Civic Intelligence

Wagner Foundation 0746800

990T • Fiscal year 2020 • EIN 20-6079941

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
485 Massachusetts Ave 2nd FloorCambridge, MA 02139

(617) 868-0920

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2011: $57,972,072Liabilities 2011: $02011Assets 2012: $67,370,784Liabilities 2012: $02012Assets 2013: $82,964,574Liabilities 2013: $02013Assets 2014: $88,543,518Liabilities 2014: $02014Assets 2015: $91,620,197Liabilities 2015: $02015Assets 2019: $153,293,802Liabilities 2019: $02019Assets 2020: $157,945,011Liabilities 2020: $0Net Assets 2020: $157,945,0112020Assets 2021: $179,189,159Liabilities 2021: $8,163Net Assets 2021: $179,180,9962021Assets 2022: $175,331,276Liabilities 2022: $10,688Net Assets 2022: $175,320,5882022Assets 2023: $167,759,079Liabilities 2023: $4,685Net Assets 2023: $167,754,3942023Assets 2024: $161,143,389Liabilities 2024: $12,752Net Assets 2024: $161,130,6372024

Latest loaded filing

2024

Assets$161,143,389
Liabilities$12,752
Net Assets$161,130,637
Open 2024 Filing

Operations Trend

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

$40M$20M$0-$20MRevenue 2011: $6,849,547Expenses 2011: $3,796,328Net Income 2011: $3,053,2192011Revenue 2012: $13,741,703Expenses 2012: $4,342,612Net Income 2012: $9,399,0912012Revenue 2013: $19,009,855Expenses 2013: $3,416,065Net Income 2013: $15,593,7902013Revenue 2014: $10,736,847Expenses 2014: $5,157,903Net Income 2014: $5,578,9442014Revenue 2015: $8,658,544Expenses 2015: $5,581,865Net Income 2015: $3,076,6792015Revenue 2019: $34,164,466Expenses 2019: $10,566,152Net Income 2019: $23,598,3142019Revenue 2020: $16,483,558Expenses 2020: $11,832,349Net Income 2020: $4,651,2092020Revenue 2021: $35,918,783Expenses 2021: $14,682,798Net Income 2021: $21,235,9852021Revenue 2022: $12,287,957Expenses 2022: $16,148,365Net Income 2022: -$3,860,4082022Revenue 2023: $7,904,161Expenses 2023: $15,470,355Net Income 2023: -$7,566,1942023Revenue 2024: $8,865,912Expenses 2024: $15,489,669Net Income 2024: -$6,623,7572024

Latest loaded filing

2024

Revenue$8,865,912
Expenses$15,489,669
Net Income-$6,623,757
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
Wagner Foundation
EIN
20-6079941
Phone
6178680920
Address
485 MASSACHUSETTS AVE 2ND FLOOR, CAMBRIDGE, MA 02139

Signing Officer

Name
Charlotte R Cramer Wagner
Title
Trustee
Phone
6178680920
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE STE 800, CEDAR RAPIDS, IA 52401-1425
Preparer
Shawna Huls
Phone
3192985333
Raw XML Appendix165 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
IRS1041ScheduleD/DiffOfSmallerAmt02650
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt013150
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt050584
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt043611
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt094195
IRS1041ScheduleD/Form4797GainOrLossAmt049192
IRS1041ScheduleD/GainLessIncludedAmt050584
IRS1041ScheduleD/GainPlusDividendsAmt050584
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt00
IRS1041ScheduleD/NetIncomeMinusSmallerAmt047934
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt050584
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt01392
IRS1041ScheduleD/NetSmallerAmt029549
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt043611
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt043611
IRS1041ScheduleD/NetTimesPercentAmt05910
IRS1041ScheduleD/SmallerGainAmt050584
IRS1041ScheduleD/SmallerOfCalcAmt010500
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02650
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt042699
IRS1041ScheduleD/SmallerTimesPercentAmt01575
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt013150
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt010500
IRS1041ScheduleD/TaxableIncomeAmt042699
IRS1041ScheduleD/TaxableIncomeLessGainAmt00
IRS1041ScheduleD/TaxAmt07485
IRS1041ScheduleD/TaxOnTaxableIncomeAmt014136
IRS1041ScheduleD/TaxPlusTimePercentAmt07485
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt050584
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt043611
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt094195
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt02650
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt071805
IRS1041ScheduleI/AdjustedRegularTaxAmt07485
IRS1041ScheduleI/AdjustedTotalIncomeAmt043699
IRS1041ScheduleI/AlternativeMinimumTaxAmt0741
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt071805
IRS1041ScheduleI/CapitalGainsWorksheetAmt050584
IRS1041ScheduleI/DepreciationAmt04201
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt046405
IRS1041ScheduleI/ExcessOfSumAmt033255
IRS1041ScheduleI/ExcessOfSumTimesPctAmt06651
IRS1041ScheduleI/FlngThrshldLessThesholdSumAmt010500
IRS1041ScheduleI/FSAmtLessIncAboveThresholdAmt02650
IRS1041ScheduleI/IncomeAboveThresholdWorkshtAmt00
IRS1041ScheduleI/IntangibleDrillingCostAmt024585
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt08226
IRS1041ScheduleI/NetAltMinTaxableIncTimesPctAmt01575
IRS1041ScheduleI/NetAltMinTxblIncTimesFSPctAmt012065
IRS1041ScheduleI/NetExemptionAmt025400
IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt00
IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt00
IRS1041ScheduleI/PropertyDispositionAmt0-680
IRS1041ScheduleI/SmallerOfAltMinTxblIncOrSumAmt046405
IRS1041ScheduleI/SmllrAbvThrshldOrAltMinGainAmt02650
IRS1041ScheduleI/SmllrAdjNetGainOrTxblIncAmt010500
IRS1041ScheduleI/SmllrNetAdjAltMinOrNetGainAmt043755
IRS1041ScheduleI/SmllrOfAdjustedAltMinOrSchDAmt046405
IRS1041ScheduleI/SumOfAltMinTaxPercentagesAmt08226
IRS1041ScheduleI/SumOfSmllrAmt013150
IRS1041ScheduleI/SumPlusUnrecapturedSect1250Amt050584
IRS1041ScheduleI/SumThresholdApplcblWrkshtAmt02650
IRS1041ScheduleI/TaxOnAlternativeMinimumGainAmt08226
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt08226
IRS990T/AlternativeMinimumTaxAmt0741
IRS990T/AmendedReturnInd0X
IRS990T/BooksInCareOfDetail/PersonNm0RSM US LLP
IRS990T/BooksInCareOfDetail/PhoneNum06172411244
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt080 CITY SQUARE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002129
IRS990T/BookValueAssetsEOYAmt0157945011
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt042700
IRS990T/ExtsnRequestIncomeTaxPaidAmt050000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0THE FORM 990-T IS BEING AMENDED TO CORRECT THE UNRELATED BUSINESS LOSS FROM COLUMBUS HILL PARTNERS LP. THE UNRELATED BUSINESS LOSS FROM THIS INVESTMENT WAS ERRONEOUSLY REPORTED TO BE $755,915 ON THE ORIGINALLY FILED FORM 990-T. THE CORRECTED LOSS OF $8,699 IS REPORTED ON THIS AMENDED FORM 990-T. THIS CHANGE EFFECTS FORM 990-T PART I LINE 1, FORM 990-T SCHEDULE A LINE 5, AND SCHEDULE E, PAGE 2 LN 26. ALL OTHER CHANGES ARE A RESULT OF THIS CHANGE.THE REFUND ON THE ORIGINALLY FILED RETURN OF $42,989 HAS BEEN RECIEVED AND DEPOSITED INTO THE FOUNDATION CHECKING ACCOUNT. A PAYMENT FOR THE DIFFERENCE BETWEEN THE ORIGNAL REFUND AND THE REFUND SHOWN ON THIS AMENDED RETURN OF 4,735 HAS BEEN MADE VIA EFTPS.
IRS990T/ItmzdSupplementalInfoGrp/LineNum0LINE 1
IRS990T/ItmzdSupplementalInfoGrp/PartNum0PART I
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt03520
IRS990T/OverpaymentSection/OverpaymentAmt041774
IRS990T/OverpaymentSection/RefundAmt038254
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt094195
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt06500
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0250
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt06750
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1046
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt093149
IRS990TScheduleA/TotUnrltTrdBusIncmAmt093149
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt086399
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt086399
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt07485
IRS990T/TaxLessCreditsAmt08226
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt050000
IRS990T/TotalTaxAmt08226
IRS990T/TotalTaxComputationAmt08226
IRS990T/TotalUBTIAmt042699
IRS990T/TotalUBTIBeforeNOLSpecificAmt043699
IRS990T/TotalUBTIBeforeSection199AAmt043699
IRS990T/TotalUBTIComputedAmt086399
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLOTTE R CRAMER WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06178680920
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAGNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAGN
ReturnHeader/Filer/EIN0206079941
ReturnHeader/Filer/PhoneNum06178680920
ReturnHeader/Filer/USAddress/AddressLine1Txt0485 MASSACHUSETTS AVE 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002139
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 FIRST ST SE STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0524011425
ReturnHeader/PreparerPersonGrp/PhoneNum03192985333
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWNA HULS
ReturnHeader/ReturnTs02023-11-07T14:34:46-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLOTTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CRAMER WAGNER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$161$0.01$161$8.87$15.5$6.62
2023Detailed filing. Detailed filing data is available for this year.$168$0.00$168$7.90$15.5$7.57
2022Detailed filing. Detailed filing data is available for this year.$175$0.01$175$12.3$16.1$3.86
2021Detailed filing. Detailed filing data is available for this year.$179$0.01$179$35.9$14.7$21.2
2020Detailed filing. Detailed filing data is available for this year.$158$0.00$158$16.5$11.8$4.65
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$153$0.00$34.2$10.6$23.6
2015Summary only. Only limited summary data is available for this year.$91.6$0.00$8.66$5.58$3.08
2014Summary only. Only limited summary data is available for this year.$88.5$0.00$10.7$5.16$5.58
2013Summary only. Only limited summary data is available for this year.$83.0$0.00$19.0$3.42$15.6
2012Summary only. Only limited summary data is available for this year.$67.4$0.00$13.7$4.34$9.40
2011Summary only. Only limited summary data is available for this year.$58.0$0.00$6.85$3.80$3.05