Civic Intelligence

Wfg Foundation Inc.

990 • Fiscal year 2019 • EIN 82-0557271

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

11315 Johns Creek ParkwayDuluth, GA 30097

(700) 453-9300

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.52x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

3.98x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-90%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

18th percentile

-5.9%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,653,185

Down $102,850 (-5.9%) from 2018

Net Assets

Down

$788,753

Down $67,415 (-7.9%) from 2018

Liabilities

Down

$864,432

Down $35,435 (-3.9%) from 2018

Revenue

Down

$217,130

Down $62,895 (-22%) from 2018

Expenses

Down

$412,818

Down $5,716 (-1.4%) from 2018

Net Income

Down

-$195,688

Down $57,179 (-41%) from 2018

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

2019

Assets$1,653,185
Liabilities$864,432
Net Assets$788,753

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

2019

Revenue$217,130
Expenses$412,818
Net Income-$195,688
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$250,420
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$912,937$946,656▲ $33,719
Rtn Earn Endowment Incm Other Fnds$856,168$788,753▼ $67,415
Cash and Non-Interest-Bearing Accounts$812,616$661,529▼ $151,087
Accounts Receivable$30,482$45,000▲ $14,518
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,756,035$1,653,185▼ $102,850
Liabilities
Other Liabilities$899,867$864,432▼ $35,435
Total Liabilities$899,867$864,432▼ $35,435
Net Assets / Fund Balance
Total Net Assets Fund Balance$856,168$788,753▼ $67,415
Total Liabilities and Net Assets / Fund Balance$1,756,035$1,653,185▼ $102,850
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan E DaviesPresident
Brian BeitzelVice President
Ed MylettDirector
Jack D LinderDirector
Penney N OoiDirector
Rich ThawleyDirector
Tom DempseyDirector
Xuan NguyenDirector
Tim SmithSecretary
Caryl P ShepherdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$188,098
Program Service Revenue
$0
Investment Income
$32,435
Other Revenue
$-3,403
All Other Contributions
$172,673
Change in Net Assets
$-195,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$282,871
Other Expenses$129,947
Total Fundraising Expense$17,155
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$282,871--$282,871
Advertising--$17,155$17,155
Fees for Services Accounting-$5,565-$5,565
Fees for Service Investment Mgmnt Fees-$5,010-$5,010
Other Expenses-$985-$985
Total Functional Expenses$282,871$112,792$17,155$412,818
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aid to Children Without Parents (acwp)San Jose, CA501(c)(3)Help Disadvantaged Children to Become Self-sufficient Through Educational and Vocational Training, Provide Preventive Healthcare Services, Short- Term Financial Support, and Emergency Relief Program$113,550
Nfl Alumni AssociationMt Laurel, NJ501(c)(3)To Raise Funds to Support Qualified Youth-oriented Charities$50,000
Mauli Ola FoundationLaguna Beach, CA501(c)(3)Introduces Surfing and Other Ocean Activities to Children and Young Adults Living With Genetic (inheritable) Diseases as a Natural Therapy$29,708
Make-a-wish Foundation of Southern NevadaLas Vegas, NV501(c)(3)Wishes Convention Raffle$25,000
SecorParker, CO501(c)(3)Provides Food and Financial Assistace to Kids and Families$18,000
Dalat University Alumni Charitable TrustCampbell, CA501(c)(3)Education Assistance Through Scholarship Distribution and School Budget Supplement$12,490
Armenia Funds IncGlendale, CA501(c)(3)Medical, Surgical and Clinical Supplies, Cycling Equipment, and Disabled Persons Aid to the People of Armenia$6,500
Freedom to LiveEncinitas, CA501(c)(3)To Provide Affordable Housing, Expert Consulting, Planning and Coordination of Necessary Services to Insure a Successful Pathway From Hospital to Home for Sci and Other Catastrophically Disabled Individuals and Their Families$5,725
American Cancer SocietyAtlanta, GA501(c)(3)Research - Support Provided to Academic Institutions and Scientists to Seek New Knowledge About the Causes, Prevention, and Cure of Cancer$5,073
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$33,290
Fundraising Gross Income$29,887
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$45,312$29,887$5,455$24,432
Total Events$45,312$29,887$33,290$-3,403
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$490,025
Subordinate Debt$300,000
Payable - Agency$74,407
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

(1) susan h davies, president, ed mylett, director, penney n ooi, director, xuan nguyen, director, rich thawley, director, jack linder, director, tim smith, secretary, brian beitzel, vice president, tom dempsey, director, and caryl 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
7004539300
Address
11315 JOHNS CREEK PARKWAY, DULUTH, GA 30097

Signing Officer

Name
Caryl P Shepherd
Title
Treasurer
Phone
7004539300
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Davies
Formed
2002
Legal Domicile
Ga
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
20

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE STE 800, CEDAR RAPIDS, IA 52401-1512
Preparer
Shawna Huls
Phone
3192985333
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Annuity obligations adjustment 51,792.

Raw XML AppendixShowing 400 of 508 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/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0394896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01369619
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt032435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032358
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022122
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018636
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014375
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0119926
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0269202
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38090
IRS990ScheduleA/PublicSupportPY170Pct00.39560
IRS990ScheduleA/PublicSupportTotal170Amt0567390
IRS990ScheduleA/SubstantialContributorsTotAmt0802229
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0188098
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0234480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0197487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0354658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0394896
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01369619
IRS990ScheduleA/TotalSupportAmt01489545
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/Amt0490025
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1300000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt274407
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SUBORDINATE DEBT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYABLE - AGENCY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0864432
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015425
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015425
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033290
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029887
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029887
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3403
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05455
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05455
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt027835
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt027835
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0113550
IRS990ScheduleI/RecipientTable/CashGrantAmt15073
IRS990ScheduleI/RecipientTable/CashGrantAmt26500
IRS990ScheduleI/RecipientTable/CashGrantAmt312490
IRS990ScheduleI/RecipientTable/CashGrantAmt45725
IRS990ScheduleI/RecipientTable/CashGrantAmt525000
IRS990ScheduleI/RecipientTable/CashGrantAmt650000
IRS990ScheduleI/RecipientTable/CashGrantAmt718000
IRS990ScheduleI/RecipientTable/CashGrantAmt829708
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/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HELP DISADVANTAGED CHILDREN TO BECOME SELF-SUFFICIENT THROUGH EDUCATIONAL AND VOCATIONAL TRAINING, PROVIDE PREVENTIVE HEALTHCARE SERVICES, SHORT- TERM FINANCIAL SUPPORT, AND EMERGENCY RELIEF PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESEARCH - SUPPORT PROVIDED TO ACADEMIC INSTITUTIONS AND SCIENTISTS TO SEEK NEW KNOWLEDGE ABOUT THE CAUSES, PREVENTION, AND CURE OF CANCER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MEDICAL, SURGICAL AND CLINICAL SUPPLIES, CYCLING EQUIPMENT, AND DISABLED PERSONS AID TO THE PEOPLE OF ARMENIA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EDUCATION ASSISTANCE THROUGH SCHOLARSHIP DISTRIBUTION AND SCHOOL BUDGET SUPPLEMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO PROVIDE AFFORDABLE HOUSING, EXPERT CONSULTING, PLANNING AND COORDINATION OF NECESSARY SERVICES TO INSURE A SUCCESSFUL PATHWAY FROM HOSPITAL TO HOME FOR SCI AND OTHER CATASTROPHICALLY DISABLED INDIVIDUALS AND THEIR FAMILIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5WISHES CONVENTION RAFFLE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TO RAISE FUNDS TO SUPPORT QUALIFIED YOUTH-ORIENTED CHARITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7PROVIDES FOOD AND FINANCIAL ASSISTACE TO KIDS AND FAMILIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8INTRODUCES SURFING AND OTHER OCEAN ACTIVITIES TO CHILDREN AND YOUNG ADULTS LIVING WITH GENETIC (INHERITABLE) DISEASES AS A NATURAL THERAPY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AID TO CHILDREN WITHOUT PARENTS (ACWP)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN CANCER SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ARMENIA FUNDS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DALAT UNIVERSITY ALUMNI CHARITABLE TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FREEDOM TO LIVE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MAKE-A-WISH FOUNDATION OF SOUTHERN NEVADA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6NFL ALUMNI ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7SECOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8MAULI OLA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0770180169
IRS990ScheduleI/RecipientTable/RecipientEIN1131788491
IRS990ScheduleI/RecipientTable/RecipientEIN2954485698
IRS990ScheduleI/RecipientTable/RecipientEIN3946763907
IRS990ScheduleI/RecipientTable/RecipientEIN4954483664
IRS990ScheduleI/RecipientTable/RecipientEIN5880371088
IRS990ScheduleI/RecipientTable/RecipientEIN6591782262
IRS990ScheduleI/RecipientTable/RecipientEIN7204226894
IRS990ScheduleI/RecipientTable/RecipientEIN8262141264
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01191 PUSATERI WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1250 WILLIAMS STREET NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2111 N JACKSON ST STE 205
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31015 NORMANDY DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4568 CYPRESS HILLS DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt59950 COVINGTON CROSS DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt63000 MIDLANTIC DRIVE SUITE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt716965 PINE LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt81003 S COAST HWY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN JOSE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2GLENDALE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CAMPBELL
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ENCINITAS
IRS990ScheduleI/RecipientTable/USAddress/CityNm5LAS VEGAS
IRS990ScheduleI/RecipientTable/USAddress/CityNm6MT LAUREL
IRS990ScheduleI/RecipientTable/USAddress/CityNm7PARKER
IRS990ScheduleI/RecipientTable/USAddress/CityNm8LAGUNA BEACH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NJ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095121
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130303
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd291206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd395008
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd492024
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd589144
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd608054
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd780134
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd892651
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/Total501c3OrgCnt09
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0(1) SUSAN H DAVIES, PRESIDENT, ED MYLETT, DIRECTOR, PENNEY N OOI, DIRECTOR, XUAN NGUYEN, DIRECTOR, RICH THAWLEY, DIRECTOR, JACK LINDER, DIRECTOR, TIM SMITH, SECRETARY, BRIAN BEITZEL, VICE PRESIDENT, TOM DEMPSEY, DIRECTOR, 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 51,792.
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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