WFG Foundation Inc
Donations deductibleWFG Foundation Inc's network
6 peoplei6 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Brian Loiseau | Director | 2022 | 4 yrs |
| Juan Jaime | Director (Until 07/24) | 2022 | 4 yrs |
| JUN Dela Cruz | Director | 2022 | 4 yrs |
| Kimme Le | Director | 2022 | 4 yrs |
| Penney N OOI | Director | 2018 | 8 yrs |
| Sunny Huang | Director | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Brian Beitzel | Vice President | since 2018 |
| Caryl P Shepherd | Treasurer | since 2018 |
| Leesa Easley | Secretary (Eff 10/26/23) | since 2023 |
| Susan E Davies | President | since 2023 |
| TIM Smith | Secretary (Until 10/26/23) | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jun Dela Cruz | Director | 0.3 | $0 | ||
| Sunny Huang | Director | 0.3 | $0 | ||
| Juan Jaime | Director (Until 07/24) | 0.3 | $0 | ||
| Kimme Le | Director | 0.3 | $0 | ||
| Brian Loiseau | Director | 0.3 | $0 | ||
| Penney N Ooi | Director | 0.3 | $0 | ||
| Susan E Davies | President | 6 | $0 | ||
| Brian Beitzel | Vice President | 0.5 | $0 | ||
| Leesa Easley | Secretary | 0.5 | $0 | ||
| Caryl P Shepherd | Treasurer | 0.5 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- WFG Foundation Inc
- EIN
- 820557271
- Address
- 6400 C St Sw, Cedar Rapids, IA, 52499-0003
- State
- Iowa
- Mission
- Establishing neighborhood enhancement programs, promoting educational and scholarship opportunities, and fostering community togetherness, awareness, and intercommunication. (as filed on the Form 990)
- Activity (NTEE)
- T30 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 6 (IRS master file code)
- Formed
- 2002
- Principal officer
- Susan Davies (as named on the Form 990)
- IRS ruling date
- 1 March 2004
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsPenney N OOI
≥4years on the filingsBrian Loiseau
≥4years on the filingsJuan Jaime
≥4years on the filingsJUN Dela Cruz
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $1.4m
- Total liabilities
- $155k
- Net assets or fund balances
- $1.2m
- Contributions and grants received
- $229k
- Program service revenue
- $0
- Grants and similar paid out
- $139k
- Employees
- 0
- Volunteers
- 20
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $263k | $218k | $45k |
As filed on the IRS Form 990. US dollars.
Grants paid
7 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Sewa International Inc | Human service organization | $52k |
| Make-A-Wish Foundation of Southern Nevada | Children's and youth services | $22k |
| The Lantern Network | Young black americans mentorship network | $16k |
| Operation Underground Railroad | Arts, culture and humanities | $13k |
| Chinese Cultural School of Atlanta | Mandarin language and cultural education | $10k |
| Compassion International | Support for underprivileged families | $10k |
| American Red Cross | Disaster relief | $6k |