Civic Intelligence

Edward and Frieda Wagner Scholarship Fund

990PF • Fiscal year 2020 • EIN 39-6698990

Dec 01, 2019 to Nov 30, 2020 • Filed on Jan 11, 2021

Organization Profile
PO Box 12800Green Bay, WI 54307-2800

(920) 727-5384

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-47%

Higher net margin than 16% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,250

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 57.7% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-3.3%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-30%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$52,698

Down $1,826 (-3.3%) from 2019

Net Assets

$52,698

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin16th percentile

Revenue

Down

$3,899

Down $1,639 (-30%) from 2019

Expenses

Down

$5,718

Down $73 (-1.3%) from 2019

Net Income

Down

-$1,819

Down $1,566 (-619%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$80K$60K$40K$20K$0Assets 2011: $63,102Liabilities 2011: $02011Assets 2012: $61,659Liabilities 2012: $02012Assets 2013: $56,963Liabilities 2013: $02013Assets 2014: $56,835Liabilities 2014: $02014Assets 2015: $56,666Liabilities 2015: $02015Assets 2019: $54,524Liabilities 2019: $02019Assets 2020: $52,698Liabilities 2020: $1Net Assets 2020: $52,6982020Assets 2021: $52,374Liabilities 2021: $1Net Assets 2021: $52,3742021Assets 2022: $50,477Liabilities 2022: $1Net Assets 2022: $50,4772022Assets 2023: $48,371Liabilities 2023: $0Net Assets 2023: $48,3712023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$52,698
Liabilities$1
Net Assets$52,698
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

$100K$50K$0-$50KRevenue 2011: $3,377Expenses 2011: $5,751Net Income 2011: -$2,3742011Revenue 2012: $2,833Expenses 2012: $5,959Net Income 2012: -$3,1262012Revenue 2013: $2,392Expenses 2013: $5,425Net Income 2013: -$3,0332013Revenue 2014: $5,491Expenses 2014: $5,620Net Income 2014: -$1292014Revenue 2015: $5,763Expenses 2015: $5,932Net Income 2015: -$1692015Revenue 2019: $5,538Expenses 2019: $5,791Net Income 2019: -$2532019Revenue 2020: $3,899Expenses 2020: $5,718Net Income 2020: -$1,8192020Revenue 2021: $5,595Expenses 2021: $5,834Net Income 2021: -$2392021Revenue 2022: $4,633Expenses 2022: $6,511Net Income 2022: -$1,8782022Revenue 2023: $6,752Expenses 2023: $8,829Net Income 2023: -$2,0772023Revenue 2024: $3,193Expenses 2024: $51,647Net Income 2024: -$48,4542024

Highlighted filing

2020

Revenue$3,899
Expenses$5,718
Net Income-$1,819
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Jan 11, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,250-$2,250
Filing and Contact Details

Filer

Filer Name
Wagner Scholarship Fund
EIN
39-6698990
Phone
9207275384
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Associated Trust Company Na
Title
Trustee
Phone
9207275384
Signed
2021-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Sandra Murphy
Phone
3128792000
Raw XML Appendix316 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/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/AppliedToCurrentYearAmt0563
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03382
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03945
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03535
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03382
OtherDecreasesSchedule/OtherDecreasesDetail/Amt026
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF CAPITAL ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt019
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING OF INCOME
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/Amt140
TaxesSchedule/TaxesDetail/Amt25
TaxesSchedule/TaxesDetail/Amt33
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt25
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt33
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASSOCIATED TRUST COMPANY NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09207275384
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAGNER SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0WAGN
ReturnHeader/Filer/EIN0396698990
ReturnHeader/Filer/PhoneNum09207275384
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12800
ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0543072800
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606061787
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02021-01-11T15:00:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,698
Liabilities
$1
Net assets
$52,698
Revenue
$3,899
Expenses
$5,718
Net income
-$1,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.19$51.6$48.5
2023Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$6.75$8.83$2.08
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$50.5$0.00$50.5$4.63$6.51$1.88
2021Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$5.60$5.83$0.24
2020Detailed filing. Detailed filing data is available for this year.$52.7$0.00$52.7$3.90$5.72$1.82
2019Summary only. Only limited summary data is available for this year.$54.5$0.00$5.54$5.79$0.25
2015Summary only. Only limited summary data is available for this year.$56.7$0.00$5.76$5.93$0.17
2014Summary only. Only limited summary data is available for this year.$56.8$0.00$5.49$5.62$0.13
2013Summary only. Only limited summary data is available for this year.$57.0$0.00$2.39$5.43$3.03
2012Summary only. Only limited summary data is available for this year.$61.7$0.00$2.83$5.96$3.13
2011Summary only. Only limited summary data is available for this year.$63.1$0.00$3.38$5.75$2.37
Peer Organizations

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