Civic Intelligence

Wagner Family Foundation

990PF • Fiscal year 2013 • EIN 46-1537126

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization Profile
314 Lytton Ave Ste 200Palo Alto, CA 94301

(650) 804-7100

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

26th percentile

0.04x

Higher debt load relative to revenue than 26% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

96th percentile

67%

Faster asset growth than 96% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$29,129,925

Up $11,656,355 (+67%) from 2012

Net Assets

$28,851,525

No earlier filing loaded for comparison.

Liabilities

Up

$278,400

Up $278,400 from 2012

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin95th percentile

Revenue

Down

$7,382,807

Down $9,983,134 (-57%) from 2012

Expenses

Up

$1,352,519

Up $1,352,519 from 2012

Net Income

Down

$6,030,288

Down $11,335,653 (-65%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$100M$50M$0Assets 2012: $17,473,570Liabilities 2012: $02012Assets 2013: $29,129,925Liabilities 2013: $278,400Net Assets 2013: $28,851,5252013Assets 2014: $32,697,707Liabilities 2014: $247,325Net Assets 2014: $32,450,3822014Assets 2015: $36,264,905Liabilities 2015: $252,000Net Assets 2015: $36,012,9052015Assets 2016: $40,051,721Liabilities 2016: $318,000Net Assets 2016: $39,733,7212016Assets 2017: $51,945,965Liabilities 2017: $663,206Net Assets 2017: $51,282,7592017Assets 2018: $49,186,496Liabilities 2018: $555,730Net Assets 2018: $48,630,7662018Assets 2019: $60,250,903Liabilities 2019: $385,678Net Assets 2019: $59,865,2252019Assets 2020: $74,608,640Liabilities 2020: $554,228Net Assets 2020: $74,054,4122020Assets 2021: $92,366,995Liabilities 2021: $798,182Net Assets 2021: $91,568,8132021Assets 2022: $35,263,504Liabilities 2022: $334,300Net Assets 2022: $34,929,2042022Assets 2023: $35,718,825Liabilities 2023: $358,465Net Assets 2023: $35,360,3602023Assets 2024: $38,971,797Liabilities 2024: $239,384Net Assets 2024: $38,732,4132024

Highlighted filing

2013

Assets$29,129,925
Liabilities$278,400
Net Assets$28,851,525
Open 2013 Filing

Operations Trend

Revenue Growth5th percentile

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

$50M$0-$50MRevenue 2012: $17,365,941Expenses 2012: $0Net Income 2012: $17,365,9412012Revenue 2013: $7,382,807Expenses 2013: $1,352,519Net Income 2013: $6,030,2882013Revenue 2014: $5,573,624Expenses 2014: $3,218,309Net Income 2014: $2,355,3152014Revenue 2015: $645,341Expenses 2015: $622,100Net Income 2015: $23,2412015Revenue 2016: $3,934,878Expenses 2016: $1,934,554Net Income 2016: $2,000,3242016Revenue 2017: $2,207,925Expenses 2017: $818,438Net Income 2017: $1,389,4872017Revenue 2018: $2,685,646Expenses 2018: $3,130,448Net Income 2018: -$444,8022018Revenue 2019: $10,280,240Expenses 2019: $3,334,301Net Income 2019: $6,945,9392019Revenue 2020: $3,803,013Expenses 2020: $2,441,680Net Income 2020: $1,361,3332020Revenue 2021: $2,770,754Expenses 2021: $3,657,925Net Income 2021: -$887,1712021Revenue 2022: $3,151,153Expenses 2022: $44,089,532Net Income 2022: -$40,938,3792022Revenue 2023: $1,007,846Expenses 2023: $3,534,987Net Income 2023: -$2,527,1412023Revenue 2024: $11,611,129Expenses 2024: $3,373,480Net Income 2024: $8,237,6492024

Highlighted filing

2013

Revenue$7,382,807
Expenses$1,352,519
Net Income$6,030,288
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES PETER WAGNERPresident/Director-$0--
AMY HAIG WAGNERSec./Treas./Director-$0--
Filing and Contact Details

Filer

EIN
46-1537126
Phone
6508047100

Signing Officer

Name
James Peter Wagner
Title
President
Phone
6508047100
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
Ray L Widmer Iii
Phone
5416861040
Raw XML Appendix361 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2THE JAMES PETER W. WAGNER AND AMY HAIG WAGNER PROFESSORSHIP OF ENGINEERING AND APPLIED SCIENCES, FRIENDS OF HARVARD SAILING, HARVARD BUSINESS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10INTERNATIONAL JUSTICE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11NURU INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13VINEYARD ASSEMBLY OF GOD CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14MENLO PARK PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15MENLO SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX 58147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11855 EL CAMINO REAL STE 13A-411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12124 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine131048 STATE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14950 SANTA CRUZ AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1550 VALPARAISO AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3VINEYARD HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4MENLO PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5ATHERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0200378147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode194301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode202138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode302568
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode494025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode594027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01167687
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0875696
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0711
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0875696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0319386
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0319386
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01195793
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0319386
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0319386
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0711
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES AND AMY WAGNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10314 LYTTON AVE SUITE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode094301
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02177275
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02177275
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-12-12
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt011164
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011164
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0242120
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0242120
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0278400
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ACCRUAL TO CASH ADJUSTMENT FOR ACCRUED TAXES
OtherIncreasesSchedule/OtherIncreasesDetail/Amount05626067
OtherIncreasesSchedule/OtherIncreasesDetail/Description0UNREALIZED GAIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0278400
TaxesSchedule/TaxesDetail/Amt0140000
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2225
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1CALIFORNIA STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2CALIFORNIA STATE FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2225
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES PETER WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06508047100
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10WAGNER FAMILY FOUNDATION CO APERCEN PARTNERS LLC
ReturnHeader/Filer/BusinessNameControlTxt0WAGN
ReturnHeader/Filer/EIN0461537126
ReturnHeader/Filer/PhoneNum06508047100
ReturnHeader/Filer/USAddress/AddressLine10314 LYTTON AVE STE 200
ReturnHeader/Filer/USAddress/City0PALO ALTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10975 OAK STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097401
ReturnHeader/PreparerPersonGrp/PhoneNum05416861040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAY L WIDMER III
ReturnHeader/ReturnTs02014-11-11T19:15:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,129,925
Liabilities
$278,400
Net assets
$28,851,525
Revenue
$7,382,807
Expenses
$1,352,519
Net income
$6,030,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.0$0.24$38.7$11.6$3.37$8.24
2023Detailed filing. Detailed filing data is available for this year.$35.7$0.36$35.4$1.01$3.53$2.53
2022Detailed filing. Detailed filing data is available for this year.$35.3$0.33$34.9$3.15$44.1$40.9
2021Detailed filing. Detailed filing data is available for this year.$92.4$0.80$91.6$2.77$3.66$0.89
2020Detailed filing. Detailed filing data is available for this year.$74.6$0.55$74.1$3.80$2.44$1.36
2019Detailed filing. Detailed filing data is available for this year.$60.3$0.39$59.9$10.3$3.33$6.95
2018Detailed filing. Detailed filing data is available for this year.$49.2$0.56$48.6$2.69$3.13$0.44
2017Detailed filing. Detailed filing data is available for this year.$51.9$0.66$51.3$2.21$0.82$1.39
2016Detailed filing. Detailed filing data is available for this year.$40.1$0.32$39.7$3.93$1.93$2.00
2015Detailed filing. Detailed filing data is available for this year.$36.3$0.25$36.0$0.65$0.62$0.02
2014Detailed filing. Detailed filing data is available for this year.$32.7$0.25$32.5$5.57$3.22$2.36
2013Detailed filing. Detailed filing data is available for this year.$29.1$0.28$28.9$7.38$1.35$6.03
2012Summary only. Only limited summary data is available for this year.$17.5$0.00$17.4$0.00$17.4