Civic Intelligence

The Gary C Wendt Foundation

990PF • Fiscal year 2023 • EIN 06-6469925

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 27, 2024

Organization Profile
43 Old Camp LaneCos Cob, CT 06807

(954) 523-2945

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$23,500

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

98th percentile

219%

Faster asset growth than 98% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

5748%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$26,142,830

Up $19,402,193 (+288%) from 2022

Net Assets

Up

$26,142,830

Up $19,402,193 (+288%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

Up

$18,360,125

Up $18,450,630 (+20386%) from 2022

Expenses

Down

$423,165

Down $158,400 (-27%) from 2022

Net Income

Up

$17,936,960

Up $18,609,030 (+2769%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$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: $0Net Assets 2023: $26,142,8302023Assets 2024: $26,518,929Liabilities 2024: $0Net Assets 2024: $26,518,9292024

Highlighted filing

2023

Assets$26,142,830
Liabilities$0
Net Assets$26,142,830
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$18,360,125
Expenses$423,165
Net Income$17,936,960
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 27, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE AHNEMANTrustee-$23,500-$23,500
GARY C WENDTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Gw 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
2024-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
ONE SOUTHEAST THIRD AVE SUITE 1100, MIAMI, FL 33131
Preparer
Lance Lvovsky
Phone
3059959600
Raw XML Appendix327 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.

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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GARY C WENDT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0320000
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/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF WISCONSIN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01848 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053726
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0320000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0344061
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0412264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0344061
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt038989
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0412264
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0383050
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0GARY WENDT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03055 HARBOR DRIVE 1701
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FORT LAUDERDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033316
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt016800000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0492
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NORTHERN TRUST #5963
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0492
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0492
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt033875
TaxesSchedule/TaxesDetail/Amt08636
TaxesSchedule/TaxesDetail/Amt112533
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08636
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE AHNEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09545232945
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GWFO
ReturnHeader/Filer/EIN0066469925
ReturnHeader/Filer/PhoneNum09545232945
ReturnHeader/Filer/USAddress/AddressLine1Txt043 OLD CAMP LANE
ReturnHeader/Filer/USAddress/CityNm0COS COB
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE SOUTHEAST THIRD AVE SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033131
ReturnHeader/PreparerPersonGrp/PhoneNum03059959600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANCE LVOVSKY
ReturnHeader/ReturnTs02024-03-28T07:38:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AHNEMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,142,830
Liabilities
$0
Net assets
$26,142,830
Revenue
$18,360,125
Expenses
$423,165
Net income
$17,936,960
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$26.1$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
Peer Organizations

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