Civic Intelligence

Wgu Labs LLC

990 • Fiscal year 2022 • EIN 82-4523369

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileWGULABS.ORG
4001 SOUTH 700 EAST Suite 700Salt Lake City, UT 84107

(385) 428-9120

Siviq Scores

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

Liabilities / Assets

50th percentile

0.18x

Higher debt load relative to assets than 50% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.15x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

99th percentile

$1,859,938

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

94th percentile

71%

Faster asset growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$9,230,788

Up $3,818,246 (+71%) from 2021

Net Assets

Up

$7,591,704

Up $4,244,648 (+127%) from 2021

Liabilities

Down

$1,639,084

Down $426,402 (-21%) from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin82nd percentile

Revenue

Down

$10,973,970

Down $6,225,330 (-36%) from 2021

Expenses

Down

$7,163,739

Down $5,994,682 (-46%) from 2021

Net Income

Down

$3,810,231

Down $230,648 (-5.7%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MAssets 2018: $3,000,105Liabilities 2018: $0Net Assets 2018: $3,000,1052018Assets 2019: $857,362Liabilities 2019: $1,836,860Net Assets 2019: -$979,4982019Assets 2020: $2,286,533Liabilities 2020: $11,021,022Net Assets 2020: -$8,734,4892020Assets 2021: $5,412,542Liabilities 2021: $2,065,486Net Assets 2021: $3,347,0562021Assets 2022: $9,230,788Liabilities 2022: $1,639,084Net Assets 2022: $7,591,7042022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2022

Assets$9,230,788
Liabilities$1,639,084
Net Assets$7,591,704
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2018: $3,000,105Expenses 2018: $0Net Income 2018: $3,000,1052018Revenue 2019: $229,200Expenses 2019: $4,208,803Net Income 2019: -$3,979,6032019Revenue 2020: $5,611,646Expenses 2020: $13,366,637Net Income 2020: -$7,754,9912020Revenue 2021: $17,199,300Expenses 2021: $13,158,421Net Income 2021: $4,040,8792021Revenue 2022: $10,973,970Expenses 2022: $7,163,739Net Income 2022: $3,810,2312022Revenue 2023: $10,985,368Expenses 2023: $8,655,856Net Income 2023: $2,329,5122023

Highlighted filing

2022

Revenue$10,973,970
Expenses$7,163,739
Net Income$3,810,231
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$10,974,547
Mission and Program Overview

Mission

To engage in research, development and licensing of innovative technologies to optimize learner outcomes; to develop and distribute information about integrated healthcare concepts and systems, sponsor research focused on emerging practices in integrated healthcare, and facilitate and support convenings for those interested in integrated healthcare.

To engage in research, development and licensing of innovative technologies to optimize learner outcomes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,999,999$7,509,388▲ $5,509,389
Other Notes and Loans Receivable, Net$2,588,217$896,991▼ $1,691,226
Accounts Receivable$640,066$422,486▼ $217,580
Prepaid Expenses and Deferred Charges$0$159,864▲ $159,864
Savings and Temporary Cash Investments$89,556$100,605▲ $11,049
Investments in Publicly Traded Securities$62,401$97,340▲ $34,939
Land, Buildings, and Equipment, Net$32,303$44,114▲ $11,811
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,412,542$9,230,788▲ $3,818,246
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$1,389,325$1,076,966▼ $312,359
Accounts Payable and Accrued Expenses$676,161$562,118▼ $114,043
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,065,486$1,639,084▼ $426,402
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,411,556$7,292,625▲ $4,881,069
Net Assets With Donor Restrictions$935,500$299,079▼ $636,421
Total Net Assets Fund Balance$3,347,056$7,591,704▲ $4,244,648
Total Liabilities and Net Assets / Fund Balance$5,412,542$9,230,788▲ $3,818,246

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$44,114$28,096$72,210
Investment Program Related Org$275,000--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott PulsipherDirector (chair)-$304,911$143,518$448,429
Jessica Wishnie Jess StokesDirectorFT$162,347$79,500$239,676
William Chad AdamsPrincipal Software EngineerFT$153,108$37,500$210,108
Sean BrownSecretary (until 4/25/2022)-$162,201$22,546$197,883
David GrowDirector / Treasurer-$163,447$47,506$192,947
Jason LevinPresidentFT$133,230$57,115$177,886
Christina RothschildSecretary (4/25/2022)--$125,721$125,721

Board Members and Trustees

NameTitle
Ajita MenonDirector
Jeff LivingstonDirector
Omid FotuhiDirector, Learning Innovation
Todd BloomManaging Director (until 4/08/22)
Nicholas JohnsonManager, Software Engineer

Highest Paid Contractors

ContractorServicesLocationCompensation
Woodbury CorporationFacility Rental2733 EAST PARLEYS WAY SUITE 300, Salt Lake City, UT 84109$122,881
Revenue and Support

Revenue Composition

Contributions and Grants
$8,705,750
Program Service Revenue
$2,198,279
Investment Income
$69,941
Other Revenue
$0
All Other Contributions
$6,000
Change in Net Assets
$3,810,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,891,071
Other Expenses$2,272,668
Total Fundraising Expense$827,418
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,401,411$633,036$520,848$3,555,295
Fees for Services Other$482,579$368,752$17,768$869,099
Current Officers, Directors, Trustees, and Key Employees-$423,726$105,932$529,658
Other Employee Benefits$280,764$14,337$45,977$341,078
Information Technology$210,474$82,845$20,763$314,082
Payroll Taxes$164,103$65,533$41,161$270,797
Fees for Services Legal-$223,452-$223,452
Travel$147,955$41,087$18,468$207,510
Advertising$193,089-$2,688$195,777
Pension Plan Contributions$117,711$47,007$29,525$194,243
Office Expenses$65,333$93,376$7,008$165,717
Occupancy$97,160$17,665$9,579$124,404
Fees for Services Accounting$55$98,791$5$98,851
Depreciation Depletion$23,690$4,307$2,336$30,333
Conferences and Meetings$14,311$5,420$3,284$23,015
Fees for Services Management$9,731$1,769$959$12,459
Insurance$3,932$1,570$986$6,488
Other Expenses$1,056$294$131$1,481
Total Functional Expenses$4,213,354$2,122,967$827,418$7,163,739
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 15A & 15B

“The organization hires a compensation consultant every other year to review compensation paid to employees. The most recent review was for fy21-fy22. In addition, the organization participates in 3 - 5 compensation surveys in order to benchmark its compensation at least annually. The board reviews and approves the compensation and the performance goals for the organization. Officers review compensation for their respective employees.”

Part VI, Section B, Line 12C

“The organization requires all directors to disclose possible conflicts annually.”

Part VI, Section B, Line 11B

“The form 990 is reviewed by the organization officers and distributed to the board for review prior to filing.”

Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Wgu Labs
EIN
82-4523369
In Care Of
% NADEEM SYED
Phone
3854289120
Address
4001 SOUTH 700 EAST Suite 700, SALT LAKE CITY, UT 84107

Signing Officer

Name
David Grow
Title
Treasurer
Phone
8013233305
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Levin
Formed
2017
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
2
Employees
43
Volunteers
2

Preparer

Firm
Bdo USA Llp
Address
299 S MAIN ST 10TH FLOOR, SALT LAKE CITY, UT 84111
Preparer
Matthew Frerker
Phone
8012691818
Supplemental Narrative

Additional Explanations

Part III, Line 3

“The wgu academy business unit of wgu labs was spun off into its own separate non-profit organization called wgu academy on 1/1/2021.”

Part XI, Line 9

“$340,215 = 55.5% of $613,000 capital contributions to MeasurEd, LLC from 3rd parties”

Form 990 Part IX Line 11G

“Description:consulting services total fees:484286”

Form 990 Part IX Line 11G

“Description:people & talent shared svc exp total fees:180560”

Form 990 Part IX Line 11G

“Description:corp memberships, subc. & dues total fees:94069”

Form 990 Part IX Line 11G

“Description:corp. Shared membership exp total fees:64802”

Form 990 Part IX Line 11G

“Description:other total fees:45382”

Financial Statement Notes

Schedule D, Part X, Line 2

“The following is the "Income Taxes" footnote from the consolidated financial statements that include the accounts and balances of WGU Labs, among other entities: CWGU, WGU Labs, WGU Advancement, and WGU Academy qualify as tax-exempt organizations under Section 501(c)(3) of the Internal Revenue Code and are generally exempt from federal and state income taxes, except for taxes on income from activities unrelated to their exempt purposes. The consolidated, wholly-owned LLC partnerships are treated as disregarded entities for income tax purposes to the extent that their activities are related to an exempt purpose of their tax-exempt parent. Activities unrelated to the exempt purpose are subject to income tax. The consolidated LP partnerships seek investments in early-stage, mission-aligned companies, but since the LP partnerships are designed to generate a profit, their activities are largely considered unrelated to their parent's exempt purpose. The tax-exempt parent entities do not generally pay taxes on income from the LP partnerships' investments in C-corporations and promissory notes, but investments in other partnerships are subject to taxation. Management believes the Organization has taken no tax positions that more likely than not would not be sustained upon examination by taxing authorities. Accordingly, no provision for income taxes has been made in the accompanying consolidated financial statements.”

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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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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,230,788
Liabilities
$1,639,084
Net assets
$7,591,704
Revenue
$10,973,970
Expenses
$7,163,739
Net income
$3,810,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$11.0$8.66$2.33
2022Detailed filing. Detailed filing data is available for this year.$9.23$1.64$7.59$11.0$7.16$3.81
2021Detailed filing. Detailed filing data is available for this year.$5.41$2.07$3.35$17.2$13.2$4.04
2020Detailed filing. Detailed filing data is available for this year.$2.29$11.0$8.73$5.61$13.4$7.75
2019Detailed filing. Detailed filing data is available for this year.$0.86$1.84$0.98$0.23$4.21$3.98
2018Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$3.00$0.00$3.00