Civic Intelligence

William E Wockner Foundation

990PF • Fiscal year 2024 • EIN 81-3327412

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 04, 2024

Organization Profile
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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

44th percentile

3.1%

Higher net margin than 44% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$70,885

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

47th percentile

3.6%

Faster asset growth than 47% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

319%

Faster revenue growth than 95% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$24,009,556

Up $843,983 (+3.6%) from 2023

Net Assets

Up

$23,983,470

Up $867,897 (+3.8%) from 2023

Liabilities

Down

$26,086

Down $23,914 (-48%) from 2023

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin44th percentile

Revenue

Up

$1,726,089

Up $1,313,850 (+319%) from 2023

Expenses

Up

$1,672,686

Up $233,540 (+16%) from 2023

Net Income

Up

$53,403

Up $1,080,310 (+105%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2024

Assets$24,009,556
Liabilities$26,086
Net Assets$23,983,470
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

2024

Revenue$1,726,089
Expenses$1,672,686
Net Income$53,403
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES K TREADWELLPredident, DirectorPT$70,885-$70,885
FRANCES A WOCKNERVice President, Secretary, DirectorPT$64,981-$64,981
GEORGE R PIERCETreasurer, DirectorPT$35,595-$35,595
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
George Pierce
Title
Treasurer
Phone
2066670300
Signed
2024-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Management Group LLC
Address
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 98104-1022
Preparer
Madalina Dobra CPA
Phone
2066670300
Raw XML Appendix374 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/EOYFMVAmt14014577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCK FUNDS & ETPS -SEE ATT. B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1COMMON STOCKS - SEE ATT. B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0216752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0THE WALK AT EAGLE HARBOR, LLC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES LONG TERM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES K TREADWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FRANCES A WOCKNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GEORGE R PIERCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DANIEL M ASHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PREDIDENT, DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, SECRETARY, DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER, DIR.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ASSISTANT SECRETARY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01139033
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0317767
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0317767
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0317767
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0317767
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026049
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0300000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIFE INSURANCE FRANCES WOCKNER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0300000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0300000
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEB DESIGN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PAYCHECKS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0465
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt123066
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2664
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt335
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2222
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0465
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt123066
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2886
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt335
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THE WALK AT EAGLE HARBOR LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-7675
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-7675
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0789494
OtherIncreasesSchedule/OtherIncreasesDetail/Amt125000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN ASSETS FMV
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1REBOOT ALLIANCE - GP PAID IN CY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01086
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OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0DAN FRUHLING
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OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02013-02
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt125500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ONE OAK - ADVISORY FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MB IT PROFESSIONAL FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt119125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt21954
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0114409
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt16375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2652
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0351
TaxesSchedule/TaxesDetail/Amt121832
TaxesSchedule/TaxesDetail/Amt213575
TaxesSchedule/TaxesDetail/CategoryTxt0WA L&I COMP
TaxesSchedule/TaxesDetail/CategoryTxt1CURRENT YEAR EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0263
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt210181
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt088
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt23394
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE PIERCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02066670300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-04
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MADALINA DOBRA CPA
ReturnHeader/ReturnTs02024-12-04T15:14:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,009,556
Liabilities
$26,086
Net assets
$23,983,470
Revenue
$1,726,089
Expenses
$1,672,686
Net income
$53,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.2$0.01$25.2$1.82$1.54$0.28
2024Detailed filing. Detailed filing data is available for this year.$24.0$0.03$24.0$1.73$1.67$0.05
2023Detailed filing. Detailed filing data is available for this year.$23.2$0.05$23.1$0.41$1.44$1.03
2022Detailed filing. Detailed filing data is available for this year.$22.7$0.08$22.7$1.88$1.61$0.27
2021Detailed filing. Detailed filing data is available for this year.$27.0$0.12$26.9$2.08$1.77$0.31
2020Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$0.53$1.79$1.26
2019Summary only. Only limited summary data is available for this year.$24.5$0.00$1.39$1.07$0.31