Civic Intelligence

Wl Nugent Foundation

990PF • Fiscal year 2023 • EIN 86-3579925

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 11, 2024

Organization Profile
4653 Carmel Mtn Rd 308221San Diego, CA 92130

(619) 838-0424

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-6100%

Higher net margin than 1% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-19%

Faster asset growth than 22% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$51,975

Down $12,443 (-19%) from 2022

Net Assets

Down

$51,975

Down $12,443 (-19%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$204

Down $49,804 (-100%) from 2022

Expenses

Down

$12,647

Down $22,943 (-64%) from 2022

Net Income

Down

-$12,443

Down $26,861 (-186%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$80K$60K$40K$20K$0Assets 2021: $50,000Liabilities 2021: $1Net Assets 2021: $50,0002021Assets 2022: $64,418Liabilities 2022: $1Net Assets 2022: $64,4182022Assets 2023: $51,975Liabilities 2023: $1Net Assets 2023: $51,9752023Assets 2024: $44,606Liabilities 2024: $0Net Assets 2024: $44,6062024

Highlighted filing

2023

Assets$51,975
Liabilities$1
Net Assets$51,975
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$60K$40K$20K$0-$20KRevenue 2021: $50,000Expenses 2021: $0Net Income 2021: $50,0002021Revenue 2022: $50,008Expenses 2022: $35,590Net Income 2022: $14,4182022Revenue 2023: $204Expenses 2023: $12,647Net Income 2023: -$12,4432023Revenue 2024: $204Expenses 2024: $7,573Net Income 2024: -$7,3692024

Highlighted filing

2023

Revenue$204
Expenses$12,647
Net Income-$12,443
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 11, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON R NUGENTOfficer-$0--
WILLIAM L NUGENTOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Wl Nugent Foundation
EIN
86-3579925
Phone
6198380424
Address
4653 CARMEL MTN RD 308221, SAN DIEGO, CA 92130

Signing Officer

Name
Shannon Nugent
Title
Manager
Phone
6198380424
Signed
2024-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
7098 E COCHISE RD STE 100, SCOTTSDALE, AZ 85253
Preparer
Christopher S Morrison CPA
Phone
4804831170
Raw XML Appendix251 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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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER S MORRISON CPA
ReturnHeader/ReturnTs02024-06-12T11:48:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANNON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NUGENT
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$51,975
Liabilities
$1
Net assets
$51,975
Revenue
$204
Expenses
$12,647
Net income
-$12,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$0.20$7.57$7.37
2023Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$0.20$12.6$12.4
2022Detailed filing. Detailed filing data is available for this year.$64.4$0.00$64.4$50.0$35.6$14.4
2021Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$50.0$0.00$50.0