Civic Intelligence

The Walter Stone Foundation

990PF • Fiscal year 2022 • EIN 31-6090977

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 13, 2023

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

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

61st percentile

5.6%

Faster asset growth than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

401%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$44,716

Up $2,371 (+5.6%) from 2021

Net Assets

Up

$44,245

Up $3,680 (+9.1%) from 2021

Liabilities

Down

$471

Down $1,309 (-74%) from 2021

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin99th percentile

Revenue

Up

$6,762

Up $5,412 (+401%) from 2021

Expenses

Down

$0

Down $1,770 (-100%) from 2021

Net Income

Up

$6,762

Up $7,182 (+1710%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2022

Assets$44,716
Liabilities$471
Net Assets$44,245
Open 2022 Filing

Operations Trend

Revenue Growth95th 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

2022

Revenue$6,762
Expenses$0
Net Income$6,762
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 13, 2023
Return Version
2022v5.0
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
2023-09-13
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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALTER STONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0316090977
ReturnHeader/Filer/PhoneNum04153808996
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 Fifth Ave Suite 320
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ReturnHeader/PreparerPersonGrp/PhoneNum04153320220
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE WADA
ReturnHeader/ReturnTs02023-09-14T19:59:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STONE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,716
Liabilities
$471
Net assets
$44,245
Revenue
$6,762
Expenses
$0
Net income
$6,762
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