Civic Intelligence

Mervin E and Carmen M Wolf Charitable Foundation

990PF • Fiscal year 2017 • EIN 27-1620793

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 07, 2018

Organization Profile
4912 Coffee RoadModesto, CA 95357

(209) 918-3111

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

3.8%

Faster asset growth than 56% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-5.4%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$363,440

Up $13,359 (+3.8%) from 2016

Net Assets

Up

$363,440

Up $13,359 (+3.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Down

$15,300

Down $868 (-5.4%) from 2016

Expenses

Down

$1,941

Down $1,074 (-36%) from 2016

Net Income

Up

$13,359

Up $206 (+1.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$800K$600K$400K$200K$0Assets 2012: $526,473Liabilities 2012: $0Net Assets 2012: $526,4732012Assets 2013: $711,535Liabilities 2013: $0Net Assets 2013: $711,5352013Assets 2014: $725,270Liabilities 2014: $0Net Assets 2014: $725,2702014Assets 2015: $336,928Liabilities 2015: $0Net Assets 2015: $336,9282015Assets 2016: $350,081Liabilities 2016: $0Net Assets 2016: $350,0812016Assets 2017: $363,440Liabilities 2017: $0Net Assets 2017: $363,4402017Assets 2018: $376,205Liabilities 2018: $0Net Assets 2018: $376,2052018Assets 2019: $369,260Liabilities 2019: $0Net Assets 2019: $369,2602019Assets 2020: $380,481Liabilities 2020: $0Net Assets 2020: $380,4812020Assets 2021: $351,087Liabilities 2021: $0Net Assets 2021: $351,0872021Assets 2022: $347,147Liabilities 2022: $0Net Assets 2022: $347,1472022Assets 2023: $349,042Liabilities 2023: $0Net Assets 2023: $349,0422023Assets 2024: $347,980Liabilities 2024: $0Net Assets 2024: $347,9802024

Highlighted filing

2017

Assets$363,440
Liabilities$0
Net Assets$363,440
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2012: $90,7372012Revenue 2013: $259,882Expenses 2013: $74,820Net Income 2013: $185,0622013Revenue 2014: $51,319Expenses 2014: $37,584Net Income 2014: $13,7352014Revenue 2015: $15,819Expenses 2015: $404,161Net Income 2015: -$388,3422015Revenue 2016: $16,168Expenses 2016: $3,015Net Income 2016: $13,1532016Revenue 2017: $15,300Expenses 2017: $1,941Net Income 2017: $13,3592017Revenue 2018: $15,015Expenses 2018: $2,250Net Income 2018: $12,7652018Revenue 2019: $14,721Expenses 2019: $21,666Net Income 2019: -$6,9452019Revenue 2020: $14,386Expenses 2020: $3,165Net Income 2020: $11,2212020Revenue 2021: $13,997Expenses 2021: $43,391Net Income 2021: -$29,3942021Revenue 2022: $13,691Expenses 2022: $17,631Net Income 2022: -$3,9402022Revenue 2023: $18,968Expenses 2023: $17,073Net Income 2023: $1,8952023Revenue 2024: $16,399Expenses 2024: $17,461Net Income 2024: -$1,0622024

Highlighted filing

2017

Revenue$15,300
Expenses$1,941
Net Income$13,359
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HANKSPresidentPT$0--
BRANDON HANKSSecretary-$0--
MATTHEW FRIEDRICHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Mervin E & Carmen M Wolf
EIN
27-1620793
Phone
2099183111
Address
4912 COFFEE ROAD, MODESTO, CA 95357

Signing Officer

Name
John Hanks
Title
President
Phone
2099183111
Signed
2018-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Atherton & Associates Llp
Address
PO BOX 4339, MODESTO, CA 95352-4339
Preparer
Craig Schaurer
Phone
2095774800
Raw XML Appendix298 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0825
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037352
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032731
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016292
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016439
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037352
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0825
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt055261
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt071553
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt015261
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST INCOME FROM NOTE RECEIVABLE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt015261
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt015261
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1281
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HANKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02099183111
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERVIN E & CARMEN M WOLF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MERV
ReturnHeader/Filer/EIN0271620793
ReturnHeader/Filer/PhoneNum02099183111
ReturnHeader/Filer/USAddress/AddressLine1Txt04912 COFFEE ROAD
ReturnHeader/Filer/USAddress/CityNm0MODESTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095357
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07AA79125CF6D57D68DE5D9303084475EC8A9D3C6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07AA79125CF6D57D68DE5D9303084475EC8A9D3C6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.89.120.251
ReturnHeader/FilingSecurityInformation/IPDt02018-03-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:00:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941239084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATHERTON & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 4339
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MODESTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0953524339
ReturnHeader/PreparerPersonGrp/PhoneNum02095774800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG SCHAURER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-12T14:57:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,440
Liabilities
$0
Net assets
$363,440
Revenue
$15,300
Expenses
$1,941
Net income
$13,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.16$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.19$0.17$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.14$0.18$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.14$0.43$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.14$0.03$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.15$0.22$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.15$0.02$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.15$0.02$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.16$0.03$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.16$4.04$3.88
2014Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.51$0.38$0.14
2013Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$2.60$0.75$1.85
2012Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.91