Civic Intelligence

Herbert W and Maria Anna Wanner Foundation

990PF • Fiscal year 2021 • EIN 45-3443552

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization Profile
420 Race AvenueLancaster, PA 17603

(717) 291-8990

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

11th percentile

-66%

Higher net margin than 11% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

34th percentile

-3.3%

Faster asset growth than 34% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$298,483

Down $10,092 (-3.3%) from 2020

Net Assets

Down

$298,483

Down $10,092 (-3.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin11th percentile

Revenue

Up

$15,305

Up $2,779 (+22%) from 2020

Expenses

Down

$25,397

Down $3 (-0.0%) from 2020

Net Income

Up

-$10,092

Up $2,782 (+22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$400K$300K$200K$100K$0Assets 2011: $125,010Liabilities 2011: $02011Assets 2012: $202,635Liabilities 2012: $0Net Assets 2012: $202,6352012Assets 2013: $280,260Liabilities 2013: $0Net Assets 2013: $280,2602013Assets 2014: $350,575Liabilities 2014: $0Net Assets 2014: $350,5752014Assets 2015: $352,816Liabilities 2015: $0Net Assets 2015: $352,8162015Assets 2016: $345,221Liabilities 2016: $0Net Assets 2016: $345,2212016Assets 2017: $333,285Liabilities 2017: $0Net Assets 2017: $333,2852017Assets 2018: $324,936Liabilities 2018: $0Net Assets 2018: $324,9362018Assets 2019: $321,449Liabilities 2019: $0Net Assets 2019: $321,4492019Assets 2020: $308,575Liabilities 2020: $0Net Assets 2020: $308,5752020Assets 2021: $298,483Liabilities 2021: $0Net Assets 2021: $298,4832021Assets 2022: $277,175Liabilities 2022: $0Net Assets 2022: $277,1752022Assets 2023: $266,543Liabilities 2023: $0Net Assets 2023: $266,5432023Assets 2024: $252,799Liabilities 2024: $0Net Assets 2024: $252,7992024

Highlighted filing

2021

Assets$298,483
Liabilities$0
Net Assets$298,483
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $125,010Expenses 2011: $0Net Income 2011: $125,0102011Expenses 2012: $3,3752012Revenue 2013: $81,000Expenses 2013: $3,375Net Income 2013: $77,6252013Revenue 2014: $81,100Expenses 2014: $10,785Net Income 2014: $70,3152014Revenue 2015: $18,407Expenses 2015: $16,166Net Income 2015: $2,2412015Revenue 2016: $15,931Expenses 2016: $23,526Net Income 2016: -$7,5952016Revenue 2017: $10,195Expenses 2017: $22,131Net Income 2017: -$11,9362017Revenue 2018: $17,718Expenses 2018: $26,067Net Income 2018: -$8,3492018Revenue 2019: $21,960Expenses 2019: $25,447Net Income 2019: -$3,4872019Revenue 2020: $12,526Expenses 2020: $25,400Net Income 2020: -$12,8742020Revenue 2021: $15,305Expenses 2021: $25,397Net Income 2021: -$10,0922021Revenue 2022: $8,233Expenses 2022: $29,541Net Income 2022: -$21,3082022Revenue 2023: $19,345Expenses 2023: $29,977Net Income 2023: -$10,6322023Revenue 2024: $11,316Expenses 2024: $25,060Net Income 2024: -$13,7442024

Highlighted filing

2021

Revenue$15,305
Expenses$25,397
Net Income-$10,092
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA ANNA WANNERPresident-$0--
SUSANNE W SHANDSecretary-$0--
THOMAS M WANNERDirector-$0--
BARBARA W FLESCHDirector-$0--
ANDREA W MILLERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Herbert W & Maria Anna Wanner
EIN
45-3443552
Phone
7172918990
Address
420 RACE AVENUE, LANCASTER, PA 17603

Signing Officer

Name
Maria Anna Wanner
Title
President
Phone
7172918990
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Bertz Hess & Co Llp
Address
36 EAST KING ST, LANCASTER, PA 17602
Preparer
Robert J Bertz CPA
Phone
7173930767
Raw XML Appendix308 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/PersonNm0MARIA ANNA WANNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSANNE W SHAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS M WANNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BARBARA W FLESCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANDREA W MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0420 RACE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1420 RACE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2420 RACE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3420 RACE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4420 RACE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LANCASTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LANCASTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LANCASTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING - UNRESTRICTED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A WOMAN'S CONCERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHARITABLE CONTRIBUTIONS 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LANCASTER COUNTY CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LANCASTER EMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST JAMES CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST JUDE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6LANCASTER CATHOLIC HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WITF PUBLIC RADIO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0616 N DUKE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2117 S WEST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31829 E LINCOLN HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4505 WOODCREST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6650 JULIETTE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74801 LINDLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LITITZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MEPHIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HARRISBURG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd217603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd317602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd417543
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd617601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd717111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019995
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/AppliedToCurrentYearAmt0895
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019100
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022916
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019995
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022021
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04675
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04675
TaxesSchedule/TaxesDetail/Amt0614
TaxesSchedule/TaxesDetail/Amt1113
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1PRIVATE FOUNDATION TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0614
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA ANNA WANNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07172918990
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT W & MARIA ANNA WANNER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0453443552
ReturnHeader/Filer/PhoneNum07172918990
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 RACE AVENUE
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231709427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERTZ HESS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 EAST KING ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017602
ReturnHeader/PreparerPersonGrp/PhoneNum07173930767
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J BERTZ CPA
ReturnHeader/ReturnTs02022-05-10T13:30:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIA ANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WANNER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,483
Liabilities
$0
Net assets
$298,483
Revenue
$15,305
Expenses
$25,397
Net income
-$10,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.11$0.25$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.19$0.30$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.08$0.30$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.15$0.25$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.13$0.25$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.22$0.25$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.18$0.26$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.10$0.22$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.16$0.24$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.18$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.81$0.11$0.70
2013Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.81$0.03$0.78
2012Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.03
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.00$1.25