Civic Intelligence

Lucas Wegmann Foundation C/O Robert B Gregory

990PF • Fiscal year 2018 • EIN 47-4768533

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 25, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

10th percentile

-43%

Higher net margin than 10% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

29th percentile

-3.4%

Faster asset growth than 29% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,389,105

Down $84,937 (-3.4%) from 2017

Net Assets

Down

$2,389,105

Down $84,937 (-3.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin10th percentile

Revenue

Down

$131,550

Down $366,520 (-74%) from 2017

Expenses

Up

$188,176

Up $107,348 (+133%) from 2017

Net Income

Down

-$56,626

Down $473,868 (-114%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2018

Assets$2,389,105
Liabilities$0
Net Assets$2,389,105
Open 2018 Filing

Operations Trend

Revenue Growth3rd 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

2018

Revenue$131,550
Expenses$188,176
Net Income-$56,626
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 25, 2019
Return Version
2018v3.1
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
2019-03-25
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 Appendix323 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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0155000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041983
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0116067
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0140236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0158050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt098253
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0116067
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0100000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt028311
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RI ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014091
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014091
TaxesSchedule/TaxesDetail/Amt03578
TaxesSchedule/TaxesDetail/Amt19457
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt19457
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C LUCAS WEGMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04017513265
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-25
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.117.160.66
ReturnHeader/FilingSecurityInformation/IPDt02019-03-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:44:47
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/ReturnTs02019-03-26T08:25:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,389,105
Liabilities
$0
Net assets
$2,389,105
Revenue
$131,550
Expenses
$188,176
Net income
-$56,626
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