Wheeler Foundation
- Assets
- $81.7m
- Revenue
- $6.3m
- Investments
- $79.2m
- Employees
- 0
- Location
- Salt Lake City, UT
- Founding
- 05/1994
- Data as of
- 12/2021
- EIN
- 87-0503163
Organization Overview
Wheeler Foundation is located in Salt Lake City, UT. The organization was established in 1994. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wheeler Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Wheeler Foundation generated $6.3m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 31.9% each year . All expenses for the organization totaled $4.9m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan Holt V.p./director | 3 | $7,500 | |
Alison W Jensen V.p./director | 3 | $7,500 | |
Connie Wheeler Sec. / Director | 3 | $7,500 | |
Mary Katherine Younker Treas. / Director | 3 | $7,500 | |
Rebecca Davis Pres. / Director | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,997,604 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $4,230,705 |
| Capital Gain Net Income | $4,230,705 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $26,147 |
| Total Revenue | $6,254,456 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $30,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $86,603 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $78,458 |
| Total operating and administrative expenses | $610,565 |
| Contributions, gifts, grants paid | $4,315,300 |
| Total expenses and disbursements | $4,925,865 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,555,537 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $79,176,802 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $81,732,339 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Meridian Institute Dillon, CO | $18,119,345 | $21,383,160 |
Gill Foundation Denver, CO | $227,109,663 | $12,646,667 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
Carroll Petrie Foundation Santa Fe, NM | $306,631,944 | $55,176,464 |
Hughes Charitable Foundation Jackson, WY | $5,676,764 | $10,003,792 |
Air Force Academy Foundation USAF Academy, CO | $121,910,731 | $31,160,927 |
Kemper & Ethel Marley Foundation Phoenix, AZ | $235,853,723 | $45,107,707 |
Lannan Foundation Santa Fe, NM | $172,893,423 | $11,573,580 |
Adolph Coors Foundation Denver, CO | $181,746,526 | $17,055,158 |
Margulf Foundation Glendale, CO | $241,666,410 | $12,944,358 |
David C Butterfield And Alfonso D Rubio Memorial Foundation Aspen, CO | $229,390,732 | $219,209,286 |
Katherine W Dumke & Ezekiel R Dumke Jr Foundation Kaysville, UT | $0 | $4,334 |