Civic Intelligence

June & Steve Wolfson Family Foundation

EIN 23-2582882 • King Of Prussia, PA

Lfs 215 W Church Rd 108King Of Prussia, PA 19406
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

72nd percentile

23%

Higher net margin than 72% 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

43rd percentile

1.7%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,726,368

Up $97,661 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,726,368

Up $97,661 (+1.7%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin72nd percentile

Revenue

Down

$423,205

Down $248,530 (-37%) from 2023

Expenses

Up

$325,544

Up $10,617 (+3.4%) from 2023

Net Income

Down

$97,661

Down $259,147 (-73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,655,681Liabilities 2011: $02011Assets 2012: $3,679,559Liabilities 2012: $02012Assets 2013: $4,775,705Liabilities 2013: $02013Assets 2014: $4,637,939Liabilities 2014: $02014Assets 2015: $4,634,436Liabilities 2015: $02015Assets 2019: $5,053,452Liabilities 2019: $02019Assets 2020: $5,184,133Liabilities 2020: $0Net Assets 2020: $5,184,1332020Assets 2021: $5,299,629Liabilities 2021: $0Net Assets 2021: $5,299,6292021Assets 2022: $5,271,899Liabilities 2022: $0Net Assets 2022: $5,271,8992022Assets 2023: $5,628,707Liabilities 2023: $0Net Assets 2023: $5,628,7072023Assets 2024: $5,726,368Liabilities 2024: $0Net Assets 2024: $5,726,3682024

Highlighted filing

2024

Assets$5,726,368
Liabilities$0
Net Assets$5,726,368
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $148,323Expenses 2011: $183,902Net Income 2011: -$35,5792011Revenue 2012: $165,789Expenses 2012: $141,911Net Income 2012: $23,8782012Revenue 2013: $1,292,826Expenses 2013: $196,680Net Income 2013: $1,096,1462013Revenue 2014: $94,821Expenses 2014: $232,587Net Income 2014: -$137,7662014Revenue 2015: $220,423Expenses 2015: $223,926Net Income 2015: -$3,5032015Revenue 2019: $129,752Expenses 2019: $254,005Net Income 2019: -$124,2532019Revenue 2020: $391,686Expenses 2020: $261,005Net Income 2020: $130,6812020Revenue 2021: $409,121Expenses 2021: $293,625Net Income 2021: $115,4962021Revenue 2022: $304,330Expenses 2022: $332,060Net Income 2022: -$27,7302022Revenue 2023: $671,735Expenses 2023: $314,927Net Income 2023: $356,8082023Revenue 2024: $423,205Expenses 2024: $325,544Net Income 2024: $97,6612024

Highlighted filing

2024

Revenue$423,205
Expenses$325,544
Net Income$97,661
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,726,368
Liabilities
$0
Net assets
$5,726,368
Revenue
$423,205
Expenses
$325,544
Net income
$97,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.42$0.33$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.67$0.31$0.36
2022Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.30$0.33$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.41$0.29$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.39$0.26$0.13
2019Summary only. Only limited summary data is available for this year.$5.05$0.00$0.13$0.25$0.12
2015Summary only. Only limited summary data is available for this year.$4.63$0.00$0.22$0.22$0.00
2014Summary only. Only limited summary data is available for this year.$4.64$0.00$0.09$0.23$0.14
2013Summary only. Only limited summary data is available for this year.$4.78$0.00$1.29$0.20$1.10
2012Summary only. Only limited summary data is available for this year.$3.68$0.00$0.17$0.14$0.02
2011Summary only. Only limited summary data is available for this year.$3.66$0.00$0.15$0.18$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUNE WOLFSON CO LAFAYETTE FINANCIALPresidentPT$0--
STEPHEN WOLFSON CO LAFAYETTE FINANCVice PresidentPT$0--
GREGORY WOLFSONTreasurerPT$0--
PAUL WOLFSONSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
June & Steve Wolfson Family Foundation
EIN
23-2582882
Phone
2159791635
Address
LFS 215 W CHURCH RD 108, KING OF PRUSSIA, PA 19406

Signing Officer

Name
Steve Wolfson
Title
Vice President
Phone
2159791635
Signed
2025-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Duane Morris Llp
Address
30 S 17TH STREET, PHILADELPHIA, PA 19103-4196
Preparer
Barbara a Ruth-cook
Phone
2159791640
Raw XML AppendixShowing 400 of 620 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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