Civic Intelligence

Wingate Foundation Wingate

990PF • Fiscal year 2011 • EIN 94-3301040

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

PO Box 7195497-0071
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

73rd percentile

8.4%

Faster asset growth than 73% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,501,274

Up $116,561 (+8.4%) from 2010

Net Assets

Up

$1,501,274

Up $116,561 (+8.4%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$38,527

Up $12,604 (+49%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $1,384,713Liabilities 2010: $0Net Assets 2010: $1,384,7132010Assets 2011: $1,501,274Liabilities 2011: $0Net Assets 2011: $1,501,2742011Assets 2012: $1,460,810Liabilities 2012: $12012Assets 2013: $1,437,847Liabilities 2013: $0Net Assets 2013: $1,437,8472013Assets 2014: $1,524,760Liabilities 2014: $0Net Assets 2014: $1,524,7602014Assets 2015: $2,196,777Liabilities 2015: $1Net Assets 2015: $2,196,7762015Assets 2016: $2,272,821Liabilities 2016: $0Net Assets 2016: $2,272,8212016Assets 2017: $2,341,501Liabilities 2017: $2,103Net Assets 2017: $2,339,3982017Assets 2018: $2,395,222Liabilities 2018: $0Net Assets 2018: $2,395,2222018Assets 2019: $2,451,062Liabilities 2019: $532Net Assets 2019: $2,450,5302019Assets 2020: $4,115,651Liabilities 2020: $4,151Net Assets 2020: $4,111,5002020Assets 2021: $3,870,908Liabilities 2021: $19,250Net Assets 2021: $3,851,6582021Assets 2022: $4,067,101Liabilities 2022: $21,748Net Assets 2022: $4,045,3532022Assets 2023: $4,057,651Liabilities 2023: $15,229Net Assets 2023: $4,042,4222023Assets 2024: $8,378,106Liabilities 2024: $58,283Net Assets 2024: $8,319,8232024

Highlighted filing

2011

Assets$1,501,274
Liabilities$0
Net Assets$1,501,274

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $25,9232010Expenses 2011: $38,5272011Revenue 2012: $690Expenses 2012: $41,155Net Income 2012: -$40,4652012Revenue 2013: $56,447Expenses 2013: $79,409Net Income 2013: -$22,9622013Revenue 2014: $158,512Expenses 2014: $71,599Net Income 2014: $86,9132014Revenue 2015: $802,945Expenses 2015: $130,929Net Income 2015: $672,0162015Revenue 2016: $309,472Expenses 2016: $214,662Net Income 2016: $94,8102016Revenue 2017: $242,777Expenses 2017: $185,928Net Income 2017: $56,8492017Revenue 2018: $205,844Expenses 2018: $155,117Net Income 2018: $50,7272018Revenue 2019: $253,649Expenses 2019: $197,682Net Income 2019: $55,9672019Revenue 2020: $340,293Expenses 2020: $250,147Net Income 2020: $90,1462020Revenue 2021: $354,334Expenses 2021: $651,984Net Income 2021: -$297,6502021Revenue 2022: $374,658Expenses 2022: $180,963Net Income 2022: $193,6952022Revenue 2023: $438,692Expenses 2023: $441,623Net Income 2023: -$2,9312023Revenue 2024: $4,624,308Expenses 2024: $346,907Net Income 2024: $4,277,4012024

Highlighted filing

2011

Revenue-
Expenses$38,527
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL K BEAMCEO-$0--
TODD B WINGATESecretary-$0--
JIMMY C MANNINGCFO-$0--
JOHN WINGATE JRVice Pres-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAL POLY FOUNDATIONSCHOLARSHIP FD/AWARDS/HVAC ENDOWMENT501(C)(3)SAN LUIS OBISPO, CA, US$35,992
Paid GrantUNIV IF CALIF-RIVERSIDE FOUNDATIONSCHOLARSHIP FUND501(C)(3)RIVERSIDE, CA, US$1,500
Filing and Contact Details

Filer

EIN
94-3301040
Raw XML Appendix286 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Amount0750
AccountingFeesSchedule/AccountingFees/Category0PROFESSIONAL EXPENSES
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0750
CompensationExplanation/Compensation/PersonName0MICHAEL K BEAM
CompensationExplanation/Compensation/PersonName1TODD B WINGATE
CompensationExplanation/Compensation/PersonName2JIMMY C MANNING
CompensationExplanation/Compensation/PersonName3JOHN WINGATE JR
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0120
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA05089
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0750
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm04969
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04054
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0100
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01035
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted068558
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj068558
IRS990PF/DistributableAmount/DistributableAmountBeforeDed068558
IRS990PF/DistributableAmount/MinimumInvestmentReturn068639
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome081
IRS990PF/DistributableAmount/TotalTax081
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0169
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0250
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax081
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0169
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal081
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0250
IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0316668
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable020905
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0169
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn068639
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01372787
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.50
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MICHAEL K BEAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1TODD B WINGATE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JIMMY C MANNING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JOHN WINGATE JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CEO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1010155 VIA INDIGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112451 KNOB HILL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121310 E COLTON AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 71
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MORENO VALLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1RIVERSIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2REDLANDS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3THE SEA RANCH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092557
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode395497
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct079690
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets079649
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.058020
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.019695
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.080742
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.063416
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.065374
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.060875
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QualifyingDistributions/ExpensesAndContributions037492
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JOHN H WINGATE JR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07077852774
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode095497
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount035992
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11500
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CAL POLY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNIV IF CALIF-RIVERSIDE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode093407
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303601
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY031066
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IRS990PF/UndistributedIncome/ExcessFromYear206672
IRS990PF/UndistributedIncome/QualifyingDistributions037492
IRS990PF/UndistributedIncome/TotalCorpus06672
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover037738
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0150000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10PO BOX 71
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0THE SEA RANCH
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode095497
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JOHN WINGATE JR
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0100
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1TREASURY DIRECT FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0100
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
TaxesSchedule/Taxes/AdjustedNetIncome0185
TaxesSchedule/Taxes/Amount0185
TaxesSchedule/Taxes/Category0TAXES & LICENSES
TaxesSchedule/Taxes/NetInvestmentIncome0185
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0943301040
ReturnHeader/Filer/Name/BusinessNameLine10WINGATE FOUNDATION
ReturnHeader/Filer/NameControl0WING
ReturnHeader/Filer/Phone07077852774
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 71
ReturnHeader/Filer/USAddress/City0THE SEA RANCH
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0954970071
ReturnHeader/Officer/DateSigned02012-05-10
ReturnHeader/Officer/Name0JOHN WINGATE JR
ReturnHeader/Officer/Phone07077852774
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-05-04
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ROORDA PIQUET & BESSEE INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105995 BROCKTON AVENUE/2ND FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RIVERSIDE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092506
ReturnHeader/Preparer/Name0RICHARD D PIQUET
ReturnHeader/Preparer/Phone09516847781
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T16:24:37-05:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.38$0.06$8.32$4.62$0.35$4.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.02$4.04$0.44$0.44$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.02$4.05$0.37$0.18$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.87$0.02$3.85$0.35$0.65$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.11$0.34$0.25$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.25$0.20$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.21$0.16$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.24$0.19$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.31$0.21$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.80$0.13$0.67
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.16$0.07$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.46$0.00$0.00$0.04$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.03