Civic Intelligence

Milton & Roslyn Wolf Family Foundation

EIN 03-0485546 • Beachwood, OH

Signature Square I 380Beachwood, OH 44122
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

27th percentile

-1.9%

Faster asset growth than 27% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

41%

Faster revenue growth than 76% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,322,039

Down $104,185 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,322,039

Down $104,185 (-1.9%) from 2023

Revenue

Up

$238,714

Up $69,809 (+41%) from 2023

Expenses

Up

$343,821

Up $16,803 (+5.1%) from 2023

Net Income

Up

-$105,107

Up $53,006 (+34%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,154,089Liabilities 2010: $0Net Assets 2010: $7,154,0892010Assets 2011: $6,669,814Liabilities 2011: $02011Assets 2012: $6,320,944Liabilities 2012: $0Net Assets 2012: $6,320,9442012Assets 2013: $6,249,112Liabilities 2013: $0Net Assets 2013: $6,249,1122013Assets 2014: $6,216,031Liabilities 2014: $0Net Assets 2014: $6,216,0312014Assets 2015: $6,063,013Liabilities 2015: $0Net Assets 2015: $6,063,0132015Assets 2016: $5,884,571Liabilities 2016: $0Net Assets 2016: $5,884,5712016Assets 2017: $5,892,664Liabilities 2017: $0Net Assets 2017: $5,892,6642017Assets 2018: $5,950,431Liabilities 2018: $0Net Assets 2018: $5,950,4312018Assets 2019: $6,434,999Liabilities 2019: $0Net Assets 2019: $6,434,9992019Assets 2020: $6,402,076Liabilities 2020: $0Net Assets 2020: $6,402,0762020Assets 2021: $5,744,526Liabilities 2021: $0Net Assets 2021: $5,744,5262021Assets 2022: $5,584,337Liabilities 2022: $0Net Assets 2022: $5,584,3372022Assets 2023: $5,426,224Liabilities 2023: $0Net Assets 2023: $5,426,2242023Assets 2024: $5,322,039Liabilities 2024: $0Net Assets 2024: $5,322,0392024

Highlighted filing

2024

Assets$5,322,039
Liabilities$0
Net Assets$5,322,039

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $806,8662010Revenue 2011: $316,011Expenses 2011: $800,286Net Income 2011: -$484,2752011Expenses 2012: $560,9222012Revenue 2013: $383,142Expenses 2013: $454,974Net Income 2013: -$71,8322013Revenue 2014: $436,000Expenses 2014: $469,081Net Income 2014: -$33,0812014Revenue 2015: $314,892Expenses 2015: $467,910Net Income 2015: -$153,0182015Revenue 2016: $203,414Expenses 2016: $381,856Net Income 2016: -$178,4422016Revenue 2017: $329,761Expenses 2017: $321,668Net Income 2017: $8,0932017Revenue 2018: $278,554Expenses 2018: $220,787Net Income 2018: $57,7672018Revenue 2019: $803,730Expenses 2019: $319,162Net Income 2019: $484,5682019Revenue 2020: $107,460Expenses 2020: $332,025Net Income 2020: -$224,5652020Revenue 2021: $607,782Expenses 2021: $1,265,332Net Income 2021: -$657,5502021Revenue 2022: $167,870Expenses 2022: $328,059Net Income 2022: -$160,1892022Revenue 2023: $168,905Expenses 2023: $327,018Net Income 2023: -$158,1132023Revenue 2024: $238,714Expenses 2024: $343,821Net Income 2024: -$105,1072024

Highlighted filing

2024

Revenue$238,714
Expenses$343,821
Net Income-$105,107

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.24$0.34$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.17$0.33$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.17$0.33$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.61$1.27$0.66
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.11$0.33$0.22
2019Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.80$0.32$0.48
2018Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.28$0.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.33$0.32$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.20$0.38$0.18
2015Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.31$0.47$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.44$0.47$0.03
2013Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.38$0.45$0.07
2012Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.56
2011Summary only. Only limited summary data is available for this year.$6.67$0.00$0.32$0.80$0.48
2010Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRI WOLFVice President-$0--
NANCY WOLFVice President-$0--
CARYN WOLF WECHSLERPresident-$0--
MICHAEL A SHEMOSecretary-$0--
MICHAEL HOLOWATYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Milton a Wolf and Roslyn Z Family
EIN
03-0485546
Phone
2168312000
Address
SIGNATURE SQUARE I 380, BEACHWOOD, OH 44122

Signing Officer

Name
Michael Holowaty
Title
Treasurer
Phone
2168312000
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
127 PUBLIC SQUARE STE 2300, CLEVELAND, OH 44114-1152
Preparer
Tammy Greber
Phone
2165231900
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