2024-05-15T13:45:50-04:00 2023-06-30 464344985 THOMAS HOBSON & COMPANY PLLC 3403 W FLETCHER AVE TAMPA FL 336182813 990 2022-07-01 562372792 WHEELS OF SUCCESS INC WHEE 8134909446 13116 N FLORIDA AVENUE TAMPA FL 33612 SUSAN JACOBS PRESIDENT & CEO 8139955040 2024-05-14 true SUSAN JACOBS XXX-XX-XXXX true THOMAS A HOBSON IICPA P01077104 8132692727 2024-05-14 2022 2023-04-26 12:10:37Z SUSAN JACOBS 4100 WEST KENNEDY BLVD 130 STE 130 TAMPA FL 33609 856179 false X HTTP://WWW.WHEELSOFSUCCESS.ORG X 2003 FL THE ORGANIZATION HELPS FAMILIES OBTAIN OR CONTINUE WORK BY PROVIDING THEM RELIABLE TRANSPORTATION. 6 5 2 0 601858 579500 21093 35349 0 132928 117156 755879 732005 171903 412660 0 123457 118744 0 38420 170674 205380 466034 736784 289845 -4779 664583 667459 4141 14975 660442 652484 X SEE SCHEDULE O false false 453611 412660 TO HELP NEEDY FAMILIES OBTAIN OR CONTINUE TO WORK BY PROVIDING THEM WITH RELIABLE TRANSPORTATION THROUGH A PROGRAM OF CAR REPAIRS, VEHICLE REPLACEMENT, RELATED LICENSING SERVICES, CAR PAYMENT, DOWN PAYMENTS, AND CAR-CARE CLASSES IN THE TRI-COUNTY TAMPA BAY AREA. THE ORGANIZATION RECEIVES INFORMATION TECHNNOLOGY SERVICES THAT SUPPORTS ITS VARIOUS PROGRAM ACCOMPLISHMENTS. THE VALUE OF THE INFORMATION TECHNNOLOGY SERVICES RECEIVED IS 12,000 ANNUALLY. IN THE EVENT THE SERVICES WERE NO LONGER PROVIDED AS A DONATION, THE ORGANIZATION WOULD NEED TO PURCHASE THE SERVICES. 225935 TO HELP NEEDY FAMILIES OBTAIN OR CONTINUE TO WORK BY PROVIDING THEM WITH RELIABLE TRANSPORTATION THROUGH A PROGRAM OF CAR REPAIRS, VEHICLE REPLACEMENT, RELATED LICENSING SERVICES, CAR PAYMENT, DOWN PAYMENTS, AND CAR-CARE CLASSES IN THE TRI-COUNTY TAMPA BAY AREA. 225935 679546 true true false false false false false false false false true false false false true false false false false false false false false false true false false false true false false false false false false false false false true false false false false false false false false false 4 0 2 false false false false false false false false false X 6 5 false false false false false false false true true false false false false true false false false false SUSAN JACOBS 8134909446 4100 WEST KENNEDY BLVD 130 STE 130 TAMPA FL 33609 SUSAN JACOBS PRESIDENT & 40.00 X X 93462 0 0 ERIC NOWAK SECRETARY X X 0 0 0 JOHN PUNZAK CHAIRMAN X X 0 0 0 DANNA HAYDAR ESQ BOARD MEMBER X 0 0 0 ERICA HOLLIDAY TREASURER X 0 0 0 VIRNITIA DIXON BOARD MEMBER X 0 0 0 93462 false false false 579500 208203 579500 REPAIR REVENUE 28356 28356 COLLECTION OF COSTS 4008 4008 VOLUNTEER HOUR BUY OUT 2062 2062 PROGRAM ADMIN 923 923 35349 61525 61525 179805 124174 55631 55631 732005 90980 310 310 412350 412350 93462 65423 9347 18692 7270 5089 727 1454 9917 6942 992 1983 8095 5666 810 1619 32310 22617 3231 6462 30 21 3 6 20420 14294 2042 4084 3663 2564 366 733 14574 14574 2742 1920 274 548 78875 75720 789 2366 2365 1655 237 473 9450 9450 VEHICLE REPAIRS 29556 29556 BAD DEBT 11395 11395 736784 679546 18818 38420 233042 134255 22109 198360 32668 118191 352263 185396 4121 11614 62551 47682 15606 14869 4774 4774 664583 667459 1835 4151 2306 10824 4141 14975 X 629539 573346 30903 79138 660442 652484 664583 667459 X -4779 -3179 X false false false X 308945 161293 469714 601858 579500 2121310 171513 102466 178173 224281 276679 953112 480458 263759 647887 826139 856179 3074422 3074422 480458 263759 647887 826139 856179 3074422 1.00000 1.00000 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62551 47682 14869 14869 DEFERRED REVENUE 10000 SALES TAX PAYABLE 824 10824 SPECIAL EVENT F 61525 61525 61525 61525 61525 false VEHICLES 45 412350 SCHEDULE I, PAGE 1, PART I, LINE 2 SEE SCHEDULE O X 1 208203 false false false FORM 990, PAGE 2, PART III, LINE 4D TO HELP NEEDY FAMILIES OBTAIN OR CONTINUE TO WORK BY PROVIDING THEM WITH RELIABLE TRANSPORTATION THROUGH A PROGRAM OF CAR REPAIRS, VEHICLE REPLACEMENT, RELATED LICENSING SERVICES, CAR PAYMENT, DOWN PAYMENTS, AND CAR-CARE CLASSES IN THE TRI-COUNTY TAMPA BAY AREA. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 - ORGANIZATION'S MISSION TO HELP FAMILIES OBTAIN OR CONTINUE WORK BY PROVIDING RELIABLE TRANSPORTATION THROUGH A PROGRAM OF CAR REPAIRS, VEHICHLE REPLACEMENT, RELATED LICENSING SERVICES, CAR PAYMENTS, DOWN PAYMENTS, AND CAR-CARE CLASSES IN THE TRI-COUNTY TAMPA BAY AREA. FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 PRIOR TO FILING WITH THE IRS, THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTOR'S FINANCE COMMITTEE. THE TREASURER CONDUCTS A DETAILED REVIEW OF TEH FORM 990 WITH COMMITTEE MEMBERS. AN ELECTRONIC COPY OR PAPER COPY OF THE FORM 990 IS PROVIDED TO THE EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY TO ENSURE WHEELS OF SUCCESS, INC. OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSE AND DOES NOT ENGAGE IN ACTVITIES THAT COULD JEOPARDIZE ITS TAX EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED. THE PERIODIC REVIEWS INCLUDE, AT A MINIMUM, THE FOLLOWING SUBJECTS: - WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURBEY INFORMATION, AND THE RESULT OF ARMS-LENGTH BARGAINING. -WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT PRGANIZATIONS CONFORM TO THE WHEELS OF SUCCESS, INC.'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER ITS CHARITABLE PURPOSE, AND DO NOT RESULT IN INUREMENT, IMPERMISSABLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL WHEELS OF SUCCESS, INC. USES AN INDEPENDENT COMPENSATION COMMITTEE TO DETERMINE COMPENSATION FOR THE CEO AND ALL DISQUALIFIED PERSONS, WHICH INCLUDES OTHER OFFICERS AND ALL KEY EMPLOYEES. THE COMMITTEE DISCHARGES THE DUTY OF THE BOARD OF DIRECTORS FULFILLING THE BOARD'S OVERSIGHT RESPONSIBILITIES FOR DETERMINING THE ADEQUACY AND REASONABLENESS OF THE COMPENSATION AND BENEFITS PAID TO THE CEO. THIS COMMITTEE FULFILLS THE SAME RESPONSIBILITIES REGARDING OTHER EMPLOYEES OR INDIVIDUALS ASSOCIATED WITH WHEELS OF SUCCESS, INC. WHO THE COMMITTEE DETERMINES TO BE OR TO HAVE BEEN AT ANY TIME DURING THE PRECEDING FIVE YEARS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION WITHIN THE MEANING OF SEC. 4958 OF THE INTERNAL REVENUE CODE AND THE REGULATIONS PROMULGATED THEREUNDER. THE COMMITTEE OPERATES UNDER THE DIRECTION OF THE BOARD OF DIRECTORS WHICH PROVIDES THAT IN THE DISCHARGE OF ITS DUTIES, THE COMMITTEE WILL: - CONDUCT AN ANNUAL REVIEW OF AND COMMENT ON THE CEO'S PERFORMANCE AGAINST DEFINED GOALS. - REVIEW ANNUALLY THE CEO'S COMPENSATION AND BENEFITS IN RELATION TO THE MARKETPLACE AND RELEVANT DATA. - REVISE, IF NECESSARY, THE CEO'S PERFORMANCE GOALS. - DECIDE ON ANY CHANGES IN THE CEO'S COMPENSATION OR BENEFITS OR IN HIS OR HER EMPLOYMENT AGREEMENT. - IDENTIFY THE ORGANIZATION'S OTHER DISQUALIFIED PERSONS AND ANNUALLY REPORT ON THE IDENTITY OF THOSE PERSONS TO THE BOARD. - REVIEW, COMMENT ON, AND APPROVE OR SEEK CLARIFICATION ON THE RECOMMENDATIONS OF THE CEO ON THE TERMS OF EMPLOYMENT, RANGE OF COMPENSATION, AND ON THE REASONABLENESS OF THE TERMS. - REVIEW, COMMENT ON, AND APPROVE OR SEEK CLARIFICATION ON THE RECOMMENDATIONS OF THE CEO ON THE TERMS OF EMPLOYMENT, RANGE OF COMPENSATION FOR DISQUALIFIED PERSONS, AND ON THE REASONABLENESS OF THE TERMS. - REVIEW, COMMENT ON, APPROVE OR SEEK CLARIFICATION ON THE SEVERANCE OR RETENTION ARRANGEMENTS FOR ANY DISQUALIFIED PERSON. - CONSIDER ALL BENEFITS PROVIDED BY WHEELS OF SUCCESS, INC. TO THE CEO AND OTHER DISQUALIFIED PERSONS WHEN DETERMINING THE REASONABLENESS OF THE COMPENSATION AND BENEFITS. - DETERMINE WHETHER WHEELS OF SUCCESS, INC. 1 S COMPENSATION AND BENEFIT PLANS ARE APPROPRIATE RELATIVE TO THE MARKETPLACE FOR THE SKILLS EMPLOYED, BASED ADDITIONALLY ON RELEVANT INDEPENDENT DATA, AND IF NOT, MAKE APPROPRIATE RECOMMENDATIONS TO THE BOARD. - REPORT ITS ACTIVITIES AND DECISIONS TO THE BOARD ANNUALLY. FORM 990, PART VI, LINE 15B COMPENSATION PROCESS FOR OFFICERS SEE RESPONSE FOR QUESTION 15A ABOVE FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE -3,179