Civic Intelligence

Keith and Deborah Wandell Charitable Foundation

990PF • Fiscal year 2016 • EIN 46-1223181

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 21, 2017

Organization Profile
16 Somerset PtBluffton, SC 29910

(843) 837-1999

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

15th percentile

-9.6%

Faster asset growth than 15% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1053%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$682,382

Down $72,404 (-9.6%) from 2015

Net Assets

Down

$682,382

Down $72,404 (-9.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin18th percentile

Revenue

Up

$336,123

Up $306,975 (+1053%) from 2015

Expenses

Up

$408,527

Up $395,450 (+3024%) from 2015

Net Income

Down

-$72,404

Down $88,475 (-551%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $807,125Liabilities 2012: $02012Assets 2013: $730,280Liabilities 2013: $02013Assets 2014: $738,715Liabilities 2014: $0Net Assets 2014: $738,7152014Assets 2015: $754,786Liabilities 2015: $0Net Assets 2015: $754,7862015Assets 2016: $682,382Liabilities 2016: $0Net Assets 2016: $682,3822016Assets 2017: $896,211Liabilities 2017: $0Net Assets 2017: $896,2112017Assets 2019: $305,693Liabilities 2019: $0Net Assets 2019: $305,6932019Assets 2020: $450,475Liabilities 2020: $12020Assets 2021: $661,015Liabilities 2021: $0Net Assets 2021: $661,0142021Assets 2022: $779,223Liabilities 2022: $0Net Assets 2022: $779,2232022Assets 2023: $763,831Liabilities 2023: $12023Assets 2024: $1,251,325Liabilities 2024: $0Net Assets 2024: $1,086,1422024

Highlighted filing

2016

Assets$682,382
Liabilities$0
Net Assets$682,382
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $822,125Expenses 2012: $15,000Net Income 2012: $807,1252012Revenue 2013: $22,771Expenses 2013: $99,614Net Income 2013: -$76,8432013Revenue 2014: $34,359Expenses 2014: $35,925Net Income 2014: -$1,5662014Revenue 2015: $29,148Expenses 2015: $13,077Net Income 2015: $16,0712015Revenue 2016: $336,123Expenses 2016: $408,527Net Income 2016: -$72,4042016Revenue 2017: $523,778Expenses 2017: $309,949Net Income 2017: $213,8292017Revenue 2019: $221,992Expenses 2019: $504,633Net Income 2019: -$282,6412019Revenue 2020: $641,003Expenses 2020: $496,221Net Income 2020: $144,7822020Revenue 2021: $271,606Expenses 2021: $61,067Net Income 2021: $210,5392021Revenue 2022: $629,549Expenses 2022: $511,340Net Income 2022: $118,2092022Revenue 2023: $145,708Expenses 2023: $161,100Net Income 2023: -$15,3922023Revenue 2024: $693,226Expenses 2024: $370,915Net Income 2024: $322,3112024

Highlighted filing

2016

Revenue$336,123
Expenses$408,527
Net Income-$72,404
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH E WANDELLTrustee-$0--
DEBORAH L WANDELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Keith and Deborah Wandell Charitable
EIN
46-1223181
In Care Of
% KEITH E WANDELL
Phone
8438371999
Address
16 SOMERSET PT, BLUFFTON, SC 29910

Signing Officer

Name
Keith Wandell
Title
trustee
Phone
8438371999
Signed
2017-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
George a Dionisopoul
Phone
4142712400
Raw XML Appendix344 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/PersonNm0KEITH E WANDELL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01480 W LANE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1225 W VINE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23 INTERNATIONAL DRIVE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3351 W NATIONWIDE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4909 N WASHINGTON STREET SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 3827
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64 NORTHRIDGE DRIVE SUITE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 23019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RYE BROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3COLUMUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BLUFFTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HILTON HEAD
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0402890
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/AppliedToCurrentYearAmt038067
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027887
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0398695
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0364823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027887
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0402890
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0364823
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0398695
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033872
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Keith Deborah Wandell
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016 Somerset Pt
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Bluffton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0SC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd029910
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0201480
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0852059
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc05205 SHARES CONSTELLATION BRANDS INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-11-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04309
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSEL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04309
TaxesSchedule/TaxesDetail/Amt0328
TaxesSchedule/TaxesDetail/Amt11000
TaxesSchedule/TaxesDetail/CategoryTxt02015 EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12016 EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH WANDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08438371999
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KEITH AND DEBORAH WANDELL CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KEIT
ReturnHeader/Filer/EIN0461223181
ReturnHeader/Filer/InCareOfNm0% KEITH E WANDELL
ReturnHeader/Filer/PhoneNum08438371999
ReturnHeader/Filer/USAddress/AddressLine1Txt016 SOMERSET PT
ReturnHeader/Filer/USAddress/CityNm0BLUFFTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029910
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId000B26778A0908D8D813F6A2C0F3FEBAFB9A99279
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId000B26778A0908D8D813F6A2C0F3FEBAFB9A99279
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039556220171305000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0151.153.1.1
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE A DIONISOPOUL
ReturnHeader/ReturnTs02017-05-10T13:11:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$682,382
Liabilities
$0
Net assets
$682,382
Revenue
$336,123
Expenses
$408,527
Net income
-$72,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.09$0.69$0.37$0.32
2023Summary only. Only limited summary data is available for this year.$0.76$0.00$0.15$0.16$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.63$0.51$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.27$0.06$0.21
2020Summary only. Only limited summary data is available for this year.$0.45$0.00$0.64$0.50$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.22$0.50$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.52$0.31$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.34$0.41$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.03$0.01$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.03$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$0.73$0.00$0.02$0.10$0.08
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.82$0.02$0.81
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $500k-$1M nonprofits