Nonprofit · EIN 82-0557271
WFG FOUNDATION INC
Tax-exempt · CEDAR RAPIDS, IA 52499
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $262,506 | $217,819 | $44,687 | $1,356,869 | $155,332 | $1,201,537 |
| December 31, 2023 | 990 | $286,968 | $440,050 | -$153,082 | $1,257,123 | $208,482 | $1,048,641 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $228,813
- Program service revenue
- $0
- Investment income
- $33,693
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $138,675
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,790
- Program services (functional)
- $138,675
- Management and general (functional)
- $79,144
Balance sheet and other
- Total assets, start of year
- $1,257,123
- Total assets, end of year
- $1,356,869
- Total liabilities, end of year
- $155,332
- Net assets, end of year
- $1,201,537
- Publicly traded securities
- $1,122,589
- Gross receipts
- $262,506
- Employees
- 0
- Volunteers
- 20
- Year formed
- 2002
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUN DELA CRUZ | DIRECTOR Trustee or director | 0.3 | $0 |
| SUNNY HUANG | DIRECTOR Trustee or director | 0.3 | $0 |
| JUAN JAIME | DIRECTOR (UNTIL 07/24) Trustee or director | 0.3 | $0 |
| KIMME LE | DIRECTOR Trustee or director | 0.3 | $0 |
| BRIAN LOISEAU | DIRECTOR Trustee or director | 0.3 | $0 |
| PENNEY N OOI | DIRECTOR Trustee or director | 0.3 | $0 |
| SUSAN E DAVIES | PRESIDENT Officer | 6 | $0 |
| BRIAN BEITZEL | VICE PRESIDENT Officer | 0.5 | $0 |
| LEESA EASLEY | SECRETARY Officer | 0.5 | $0 |
| CARYL P SHEPHERD | TREASURER Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUN DELA CRUZ | DIRECTOR Trustee or director | 0.3 | $0 |
| SUNNY HUANG | DIRECTOR Trustee or director | 0.3 | $0 |
| JUAN JAIME | DIRECTOR Trustee or director | 0.3 | $0 |
| KIMME LE | DIRECTOR Trustee or director | 0.3 | $0 |
| BRIAN LOISEAU | DIRECTOR Trustee or director | 0.3 | $0 |
| PENNEY N OOI | DIRECTOR Trustee or director | 0.3 | $0 |
| SUSAN E DAVIES | PRESIDENT Officer | 6 | $0 |
| BRIAN BEITZEL | VICE PRESIDENT Officer | 0.5 | $0 |
| TIM SMITH | SECRETARY (UNTIL 10/26/23) Officer | 0.5 | $0 |
| LEESA EASLEY | SECRETARY (EFF 10/26/23) Officer | 0.5 | $0 |
| CARYL P SHEPHERD | TREASURER Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 6400 C ST SW, CEDAR RAPIDS, IA 52499-0003
- In care of
- % JACK D LINDER
- Principal officer (990 for 2024)
- SUSAN DAVIES, 6400 C ST SW, CEDAR RAPIDS, IA 52499
- Signed the 990
- CARYL P SHEPHERD, TREASURER
- Phone
- (770) 453-9300
- Return prepared by
- RSM US LLP
Mission
ESTABLISHING NEIGHBORHOOD ENHANCEMENT PROGRAMS, PROMOTING EDUCATIONAL AND SCHOLARSHIP OPPORTUNITIES, AND FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION.
Program accomplishments
- FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION.Expenses $138,675 · grants $138,675
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-0557271
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,356,869
- Income (IRS master file)
- $262,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $262,506 | $217,819 | $1,356,869 | XML |
| 990 | December 2023 | $286,968 | $440,050 | $1,257,123 | XML |
| 990 | December 2022 | $667,712 | $344,742 | $1,313,179 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-0557271).
Questions about WFG FOUNDATION INC
- What is the EIN of WFG FOUNDATION INC?
- The employer identification number (EIN) of WFG FOUNDATION INC is 82-0557271.
- Is WFG FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to WFG FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WFG FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WFG FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WFG FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WFG FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names SUSAN DAVIES.
- Who are the officers and directors of WFG FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does WFG FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $262,506, expenses of $217,819 and total assets of $1,356,869 at year end.
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