Civic Intelligence

Wfg Foundation Inc.

990 • Fiscal year 2023 • EIN 82-0557271

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
6400 C St SWCedar Rapids, IA 52249

(770) 453-9300

Siviq Scores

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

Liabilities / Assets

64th percentile

0.17x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.73x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-53%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

22nd percentile

-4.3%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$1,257,123

Down $56,056 (-4.3%) from 2022

Net Assets

Up

$1,048,641

Up $90,367 (+9.4%) from 2022

Liabilities

Down

$208,482

Down $146,423 (-41%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin7th percentile

Revenue

Down

$286,968

Down $380,744 (-57%) from 2022

Expenses

Up

$440,050

Up $95,308 (+28%) from 2022

Net Income

Down

-$153,082

Down $476,052 (-147%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

2023

Assets$1,257,123
Liabilities$208,482
Net Assets$1,048,641
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

2023

Revenue$286,968
Expenses$440,050
Net Income-$153,082
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$287,728
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$958,274$1,048,641▲ $90,367
Investments in Publicly Traded Securities$917,898$1,033,792▲ $115,894
Cash and Non-Interest-Bearing Accounts$389,006$213,811▼ $175,195
Accounts Receivable$6,275$9,520▲ $3,245
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,313,179$1,257,123▼ $56,056
Liabilities
Other Liabilities$354,905$204,342▼ $150,563
Accounts Payable and Accrued Expenses-$4,140-
Total Liabilities$354,905$208,482▼ $146,423
Net Assets / Fund Balance
Total Net Assets Fund Balance$958,274$1,048,641▲ $90,367
Total Liabilities and Net Assets / Fund Balance$1,313,179$1,257,123▼ $56,056
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Susan E DaviesPresident
Brian BeitzelVice President
Brian LoiseauDirector
Juan JaimeDirector
Jun Dela CruzDirector
Kimme LeDirector
Penney N OoiDirector
Sunny HuangDirector
Leesa EasleySecretary (eff 10/26/23)
Tim SmithSecretary (until 10/26/23)
Caryl P ShepherdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$239,861
Program Service Revenue
$0
Investment Income
$26,285
Other Revenue
$20,822
All Other Contributions
$172,221
Change in Net Assets
$-153,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$351,456
Other Expenses$88,594
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$351,456--$351,456
Advertising-$19,909-$19,909
Fees for Services Accounting-$2,100-$2,100
Other Expenses-$1,130-$1,130
Total Functional Expenses$351,456$88,594$0$440,050
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Red CrossBoone, IA501(c)(3)Disaster Relief$251,212
Vn Help (vietnam Health Education & Literature Projects)Milpitas, CA501(c)(3)Song Nguyen Health Clinic$25,000
California Community FoundationLos Angeles, CA501(c)(3)Community Outreach$15,000
Southeast Community Outreach (secor)Parker, CO501(c)(3)Food Banks, Food Pantries$13,655
Maui Food BankWailuku, HI501(c)(3)Disaster Relief$10,000
Make-a-wish Foundation of Southern NevadaLas Vegas, NV501(c)(3)CHILDREN'S AND YOUTH SERVICES$9,524
Compassion InternationalColorado Springs, CO501(c)(3)Support for Underprivileged Families$6,495
Worldwide Friends of Ugandan OrphansJamaica Plain, MA501(c)(3)Human Services$5,400
Medical Debt Resolution IncLong Island City, NY501(c)(3)Medical Debt Relief$5,336
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$16,780
Fundraising Gross Income$4,802
Fundraising Direct Expenses$760
Gaming Direct Expenses$0
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$204,342
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, jun dela cruz, director, sunny huang, director, juan jaime, director, kimme le, director, brian loiseau, director, penney n. Ooi, director, brian beitzel, vice president, tim smith, 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 52249

Signing Officer

Name
Caryl P Shepherd
Title
Treasurer
Phone
7704539300
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Davies
Formed
2002
Legal Domicile
Ga
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
20

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE STE 800, CEDAR RAPIDS, IA 52401-1425
Preparer
Shawna Huls
Phone
3192985333
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Annuity obligations adjustment 150,564.”

Raw XML AppendixShowing 400 of 513 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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IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY (UNTIL 10/26/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY (EFF 10/26/23)
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0239861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0643744
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0191913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01042603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0188098
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02306219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt025235
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt032435
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0127961
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt076839
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43440
IRS990ScheduleA/PublicSupportPY170Pct00.40710
IRS990ScheduleA/PublicSupportTotal170Amt01057475
IRS990ScheduleA/SubstantialContributorsTotAmt01248744
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0239861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0643744
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0191913
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01042603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0188098
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02306219
IRS990ScheduleA/TotalSupportAmt02434180
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/Amt0204342
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0204342
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt016780
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt016780
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt016780
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd00
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd00
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0251212
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt313655
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt59524
IRS990ScheduleI/RecipientTable/CashGrantAmt66495
IRS990ScheduleI/RecipientTable/CashGrantAmt75400
IRS990ScheduleI/RecipientTable/CashGrantAmt85336
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/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISASTER RELIEF
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SONG NGUYEN HEALTH CLINIC
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2COMMUNITY OUTREACH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FOOD BANKS, FOOD PANTRIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4DISASTER RELIEF
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CHILDREN'S AND YOUTH SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SUPPORT FOR UNDERPRIVILEGED FAMILIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8MEDICAL DEBT RELIEF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1VN HELP (VIETNAM HEALTH EDUCATION & LITERATURE PROJECTS)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CALIFORNIA COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SOUTHEAST COMMUNITY OUTREACH (SECOR)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MAUI FOOD BANK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MAKE-A-WISH FOUNDATION OF SOUTHERN NEVADA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6COMPASSION INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7WORLDWIDE FRIENDS OF UGANDAN ORPHANS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8MEDICAL DEBT RESOLUTION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0530196605
IRS990ScheduleI/RecipientTable/RecipientEIN1943169584
IRS990ScheduleI/RecipientTable/RecipientEIN2953510055
IRS990ScheduleI/RecipientTable/RecipientEIN3204226894
IRS990ScheduleI/RecipientTable/RecipientEIN4990315110
IRS990ScheduleI/RecipientTable/RecipientEIN5880371088
IRS990ScheduleI/RecipientTable/RecipientEIN6362423707
IRS990ScheduleI/RecipientTable/RecipientEIN7820649417
IRS990ScheduleI/RecipientTable/RecipientEIN8471442997
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02005 LAKEWOOD DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1500 E CALAVERAS BLVD STE 235
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2717 W TEMPLE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt316965 PINE LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4760 KOLU ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt59950 COVINGTON CROSS DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt612290 VOYAGER PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt771 JAMAICA ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt828-07 JACKSON AVE 5TH FL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOONE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MILPITAS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PARKER
IRS990ScheduleI/RecipientTable/USAddress/CityNm4WAILUKU
IRS990ScheduleI/RecipientTable/USAddress/CityNm5LAS VEGAS
IRS990ScheduleI/RecipientTable/USAddress/CityNm6COLORADO SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/CityNm7JAMAICA PLAIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm8LONG ISLAND CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050036
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195035
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd290012
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd380134
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd496793
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd589144
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd680997
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd702130
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd811101
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, JUN DELA CRUZ, DIRECTOR, SUNNY HUANG, DIRECTOR, JUAN JAIME, DIRECTOR, KIMME LE, DIRECTOR, BRIAN LOISEAU, DIRECTOR, PENNEY N. OOI, DIRECTOR, BRIAN BEITZEL, VICE PRESIDENT, TIM SMITH, 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 150,564.

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,257,123
Liabilities
$208,482
Net assets
$1,048,641
Revenue
$286,968
Expenses
$440,050
Net income
-$153,082
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