Civic Intelligence

Lucas Wegmann Foundation C/O Robert B Gregory

990PF • Fiscal year 2017 • EIN 47-4768533

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 14, 2018

Organization Profile
C/O Coastline Trust CO 90 Elm StProvidence, RI 02903

(401) 751-3265

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

97th percentile

121%

Faster asset growth than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

35th percentile

-0.8%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,474,042

Up $1,967,816 (+389%) from 2015

Net Assets

$2,474,042

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Down

$498,070

Down $8,156 (-1.6%) from 2015

Expenses

Up

$80,828

Up $80,828 from 2015

Net Income

Down

$417,242

Down $88,984 (-18%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $506,226Liabilities 2015: $02015Assets 2017: $2,474,042Liabilities 2017: $0Net Assets 2017: $2,474,0422017Assets 2018: $2,389,105Liabilities 2018: $0Net Assets 2018: $2,389,1052018Assets 2019: $2,356,617Liabilities 2019: $0Net Assets 2019: $2,356,6172019Assets 2020: $2,755,525Liabilities 2020: $0Net Assets 2020: $2,755,5252020Assets 2021: $2,767,495Liabilities 2021: $0Net Assets 2021: $2,767,4952021Assets 2022: $2,550,521Liabilities 2022: $0Net Assets 2022: $2,550,5212022Assets 2023: $2,445,466Liabilities 2023: $0Net Assets 2023: $2,445,4662023Assets 2024: $385,610Liabilities 2024: $65,000Net Assets 2024: $320,6102024

Highlighted filing

2017

Assets$2,474,042
Liabilities$0
Net Assets$2,474,042
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $506,226Expenses 2015: $0Net Income 2015: $506,2262015Revenue 2017: $498,070Expenses 2017: $80,828Net Income 2017: $417,2422017Revenue 2018: $131,550Expenses 2018: $188,176Net Income 2018: -$56,6262018Revenue 2019: $100,876Expenses 2019: $131,874Net Income 2019: -$30,9982019Revenue 2020: $923,850Expenses 2020: $300,738Net Income 2020: $623,1122020Revenue 2021: $255,744Expenses 2021: $75,051Net Income 2021: $180,6932021Revenue 2022: $270,159Expenses 2022: $238,361Net Income 2022: $31,7982022Revenue 2023: $11,742Expenses 2023: $277,716Net Income 2023: -$265,9742023Revenue 2024: $48,322Expenses 2024: $186,110Net Income 2024: -$137,7882024

Highlighted filing

2017

Revenue$498,070
Expenses$80,828
Net Income$417,242
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C LUCAS WEGMANNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lucas Wegmann Foundation
EIN
47-4768533
Phone
4017513265
Address
C/O COASTLINE TRUST CO 90 ELM ST, PROVIDENCE, RI 02903

Signing Officer

Name
C Lucas Wegmann
Title
Trustee
Phone
4017513265
Signed
2018-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
951 NORTH MAIN STREET, PROVIDENCE, RI 02904
Preparer
Deborah a Hopkins
Phone
4012742001
Raw XML Appendix364 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/RecipientUSAddress/AddressLine1Txt0174 LAMBERTVILLE HOPEWELL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19 HARCOURT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2119 HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt333 EAST COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOPEWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WESTERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HILLSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202891
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349242
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054000
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/AppliedToCurrentYearAmt04781
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt051769
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0120848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0116067
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt051769
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0C LUCAS WEGMANN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1C LUCAS WEGMANN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O COASTLINE TRUST CO 90 ELM ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O COASTLINE TRUST CO 90 ELM ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PROVIDENCE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PROVIDENCE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0RI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1RI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002903
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102903
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0122071
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1175275
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0122071
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1175275
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03000 SHS CSX CORP;1000 SHS CAMDEN NATL CORP;250 SHS THERMO FISHER SCIENTIFIC INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12000 SHS NESTLE
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-05-12
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-06-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01034176
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1882933
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COASTLINE TRUST CO INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1UBS SWISS FINANCIAL ADVISORS AG INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01156206
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1989729
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01487343
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1934478
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RI ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0157
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012936
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012936
TaxesSchedule/TaxesDetail/Amt0305
TaxesSchedule/TaxesDetail/Amt18537
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18537
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C LUCAS WEGMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04017513265
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCAS WEGMANN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUCA
ReturnHeader/Filer/EIN0474768533
ReturnHeader/Filer/PhoneNum04017513265
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O COASTLINE TRUST CO 90 ELM ST
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002903
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB322B4276035101685D67CDB0E2195E7794E596
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0944A958370123486202EACB6EB4F441362028CB7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.117.160.66
ReturnHeader/FilingSecurityInformation/IPDt02018-03-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:18:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050409384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAHN LITWIN RENZA & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0951 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002904
ReturnHeader/PreparerPersonGrp/PhoneNum04012742001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH A HOPKINS
ReturnHeader/ReturnTs02018-03-28T09:13:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,474,042
Liabilities
$0
Net assets
$2,474,042
Revenue
$498,070
Expenses
$80,828
Net income
$417,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.07$0.32$0.05$0.19$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.01$0.28$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.27$0.24$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.26$0.08$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.92$0.30$0.62
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.10$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.13$0.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.50$0.08$0.42
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.00$0.51