Civic Intelligence

Lee and Stuart Rolfe Family Foundation

EIN 20-3992891 • Seattle, WA

Pub. 78 Eligible
1111 Third Avenue Ste 3030Seattle, WA 98101
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-2021%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

117%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $433,634 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $433,634 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Up

$64,961

Up $34,987 (+117%) from 2023

Expenses

Up

$1,377,765

Up $1,319,194 (+2252%) from 2023

Net Income

Down

-$1,312,804

Down $1,284,207 (-4491%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.0M$500K$0Assets 2011: $822,704Liabilities 2011: $0Net Assets 2011: $822,7042011Assets 2012: $809,243Liabilities 2012: $0Net Assets 2012: $809,2432012Assets 2013: $777,304Liabilities 2013: $0Net Assets 2013: $777,3042013Assets 2014: $902,299Liabilities 2014: $0Net Assets 2014: $902,2992014Assets 2015: $815,043Liabilities 2015: $0Net Assets 2015: $815,0432015Assets 2016: $799,627Liabilities 2016: $0Net Assets 2016: $799,6272016Assets 2017: $789,021Liabilities 2017: $0Net Assets 2017: $789,0212017Assets 2018: $746,394Liabilities 2018: $0Net Assets 2018: $746,3942018Assets 2019: $774,517Liabilities 2019: $0Net Assets 2019: $774,5172019Assets 2020: $522,321Liabilities 2020: $0Net Assets 2020: $522,3212020Assets 2021: $504,557Liabilities 2021: $0Net Assets 2021: $504,5572021Assets 2022: $412,156Liabilities 2022: $0Net Assets 2022: $412,1562022Assets 2023: $433,634Liabilities 2023: $0Net Assets 2023: $433,6342023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $40,3952011Expenses 2012: $53,9532012Revenue 2013: $32,556Expenses 2013: $64,495Net Income 2013: -$31,9392013Revenue 2014: $183,800Expenses 2014: $58,805Net Income 2014: $124,9952014Revenue 2015: -$27,190Expenses 2015: $60,066Net Income 2015: -$87,2562015Revenue 2016: $24,586Expenses 2016: $40,000Net Income 2016: -$15,4142016Revenue 2017: $35,037Expenses 2017: $45,643Net Income 2017: -$10,6062017Revenue 2018: $40,114Expenses 2018: $82,741Net Income 2018: -$42,6272018Revenue 2019: $39,017Expenses 2019: $10,894Net Income 2019: $28,1232019Revenue 2020: $15,669Expenses 2020: $267,865Net Income 2020: -$252,1962020Revenue 2021: $80,233Expenses 2021: $99,018Net Income 2021: -$18,7852021Revenue 2022: $551,746Expenses 2022: $142,668Net Income 2022: $409,0782022Revenue 2023: $29,974Expenses 2023: $58,571Net Income 2023: -$28,5972023Revenue 2024: $64,961Expenses 2024: $1,377,765Net Income 2024: -$1,312,8042024

Highlighted filing

2024

Revenue$64,961
Expenses$1,377,765
Net Income-$1,312,804
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$64,961
Expenses
$1,377,765
Net income
-$1,312,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$1.38$1.31
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.03$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.55$0.14$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.08$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.02$0.27$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04$0.01$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.04$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.02$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.06$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.18$0.06$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.03$0.06$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART T ROLFEPresident-$0--
THEILINE WRIGHT ROLFESecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lee and Stuart Rolfe Family Foundation
EIN
20-3992891
Phone
2062924961
Address
1111 THIRD AVENUE STE 3030, SEATTLE, WA 98101

Signing Officer

Name
Stuart Rolfe
Title
Officer
Phone
2062924961
Signed
2025-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
200 W MERCER ST STE E300, SEATTLE, WA 98119-3958
Preparer
Herbert C Kessler Iii CPA
Phone
2062857242
Raw XML Appendix325 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2594548
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3740042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 15203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 15203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 15203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 15203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0122125203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1122125203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2122125203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3122125203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01371845
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062178
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01173
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0110717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt063390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0228200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01716117
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01312637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01173
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0110717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt063390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0228200
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01374815
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01312637
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01716117
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0403480
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0DURING THE YEAR, GIVEN THE COMPOSITION OF THE FOUNDATION'S ASSETS, THE FOUNDATION'S DIRECTORS DETERMINED THAT IT WAS APPROPRIATE TO SIMPLIFY AND REDUCE THE COST OF THE ADMINISTRATION OF THE FOUNDATION'S ACTIVITIES IN SATISFYING THE FOUNDATION'S MISSION. ACCORDINGLY, IT WAS AGREED THAT THIS COULD BE BEST ACCOMPLISHED BY TRANSFERRING THE SIGNIFICANT MAJORITY OF THE ASSETS TO THE GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT, INC. ("GS DAF".) THE FOUNDATION'S MANAGERS, CONSIDERED DISQUALIFIED PERSONS, HAVE ADVISORY PRIVILEGES WITH RESPECT TO THE GS DAF. ATTACHED IS THE CONSENT OF DIRECTORS IN LIEU OF ANNUAL MEETING AUTHORIZING THE ASSET TRANSFER. AT DECEMBER 31, 2024, THE ONLY ASSET REMAINING WAS A DIVIDEND RECEIVABLE THAT WAS COLLECTED AND TRANSFERRED TO THE GS DAF ON JANUARY 9, 2025. THE FOUNDATION WILL NOT BE TERMINATING DUE TO THE NEED TO BE AVAILABLE TO RECIEVE VARIOUS BEQUESTS EXPECTED IN THE FUTURE.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS DECLARED BUT UNPAID
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt021231
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0740042
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1139128
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV OF PCAR COM STOCK ($740,042) DISTRIB. OVER BASIS ($0)
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1FMV OF GS ENHANCED DIVIDEND FUND ($594,548) DISTRIB. OVER BASIS ($455,420)
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART ROLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02062924961
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE AND STUART ROLFE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEA
ReturnHeader/Filer/EIN0203992891
ReturnHeader/Filer/PhoneNum02062924961
ReturnHeader/Filer/USAddress/AddressLine1Txt01111 THIRD AVENUE STE 3030
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 W MERCER ST STE E300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981193958
ReturnHeader/PreparerPersonGrp/PhoneNum02062857242
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HERBERT C KESSLER III CPA
ReturnHeader/ReturnTs02025-09-01T14:52:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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