Civic Intelligence

Wagner Family Foundation

990PF • Fiscal year 2020 • EIN 46-1537126

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profile
314 Lytton AvePalo Alto, CA 94301

(650) 804-7100

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.15x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

84th percentile

24%

Faster asset growth than 84% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-63%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$74,608,640

Up $14,357,737 (+24%) from 2019

Net Assets

Up

$74,054,412

Up $14,189,187 (+24%) from 2019

Liabilities

Up

$554,228

Up $168,550 (+44%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin83rd percentile

Revenue

Down

$3,803,013

Down $6,477,227 (-63%) from 2019

Expenses

Down

$2,441,680

Down $892,621 (-27%) from 2019

Net Income

Down

$1,361,333

Down $5,584,606 (-80%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2020

Assets$74,608,640
Liabilities$554,228
Net Assets$74,054,412
Open 2020 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

2020

Revenue$3,803,013
Expenses$2,441,680
Net Income$1,361,333
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY DH WAGNERPresident/Director-$0--
JAMES PW WAGNERSecretary/Treasurer/Director-$0--
JACKSON HM WAGNERDirector-$0--
BENJAMIN EH WAGNERDirector-$0--
JAMES CH WAGNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wagner Family Foundation
EIN
46-1537126
Phone
6508047100
Address
314 LYTTON AVE, PALO ALTO, CA 94301

Signing Officer

Name
James Peter Wagner
Title
Secretary
Phone
6508047100
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
975 OAK STREET SUITE 500, EUGENE, OR 97401
Preparer
Wendy Campos
Phone
5416861040
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0263609
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-263609
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04055279
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-252266
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03803013
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt070903
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt070903
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0140356
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02923681
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01993333
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01993333
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0262747
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0216482
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01361333
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021494581
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03586531
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04393047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0235
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0465435
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt031055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01794102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt046202
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt046202
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04943
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0230734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02064471
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0587483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02441680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04980530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03803013
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt071138
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0587483
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0448347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018351455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1219445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03143126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-219445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03143126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-219445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021494581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ALTERNATIVE INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02923681
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01361333
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012827854
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt074054412
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt059865225
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt074054412
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03550119
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03550119
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03550119
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03611182
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt061063
IRS990PF/DistributableAmountGrp/TotalTaxAmt061063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt017007
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt078070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt061063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt017007
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt061063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt061063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt078070
IRS990PF/FMVAssetsEOYAmt074608640
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt015678
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt014228
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04405433
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03908522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03908522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt023168412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011433566
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011433566
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt059865225
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt074054412
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt030643225
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt044419337
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt044419337
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0370000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0540000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0125000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01672131
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014448868
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014448868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt060250903
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt074608640
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt074608640
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0385678
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0554228
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt060250903
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt074608640
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt059865225
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt074054412
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0236702
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0248347
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0248347
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt073323499
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011656312
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017247850
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01099852
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt044419337
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03611182
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt072223647
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt073323499
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0APERCEN PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0112374
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCOUNTING & CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0314 LYTTON AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AMY DH WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES PW WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACKSON HM WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BENJAMIN EH WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES CH WAGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER/DIRECTOR

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Filings

Displayed year

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

Open filing
Assets
$74,608,640
Liabilities
$554,228
Net assets
$74,054,412
Revenue
$3,803,013
Expenses
$2,441,680
Net income
$1,361,333
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