Civic Intelligence

The Wagner Foundation Ltd

990PF • Fiscal year 2017 • EIN 39-1311452

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

PO Box 307Lyons, WI 53148

(262) 763-7616

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

61st percentile

7.9%

Higher net margin than 61% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$400

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

34th percentile

0.4%

Faster asset growth than 34% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

52%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$15,662,114

Up $69,234 (+0.4%) from 2016

Net Assets

Up

$15,662,114

Up $69,234 (+0.4%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue

Up

$873,534

Up $300,351 (+52%) from 2016

Expenses

Up

$804,300

Up $302,079 (+60%) from 2016

Net Income

Down

$69,234

Down $1,728 (-2.4%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $12,867,108Liabilities 2012: $02012Assets 2013: $13,111,000Liabilities 2013: $1Net Assets 2013: $13,111,0002013Assets 2014: $15,507,351Liabilities 2014: $1Net Assets 2014: $15,507,3512014Assets 2015: $15,521,918Liabilities 2015: $1Net Assets 2015: $15,521,9182015Assets 2016: $15,592,880Liabilities 2016: $1Net Assets 2016: $15,592,8802016Assets 2017: $15,662,114Liabilities 2017: $0Net Assets 2017: $15,662,1142017Assets 2018: $14,903,760Liabilities 2018: $0Net Assets 2018: $14,903,7602018Assets 2019: $14,192,475Liabilities 2019: $1Net Assets 2019: $14,192,4752019Assets 2020: $13,758,466Liabilities 2020: $1Net Assets 2020: $13,758,4662020Assets 2021: $13,350,786Liabilities 2021: $1Net Assets 2021: $13,350,7862021Assets 2022: $12,806,367Liabilities 2022: $12022

Highlighted filing

2017

Assets$15,662,114
Liabilities$0
Net Assets$15,662,114

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $5,277,023Expenses 2012: $1,924,165Net Income 2012: $3,352,8582012Revenue 2013: $793,572Expenses 2013: $549,680Net Income 2013: $243,8922013Revenue 2014: $3,126,806Expenses 2014: $730,455Net Income 2014: $2,396,3512014Revenue 2015: $591,161Expenses 2015: $576,594Net Income 2015: $14,5672015Revenue 2016: $573,183Expenses 2016: $502,221Net Income 2016: $70,9622016Revenue 2017: $873,534Expenses 2017: $804,300Net Income 2017: $69,2342017Revenue 2018: $600,041Expenses 2018: $1,358,395Net Income 2018: -$758,3542018Revenue 2019: $604,809Expenses 2019: $1,316,094Net Income 2019: -$711,2852019Revenue 2020: $579,844Expenses 2020: $1,013,853Net Income 2020: -$434,0092020Revenue 2021: $533,318Expenses 2021: $1,003,741Net Income 2021: -$470,4232021Revenue 2022: $477,419Expenses 2022: $1,021,838Net Income 2022: -$544,4192022

Highlighted filing

2017

Revenue$873,534
Expenses$804,300
Net Income$69,234
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA WAGNERPresident/TrPT$400-$400
MARCY ESSMANSecretary-$400-$400
JULIE O'NEILLVice Preside-$400-$400
KEN ESSMANDirector-$400-$400
BOB O'NEILLDirector-$400-$400
MEGHAN O'NEILLDirector-$400-$400
MELISSA DOYLEDirector-$400-$400
ADAM ESSMANDirector-$400-$400
EMILY LABADIEDirector-$400-$400
MARCI RUETERDirector-$400-$400
MOLLY ELSBURGDirector-$400-$400
ABBEY ESSMANDirector-$400-$400
Filing and Contact Details

Filer

Filer Name
Wagner Foundation
EIN
39-1311452
Address
PO BOX 307, LYONS, WI 53148

Signing Officer

Name
Roberta Wagner
Title
President/treasurer
Signed
2017-11-08

Preparer

Firm
Edwards Group Cpas Sc
Address
441 MILWAUKEE AVE, BURLINGTON, WI 53105-1230
Preparer
Paul B Edwards CPA Jd
Phone
2627637616
Raw XML AppendixShowing 400 of 590 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41260 NORTH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51260 NORTH RD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71285 SPRING PRAIRIE RD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt91260 NORTH RD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LYONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BURLINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BURLINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd11WI
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01052314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0428971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0501726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0586773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0545032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01912903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.063784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.026547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.031000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.039642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.181319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt016422785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt016158910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016184563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt014801710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013487598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt010549908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0728197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.318918
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0728197
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0728197
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0728197
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0441 MILWAUKEE AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BURLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EDWARDS GROUP CPAS SC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02627637616
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt490000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5834
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6168508
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt718748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt925000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$0.48$1.02$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.00$13.4$0.53$1.00$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$0.58$1.01$0.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$0.60$1.32$0.71
2018Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.60$1.36$0.76
2017Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.87$0.80$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$0.57$0.50$0.07
2015Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.59$0.58$0.01
2014Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$3.13$0.73$2.40
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.1$0.00$13.1$0.79$0.55$0.24
2012Summary only. Only limited summary data is available for this year.$12.9$0.00$5.28$1.92$3.35
Peer Organizations

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