Civic Intelligence

Wfg Foundation Inc.

990 • Fiscal year 2014 • EIN 82-0557271

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

11315 Johns Creek ParkwayDuluth, GA 30097

(770) 453-9300

Siviq Scores

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

Liabilities / Assets

87th percentile

0.81x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

5.30x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

11th percentile

-26%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

18th percentile

-5.8%

Faster asset growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

36%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$2,197,967

Down $134,720 (-5.8%) from 2013

Net Assets

Down

$422,563

Down $52,822 (-11%) from 2013

Liabilities

Down

$1,775,404

Down $81,898 (-4.4%) from 2013

Revenue

Up

$335,036

Up $89,031 (+36%) from 2013

Expenses

Down

$421,963

Down $54,605 (-11%) from 2013

Net Income

Up

-$86,927

Up $143,636 (+62%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$2,197,967
Liabilities$1,775,404
Net Assets$422,563

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$335,036
Expenses$421,963
Net Income-$86,927
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$335,036
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
Investments in Publicly Traded Securities$1,405,742$1,442,692▲ $36,950
Cash and Non-Interest-Bearing Accounts$902,910$744,554▼ $158,356
Rtn Earn Endowment Incm Other Fnds$475,385$422,563▼ $52,822
Accounts Receivable$24,035$10,721▼ $13,314
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,332,687$2,197,967▼ $134,720
Liabilities
Other Liabilities$1,793,902$1,774,404▼ $19,498
Grants Payable$63,400$1,000▼ $62,400
Total Liabilities$1,857,302$1,775,404▼ $81,898
Net Assets / Fund Balance
Total Net Assets Fund Balance$475,385$422,563▼ $52,822
Total Liabilities and Net Assets / Fund Balance$2,332,687$2,197,967▼ $134,720
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kent H DaviesPresident
Ed MylettDirector
Jack D LinderDirector
Joe DipaolaDirector
Penney N OoiDirector
Rich ThawleyDirector
Xuan NguyenDirector
Leesa M EasleySecretary
Caryl P ShepherdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$313,972
Program Service Revenue
$0
Investment Income
$21,064
Other Revenue
$0
All Other Contributions
$313,972
Change in Net Assets
$-86,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$290,697
Grants and Similar Amounts Paid$131,266
Total Fundraising Expense$27,444
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$123,426--$123,426
Advertising--$27,444$27,444
Office Expenses-$10,911-$10,911
Foreign Grants$7,840--$7,840
Fees for Service Investment Mgmnt Fees-$5,039-$5,039
All Other Expenses-$3,011-$3,011
Other Expenses-$920-$920
Total Functional Expenses$131,266$263,253$27,444$421,963
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Benefit TomorrowSan Jose, CA501(c)(3)To Provide Fellowships to Asian Pacific American College Students (us Citizens).$43,790
Ncga FoundationPebble Beach, CA501(c)(3)TO SUPPORT THE YOUTH ON COURSE PROGRAM. THE PROGRAM'S GOALS FOR 2014 INCLUDE FUNDING 36 COLLEGE SCHOLARSHIPS, 30 HIGH SCHOOL INTERNSHIPS, CADDIE PROGRAMS EMLOYING AT-RISK TEENS IN NORTHERN CALIFORNIA, AND SUBSIDIZING MORE THAN 60,000 ROUNDS OF GOLF FOR KIDS.$23,000
American Friends of International China ConcernBellingham, WA501(c)(3)To Help Operate a Center That Provides Nutrition, Medical Care, Early Education, and Therapy to Disabled Children in China.$8,150
Aid to Children Without ParentsSan Jose, CA501(c)(3)Funding Benefits a Program That Involves the Operation of a Restaurant, Vocational and Language School for Which the Restaurant Serves as Practice Ground for the School. the Program Becomes Self-sufficient From Operations to Benefit the Children Without Parents in South Vietnam.$7,280
Autism SpeaksLos Angeles, CA501(c)(3)To Fund Global Biomedical Research Into Causes, Prevention, Treatments and a Possible Cure for Autism.$7,190
Dalat University Alumni Charitable TrustSugar Land, TX501(c)(3)To Provide Educational Services to the Less Fortunate in Vietnam.$6,960
The Friendship Circle of San DiegoPoway, CA501(c)(3)To Provide Assistance for Families of Children With Special Needs Regardless of Background, Faith, Race, Color or Religion.$5,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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$1,474,404
Subordinate Debt$300,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

(1) kent h davies, president, ed mylett, director, penney n ooi, director, xuan nguyen, director, rich thawley, director, joe dipaola, director, jack linder, director, leesa easley, secretary, and caryl shepherd, treasurer have a business relationship.

Form 990, Part VI, Section B, Line 11

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
11315 JOHNS CREEK PARKWAY, DULUTH, GA 30097

Signing Officer

Name
Kent H Davies
Title
President
Phone
7704539300
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kent H Davies
Formed
2002
Legal Domicile
Ga
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Rsm US Llp
Address
221 THIRD AVENUE SE STE 300, CEDAR RAPIDS, IA 52401-1512
Preparer
Carley Umstead
Phone
3192985333
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Annuity obligations adjustment 13,177.

Raw XML AppendixShowing 400 of 485 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010708
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03412
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt085199
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt025025
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03011
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03011
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50220
IRS990ScheduleA/PublicSupportPY170Pct00.54810
IRS990ScheduleA/PublicSupportTotal170Amt01126063
IRS990ScheduleA/SubstantialContributorsTotAmt01028015
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0313972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0233467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0448600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0223011
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0935028
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02154078
IRS990ScheduleA/TotalSupportAmt02242288
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/Amt01474404
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1300000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SUBORDINATE DEBT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01774404
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt07840
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt0N/A
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0OPERATIONAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0N/A
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalOtherOrgCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt17280
IRS990ScheduleI/RecipientTable/CashGrantAmt223000
IRS990ScheduleI/RecipientTable/CashGrantAmt36960
IRS990ScheduleI/RecipientTable/CashGrantAmt47190
IRS990ScheduleI/RecipientTable/CashGrantAmt58150
IRS990ScheduleI/RecipientTable/CashGrantAmt643790
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/PurposeOfGrantTxt0TO PROVIDE ASSISTANCE FOR FAMILIES OF CHILDREN WITH SPECIAL NEEDS REGARDLESS OF BACKGROUND, FAITH, RACE, COLOR OR RELIGION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUNDING BENEFITS A PROGRAM THAT INVOLVES THE OPERATION OF A RESTAURANT, VOCATIONAL AND LANGUAGE SCHOOL FOR WHICH THE RESTAURANT SERVES AS PRACTICE GROUND FOR THE SCHOOL. THE PROGRAM BECOMES SELF-SUFFICIENT FROM OPERATIONS TO BENEFIT THE CHILDREN WITHOUT PARENTS IN SOUTH VIETNAM.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO SUPPORT THE YOUTH ON COURSE PROGRAM. THE PROGRAM'S GOALS FOR 2014 INCLUDE FUNDING 36 COLLEGE SCHOLARSHIPS, 30 HIGH SCHOOL INTERNSHIPS, CADDIE PROGRAMS EMLOYING AT-RISK TEENS IN NORTHERN CALIFORNIA, AND SUBSIDIZING MORE THAN 60,000 ROUNDS OF GOLF FOR KIDS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO PROVIDE EDUCATIONAL SERVICES TO THE LESS FORTUNATE IN VIETNAM.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO FUND GLOBAL BIOMEDICAL RESEARCH INTO CAUSES, PREVENTION, TREATMENTS AND A POSSIBLE CURE FOR AUTISM.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5TO HELP OPERATE A CENTER THAT PROVIDES NUTRITION, MEDICAL CARE, EARLY EDUCATION, AND THERAPY TO DISABLED CHILDREN IN CHINA.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TO PROVIDE FELLOWSHIPS TO ASIAN PACIFIC AMERICAN COLLEGE STUDENTS (US CITIZENS).
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE FRIENDSHIP CIRCLE OF SAN DIEGO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1AID TO CHILDREN WITHOUT PARENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NCGA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DALAT UNIVERSITY ALUMNI CHARITABLE TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4AUTISM SPEAKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5AMERICAN FRIENDS OF INTERNATIONAL CHINA CONCERN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6BENEFIT TOMORROW
IRS990ScheduleI/RecipientTable/RecipientEIN0203472700
IRS990ScheduleI/RecipientTable/RecipientEIN1770180169
IRS990ScheduleI/RecipientTable/RecipientEIN2943108575
IRS990ScheduleI/RecipientTable/RecipientEIN3946763907
IRS990ScheduleI/RecipientTable/RecipientEIN4202329938
IRS990ScheduleI/RecipientTable/RecipientEIN5311706836
IRS990ScheduleI/RecipientTable/RecipientEIN6943362322
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06934 CHABAD WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1134 MARTINVALE LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23200 LOPEZ ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt312306 ASHFORD GREEN COURT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt46330 SAN VICENTE BLVD SUITE 401
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51229 CORNWALL AVE SUITE 207B
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61000 AVONDALE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0POWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN JOSE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PEBBLE BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SUGAR LAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm4LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm5BELLINGHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm6SAN JOSE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092064
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195119
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd293953
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd377478
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd490048
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd598225
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd695129
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 WHETER TO ACCEPT OR DENY EACH REQUEST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt07
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0(1) KENT H DAVIES, PRESIDENT, ED MYLETT, DIRECTOR, PENNEY N OOI, DIRECTOR, XUAN NGUYEN, DIRECTOR, RICH THAWLEY, DIRECTOR, JOE DIPAOLA, DIRECTOR, JACK LINDER, DIRECTOR, LEESA EASLEY, SECRETARY, AND CARYL 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 13,177.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
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

Document Assets

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Filings

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