Civic Intelligence

Wegner Family Foundation

990PF • Fiscal year 2017 • EIN 22-6579803

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 03, 2018

Organization Profile
83 Crabapple DriveShelburne, VT 05482

(802) 399-2194

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

132%

Faster asset growth than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

15478%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$28,887

Up $16,441 (+132%) from 2016

Net Assets

Up

$28,887

Up $16,441 (+132%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Up

$50,784

Up $50,458 (+15478%) from 2016

Expenses

Up

$34,343

Up $17,343 (+102%) from 2016

Net Income

Up

$16,441

Up $33,115 (+199%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2017

Assets$28,887
Liabilities$0
Net Assets$28,887
Open 2017 Filing

Operations Trend

Revenue Growth100th 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

2017

Revenue$50,784
Expenses$34,343
Net Income$16,441
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
8023992194
Address
83 CRABAPPLE DRIVE, SHELBURNE, VT 05482

Signing Officer

Name
Patricia Wegner
Title
Trustee
Signed
2018-04-03

Preparer

Firm
Jmm & Associates Pc
Address
336 WATER TOWER CIR STE 801, COLCHESTER, VT 05446
Preparer
Jeffrey M Morin CPA
Phone
8026555665
Raw XML Appendix307 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOUTH BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BLOOMFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TOPEKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005462
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd105403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd305408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd466618
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01417
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03294
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt056146
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01325
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03294
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032583
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt079913
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PATRICIA WEGNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt083 CRABAPPLE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SHELBURNE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd005482
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050118
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0311
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0311
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA WEGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEGNER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEGN
ReturnHeader/Filer/EIN0226579803
ReturnHeader/Filer/PhoneNum08023992194
ReturnHeader/Filer/USAddress/AddressLine1Txt083 CRABAPPLE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SHELBURNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005482
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B93AC70C31DAD525034B788864ABA0EAD35EC709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01AD411E049554EB474F1A76C7C0DE76A84237027
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-04-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:44:37
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/PreparationDt02018-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY M MORIN CPA
ReturnHeader/ReturnTs02018-04-06T15:44:37-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,887
Liabilities
$0
Net assets
$28,887
Revenue
$50,784
Expenses
$34,343
Net income
$16,441
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