Civic Intelligence

Wegner Family Foundation

990PF • Fiscal year 2014 • EIN 22-6579803

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 29, 2015

Organization Profile
223 Orchard ShoreColchester, VT 05446-1877

(802) 893-0725

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

2nd percentile

-854%

Higher net margin than 2% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

19th percentile

-19%

Faster asset growth than 19% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-69%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$7,882

Down $1,827 (-19%) from 2013

Net Assets

Down

$7,882

Down $1,827 (-19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$214

Down $477 (-69%) from 2013

Expenses

Down

$2,041

Down $2,040 (-50%) from 2013

Net Income

Up

-$1,827

Up $1,563 (+46%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$300K$200K$100K$0Assets 2011: $33,837Liabilities 2011: $02011Assets 2012: $13,099Liabilities 2012: $12012Assets 2013: $9,709Liabilities 2013: $0Net Assets 2013: $9,7092013Assets 2014: $7,882Liabilities 2014: $0Net Assets 2014: $7,8822014Assets 2015: $29,120Liabilities 2015: $0Net Assets 2015: $29,1202015Assets 2016: $12,446Liabilities 2016: $0Net Assets 2016: $12,4462016Assets 2017: $28,887Liabilities 2017: $0Net Assets 2017: $28,8872017Assets 2018: $63,482Liabilities 2018: $0Net Assets 2018: $63,4822018Assets 2019: $204,897Liabilities 2019: $0Net Assets 2019: $204,8972019Assets 2020: $155,701Liabilities 2020: $0Net Assets 2020: $155,7012020Assets 2021: $201,435Liabilities 2021: $0Net Assets 2021: $201,4352021Assets 2022: $212,859Liabilities 2022: $0Net Assets 2022: $212,8592022Assets 2023: $206,332Liabilities 2023: $0Net Assets 2023: $206,3322023Assets 2024: $215,395Liabilities 2024: $0Net Assets 2024: $215,3952024

Highlighted filing

2014

Assets$7,882
Liabilities$0
Net Assets$7,882
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $4,084Expenses 2011: $25,309Net Income 2011: -$21,2252011Revenue 2012: $4,456Expenses 2012: $25,194Net Income 2012: -$20,7382012Revenue 2013: $691Expenses 2013: $4,081Net Income 2013: -$3,3902013Revenue 2014: $214Expenses 2014: $2,041Net Income 2014: -$1,8272014Revenue 2015: $25,238Expenses 2015: $4,000Net Income 2015: $21,2382015Revenue 2016: $326Expenses 2016: $17,000Net Income 2016: -$16,6742016Revenue 2017: $50,784Expenses 2017: $34,343Net Income 2017: $16,4412017Revenue 2018: $70,159Expenses 2018: $35,564Net Income 2018: $34,5952018Revenue 2019: $202,205Expenses 2019: $60,790Net Income 2019: $141,4152019Revenue 2020: $2,021Expenses 2020: $51,217Net Income 2020: -$49,1962020Revenue 2021: $137,455Expenses 2021: $91,721Net Income 2021: $45,7342021Revenue 2022: $103,316Expenses 2022: $91,892Net Income 2022: $11,4242022Revenue 2023: $105,443Expenses 2023: $111,970Net Income 2023: -$6,5272023Revenue 2024: $111,167Expenses 2024: $102,104Net Income 2024: $9,0632024

Highlighted filing

2014

Revenue$214
Expenses$2,041
Net Income-$1,827
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA WEGNERTrustee-$0--
MELEDA W LOWRYTrustee-$0--
ELISABETH WEGNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wegner Family Foundation
EIN
22-6579803
Phone
8028930725
Address
223 ORCHARD SHORE, COLCHESTER, VT 05446-1877

Signing Officer

Name
Patricia Wegner
Title
Trustee
Phone
8028930725
Signed
2015-06-29

Preparer

Firm
Jmm & Associates Pc
Address
336 WATER TOWER CIR STE 801, COLCHESTER, VT 05446
Preparer
Jeffrey M Morin CPA
Phone
8026555665
Raw XML Appendix244 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/MethodOfAccountingCashInd0X
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEGNER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEGN
ReturnHeader/Filer/EIN0226579803
ReturnHeader/Filer/PhoneNum08028930725
ReturnHeader/Filer/USAddress/AddressLine1Txt0223 ORCHARD SHORE
ReturnHeader/Filer/USAddress/CityNm0COLCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd0054461877
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030280081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JMM & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0336 WATER TOWER CIR STE 801
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005446
ReturnHeader/PreparerPersonGrp/PhoneNum08026555665
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY M MORIN CPA
ReturnHeader/ReturnTs02015-06-29T14:17:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,882
Liabilities
$0
Net assets
$7,882
Revenue
$214
Expenses
$2,041
Net income
-$1,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$1.11$1.02$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$1.05$1.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.03$0.92$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.37$0.92$0.46
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.02$0.51$0.49
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$2.02$0.61$1.41
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.70$0.36$0.35
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.51$0.34$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.17$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.25$0.04$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.02$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.01$0.04$0.03
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.04$0.25$0.21
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.04$0.25$0.21