Civic Intelligence

The Walter Stone Foundation

990PF • Fiscal year 2021 • EIN 31-6090977

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
23 Desilva Island DriveMill Valley, CA 94941

(415) 380-8996

Siviq Scores

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

Liabilities / Assets

75th percentile

0.04x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

1.32x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

17th percentile

-31%

Higher net margin than 17% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

57th percentile

7.9%

Faster asset growth than 57% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-76%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$42,345

Up $3,092 (+7.9%) from 2020

Net Assets

Up

$40,565

Up $1,322 (+3.4%) from 2020

Liabilities

Up

$1,780

Up $1,770 (+17700%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin17th percentile

Revenue

Down

$1,350

Down $4,273 (-76%) from 2020

Expenses

Down

$1,770

Down $80 (-4.3%) from 2020

Net Income

Down

-$420

Down $4,193 (-111%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$60K$40K$20K$0Assets 2019: $36,564Liabilities 2019: $0Net Assets 2019: $36,5642019Assets 2020: $39,253Liabilities 2020: $10Net Assets 2020: $39,2432020Assets 2021: $42,345Liabilities 2021: $1,780Net Assets 2021: $40,5652021Assets 2022: $44,716Liabilities 2022: $471Net Assets 2022: $44,2452022Assets 2023: $48,566Liabilities 2023: $470Net Assets 2023: $48,0962023Assets 2024: $47,886Liabilities 2024: $471Net Assets 2024: $47,4152024

Highlighted filing

2021

Assets$42,345
Liabilities$1,780
Net Assets$40,565
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2019: $10,965Expenses 2019: $5,260Net Income 2019: $5,7052019Revenue 2020: $5,623Expenses 2020: $1,850Net Income 2020: $3,7732020Revenue 2021: $1,350Expenses 2021: $1,770Net Income 2021: -$4202021Revenue 2022: $6,762Expenses 2022: $0Net Income 2022: $6,7622022Revenue 2023: $5,156Expenses 2023: $3,243Net Income 2023: $1,9132023Revenue 2024: $4,690Expenses 2024: $6,387Net Income 2024: -$1,6972024

Highlighted filing

2021

Revenue$1,350
Expenses$1,770
Net Income-$420
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER STONEPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Walter Stone Foundation
EIN
31-6090977
Phone
4153808996
Address
23 DESILVA ISLAND DRIVE, MILL VALLEY, CA 94941

Signing Officer

Name
Walter Stone
Title
President
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Fleischmann & Wada Inc CPA
Address
999 Fifth Ave Suite 320, San Rafael, CA 94901
Preparer
Lynne Wada
Phone
4153320220
Raw XML Appendix206 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022199
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017382
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0594
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01949
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt038987
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WALTER STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt023 DESILVA ISLAND DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILL VALLEY
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WALTER STONE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04153808996
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06685
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt01742
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN FAIR MARKET VALUE
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OTHERS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01780
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALTER STONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0316090977
ReturnHeader/Filer/PhoneNum04153808996
ReturnHeader/Filer/USAddress/AddressLine1Txt023 DESILVA ISLAND DRIVE
ReturnHeader/Filer/USAddress/CityNm0MILL VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094941
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943208549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FLEISCHMANN & WADA INC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 Fifth Ave Suite 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Rafael
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094901
ReturnHeader/PreparerPersonGrp/PhoneNum04153320220
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE WADA
ReturnHeader/ReturnTs02022-11-14T21:26:23-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STONE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,345
Liabilities
$1,780
Net assets
$40,565
Revenue
$1,350
Expenses
$1,770
Net income
-$420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.9$0.47$47.4$4.69$6.39$1.70
2023Detailed filing. Detailed filing data is available for this year.$48.6$0.47$48.1$5.16$3.24$1.91
2022Detailed filing. Detailed filing data is available for this year.$44.7$0.47$44.2$6.76$0.00$6.76
2021Detailed filing. Detailed filing data is available for this year.$42.3$1.78$40.6$1.35$1.77$0.42
2020Detailed filing. Detailed filing data is available for this year.$39.3$0.01$39.2$5.62$1.85$3.77
2019Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$11.0$5.26$5.71