Civic Intelligence

The Gw Foundation

EIN 06-6469925 • Cos Cob, CT

43 Old Camp LaneCos Cob, CT 06807
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$60,250

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

36th percentile

1.4%

Faster asset growth than 36% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$26,518,929

Up $376,099 (+1.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$26,518,929

No earlier filing loaded for comparison.

Revenue

Down

$1,482,035

Down $16,878,090 (-92%) from 2023

Expenses

Up

$1,105,936

Up $682,771 (+161%) from 2023

Net Income

Down

$376,099

Down $17,560,861 (-98%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $3,913,880Liabilities 2011: $02011Assets 2012: $2,941,279Liabilities 2012: $02012Assets 2013: $4,353,510Liabilities 2013: $02013Assets 2014: $5,508,422Liabilities 2014: $1Net Assets 2014: $5,508,4222014Assets 2015: $6,536,788Liabilities 2015: $1Net Assets 2015: $6,536,7882015Assets 2016: $6,784,341Liabilities 2016: $0Net Assets 2016: $6,784,3412016Assets 2017: $6,742,493Liabilities 2017: $0Net Assets 2017: $6,742,4932017Assets 2018: $7,489,557Liabilities 2018: $0Net Assets 2018: $7,489,5572018Assets 2019: $7,325,934Liabilities 2019: $0Net Assets 2019: $7,325,9342019Assets 2020: $7,263,939Liabilities 2020: $0Net Assets 2020: $7,263,9392020Assets 2021: $7,412,707Liabilities 2021: $1Net Assets 2021: $7,412,7072021Assets 2022: $6,740,637Liabilities 2022: $0Net Assets 2022: $6,740,6372022Assets 2023: $26,142,830Liabilities 2023: $12023Assets 2024: $26,518,929Liabilities 2024: $0Net Assets 2024: $26,518,9292024

Highlighted filing

2024

Assets$26,518,929
Liabilities$0
Net Assets$26,518,929

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $176,427Expenses 2011: $43,977Net Income 2011: $132,4502011Revenue 2012: -$921,934Expenses 2012: $50,667Net Income 2012: -$972,6012012Revenue 2013: $825,203Expenses 2013: $37,972Net Income 2013: $787,2312013Revenue 2014: $1,376,064Expenses 2014: $223,513Net Income 2014: $1,152,5512014Revenue 2015: $1,282,130Expenses 2015: $262,992Net Income 2015: $1,019,1382015Revenue 2016: $705,544Expenses 2016: $457,352Net Income 2016: $248,1922016Revenue 2017: $504,758Expenses 2017: $410,228Net Income 2017: $94,5302017Revenue 2018: $1,187,401Expenses 2018: $420,372Net Income 2018: $767,0292018Revenue 2019: $308,216Expenses 2019: $471,608Net Income 2019: -$163,3922019Revenue 2020: $406,447Expenses 2020: $480,976Net Income 2020: -$74,5292020Revenue 2021: $652,000Expenses 2021: $452,659Net Income 2021: $199,3412021Revenue 2022: -$90,505Expenses 2022: $581,565Net Income 2022: -$672,0702022Revenue 2023: $18,360,125Expenses 2023: $423,165Net Income 2023: $17,936,9602023Revenue 2024: $1,482,035Expenses 2024: $1,105,936Net Income 2024: $376,0992024

Highlighted filing

2024

Revenue$1,482,035
Expenses$1,105,936
Net Income$376,099

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$1.48$1.11$0.38
2023Detailed filing. Detailed filing data is available for this year.$26.1$0.00$18.4$0.42$17.9
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$0.00$6.74$0.09$0.58$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.41$0.00$7.41$0.65$0.45$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$0.00$7.26$0.41$0.48$0.07
2019Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.31$0.47$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.00$7.49$1.19$0.42$0.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$0.00$6.74$0.50$0.41$0.09
2016Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.71$0.46$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.00$6.54$1.28$0.26$1.02
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.51$0.00$5.51$1.38$0.22$1.15
2013Summary only. Only limited summary data is available for this year.$4.35$0.00$0.83$0.04$0.79
2012Summary only. Only limited summary data is available for this year.$2.94$0.00$0.92$0.05$0.97
2011Summary only. Only limited summary data is available for this year.$3.91$0.00$0.18$0.04$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE AHNEMANTrusteePT$60,250-$60,250
GARY C WENDTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Gary C Wendt Foundation
EIN
06-6469925
Phone
9545232945
Address
43 OLD CAMP LANE, COS COB, CT 06807

Signing Officer

Name
Valerie Ahneman
Title
Co-trustee
Phone
9545232945
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
ONE SOUTHEAST THIRD AVE SUITE 1100, MIAMI, FL 33131
Preparer
Lance M Lvovsky CPA
Phone
3059959600
Raw XML Appendix328 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
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AppliedToPriorYearElection/ElectionDesc0THE TAXPAYER ELECTS TO APPLY PART OF THE REMAINING 2024 QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2023 UNDER REGULATIONS 53.4942(A)-3(D)(2).
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IRS990PF/NameChangeInd0X
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1632000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROMOTE THE WELFARE OF AND ADVANCE THE OBJECTIVES OF THE UNIVERSITY OF WISCONSIN MADISON BY ENCOURAGING THE INTEREST, ENGAGEMENT, AND FINANCIAL SUPPORT OF ALUMNI, DONORS, AND FRIENDS IN THE LIFE OF THE UNIVERSITY AND WITH EACH OTHER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP SUSTAIN THE MISSION OF FLORIDA POLYTECHNIC UNIVERSITY TO EDUCATE STUDENTS EMPHASIZING SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM) IN AN INNOVATIVE, TECHNOLOGY-RICH, AND INTERDISCIPLINARY LEARNING ENVIRONMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO AWARD SCHOLARSHIPS FOR MANY UNDER-RESOURCED YOUTH AND ENCOURAGE A LIFE-LONG APPRECIATION OF THE PERFORMING ARTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF WISCONSIN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FLORIDA POLYTECHNIC UNIVERSITY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2STAMFORD CENTER FOR THE ARTS INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01848 UNIVERSITY AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt261 ATLANTIC STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0474611
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0412264
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01377256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0925864
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt038989
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0902645
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0412264
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt024139
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NORTHERN TRUST #5963
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt024139
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt024139
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt095489
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt095489
TaxesSchedule/TaxesDetail/Amt014864
TaxesSchedule/TaxesDetail/Amt120856
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt014864
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE AHNEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09545232945
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GARY C WENDT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GARY
ReturnHeader/Filer/EIN0066469925
ReturnHeader/Filer/PhoneNum09545232945
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE SOUTHEAST THIRD AVE SUITE 1100
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ReturnHeader/PreparerPersonGrp/PhoneNum03059959600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANCE M LVOVSKY CPA
ReturnHeader/ReturnTs02025-05-13T14:26:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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