $23,174Net Income 2010: $8572010Revenue 2011: $18,269Expenses 2011: $26,130Net Income 2011: -$7,8612011Revenue 2014: $127,788Expenses 2014: $25,232Net Income 2014: $102,5562014Revenue 2015: $13,205Expenses 2015: $25,206Net Income 2015: -$12,0012015Revenue 2016: $16,723Expenses 2016: $12,137Net Income 2016: $4,5862016Revenue 2017: $11,660Expenses 2017: $13,862Net Income 2017: -$2,2022017Revenue 2018: $10,782Expenses 2018: $13,019Net Income 2018: -$2,2372018Revenue 2019: $6,788Expenses 2019: $20,848Net Income 2019: -$14,0602019Revenue 2020: $4,298Expenses 2020: $113,734Net Income 2020: -$109,4362020

Highlighted filing

2016

Revenue$16,723
Expenses$12,137
Net Income$4,586
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$22,068
Mission and Program Overview

Mission

Transportation services

Program Services

DescriptionGrantsExpenses
Transportation service provided for elderly residents of a nursing home and assisted living facilities.$2,994$2,631
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan BuffaPresident-$0--
Robert ByrdDirector-$0--
Henry FoxSec/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wheels of Joy
EIN
93-0700028
Phone
5037693499
Address
390 Church Street, Sublimity, OR 97385

Signing Officer

Name
Jan Buffa
Title
President
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Hansen Hunter & Co PC
Address
8930 SW Gemini Drive, Beaverton, OR 97008
Preparer
Cynthia J Heuberger
Phone
5032442134
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $95”

Other Expenses.1009

“Depreciation $2451”

Other Expenses.1012

“Insurance $4425”

Other Expenses.1

“DONATIONS $2631”

Other Expenses.2

“SUPPLIES $568”

Other Expenses.3

“Building repairs & maintenance $566”

Other Expenses.4

“Licenses, permits $140”

Other Expenses.5

“BANK CHARGES $47”

Other Assets.1003

“Machinery and Equipment - Beginning $5796 Machinery and Equipment - Ending $3345”

Other Assets.1005

“Accounts Receivable - Beginning $900 Accounts Receivable - Ending $900”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $477 Prepaid Expenses and Deferred Charges - Ending $359”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $18300 Unsecured Notes and Loans Payable - Ending $18300”

Raw XML Appendix187 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Marian Estates
IRS990EZ/BooksInCareOfDetail/PhoneNum05037693499
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0390 CHURCH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUBLIMITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097385
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0134476
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141631
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt04259
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04586
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01214
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0141649
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0146235
IRS990EZ/FundraisingGrossIncomeAmt03684
IRS990EZ/GainOrLossFromSaleOfAssetsAmt06543
IRS990EZ/GamingGrossIncomeAmt0410
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01518
IRS990EZ/GrossReceiptsAmt022068
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt05777
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0254
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123349
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0127935
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123349
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0127935
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jan Buffa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Byrd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Henry Fox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sec/Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07173
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04604
IRS990EZ/OtherExpensesTotalAmt010923
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Transportation services
IRS990EZ/ProgramServiceRevenueAmt05400
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Transportation service provided for elderly residents of a nursing home and assisted living facilities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02994
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02631
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt06543
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01086
IRS990EZ/SpecialEventsNetIncomeLossAmt03008
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018300
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018300
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012137
IRS990EZ/TotalProgramServiceExpensesAmt02994
IRS990EZ/TotalRevenueAmt016723
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0117801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0134567
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt09871
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt010195
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt011517
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt013683
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt016304
IRS990ScheduleA/OtherIncome509Grp/TotalAmt061570
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72400
IRS990ScheduleA/PublicSupportPY509Pct00.72490
IRS990ScheduleA/PublicSupportTotal509Amt0161567
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0123201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011590
IRS990ScheduleA/Total509Grp/TotalAmt0161567
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0134718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027925
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0223168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $2451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $4425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS $2631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Building repairs & maintenance $566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Licenses, permits $140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Machinery and Equipment - Beginning $5796 Machinery and Equipment - Ending $3345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $900 Accounts Receivable - Ending $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid Expenses and Deferred Charges - Beginning $477 Prepaid Expenses and Deferred Charges - Ending $359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Unsecured Notes and Loans Payable - Beginning $18300 Unsecured Notes and Loans Payable - Ending $18300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1008
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Buffa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wheels of Joy
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0930700028
ReturnHeader/Filer/PhoneNum05037693499
ReturnHeader/Filer/USAddress/AddressLine1Txt0390 Church Street
ReturnHeader/Filer/USAddress/CityNm0Sublimity
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097385
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hansen Hunter & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08930 SW Gemini Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097008
ReturnHeader/PreparerPersonGrp/PhoneNum05032442134
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia J Heuberger
ReturnHeader/ReturnTs02017-11-10T11:44:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$146,235
Liabilities
$18,300
Net assets
$127,935
Revenue
$16,723
Expenses
$12,137
Net income
$4,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.04$1.14$1.09
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.20$1.09$0.07$0.21$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.19$1.23$0.11$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.18$1.26$0.12$0.14$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.18$1.28$0.17$0.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.18$1.23$0.13$0.25$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.18$1.35$1.28$0.25$1.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.18$1.31$0.18$0.26$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.19$1.39$0.24$0.23$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits