Civic Intelligence

The Wfg Foundation Inc

EIN 82-0557271 • 501(c)3 • Cedar Rapids, IA

Profile

Establishing neighborhood enhancement programs, promoting educational and scholarship opportunities, and fostering community togetherness, awareness, and intercommunication.

6400 C St SWCedar Rapids, IA 52499

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.11x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.59x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

1.6%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,356,869

Up $99,746 (+7.9%) from 2023

Liabilities

Down

$155,332

Down $53,150 (-25%) from 2023

Net Assets

Up

$1,201,537

Up $152,896 (+15%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin70th percentile

Revenue

Down

$262,506

Down $24,462 (-8.5%) from 2023

Expenses

Down

$217,819

Down $222,231 (-51%) from 2023

Net Income

Up

$44,687

Up $197,769 (+129%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,211,712Liabilities 2010: $2,201,406Net Assets 2010: $10,3062010Assets 2011: $1,753,878Liabilities 2011: $2,024,256Net Assets 2011: -$270,3782011Assets 2012: $2,436,419Liabilities 2012: $1,863,131Net Assets 2012: $573,2882012Assets 2013: $2,332,687Liabilities 2013: $1,857,302Net Assets 2013: $475,3852013Assets 2014: $2,197,967Liabilities 2014: $1,775,404Net Assets 2014: $422,5632014Assets 2015: $2,157,198Liabilities 2015: $1,442,497Net Assets 2015: $714,7012015Assets 2016: $2,424,585Liabilities 2016: $1,053,688Net Assets 2016: $1,370,8972016Assets 2017: $2,145,608Liabilities 2017: $956,447Net Assets 2017: $1,189,1612017Assets 2018: $1,756,035Liabilities 2018: $899,867Net Assets 2018: $856,1682018Assets 2019: $1,653,185Liabilities 2019: $864,432Net Assets 2019: $788,7532019Assets 2020: $2,359,534Liabilities 2020: $771,381Net Assets 2020: $1,588,1532020Assets 2021: $1,517,968Liabilities 2021: $727,329Net Assets 2021: $790,6392021Assets 2022: $1,313,179Liabilities 2022: $354,905Net Assets 2022: $958,2742022Assets 2023: $1,257,123Liabilities 2023: $208,482Net Assets 2023: $1,048,6412023Assets 2024: $1,356,869Liabilities 2024: $155,332Net Assets 2024: $1,201,5372024

Highlighted filing

2024

Assets$1,356,869
Liabilities$155,332
Net Assets$1,201,537
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2010: $938,440Expenses 2010: $602,332Net Income 2010: $336,1082010Expenses 2011: $523,1522011Expenses 2012: $632,8912012Revenue 2013: $246,005Expenses 2013: $476,568Net Income 2013: -$230,5632013Revenue 2014: $335,036Expenses 2014: $421,963Net Income 2014: -$86,9272014Revenue 2015: $443,848Expenses 2015: $472,753Net Income 2015: -$28,9052015Revenue 2016: $440,086Expenses 2016: $455,962Net Income 2016: -$15,8762016Revenue 2017: $237,048Expenses 2017: $487,110Net Income 2017: -$250,0622017Revenue 2018: $280,025Expenses 2018: $418,534Net Income 2018: -$138,5092018Revenue 2019: $217,130Expenses 2019: $412,818Net Income 2019: -$195,6882019Revenue 2020: $1,034,547Expenses 2020: $313,645Net Income 2020: $720,9022020Revenue 2021: $217,148Expenses 2021: $1,105,916Net Income 2021: -$888,7682021Revenue 2022: $667,712Expenses 2022: $344,742Net Income 2022: $322,9702022Revenue 2023: $286,968Expenses 2023: $440,050Net Income 2023: -$153,0822023Revenue 2024: $262,506Expenses 2024: $217,819Net Income 2024: $44,6872024

Highlighted filing

2024

Revenue$262,506
Expenses$217,819
Net Income$44,687
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,356,869
Liabilities
$155,332
Net assets
$1,201,537
Revenue
$262,506
Expenses
$217,819
Net income
$44,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.16$1.20$0.26$0.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.21$1.05$0.29$0.44$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.35$0.96$0.67$0.34$0.32
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.73$0.79$0.22$1.11$0.89
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.77$1.59$1.03$0.31$0.72
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.86$0.79$0.22$0.41$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.76$0.90$0.86$0.28$0.42$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.96$1.19$0.24$0.49$0.25
2016Detailed filing. Detailed filing data is available for this year.$2.42$1.05$1.37$0.44$0.46$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.16$1.44$0.71$0.44$0.47$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.20$1.78$0.42$0.34$0.42$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.33$1.86$0.48$0.25$0.48$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$1.86$0.57$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$2.02$0.27$0.52
2010Summary only. Only limited summary data is available for this year.$2.21$2.20$0.01$0.94$0.60$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$262,506
Mission and Program Overview

Mission

Establishing neighborhood enhancement programs, promoting educational and scholarship opportunities, and fostering community togetherness, awareness, and intercommunication.

Establishing neighborhood enhancement programs promoting educational and scholarship opportunities fostering community togetherness, awareness, and intercommunication.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,048,641$1,201,537▲ $152,896
Investments in Publicly Traded Securities$1,033,792$1,122,589▲ $88,797
Cash and Non-Interest-Bearing Accounts$213,811$232,534▲ $18,723
Accounts Receivable$9,520$1,746▼ $7,774
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,257,123$1,356,869▲ $99,746
Liabilities
Other Liabilities$204,342$154,764▼ $49,578
Accounts Payable and Accrued Expenses$4,140$568▼ $3,572
Total Liabilities$208,482$155,332▼ $53,150
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,048,641$1,201,537▲ $152,896
Total Liabilities and Net Assets / Fund Balance$1,257,123$1,356,869▲ $99,746
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Susan E DaviesPresident
Brian BeitzelVice President
Brian LoiseauDirector
Jun Dela CruzDirector
Kimme LeDirector
Penney N OoiDirector
Sunny HuangDirector
Juan JaimeDirector (until 07/24)
Leesa EasleySecretary
Caryl P ShepherdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$228,813
Program Service Revenue
$0
Investment Income
$33,693
Other Revenue
$0
All Other Contributions
$94,368
Change in Net Assets
$44,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$138,675
Other Expenses$79,144
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$138,675--$138,675
Advertising-$26,917-$26,917
Fees for Services Accounting-$9,790-$9,790
Other Expenses-$1,129-$1,129
Total Functional Expenses$138,675$79,144$0$217,819
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sewa International IncHouston, TX501(c)(3)Human Service Organization$52,000
Make-a-wish Foundation of Southern NevadaLas Vegas, NV501(c)(3)CHILDREN'S AND YOUTH SERVICES$22,480
The Lantern NetworkBrentwood, TN501(c)(3)Young Black Americans Mentorship Network$16,142
Operation Underground RailroadSalt Lake City, UT501(c)(3)Arts, Culture and Humanities$12,577
Chinese Cultural School of AtlantaBuford, GA501(c)(3)Mandarin Language and Cultural Education$9,600
Compassion InternationalColorado Springs, CO501(c)(3)Support for Underprivileged Families$9,597
American Red CrossBoone, IA501(c)(3)Disaster Relief$6,426
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligations$154,764
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Susan h davies, president, jun dela cruz, director, sunny huang, director, juan jaime, director, kimme le, director, brian loiseau, director, penney n. Ooi, director, brian beitzel, vice president, leesa easley, secretary, and caryl p. Shepherd, treasurer, have a business relationship.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is available to the board of directors upon request. The board president and board treasurer are provided with a copy and review the form 990 with the internal accountant prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“No governing documents, internal policies, or financial statements will be made available to the public.”

Filing and Contact Details

Filer

Filer Name
The Wfg Foundation Inc
EIN
82-0557271
Phone
7704539300
Address
6400 C ST SW, CEDAR RAPIDS, IA 52499

Signing Officer

Name
Caryl P Shepherd
Title
Treasurer
Phone
7704539300
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Davies
Formed
2002
Legal Domicile
Ga
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Firm
Rsm US Llp
Address
919 EAST MAIN STREET SUITE 1800, RICHMOND, VA 23219
Preparer
Meredith Bell
Phone
8042822121
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Annuity obligations adjustment 49,577.”

Raw XML AppendixShowing 400 of 469 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04140
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0568
IRS990/AccountsReceivableGrp/BOYAmt09520
IRS990/AccountsReceivableGrp/EOYAmt01746
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ESTABLISHING NEIGHBORHOOD ENHANCEMENT PROGRAMS PROMOTING EDUCATIONAL AND SCHOLARSHIP OPPORTUNITIES FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt026917
IRS990/AdvertisingGrp/TotalAmt026917
IRS990/AllOtherContributionsAmt094368
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALEX HAWES
IRS990/BooksInCareOfDetail/PhoneNum07704539300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06400 C ST SW
IRS990/BooksInCareOfDetail/USAddress/CityNm0CEDAR RAPIDS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052499
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0213811
IRS990/CashNonInterestBearingGrp/EOYAmt0232534
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0228813
IRS990/CYGrantsAndSimilarPaidAmt0138675
IRS990/CYInvestmentIncomeAmt033693
IRS990/CYOtherExpensesAmt079144
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt044687
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0217819
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0262506
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0138675
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09790
IRS990/FeesForServicesAccountingGrp/TotalAmt09790
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt66.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0JUN DELA CRUZ
IRS990/Form990PartVIISectionAGrp/PersonNm1SUNNY HUANG
IRS990/Form990PartVIISectionAGrp/PersonNm2JUAN JAIME
IRS990/Form990PartVIISectionAGrp/PersonNm3KIMME LE
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN LOISEAU
IRS990/Form990PartVIISectionAGrp/PersonNm5PENNEY N OOI
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN E DAVIES
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN BEITZEL
IRS990/Form990PartVIISectionAGrp/PersonNm8LEESA EASLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9CARYL P SHEPHERD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR (UNTIL 07/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0138675
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0138675
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0138675
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0262506
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt033693
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033693
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01033792
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01122589
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ESTABLISHING NEIGHBORHOOD ENHANCEMENT PROGRAMS, PROMOTING EDUCATIONAL AND SCHOLARSHIP OPPORTUNITIES, AND FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01048641
IRS990/NetAssetsOrFundBalancesEOYAmt01201537
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt058632
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt049577
IRS990/OtherExpensesGrp/Desc0GIFT ANNUITY PAYMENTS
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2LICENSES & PERMITS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt034740
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16568
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21129
IRS990/OtherExpensesGrp/TotalAmt034740
IRS990/OtherExpensesGrp/TotalAmt16568
IRS990/OtherExpensesGrp/TotalAmt21129
IRS990/OtherLiabilitiesGrp/BOYAmt0204342
IRS990/OtherLiabilitiesGrp/EOYAmt0154764
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN DAVIES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0239861
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0351456
IRS990/PYInvestmentIncomeAmt026285
IRS990/PYOtherExpensesAmt088594
IRS990/PYOtherRevenueAmt020822
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-153082
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0440050
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0286968
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt044687
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0134445
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01048641
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01201537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0228813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0239861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0643744
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0191913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01042603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02346934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025235
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019548
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0129219
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt046952
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44440
IRS990ScheduleA/PublicSupportPY170Pct00.43440
IRS990ScheduleA/PublicSupportTotal170Amt01100494
IRS990ScheduleA/SubstantialContributorsTotAmt01246440
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0228813
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0239861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0643744
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0191913
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01042603
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02346934
IRS990ScheduleA/TotalSupportAmt02476153
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0154764
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0154764
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt052000
IRS990ScheduleI/RecipientTable/CashGrantAmt122480
IRS990ScheduleI/RecipientTable/CashGrantAmt216142
IRS990ScheduleI/RecipientTable/CashGrantAmt312577
IRS990ScheduleI/RecipientTable/CashGrantAmt49600
IRS990ScheduleI/RecipientTable/CashGrantAmt59597
IRS990ScheduleI/RecipientTable/CashGrantAmt66426
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HUMAN SERVICE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHILDREN'S AND YOUTH SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2YOUNG BLACK AMERICANS MENTORSHIP NETWORK
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ARTS, CULTURE AND HUMANITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4MANDARIN LANGUAGE AND CULTURAL EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUPPORT FOR UNDERPRIVILEGED FAMILIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6DISASTER RELIEF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEWA INTERNATIONAL INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MAKE-A-WISH FOUNDATION OF SOUTHERN NEVADA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE LANTERN NETWORK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3OPERATION UNDERGROUND RAILROAD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CHINESE CULTURAL SCHOOL OF ATLANTA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5COMPASSION INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientEIN0200638718
IRS990ScheduleI/RecipientTable/RecipientEIN1880371088
IRS990ScheduleI/RecipientTable/RecipientEIN2852126429
IRS990ScheduleI/RecipientTable/RecipientEIN3463614979
IRS990ScheduleI/RecipientTable/RecipientEIN4582255967
IRS990ScheduleI/RecipientTable/RecipientEIN5362423707
IRS990ScheduleI/RecipientTable/RecipientEIN6530196605
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 W OAKS MALL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt19950 COVINGTON CROSS DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2330 FRANKLIN RD SUITE 135A-253
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 57338
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt45816 COUNTY CT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt512290 VOYAGER PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt62005 LAKEWOOD DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LAS VEGAS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BRENTWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SALT LAKE CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BUFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm5COLORADO SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/CityNm6BOONE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077082
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd189144
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd237027
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd384157
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd430518
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd580997
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd650036
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WFG AGENTS SEND IN AN APPLICATION FORM TO APPLY FOR MATCHING GRANTS OF THEIR DONATION TO A SPECIFIC CHARITY. THE WFG FOUNDATION REVIEWS THE REQUEST AND VERIFIES THE POTENTIAL RECIPIENT IS A 501(C)(3) CHARITY. THE BOARD OF DIRECTORS THEN REVIEWS EACH REQUEST AND VOTES ON WHETHER TO ACCEPT OR DENY EACH REQUEST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt07
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUSAN H DAVIES, PRESIDENT, JUN DELA CRUZ, DIRECTOR, SUNNY HUANG, DIRECTOR, JUAN JAIME, DIRECTOR, KIMME LE, DIRECTOR, BRIAN LOISEAU, DIRECTOR, PENNEY N. OOI, DIRECTOR, BRIAN BEITZEL, VICE PRESIDENT, LEESA EASLEY, SECRETARY, AND CARYL P. SHEPHERD, TREASURER, HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST. THE BOARD PRESIDENT AND BOARD TREASURER ARE PROVIDED WITH A COPY AND REVIEW THE FORM 990 WITH THE INTERNAL ACCOUNTANT PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO GOVERNING DOCUMENTS, INTERNAL POLICIES, OR FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUITY OBLIGATIONS ADJUSTMENT 49,577.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0421518386
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MARKETING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0WORLD FINANCIAL GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt011315 JOHNS CREEK PARKWAY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0DULUTH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd030097
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.