Civic Intelligence

Lucas Wegmann Foundation C/O Robert B Gregory

990PF • Fiscal year 2021 • EIN 47-4768533

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 08, 2022

Organization Profile
CO 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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

71%

Higher net margin than 91% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

0.4%

Faster asset growth than 29% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,767,495

Up $11,970 (+0.4%) from 2020

Net Assets

Up

$2,767,495

Up $11,970 (+0.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Down

$255,744

Down $668,106 (-72%) from 2020

Expenses

Down

$75,051

Down $225,687 (-75%) from 2020

Net Income

Down

$180,693

Down $442,419 (-71%) from 2020

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

2021

Assets$2,767,495
Liabilities$0
Net Assets$2,767,495
Open 2021 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

2021

Revenue$255,744
Expenses$75,051
Net Income$180,693
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 8, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th 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
CO COASTLINE TRUST CO 90 ELM ST, PROVIDENCE, RI 02903

Signing Officer

Name
C Lucas Wegmann
Title
Trustee
Phone
4017513265
Signed
2022-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
951 NORTH MAIN STREET, PROVIDENCE, RI 02904
Preparer
Sandy Ross
Phone
4012742001
Raw XML Appendix296 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SUBSCRIPTION RECEIPT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0100000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt035843
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1139935
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FOREIGN EXCHANGE RATE DIFFERENCES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DONATED STOCK
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07055
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DONATED BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022621
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022290
TaxesSchedule/TaxesDetail/Amt09506
TaxesSchedule/TaxesDetail/Amt111724
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt111724
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C LUCAS WEGMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04017513265
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCAS WEGMANN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUCA
ReturnHeader/Filer/EIN0474768533
ReturnHeader/Filer/PhoneNum04017513265
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO COASTLINE TRUST CO 90 ELM ST
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002903
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/PreparerPersonNm0SANDY ROSS
ReturnHeader/ReturnTs02022-04-08T15:58:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUCAS WEGMANN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,767,495
Liabilities
$0
Net assets
$2,767,495
Revenue
$255,744
Expenses
$75,051
Net income
$180,693
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