Civic Intelligence

William E Wockner Foundation

990PF • Fiscal year 2020 • EIN 81-3327412

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 04, 2021

1000 Second Avenue 34th FloorSeattle, WA 98104-1022

(206) 667-0300

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

3rd percentile

-238%

Higher net margin than 3% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

30th percentile

$61,200

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

18th percentile

-3.1%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-62%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$23,757,026

Down $754,890 (-3.1%) from 2019

Net Assets

$23,757,026

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue

Down

$531,648

Down $854,219 (-62%) from 2019

Expenses

Up

$1,794,772

Up $723,649 (+68%) from 2019

Net Income

Down

-$1,263,124

Down $1,577,868 (-501%) from 2019

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2019: $24,511,916Liabilities 2019: $02019Assets 2020: $23,757,026Liabilities 2020: $1Net Assets 2020: $23,757,0262020Assets 2021: $27,021,126Liabilities 2021: $122,399Net Assets 2021: $26,898,7272021Assets 2022: $22,745,855Liabilities 2022: $75,000Net Assets 2022: $22,670,8552022Assets 2023: $23,165,573Liabilities 2023: $50,000Net Assets 2023: $23,115,5732023Assets 2024: $24,009,556Liabilities 2024: $26,086Net Assets 2024: $23,983,4702024Assets 2025: $25,193,318Liabilities 2025: $7,862Net Assets 2025: $25,185,4562025

Highlighted filing

2020

Assets$23,757,026
Liabilities$1
Net Assets$23,757,026

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: $1,385,867Expenses 2019: $1,071,123Net Income 2019: $314,7442019Revenue 2020: $531,648Expenses 2020: $1,794,772Net Income 2020: -$1,263,1242020Revenue 2021: $2,084,919Expenses 2021: $1,773,197Net Income 2021: $311,7222021Revenue 2022: $1,877,518Expenses 2022: $1,607,401Net Income 2022: $270,1172022Revenue 2023: $412,239Expenses 2023: $1,439,146Net Income 2023: -$1,026,9072023Revenue 2024: $1,726,089Expenses 2024: $1,672,686Net Income 2024: $53,4032024Revenue 2025: $1,819,884Expenses 2025: $1,543,989Net Income 2025: $275,8952025

Highlighted filing

2020

Revenue$531,648
Expenses$1,794,772
Net Income-$1,263,124
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 4, 2021
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES K TREADWELLPredident, DirectorPT$61,200-$61,200
FRANCES A WOCKNERVice President, Secretary, DirectorPT$55,850-$55,850
GEORGE R PIERCETreasurer, DirectorPT$30,600-$30,600
DANIEL M ASHERAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
William E Wockner Foundation
EIN
81-3327412
In Care Of
% FOUNDATION MANAGEMENT GRP L
Phone
2066670300
Address
1000 SECOND AVENUE 34TH FLOOR, SEATTLE, WA 98104-1022

Signing Officer

Name
Daniel Asher
Title
Assistent Secretary
Phone
2066670300
Signed
2021-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Management Group LLC
Address
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 98104-1022
Preparer
Madalina Dobra
Phone
2066670300
Raw XML Appendix391 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES K TREADWELL
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01591411
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEATTLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02066670300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01435000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To provide support for exempt organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0981041022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01435000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0781194
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0810217
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01186190
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01591411
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0404996
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0810217
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0KARR TUTTLE CAMPBELL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01850
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02313
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0463
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0300000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIFE INSURANCE FRANCES WOCKNER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0300000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0300000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt022869
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0WE WILL PROP. LLC NOTE PRINCIPAL CORREC.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LIFE INSURANCE - PROM. NOTE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADP FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MARGIN INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11543
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2478
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0386
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22704
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11929
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2598
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32704
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PROM. NOTE INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt050916
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt050916
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0531103
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0800795
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt114417
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0WE WILL PROPERTIES LLC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt1DAN FRUHLING
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt06.
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt18.
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt01549500
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt1200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02006-11
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt12013-02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150083
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt130000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0COLDSTREAM - ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES - FMG LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt024000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150083
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt16000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt08240
TaxesSchedule/TaxesDetail/Amt13241
TaxesSchedule/TaxesDetail/Amt212849
TaxesSchedule/TaxesDetail/Amt3120
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1CURRENT YEAR EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3WA L&I COMP
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010279
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt196
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08240
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12570
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt224
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL ASHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTENT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02066670300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William E Wockner Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0813327412
ReturnHeader/Filer/InCareOfNm0% FOUNDATION MANAGEMENT GRP L
ReturnHeader/Filer/PhoneNum02066670300
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 SECOND AVENUE 34TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0981041022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION MANAGEMENT GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 2ND AVE 34TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981041022
ReturnHeader/PreparerPersonGrp/PhoneNum02066670300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MADALINA DOBRA
ReturnHeader/ReturnTs02021-02-12T16:38:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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