Nancy Wagman Foundation

EIN 23-2709851 • Villanova, PA

710 Mount Moro RoadVillanova, PA 19085

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

<$500k nonprofits • Source year 2015

0.00x

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

<$500k nonprofits • Source year 2015

66%

Higher net margin than 93% of similar nonprofits.

<$500k nonprofits • Source year 2015

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2015

14%

Faster asset growth than 75% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

681%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets63rd percentile

Assets

$196,490

Up $24,337 (+14%) from 2014

Liabilities

Flat

Flat from 2014

Net Assets

$196,490

Up $24,337 (+14%) from 2014

Operations

Liabilities / Revenue66th percentile Net Margin93rd percentile

Revenue

$36,855

Up $32,134 (+681%) from 2014

Expenses

Down

$12,518

Down $28,388 (-69%) from 2014

Net Income

$24,337

Up $60,522 (+167%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2015

Assets$196,490

Liabilities$0

Net Assets$196,490

Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2015

Revenue$36,855

Expenses$12,518

Net Income$24,337

Open 2015 Filing

Filings

Most recent year

2015 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing

Assets: $196,490
Liabilities: $0
Net assets: $196,490
Revenue: $36,855
Expenses: $12,518
Net income: $24,337

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.96	$0.00	$1.96	$0.37	$0.13	$0.24
2014Detailed filing. Detailed filing data is available for this year.	$1.72	$0.00	$1.72	$0.05	$0.41	$0.36
2013Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08		$0.50
2012Summary only. Only limited summary data is available for this year.	$2.51	$0.00		$0.17	$0.39	$0.23
2011Summary only. Only limited summary data is available for this year.	$2.74	$0.00		$0.71	$0.46	$0.25

Latest Detailed Filing

The latest 2015 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To

Filing Snapshot

Filing Period: Dec 1, 2013 to Nov 30, 2014
Signed: Jul 31, 2015
Return Version: 2013v4.0

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
James Wagman	Director	-	$0	-	-
Nela Wagman	Director	-	$0	-	-
Mary Wagman	Director	-	$0	-	-
Rita Wagman	Director	-	$0	-	-
Joel Wagman	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	Charity	None	New York, NY, US	$29,000
Paid Grant	-	Charity	None	New York, NY, US	$10,000
Paid Grant	-	Charity	None	New York, NY, US	$500

Filing and Contact Details

Filer

EIN: 23-2709851

Signing Officer

Name: Rita Wagman
Title: Director
Signed: 2015-07-31
Discuss with paid preparer: Yes

Preparer

Preparer: Barry C Picker CPA-PFS CFP
Phone: 7183368842

Raw XML Appendix311 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	11230
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	Picker & Auerbach CPAs
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7183368842
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	29000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Carol Levy Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Gateway Annual Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Bottomless Closet
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	One Gustave L Levy Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	211 W 61 Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	2	16 East 52nd Street 15th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	2	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	10029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	10023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	2	10022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	39500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	9857
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	9857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	37625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	24906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	31157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	58495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	39470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	39470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	181826
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	29643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	37625
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	24906
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	31157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	58495
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	39500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	29643
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	221296
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	191653
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	1406
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1406
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Rita Wagman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Nancy Wagman Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	NANC
ReturnHeader/Filer/EIN	0	232709851
ReturnHeader/Filer/USAddress/AddressLine1	0	710 Mount Moro Road
ReturnHeader/Filer/USAddress/City	0	Villanova
ReturnHeader/Filer/USAddress/State	0	PA
ReturnHeader/Filer/USAddress/ZIPCode	0	19085
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Picker & Auerbach CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1908 Avenue O
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	112306721
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7183368842
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Barry C Picker CPA-PFS CFP
ReturnHeader/ReturnTs	0	2015-07-31T00:03:51-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-12-01
ReturnHeader/TaxPeriodEndDt	0	2014-11-30
ReturnHeader/TaxYr	0	2013

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