Civic Intelligence

Wolf & Company Charitable Foundation Inc.

990PF • Fiscal year 2020 • EIN 20-5817793

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 26, 2021

99 High Street 21st FloorBoston, MA 02110

(617) 439-9700

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

54th percentile

7.1%

Higher net margin than 54% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

85th percentile

59%

Faster asset growth than 85% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

287%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$16,235

Up $6,015 (+59%) from 2019

Net Assets

Up

$16,235

Up $6,015 (+59%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$84,900

Up $62,944 (+287%) from 2019

Expenses

Up

$78,885

Up $15,381 (+24%) from 2019

Net Income

Up

$6,015

Up $47,563 (+114%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $42,030Liabilities 2011: $02011Assets 2012: $71,761Liabilities 2012: $02012Assets 2013: $93,464Liabilities 2013: $02013Assets 2014: $122,062Liabilities 2014: $02014Assets 2015: $108,454Liabilities 2015: $02015Assets 2019: $10,220Liabilities 2019: $0Net Assets 2019: $10,2202019Assets 2020: $16,235Liabilities 2020: $0Net Assets 2020: $16,2352020Assets 2021: $24,698Liabilities 2021: $0Net Assets 2021: $24,6982021Assets 2022: $31,331Liabilities 2022: $0Net Assets 2022: $31,3312022Assets 2023: $65,225Liabilities 2023: $0Net Assets 2023: $65,2252023Assets 2024: $65,733Liabilities 2024: $0Net Assets 2024: $65,7332024

Highlighted filing

2020

Assets$16,235
Liabilities$0
Net Assets$16,235

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $26,405Expenses 2011: $31,820Net Income 2011: -$5,4152011Revenue 2012: $60,019Expenses 2012: $30,288Net Income 2012: $29,7312012Revenue 2013: $60,558Expenses 2013: $38,855Net Income 2013: $21,7032013Revenue 2014: $56,866Expenses 2014: $28,268Net Income 2014: $28,5982014Revenue 2015: $34,769Expenses 2015: $48,377Net Income 2015: -$13,6082015Revenue 2019: $21,956Expenses 2019: $63,504Net Income 2019: -$41,5482019Revenue 2020: $84,900Expenses 2020: $78,885Net Income 2020: $6,0152020Revenue 2021: $68,960Expenses 2021: $60,497Net Income 2021: $8,4632021Revenue 2022: $72,447Expenses 2022: $65,814Net Income 2022: $6,6332022Revenue 2023: $109,641Expenses 2023: $75,747Net Income 2023: $33,8942023Revenue 2024: $128,125Expenses 2024: $127,617Net Income 2024: $5082024

Highlighted filing

2020

Revenue$84,900
Expenses$78,885
Net Income$6,015
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 26, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK A O'CONNELLPresident/Director-$0--
TERESA PREZIOSOTreasurer/Director-$0--
STEPHEN R KINGClerk-$0--
HILLARY BURRDirector-$0--
THOMAS VOCATURADirector-$0--
SCOTT GOODWINSecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Wolf & Company Charitable
EIN
20-5817793
Phone
6174399700
Address
99 HIGH STREET 21ST FLOOR, BOSTON, MA 02110

Signing Officer

Name
MARK A O'CONNELL
Title
President
Phone
6174399700
Signed
2021-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Wolf & Company Pc
Address
99 HIGH STREET 21ST FLOOR, BOSTON, MA 02110
Preparer
Harry a Kalajian Jr CPA
Phone
6174399700
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE WOLF & COMPANY CHARITABLE FOUNDATION SUPPORTS THE PHILANTHROPIC ENDEAVORS OF THE OFFICERS AND EMPLOYEES OF WOLF & COMPANY, P.C. THE FOUNDATION, IS MANAGED AND FUNDED BY THE OFFICERS AND EMPLOYEES OF WOLF & COMPANY, P.C , AND DEMONSTRATES WOLF'S LONG STANDING COMMITMENT TO GIVING BACK TO THE COMMUNITIES IN WHICH THEY LIVE AND WORK. NUMEROUS FUNDRAISING ACTIVITIES AS WELL AS VOLUNTEER OPPORTUNITIES ARE SPONSORED BY THE FOUNDATION AND THE WOLF PHILANTHROPY COMMITTEE. THESE PROVIDE A VARIETY OF WAYS FOR EMPLOYEES TO DONATE THEIR TIME AND FUNDS TO SPECIFIC CHARITIES THAT ARE IMPORTANT TO THEM. IN ADDITION TO RAISING MONEY FOR SPECIFIC NON-PROFITS, THE FOUNDATION ALSO RAISES FUNDS WHICH ARE DISTRIBUTED BASED ON INDIVIDUAL NEEDS AND REQUESTS. THE FOUNDATION ALSO PROVIDES SUPPORT TO COMMUNITY, CHARITABLE, EDUCATIONAL AND OTHER IRC 501(C)(3)ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO PRESCRIBED DEADLINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt331400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt451000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt48200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt491250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt50625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt623500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt641000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EXEMPT PURPOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt64EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALS ASSOC GREATER NY CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN DIABETES ASSOCIATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3AMERICAN FOUNDATION FOR SUICIDE PREVENTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AMERICAN PARKINSON DISEASE ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ANGELS ABOVE CHARITABLE TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BAY PATH UNIV C LEARY SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BIG BROTHERS BIG SISTERS HAMPDEN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8BILLERICA LACROSSE ASSOCIATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9BOSTON CHILDREN'S HOSPITAL TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10BOSTON FORGOTTEN FELINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11BOSTON MEDICAL CENTER CORPORATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12BOSTON SCORES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13BRIAN D SILBER MEMORIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14CAMBRIDGE COLLEGE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15CENTER TEEN EMPOWER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16CHILDREN'S STUDY HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17CHOATE ROSEMARY HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18CHRONIC ZEBRA FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19COLUMBIA UNIV MED CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20COMMUNITY FOUNDATION OF WESTERN MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21UNITED NATIONS FOUNDATION COVID19 SOLIDARITY RESP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22CRISTO REY BOSTON CORP WORK STUDY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23DALTON COMMUNITY RECREATION ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24DANA-FARBER CANCER INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25DARTHMOUTH HITCHCOCK HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26DEDHAM FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27DEMENTIA SOCIETY OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28DOUG FLUTIE JR FOUNDATION FOR AUTISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29DREAM BIG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30ETZION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31FAMILY PROMISE METROWEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32FIRST RESPONDERS CHILDREN'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33FRIENDS OF THE UNBORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34GREATER BOSTON FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35HELP OUR MILITARY HEROES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36HOLLISTON YOUTH AND FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37HOUSE OF PRAYER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38HUDSON COMMUNITY FOOD PANTRY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39JDRF INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40JOSIAH QUINCY ORCHESTRA PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41JOYCE T WOODMAN MEMORIAL SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42LOWER CAPE OUTREACH COUNCIL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43MEDICINES FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44MSCPA EDUCATIONAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45MUSEUM OF DISCOVERY GIRLSL IN STEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46NATIVITY BOSTON INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47NEEDHAM HISTORY CENTER & MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48OUR LADY OF THE VISITATION CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt49PAN MASSACHUSETTS CHALLENGE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt50PANCREATIC CANCER ACTION NETWORK INC

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