Civic Intelligence

Wegener Foundation Inc.

990PF • Fiscal year 2023 • EIN 73-6095407

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 03, 2024

Organization Profile
PO Box 18335Oklahoma City, OK 73154-0335

(405) 235-8455

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

33rd percentile

$5,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

85th percentile

28%

Faster asset growth than 85% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

66%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$6,232,873

Flat from 2023

Net Assets

$6,232,873

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin92nd percentile

Revenue

Flat

$1,990,527

Flat from 2023

Expenses

Flat

$657,684

Flat from 2023

Net Income

Flat

$1,332,843

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,066,043Liabilities 2011: $1,6812011Assets 2012: $2,016,302Liabilities 2012: $2,1762012Assets 2013: $2,183,572Liabilities 2013: $4,6772013Assets 2014: $3,208,265Liabilities 2014: $2,2512014Assets 2015: $3,611,289Liabilities 2015: $1,872Net Assets 2015: $3,609,4172015Assets 2016: $3,560,492Liabilities 2016: $1,632Net Assets 2016: $3,558,8602016Assets 2017: $3,627,888Liabilities 2017: $0Net Assets 2017: $3,627,8882017Assets 2018: $3,656,893Liabilities 2018: $0Net Assets 2018: $3,656,8932018Assets 2019: $4,008,559Liabilities 2019: $0Net Assets 2019: $4,008,5592019Assets 2020: $3,865,748Liabilities 2020: $0Net Assets 2020: $3,865,7482020Assets 2021: $4,262,037Liabilities 2021: $12021Assets 2022: $4,873,698Liabilities 2022: $1,000Net Assets 2022: $4,872,6982022Assets 2023: $6,232,873Liabilities 2023: $0Net Assets 2023: $6,232,8732023Assets 2023: $6,232,873Liabilities 2023: $12023Assets 2024: $7,526,827Liabilities 2024: $2,681Net Assets 2024: $7,524,1462024

Highlighted filing

2023

Assets$6,232,873
Liabilities$0
Net Assets$6,232,873
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $439,587Expenses 2011: $311,364Net Income 2011: $128,2232011Revenue 2012: $298,326Expenses 2012: $348,562Net Income 2012: -$50,2362012Revenue 2013: $522,712Expenses 2013: $357,943Net Income 2013: $164,7692013Revenue 2014: $1,782,224Expenses 2014: $755,105Net Income 2014: $1,027,1192014Revenue 2015: $813,932Expenses 2015: $410,529Net Income 2015: $403,4032015Revenue 2016: $375,091Expenses 2016: $425,648Net Income 2016: -$50,5572016Revenue 2017: $520,309Expenses 2017: $451,281Net Income 2017: $69,0282017Revenue 2018: $450,490Expenses 2018: $421,485Net Income 2018: $29,0052018Revenue 2019: $1,051,738Expenses 2019: $700,072Net Income 2019: $351,6662019Revenue 2020: $519,303Expenses 2020: $662,094Net Income 2020: -$142,7912020Revenue 2021: $898,557Expenses 2021: $501,225Net Income 2021: $397,3322021Revenue 2022: $1,201,511Expenses 2022: $578,766Net Income 2022: $622,7452022Revenue 2023: $1,990,527Expenses 2023: $657,684Net Income 2023: $1,332,8432023Revenue 2023: $1,990,527Expenses 2023: $657,684Net Income 2023: $1,332,8432023Revenue 2024: $2,124,381Expenses 2024: $846,346Net Income 2024: $1,278,0352024

Highlighted filing

2023

Revenue$1,990,527
Expenses$657,684
Net Income$1,332,843
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF WEGENERPresident-$5,000-$5,000
RODNEY WEGENERVice President-$5,000-$5,000
KAY WOLFARDTrustee-$5,000-$5,000
LAURA TONTZTrustee-$5,000-$5,000
MATTHEW WEGENERTrustee-$5,000-$5,000
KARI BLAKLEYSecretary-$0--
GINNY EVANSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wegener Foundation Inc
EIN
73-6095407
Phone
4052358455
Address
PO BOX 18335, OKLAHOMA CITY, OK 73154-0335

Signing Officer

Name
Jeff Wegener
Title
President
Phone
4052358455
Signed
2024-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Rebecca a Rodriguez
Phone
2108286281
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9643976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9718255
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AUTOMATIC DATA PROCESSING INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CVS HEALTH CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CARRIER GLOBAL CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CATERPILLAR INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHEVRON CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COMCAST CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DEVON ENERGY CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DFA INTERNATIONAL VALUE PORTFOLIO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DODGE & CPX STOCK FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DR HORTON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FACEBOOK INC CL A/ META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HARBOR CAPITAL APPRECIATION INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTERCONTINENTAL EXCHANGE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41INVESCO S&P 500 EQUAL WEIGHT ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LAM RESEARCH CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MICRON TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58NORTHERN INTERMEDIATE TAX-EXEMPT SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PNC FINANCIAL SERVICES GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66REVVITY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ROYCE INTERNATIONAL PREMIER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TRUIST FINANCIAL CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VALERO ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VERALTO CORP COM SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VANGUARD FTSE DEVELOPED MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VANGUARD HIGH DIVIDEND YIELD INDEX ETF (MKT)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WALMART STORES INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97ZIMMER BIOMET HLDGS INC COM
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0196634
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0298179
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt226469
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt030452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt192053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25150964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0160443
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05121
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01506
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0397000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0160443
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0160443
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0594157
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0170
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0226
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01824963
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01824963
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt041573
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt044158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt085731
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0124828
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0143704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00

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Filings

Displayed year

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

Open filing
Assets
$6,232,873
Liabilities
$0
Net assets
$6,232,873
Revenue
$1,990,527
Expenses
$657,684
Net income
$1,332,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.52$2.12$0.85$1.28
2023Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$1.99$0.66$1.33
2023Summary only. Only limited summary data is available for this year.$6.23$0.00$1.99$0.66$1.33
2022Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$1.20$0.58$0.62
2021Summary only. Only limited summary data is available for this year.$4.26$0.00$0.90$0.50$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.52$0.66$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$1.05$0.70$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.45$0.42$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.52$0.45$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.38$0.43$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.81$0.41$0.40
2014Summary only. Only limited summary data is available for this year.$3.21$0.00$1.78$0.76$1.03
2013Summary only. Only limited summary data is available for this year.$2.18$0.00$0.52$0.36$0.16
2012Summary only. Only limited summary data is available for this year.$2.02$0.00$0.30$0.35$0.05
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$0.44$0.31$0.13