Civic Intelligence

Wake Charitable Foundation

990PF • Fiscal year 2023 • EIN 47-6038985

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
203 South 6th StreetSeward, NE 68434

(402) 643-3602

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-121%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

20th percentile

-5.3%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

28%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,761,733

Down $155,902 (-5.3%) from 2022

Net Assets

Down

$2,761,733

Down $155,902 (-5.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Up

$128,500

Up $27,931 (+28%) from 2022

Expenses

Up

$284,402

Up $14,615 (+5.4%) from 2022

Net Income

Up

-$155,902

Up $13,316 (+7.9%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,071,694Liabilities 2011: $02011Assets 2012: $2,383,623Liabilities 2012: $02012Assets 2013: $2,499,717Liabilities 2013: $02013Assets 2014: $2,607,902Liabilities 2014: $02014Assets 2015: $2,660,383Liabilities 2015: $02015Assets 2019: $3,046,508Liabilities 2019: $02019Assets 2020: $2,952,649Liabilities 2020: $0Net Assets 2020: $2,952,6492020Assets 2021: $3,086,853Liabilities 2021: $0Net Assets 2021: $3,086,8532021Assets 2022: $2,917,635Liabilities 2022: $0Net Assets 2022: $2,917,6352022Assets 2023: $2,761,733Liabilities 2023: $0Net Assets 2023: $2,761,7332023Assets 2024: $2,833,123Liabilities 2024: $0Net Assets 2024: $2,833,1232024

Highlighted filing

2023

Assets$2,761,733
Liabilities$0
Net Assets$2,761,733
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $186,765Expenses 2011: $117,790Net Income 2011: $68,9752011Revenue 2012: $485,945Expenses 2012: $95,501Net Income 2012: $390,4442012Revenue 2013: $222,064Expenses 2013: $105,970Net Income 2013: $116,0942013Revenue 2014: $240,352Expenses 2014: $132,167Net Income 2014: $108,1852014Revenue 2015: $80,157Expenses 2015: $140,290Net Income 2015: -$60,1332015Revenue 2019: $208,717Expenses 2019: $194,185Net Income 2019: $14,5322019Revenue 2020: $101,039Expenses 2020: $194,898Net Income 2020: -$93,8592020Revenue 2021: $330,684Expenses 2021: $196,480Net Income 2021: $134,2042021Revenue 2022: $100,569Expenses 2022: $269,787Net Income 2022: -$169,2182022Revenue 2023: $128,500Expenses 2023: $284,402Net Income 2023: -$155,9022023Revenue 2024: $308,463Expenses 2024: $237,073Net Income 2024: $71,3902024

Highlighted filing

2023

Revenue$128,500
Expenses$284,402
Net Income-$155,902
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES S WAKEPresident/Secretary-$0--
MAX T WAKEVice President-$0--
Filing and Contact Details

Filer

Filer Name
Wake Charitable Foundation
EIN
47-6038985
In Care Of
% STEVE WAKE
Phone
4026433602
Address
203 SOUTH 6TH STREET, SEWARD, NE 68434

Signing Officer

Name
Steve Wake
Title
President
Phone
4026433602
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Labenz & Associates LLC
Address
8555 Pioneers Boulevard, Lincoln, NE 68520
Preparer
Corey J Labenz
Phone
4024378383
Raw XML Appendix290 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCK CROSS PORTFOLIO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES S WAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MAX T WAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/SECRETARY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0115373
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0153149
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0181212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0268522
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt065839
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0153149
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FAILURE TO PAY PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07451
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07451
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2189
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON-TAXABLE DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0119
TaxesSchedule/TaxesDetail/Amt0221
TaxesSchedule/TaxesDetail/Amt14451
TaxesSchedule/TaxesDetail/Amt21240
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12022 TAXES DUE
TaxesSchedule/TaxesDetail/CategoryTxt22023 ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0221
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE WAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04026433602
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wake Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0476038985
ReturnHeader/Filer/InCareOfNm0% STEVE WAKE
ReturnHeader/Filer/PhoneNum04026433602
ReturnHeader/Filer/USAddress/AddressLine1Txt0203 SOUTH 6TH STREET
ReturnHeader/Filer/USAddress/CityNm0SEWARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068434
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Labenz & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08555 Pioneers Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lincoln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068520
ReturnHeader/PreparerPersonGrp/PhoneNum04024378383
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Corey J Labenz
ReturnHeader/ReturnTs02024-05-10T15:06:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAKE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,761,733
Liabilities
$0
Net assets
$2,761,733
Revenue
$128,500
Expenses
$284,402
Net income
-$155,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.31$0.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.13$0.28$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.10$0.27$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.33$0.20$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.10$0.19$0.09
2019Summary only. Only limited summary data is available for this year.$3.05$0.00$0.21$0.19$0.01
2015Summary only. Only limited summary data is available for this year.$2.66$0.00$0.08$0.14$0.06
2014Summary only. Only limited summary data is available for this year.$2.61$0.00$0.24$0.13$0.11
2013Summary only. Only limited summary data is available for this year.$2.50$0.00$0.22$0.11$0.12
2012Summary only. Only limited summary data is available for this year.$2.38$0.00$0.49$0.10$0.39
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$0.19$0.12$0.07