Civic Intelligence

The Robert a & Kathleen M Wolfe Family Foundation

990PF • Fiscal year 2012 • EIN 27-2923184

Jan 01, 2012 to Dec 31, 2012 • Filed on May 21, 2013

4907 Turnberry Court52807
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

35th percentile

-5.0%

Faster asset growth than 35% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$412,357

Down $21,671 (-5.0%) from 2011

Net Assets

Down

$412,357

Down $21,671 (-5.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$41,397

Up $862 (+2.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $434,028Liabilities 2011: $0Net Assets 2011: $434,0282011Assets 2012: $412,357Liabilities 2012: $0Net Assets 2012: $412,3572012Assets 2013: $396,278Liabilities 2013: $0Net Assets 2013: $396,2782013Assets 2014: $361,520Liabilities 2014: $0Net Assets 2014: $361,5202014Assets 2015: $340,353Liabilities 2015: $0Net Assets 2015: $340,3532015Assets 2016: $317,639Liabilities 2016: $0Net Assets 2016: $317,6392016Assets 2017: $295,587Liabilities 2017: $0Net Assets 2017: $295,5872017Assets 2018: $279,694Liabilities 2018: $0Net Assets 2018: $279,6942018Assets 2019: $261,561Liabilities 2019: $0Net Assets 2019: $261,5612019Assets 2020: $237,773Liabilities 2020: $0Net Assets 2020: $237,7732020Assets 2021: $240,236Liabilities 2021: $0Net Assets 2021: $240,2362021Assets 2022: $220,223Liabilities 2022: $0Net Assets 2022: $220,2232022Assets 2023: $207,047Liabilities 2023: $0Net Assets 2023: $207,0472023Assets 2024: $215,455Liabilities 2024: $0Net Assets 2024: $215,4552024

Highlighted filing

2012

Assets$412,357
Liabilities$0
Net Assets$412,357

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $40,5352011Expenses 2012: $41,3972012Revenue 2013: $34,493Expenses 2013: $50,572Net Income 2013: -$16,0792013Revenue 2014: $17,384Expenses 2014: $52,142Net Income 2014: -$34,7582014Revenue 2015: $19,474Expenses 2015: $40,641Net Income 2015: -$21,1672015Revenue 2016: $17,757Expenses 2016: $40,471Net Income 2016: -$22,7142016Revenue 2017: $17,265Expenses 2017: $39,317Net Income 2017: -$22,0522017Revenue 2018: $18,606Expenses 2018: $34,499Net Income 2018: -$15,8932018Revenue 2019: $20,591Expenses 2019: $38,724Net Income 2019: -$18,1332019Revenue 2020: $23,845Expenses 2020: $47,633Net Income 2020: -$23,7882020Revenue 2021: $53,310Expenses 2021: $50,847Net Income 2021: $2,4632021Revenue 2022: $16,801Expenses 2022: $36,814Net Income 2022: -$20,0132022Revenue 2023: $13,464Expenses 2023: $26,640Net Income 2023: -$13,1762023Revenue 2024: $27,122Expenses 2024: $18,714Net Income 2024: $8,4082024

Highlighted filing

2012

Revenue-
Expenses$41,397
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 21, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN M WOLFEPresident/Director-$0--
THOMAS WOLFEVice President-$0--
SHEILA GERVASETreasurer-$0--
KATHLEEN ARGOSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantASSUMPTION HIGH SCHOOLEMBRACING OUR FUTURE CAMPAIGNEXEMPT ORGDAVENPORT, IA, US$30,000
Approved Future GrantBENILDE - ST MARGARET'SFACILITIES - OUTDOOR CAMPUS RENOVATIONS FUNDEXEMPT ORGST LOUIS PARK, MN, US$25,000
Paid GrantBENILDE - ST MARGARET'SFACILITIES - OUTDOOR CAMPUS RENOVATIONS FUNDEXEMPT ORGST LOUIS PARK, MN, US$5,000
Approved Future GrantCAMP SHALOM INC3:12 CAMPAIGNEXEMPT ORGDAVENPORT, IA, US$3,333
Paid GrantASSUMPTION HIGH SCHOOLTUITION ASSISTANCEEXEMPT ORGDAVENPORT, IA, US$3,100
Paid GrantCAMP SHALOM INC3:12 CAMPAIGNEXEMPT ORGDAVENPORT, IA, US$1,667
Filing and Contact Details

Filer

EIN
27-2923184
Raw XML AppendixShowing 400 of 431 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue025006
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue110190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue39303
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue412257
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue59861
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue611834
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KATHLEEN M WOLFE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1THOMAS WOLFE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SHEILA GERVASE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3KATHLEEN ARGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SECRETARY
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102924 EAST 45TH COURT
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO PARTICULAR FORM REQUIRED.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0KATHLEEN M WOLFE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05633553601
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine104907 TURNBERRY COURT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0DAVENPORT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode052807
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0DISTRIBUTIONS FOR CHARITABLE PURPOSES DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0THOMAS WOLFE
IRS990PF/SupplementaryInformation/ContributingManager1SHEILA GERVASE
IRS990PF/SupplementaryInformation/ContributingManager2KATHLEEN ARGO
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount03333
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount125000
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution03:12 CAMPAIGN
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution1FACILITIES - OUTDOOR CAMPUS RENOVATIONS FUND
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine10CAMP SHALOM INC
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine11BENILDE - ST MARGARET'S
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus0EXEMPT ORG
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus1EXEMPT ORG
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine102136 BRADY STREET
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine112501 HIGHWAY 100 SOUTH
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City0DAVENPORT
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City1ST LOUIS PARK
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode052803
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode155416
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount030000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31667
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EMBRACING OUR FUTURE CAMPAIGN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FACILITIES - OUTDOOR CAMPUS RENOVATIONS FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TUITION ASSISTANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution33:12 CAMPAIGN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ASSUMPTION HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BENILDE - ST MARGARET'S
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ASSUMPTION HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CAMP SHALOM INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EXEMPT ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2EXEMPT ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3EXEMPT ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101020 WEST CENTRAL PARK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112501 HIGHWAY 100 SOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121020 WEST CENTRAL PARK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132136 BRADY STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DAVENPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ST LOUIS PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2DAVENPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3DAVENPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode052804
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode155416
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode252804
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode352803
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture028333
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear039767
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear022354
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022354
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1016259
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2038752
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear073036
IRS990PF/UndistributedIncome/ExcessFromCurrentYear018025
IRS990PF/UndistributedIncome/ExcessFromYear1016259
IRS990PF/UndistributedIncome/ExcessFromYear2038752
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions040379
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus018025
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus073036
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover055011
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0DUES (BEST BUDDIES INTERNATIONAL)
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0300
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0300

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.27$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.13$0.27$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.17$0.37$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.53$0.51$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.24$0.48$0.24
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.21$0.39$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.19$0.34$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.17$0.39$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.18$0.40$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.19$0.41$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.17$0.52$0.35
2013Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.34$0.51$0.16
2012Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.41
2011Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.41