Civic Intelligence

Wireless Zone Foundation for Giving Inc

EIN 03-0515666 • 501(c)3 • Rocky Hill, CT

Profile

To provide grants and to qualified 501(c)(3) charitable organizations in our contributors' communities and the continental U.S.

795 Brook StreetRocky Hill, CT 06067

www.wirelesszone.com/about-foundation.php

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.14x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.10x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

26th percentile

-8.4%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

46th percentile

1.9%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

0.0%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$456,397

Up $8,338 (+1.9%) from 2019

Liabilities

Up

$61,643

Up $61,643 from 2019

Net Assets

Down

$394,754

Down $53,305 (-12%) from 2019

Operations
Liabilities / Revenue69th percentileNet Margin26th percentile

Revenue

Up

$637,418

Up $64 (+0.0%) from 2019

Expenses

Up

$690,881

Up $865 (+0.1%) from 2019

Net Income

Down

-$53,463

Down $801 (-1.5%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $220,512Liabilities 2010: $49,499Net Assets 2010: $171,0132010Assets 2011: $194,684Liabilities 2011: $0Net Assets 2011: $194,6842011Assets 2012: $216,973Liabilities 2012: $0Net Assets 2012: $216,9732012Assets 2013: $236,381Liabilities 2013: $0Net Assets 2013: $236,3812013Assets 2014: $255,299Liabilities 2014: $938Net Assets 2014: $254,3612014Assets 2015: $191,953Liabilities 2015: $0Net Assets 2015: $191,9532015Assets 2016: $137,677Liabilities 2016: $0Net Assets 2016: $137,6772016Assets 2017: $510,922Liabilities 2017: $30,000Net Assets 2017: $480,9222017Assets 2018: $499,424Liabilities 2018: $0Net Assets 2018: $499,4242018Assets 2019: $448,059Liabilities 2019: $0Net Assets 2019: $448,0592019Assets 2020: $456,397Liabilities 2020: $61,643Net Assets 2020: $394,7542020

Highlighted filing

2020

Assets$456,397
Liabilities$61,643
Net Assets$394,754
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $338,4142010Expenses 2011: $472,1802011Revenue 2012: $435,999Expenses 2012: $424,478Net Income 2012: $11,5212012Revenue 2013: $422,871Expenses 2013: $416,478Net Income 2013: $6,3932013Revenue 2014: $416,875Expenses 2014: $386,892Net Income 2014: $29,9832014Revenue 2015: $280,490Expenses 2015: $331,838Net Income 2015: -$51,3482015Revenue 2016: $278,567Expenses 2016: $344,195Net Income 2016: -$65,6282016Revenue 2017: $703,698Expenses 2017: $362,938Net Income 2017: $340,7602017Revenue 2018: $650,987Expenses 2018: $625,716Net Income 2018: $25,2712018Revenue 2019: $637,354Expenses 2019: $690,016Net Income 2019: -$52,6622019Revenue 2020: $637,418Expenses 2020: $690,881Net Income 2020: -$53,4632020

Highlighted filing

2020

Revenue$637,418
Expenses$690,881
Net Income-$53,463
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$456,397
Liabilities
$61,643
Net assets
$394,754
Revenue
$637,418
Expenses
$690,881
Net income
-$53,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.62$3.95$6.37$6.91$0.53
2019Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$6.37$6.90$0.53
2018Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$6.51$6.26$0.25
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.30$4.81$7.04$3.63$3.41
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$2.79$3.44$0.66
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$2.80$3.32$0.51
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$4.17$3.87$0.30
2013Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$4.23$4.16$0.06
2012Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$4.36$4.24$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$4.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.49$1.71$3.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 2, 2021
Return Version
2020v4.0
Gross Receipts
$637,418
Mission and Program Overview

Mission

To provide grants and to qualified 501(c)(3) charitable organizations in our contributors' communities and the continental U.S.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$324,978$301,620▼ $23,358
Pledges and Grants Receivable$56,708$85,956▲ $29,248
Investments in Publicly Traded Securities$65,535$67,821▲ $2,286
Prepaid Expenses and Deferred Charges$838$1,000▲ $162
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$448,059$456,397▲ $8,338
Other Assets Total-$0-
Liabilities
Grants Payable-$36,500-
Deferred Revenue-$25,143-
Total Liabilities$0$61,643▲ $61,643
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$438,059$394,754▼ $43,305
Net Assets With Donor Restrictions$10,000--
Total Net Assets Fund Balance$448,059$394,754▼ $53,305
Total Liabilities and Net Assets / Fund Balance$448,059$456,397▲ $8,338
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Alex YeaterDirector
Carrie HubbardDirector
Chad O'Leary to Dec 2020Director
Michael BroeDirector
Robert CheneyDirector
Robert MusserDirector
Scott GladstoneDirector
Stephanie Johnson to March2020Director
Steve NowakDirector
Keith DzikiDirector / V.P.
Shelly Nemic to March 2020Director / V.P.
Brian Murtari to March 2020Pres. /Director
Shelly NemicPres. /Director
Dave StaszewskiSecretary/Director
Michael ReinhardTreasurer/Direc
Revenue and Support

Revenue Composition

Contributions and Grants
$635,255
Program Service Revenue
$0
Investment Income
$2,163
Other Revenue
$0
All Other Contributions
$184,255
Change in Net Assets
$-53,463

Audited Revenue Reconciliation

Revenue per Audited Statements
$637,418
Total Revenue per Audited Statements
$637,418
Total Revenue per Form 990
$637,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$679,268
Other Expenses$11,613
Total Fundraising Expense$400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$679,268--$679,268
Fees for Services Accounting-$7,250-$7,250
Insurance-$838-$838
Office Expenses-$471-$471
Other Expenses-$296$400$296
Total Functional Expenses$679,268$11,213$400$690,881

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$690,881
Total Expenses per Audited Statements$690,881
Total Expenses per Form 990$690,881
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Make a Wish FoundationsTrumbull, CT501(c)(3)General charitable support$57,268
Autism SpeaksBoston, MA501(c)(3)General charitable support$25,000
Childrens Tumor FoundationNew Yokr, NY501(c)(3)General charitable support$25,000
Homes for Our TroopsTauton, MA501(c)(3)General charitable support$25,000
No Kid HungryWashington, DC501(c)(3)General charitable support$25,000
Sandy Hook PromiseNewtown, CT501(c)(3)General charitable support$25,000
St Jude Childrens Res HospMemphis, TN501(c)(3)General charitable support$25,000
Loaves & FishesMinneapolis, MN501(c)(3)General charitable support$12,000
Random Acts of KindnessCleveland, OH501(c)(3)General charitable support$12,000
Godfrey Lee Education FdtnWyoming, MI501(c)(3)General charitable support$10,000
Kids Food Basket IncGrand Rapids, MI501(c)(3)General charitable support$10,000
Amos HouseProvidence, RI501(c)(3)General charitable support$7,000
Clifford W Beers Clinic IncNew Haven, CT501(c)(3)General charitable support$7,000
Community Lighthouse Food PanBelfry, KY501(c)(3)General charitable support$7,000
End Hunger ConnecticutHartford, CT501(c)(3)General charitable support$7,000
Jewish Federation Eastern CTNew London, CT501(c)(3)General charitable support$7,000
Kid MuseumBethesda, MD501(c)(3)General charitable support$7,000
Marlboro Food BankMarlboro, NJ501(c)(3)General charitable support$7,000
Pacific HouseStamford, CT501(c)(3)General charitable support$7,000
Roots and WingsDenville, NJ501(c)(3)General charitable support$7,000
Union Gospel MissionSt Paul, MN501(c)(3)General charitable support$7,000
Waterford Country SchoolQuaker Hill, CT501(c)(3)General charitable support$7,000
Westmoreland County Food BankDelmont, PA501(c)(3)General charitable support$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The Board generally consists of 7 Ex Officio Directors and 6 Elected Directors.Ex Officio Directors of the organization serve by virtue of their executive positions with Wireless Zone LLC, the sponsor of the Foundation.Elected Directors serve, as elected by the directors, generally because they are Wireless Zone(R) franchisees of Wireless Zone LLC.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“The Board generally acts as a committee of the whole, without standing committees, other than the nominating committee, whose meetings are documented..”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is prepared by the Foundation's independent accountant, following the completion of the audited financial statements. The return is reviewed by the Treasurer and President, who provide comments. The Form 990 is circulated to the members of the Board via email before filing. The final version is submitted electronically by the CPA. .”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Secretary to the Board annually distributes a conflict of interest questionnaire to Board members. The responses are reviewed by the Secretary, and if necessary by the Board, in accordance with state law..”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Foundation's governing documents, conflict of interest policy and financial statements are provided in accordance with state law..”

Filing and Contact Details

Filer

Filer Name
Wireless Zone Foundation for Giving Inc
EIN
03-0515666
Phone
8606329494
Address
795 Brook Street, Rocky Hill, CT 06067

Signing Officer

Name
Michael Reinhard
Title
Treasurer
Signed
2021-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelly Nemic President
Formed
2003
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
5
Employees
0
Volunteers
25

Preparer

Firm
Adam P Cohen CPA LLC
Address
81 South Main St Suite 9, West Hartford, CT 06107
Preparer
Adam P Cohen
Phone
8605216400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The Board of Directors serves as the audit committee of the whole.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Investment portfolio is intended to build an endowment so that the Foundation may continue its grantmaking if there should be a fluctuation in annual support.Part V, Line 1(e) - Expenditures are Board-authorized transfers.”

Part X : FIN48 Footnote

“Management has determined that the Foundation has no uncertain tax positions that would require financial statement recognition or disclosure. The Foundation's federal information returns prior to 2017 are generally not subject to examination.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm1Dave Staszewski
IRS990/Form990PartVIISectionAGrp/PersonNm2Michael Reinhard
IRS990/Form990PartVIISectionAGrp/PersonNm3Carrie Hubbard
IRS990/Form990PartVIISectionAGrp/PersonNm4Stephanie Johnson to March2020
IRS990/Form990PartVIISectionAGrp/PersonNm5Robert Cheney
IRS990/Form990PartVIISectionAGrp/PersonNm6Shelly Nemic to March 2020
IRS990/Form990PartVIISectionAGrp/PersonNm7Brian Murtari to March 2020
IRS990/Form990PartVIISectionAGrp/PersonNm8Michael Broe
IRS990/Form990PartVIISectionAGrp/PersonNm9Steve Nowak
IRS990/Form990PartVIISectionAGrp/PersonNm10Scott Gladstone
IRS990/Form990PartVIISectionAGrp/PersonNm11Alex Yeater
IRS990/Form990PartVIISectionAGrp/PersonNm12Keith Dziki
IRS990/Form990PartVIISectionAGrp/PersonNm13Robert Musser
IRS990/Form990PartVIISectionAGrp/PersonNm14Chad O'Leary to Dec 2020
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Investment portfolio is intended to build an endowment so that the Foundation may continue its grantmaking if there should be a fluctuation in annual support.Part V, Line 1(e) - Expenditures are Board-authorized transfers.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Management has determined that the Foundation has no uncertain tax positions that would require financial statement recognition or disclosure. The Foundation's federal information returns prior to 2017 are generally not subject to examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
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