Civic Intelligence

Wescustogo Foundation

990PF • Fiscal year 2022 • EIN 20-3848164

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 27, 2023

1644 Lands End VillageCaptiva, FL 33924

(239) 472-6823

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

11th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

70th percentile

19%

Higher net margin than 70% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

9th percentile

-17%

Faster asset growth than 9% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-30%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Down

$60,896,964

Down $12,500,471 (-17%) from 2021

Net Assets

Down

$60,896,964

Down $12,500,471 (-17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$3,859,088

Down $1,654,950 (-30%) from 2021

Expenses

Up

$3,115,677

Up $555,831 (+22%) from 2021

Net Income

Down

$743,411

Down $2,210,781 (-75%) from 2021

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $4,126,351Liabilities 2010: $0Net Assets 2010: $4,126,3512010Assets 2011: $4,479,989Liabilities 2011: $0Net Assets 2011: $4,479,9892011Assets 2012: $5,063,769Liabilities 2012: $0Net Assets 2012: $5,063,7692012Assets 2013: $5,821,822Liabilities 2013: $0Net Assets 2013: $5,821,8222013Assets 2014: $13,976,295Liabilities 2014: $02014Assets 2015: $18,057,906Liabilities 2015: $02015Assets 2019: $44,691,566Liabilities 2019: $02019Assets 2020: $53,326,794Liabilities 2020: $0Net Assets 2020: $53,326,7942020Assets 2021: $73,397,435Liabilities 2021: $0Net Assets 2021: $73,397,4352021Assets 2022: $60,896,964Liabilities 2022: $0Net Assets 2022: $60,896,9642022Assets 2023: $68,586,776Liabilities 2023: $0Net Assets 2023: $68,586,7762023Assets 2024: $77,935,347Liabilities 2024: $0Net Assets 2024: $77,935,3472024

Highlighted filing

2022

Assets$60,896,964
Liabilities$0
Net Assets$60,896,964

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $125,1112010Expenses 2011: $167,6932011Expenses 2012: $213,7932012Revenue 2013: $1,072,918Expenses 2013: $314,865Net Income 2013: $758,0532013Revenue 2014: $1,462,762Expenses 2014: $478,709Net Income 2014: $984,0532014Revenue 2015: $3,902,072Expenses 2015: $576,579Net Income 2015: $3,325,4932015Revenue 2019: $7,675,121Expenses 2019: $1,646,458Net Income 2019: $6,028,6632019Revenue 2020: $3,837,554Expenses 2020: $2,114,647Net Income 2020: $1,722,9072020Revenue 2021: $5,514,038Expenses 2021: $2,559,846Net Income 2021: $2,954,1922021Revenue 2022: $3,859,088Expenses 2022: $3,115,677Net Income 2022: $743,4112022Revenue 2023: $4,053,914Expenses 2023: $3,236,333Net Income 2023: $817,5812023Revenue 2024: $4,920,157Expenses 2024: $3,485,677Net Income 2024: $1,434,4802024

Highlighted filing

2022

Revenue$3,859,088
Expenses$3,115,677
Net Income$743,411
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 27, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert S NanovicPresident-$0--
Kathryn M Nanovic-MorletTreasurer-$0--
Rebecca E LinSecretary-$0--
Elizabeth E NanovicDirector-$0--
Robert T NanovicDirector-$0--
Emmanuel MorletDirector-$0--
Anne NanovicDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wescustogo Foundation
EIN
20-3848164
Phone
2394726823
Address
1644 Lands End Village, Captiva, FL 33924

Signing Officer

Name
Kathryn M Nanovic-Morlet
Title
Treasurer
Phone
2394726823
Signed
2023-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Nicholas E Porto
Phone
2078792100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7829761.905 units FFGCX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7915800 units XLF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm809800 units IAU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm817000 units KRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8230800 units ICLN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83Accrued Income
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01351842
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-377755
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0241
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0974328
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0974328
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02818317
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02818317
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02884760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01351842
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01351842
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0743411
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03335634
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0241
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0241
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-377755
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01166323
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt089400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0176447
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0265847
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08563
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt028563
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02909917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0185760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03115677
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01352083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03859088
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt091600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0185760
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0297360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03713389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-382429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-382429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03330960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-377755
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0743411
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013243882
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt074140846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt073397435
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt060896964
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02974192
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02974192
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02974192
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02990404
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016212
IRS990PF/DistributableAmountGrp/TotalTaxAmt016212
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt022318
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt028530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016212
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt022318
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016212
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016212
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038530
IRS990PF/FMVAssetsEOYAmt060896964
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt064428309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt057867616
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt057867616
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt073397435
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt060896964
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08969126
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03029348
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03029348
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt073397435
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt060896964
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt060896964
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt073397435
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt060896964
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt073397435
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt060896964
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060718872
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05789230
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt054929642
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0910783
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02990404
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt059808089
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060718872
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Sanibel Captiva Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Foundation Source
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Tocqueville Asset Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0109103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt189400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt267344
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Administration and Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02460 Palm Ridge Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt155 Walls Drive 302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt240 West 57th Street 19th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Sanibel Island
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Fairfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd033957
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd106824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd210019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00

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