Civic Intelligence

Wayne Grey Wilson Foundation

990PF • Fiscal year 2020 • EIN 20-8023111

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

1130 Cayetano CTNapa, CA 94559

(707) 224-6580

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

9th percentile

-88%

Higher net margin than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

21st percentile

-3.6%

Faster asset growth than 21% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-58%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,239,298

Down $82,779 (-3.6%) from 2019

Net Assets

Down

$2,239,298

Down $82,779 (-3.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$104,250

Down $141,289 (-58%) from 2019

Expenses

Up

$196,086

Up $139,669 (+248%) from 2019

Net Income

Down

-$91,836

Down $280,958 (-149%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,660,665Liabilities 2010: $0Net Assets 2010: $2,660,6652010Assets 2011: $2,543,801Liabilities 2011: $0Net Assets 2011: $2,543,8012011Assets 2012: $2,622,846Liabilities 2012: $0Net Assets 2012: $2,622,8462012Assets 2013: $2,711,310Liabilities 2013: $0Net Assets 2013: $2,711,3102013Assets 2014: $2,648,081Liabilities 2014: $0Net Assets 2014: $2,648,0812014Assets 2015: $2,613,104Liabilities 2015: $0Net Assets 2015: $2,613,1042015Assets 2016: $2,546,478Liabilities 2016: $0Net Assets 2016: $2,546,4782016Assets 2017: $2,423,530Liabilities 2017: $0Net Assets 2017: $2,423,5302017Assets 2018: $2,291,541Liabilities 2018: $0Net Assets 2018: $2,291,5412018Assets 2019: $2,322,077Liabilities 2019: $0Net Assets 2019: $2,322,0772019Assets 2020: $2,239,298Liabilities 2020: $0Net Assets 2020: $2,239,2982020Assets 2021: $2,220,851Liabilities 2021: $0Net Assets 2021: $2,220,8512021Assets 2022: $2,054,231Liabilities 2022: $0Net Assets 2022: $2,054,2312022Assets 2023: $1,971,843Liabilities 2023: $0Net Assets 2023: $1,971,8432023Assets 2024: $1,929,928Liabilities 2024: $7,043Net Assets 2024: $1,922,8852024

Highlighted filing

2020

Assets$2,239,298
Liabilities$0
Net Assets$2,239,298

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $164,2992010Expenses 2011: $161,2542011Expenses 2012: $156,2342012Revenue 2013: $288,791Expenses 2013: $200,327Net Income 2013: $88,4642013Revenue 2014: $129,897Expenses 2014: $193,126Net Income 2014: -$63,2292014Revenue 2015: $153,724Expenses 2015: $190,368Net Income 2015: -$36,6442015Revenue 2016: $107,959Expenses 2016: $174,585Net Income 2016: -$66,6262016Revenue 2017: $114,831Expenses 2017: $237,779Net Income 2017: -$122,9482017Revenue 2018: $71,255Expenses 2018: $203,244Net Income 2018: -$131,9892018Revenue 2019: $245,539Expenses 2019: $56,417Net Income 2019: $189,1222019Revenue 2020: $104,250Expenses 2020: $196,086Net Income 2020: -$91,8362020Revenue 2021: $226,948Expenses 2021: $242,500Net Income 2021: -$15,5522021Revenue 2022: $27,111Expenses 2022: $193,731Net Income 2022: -$166,6202022Revenue 2023: $64,608Expenses 2023: $146,996Net Income 2023: -$82,3882023Revenue 2024: $106,364Expenses 2024: $127,147Net Income 2024: -$20,7832024

Highlighted filing

2020

Revenue$104,250
Expenses$196,086
Net Income-$91,836
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL RAEPresident-$0--
LINDA BARACCOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wayne Grey Wilson Foundation
EIN
20-8023111
Address
1130 CAYETANO CT, Napa, CA 94559

Signing Officer

Name
Jill Rae
Title
President
Phone
7072557546
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Nunn & Magliari LLP
Address
1612 JEFFERSON STREET, Napa, CA 94559
Preparer
Jeff Nunn CPA
Phone
7072246580
Raw XML AppendixShowing 400 of 402 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt053128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt199
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TaxesSchedule/TaxesDetail/CategoryTxt1FTB
TaxesSchedule/TaxesDetail/CategoryTxt2IRS
TaxesSchedule/TaxesDetail/CategoryTxt3SECRETARY OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt4CA DEPT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt5NV SEC OF STATE
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt50
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt331
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt450
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt582
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07072557546
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAYNE GREY WILSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAYN
ReturnHeader/Filer/EIN0208023111
ReturnHeader/Filer/USAddress/AddressLine1Txt01130 CAYETANO CT
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094559
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843674949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nunn & Magliari LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01612 JEFFERSON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Napa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094559
ReturnHeader/PreparerPersonGrp/PhoneNum07072246580
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF NUNN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-21T13:04:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RAE
ReturnHeader/TaxPeriodBeginDt02020-01-01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.01$1.92$0.11$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.06$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.03$0.19$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.23$0.24$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.10$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.25$0.06$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.07$0.20$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.11$0.24$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.11$0.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.15$0.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.13$0.19$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.29$0.20$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.16