Civic Intelligence

The Wasie Foundation

990PF • Fiscal year 2018 • EIN 41-0911636

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile

View Organization Page

230 Manitoba Avenue SouthWayzata, MN 55391-1612

(952) 955-8500

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

14th percentile

-16%

Higher net margin than 14% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

71st percentile

$236,806

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

23rd percentile

-4.0%

Faster asset growth than 23% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2015 to 2018

Revenue Growth

11th percentile

-26%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$16,047,458

Down $2,108,285 (-12%) from 2015

Net Assets

$16,047,458

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin14th percentile

Revenue

Down

$1,081,845

Down $1,548,193 (-59%) from 2015

Expenses

Down

$1,259,763

Down $1,658,574 (-57%) from 2015

Net Income

Up

-$177,918

Up $110,381 (+38%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$30M$20M$10M$0Assets 2011: $26,123,287Liabilities 2011: $02011Assets 2012: $25,623,926Liabilities 2012: $02012Assets 2013: $25,071,214Liabilities 2013: $02013Assets 2014: $20,450,212Liabilities 2014: $02014Assets 2015: $18,155,743Liabilities 2015: $02015Assets 2018: $16,047,458Liabilities 2018: $0Net Assets 2018: $16,047,4582018Assets 2019: $18,557,259Liabilities 2019: $1Net Assets 2019: $18,557,2592019Assets 2020: $17,768,066Liabilities 2020: $1Net Assets 2020: $17,768,0662020Assets 2021: $17,983,117Liabilities 2021: $1Net Assets 2021: $17,983,1172021Assets 2022: $11,332,423Liabilities 2022: $1Net Assets 2022: $11,332,4232022Assets 2023: $9,016,504Liabilities 2023: $1Net Assets 2023: $9,016,5042023Assets 2024: $7,049,624Liabilities 2024: $0Net Assets 2024: $7,049,6242024

Highlighted filing

2018

Assets$16,047,458
Liabilities$0
Net Assets$16,047,458
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $3,164,593Expenses 2011: $2,508,082Net Income 2011: $656,5112011Revenue 2012: $1,097,726Expenses 2012: $2,738,116Net Income 2012: -$1,640,3902012Revenue 2013: $768,309Expenses 2013: $3,192,287Net Income 2013: -$2,423,9782013Revenue 2014: $1,668,183Expenses 2014: $3,850,335Net Income 2014: -$2,182,1522014Revenue 2015: $2,630,038Expenses 2015: $2,918,337Net Income 2015: -$288,2992015Revenue 2018: $1,081,845Expenses 2018: $1,259,763Net Income 2018: -$177,9182018Revenue 2019: $970,090Expenses 2019: $1,263,104Net Income 2019: -$293,0142019Revenue 2020: -$654,367Expenses 2020: $1,386,347Net Income 2020: -$2,040,7142020Revenue 2021: $1,294,062Expenses 2021: $1,837,845Net Income 2021: -$543,7832021Revenue 2022: $1,306,732Expenses 2022: $3,984,049Net Income 2022: -$2,677,3172022Revenue 2023: $270,492Expenses 2023: $2,963,007Net Income 2023: -$2,692,5152023Revenue 2024: $1,013,781Expenses 2024: $2,518,436Net Income 2024: -$1,504,6552024

Highlighted filing

2018

Revenue$1,081,845
Expenses$1,259,763
Net Income-$177,918
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGG D SJOQUISTPresident/DirectorFT$170,929$65,877$236,806
DANILLE B MATHISONCOO/Asst Treasurer/Asst SePT$105,725$42,874$148,599
REGINA C BERGERONVice Pres/Treasurer/DirectPT$7,466$571$8,037
LINDA M COOKESecretary/DirectorPT$7,466$571$8,037
Filing and Contact Details

Filer

Filer Name
The Wasie Foundation
EIN
41-0911636
Phone
9529558500
Address
230 MANITOBA AVENUE SOUTH, WAYZATA, MN 55391-1612

Signing Officer

Name
Gregg D Sjoquist
Title
President
Phone
9529558500
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022
Preparer
Scott Brown
Phone
2122862600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SAMSONITE INTERNATIONAL SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SIX FLAGS ETTMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3WYNDHAM DESTINATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4WYNDHAM HOTELS & RESORTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5INGREDION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SMUCKER JM CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8NASDAQ INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COOPER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10LAB CORP OF AMER HLDGS NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11STERIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12TELEFLEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13WATERS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14WEST PHARMACEUTICAL SVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ALLEGION PLC ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DOVER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HARRIS CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18IDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KAR AUCTION SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SNAP-ON TOOLS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VERISK ANALYTICS INC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CHECK POINT SOFTWARE TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CORELOGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25LOGMEIN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27WORLDPAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AXALTA COATING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ALIBABA GROUP HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SAFRAN SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32RIO TINTO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CHURCH & DWIGHT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PIONEER NATURAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DISCOVER FINANCIAL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46KEYCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MORGAN STANLEY GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55FORTIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56RAYTHEON CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WASTE MANAGEMENT INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59FIDELITY NATL INFO SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ACTIVISION BLIZZARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ALPHABET INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67DISNEY (WALT) HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69AMERICAN WATER WORKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73US BANCORP DEL NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76AMERICAN ELECTRIC POWER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77CONSOLIDATED EDISON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79EVERSOURCE ENERGY NPV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MCDONALD'S CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1238094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OW LARGE CAP STRATEGIES FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OW SMALL & MIDCAP STRAT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OW STRATEGIC OPPTYS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIDELITY ADVISOR STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LOOMIS SAYLES BOND FD INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5OW STRATEGIC OPPTYS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FIR TREE INTERNATIONAL VALUE FUND (USTE), L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ALLIED INVENTORS FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8RHO FUND INVESTORS 2005, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MOUNT KELLETT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SUMITOMO MITSUI FINL GRP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11DIAGEO CAPITAL PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BP CAPITAL MARKETS PLC
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,047,458
Liabilities
$0
Net assets
$16,047,458
Revenue
$1,081,845
Expenses
$1,259,763
Net income
-$177,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$1.01$2.52$1.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.02$0.00$9.02$0.27$2.96$2.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$1.31$3.98$2.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.00$18.0$1.29$1.84$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$0.65$1.39$2.04
2019Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$0.97$1.26$0.29
2018Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$1.08$1.26$0.18
2015Summary only. Only limited summary data is available for this year.$18.2$0.00$2.63$2.92$0.29
2014Summary only. Only limited summary data is available for this year.$20.5$0.00$1.67$3.85$2.18
2013Summary only. Only limited summary data is available for this year.$25.1$0.00$0.77$3.19$2.42
2012Summary only. Only limited summary data is available for this year.$25.6$0.00$1.10$2.74$1.64
2011Summary only. Only limited summary data is available for this year.$26.1$0.00$3.16$2.51$0.66