Civic Intelligence

Wilkinson Foundation Comercia Bank

990PF • Fiscal year 2015 • EIN 38-6497639

Feb 01, 2014 to Jan 31, 2015 • Filed on Nov 20, 2015

Organization Profile
3435 Pacific AvenueSan Francisco, CA 94118

(415) 567-5673

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

72nd percentile

6.7%

Faster asset growth than 72% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

123%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$5,304,321

Up $335,388 (+6.7%) from 2014

Net Assets

Up

$5,304,321

Up $335,388 (+6.7%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin89th percentile

Revenue

Up

$633,184

Up $349,081 (+123%) from 2014

Expenses

Up

$297,796

Up $22,925 (+8.3%) from 2014

Net Income

Up

$335,388

Up $326,156 (+3533%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,066,986Liabilities 2012: $0Net Assets 2012: $5,066,9862012Assets 2013: $4,959,701Liabilities 2013: $1Net Assets 2013: $4,959,7012013Assets 2014: $4,968,933Liabilities 2014: $1Net Assets 2014: $4,968,9332014Assets 2015: $5,304,321Liabilities 2015: $1Net Assets 2015: $5,304,3212015Assets 2016: $6,334,959Liabilities 2016: $1Net Assets 2016: $6,334,9592016Assets 2018: $6,303,751Liabilities 2018: $0Net Assets 2018: $6,303,7512018Assets 2019: $6,399,155Liabilities 2019: $0Net Assets 2019: $6,399,1552019Assets 2020: $6,430,082Liabilities 2020: $02020Assets 2021: $6,428,310Liabilities 2021: $1Net Assets 2021: $6,428,3102021Assets 2022: $6,766,396Liabilities 2022: $1Net Assets 2022: $6,766,3962022Assets 2023: $6,603,063Liabilities 2023: $1Net Assets 2023: $6,603,0632023Assets 2024: $6,535,380Liabilities 2024: $12024Assets 2025: $6,686,469Liabilities 2025: $0Net Assets 2025: $6,686,4692025

Highlighted filing

2015

Assets$5,304,321
Liabilities$1
Net Assets$5,304,321
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $342,3942012Revenue 2013: $189,361Expenses 2013: $296,646Net Income 2013: -$107,2852013Revenue 2014: $284,103Expenses 2014: $274,871Net Income 2014: $9,2322014Revenue 2015: $633,184Expenses 2015: $297,796Net Income 2015: $335,3882015Revenue 2016: $1,336,979Expenses 2016: $306,341Net Income 2016: $1,030,6382016Revenue 2018: $437,979Expenses 2018: $379,569Net Income 2018: $58,4102018Revenue 2019: $460,938Expenses 2019: $365,534Net Income 2019: $95,4042019Revenue 2020: $385,126Expenses 2020: $354,199Net Income 2020: $30,9272020Revenue 2021: $389,334Expenses 2021: $391,106Net Income 2021: -$1,7722021Revenue 2022: $783,229Expenses 2022: $445,143Net Income 2022: $338,0862022Revenue 2023: $48,643Expenses 2023: $306,243Net Income 2023: -$257,6002023Revenue 2024: $256,091Expenses 2024: $360,215Net Income 2024: -$104,1242024Revenue 2025: $506,905Expenses 2025: $355,816Net Income 2025: $151,0892025

Highlighted filing

2015

Revenue$633,184
Expenses$297,796
Net Income$335,388
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2014 to Jan 31, 2015
Signed
Nov 20, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN S WILKINSONTrustee-$0--
GUERIN S WILKINSONTrustee-$0--
TOM S WILKINSONTrustee-$0--
BRUCE WILKINSONTrustee-$0--
DR STEPHEN WILKINSONTrustee-$0--
BARY WILKSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wilkinson Foundation
EIN
38-6497639
Phone
4155675673
Address
3435 Pacific Avenue, San Francisco, CA 94118

Signing Officer

Name
Bary Wilkinson
Title
Treasurer
Phone
4155675673
Signed
2015-11-20

Preparer

Firm
Elizabeth a Lundwall CPA
Address
10168 ROSEMARIE RUN, BRIGHTON, MI 48114-7655
Preparer
Elizabeth a Lundwall
Raw XML Appendix322 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See attached - Short Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See attached - Long Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dist see attached
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DR STEPHEN WILKINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BARY WILKSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0308034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0314189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0251032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0276208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0321669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0235673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0205566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.057756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06392728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05546769
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05549676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05569481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05350356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04662063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0277120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240924
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0277120
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0277120
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0277120
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BARY WILKINSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03435 pacific ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0san francisco
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094118
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04155675673
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0273011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general char purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0273011
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0307326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029092
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0306212
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0277120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029092
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0277120
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0277120
IRS990PF/UndistributedIncomeGrp/Taxable2Amt050136
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0306212
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029092
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0307326
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt050136
OtherIncomeSchedule2/OtherIncomeDetail/Desc0misc income
TaxesSchedule/TaxesDetail/Amt03000
TaxesSchedule/TaxesDetail/CategoryTxt0federal
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARY WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04155675673
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wilkinson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILK
ReturnHeader/Filer/EIN0386497639
ReturnHeader/Filer/PhoneNum04155675673
ReturnHeader/Filer/USAddress/AddressLine1Txt03435 Pacific Avenue
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELIZABETH A LUNDWALL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010168 ROSEMARIE RUN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0481147655
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH A LUNDWALL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-20T12:48:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-02-01
ReturnHeader/TaxPeriodEndDt02015-01-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,304,321
Liabilities
$1
Net assets
$5,304,321
Revenue
$633,184
Expenses
$297,796
Net income
$335,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.51$0.36$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.00$0.26$0.36$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.00$6.60$0.05$0.31$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.00$6.77$0.78$0.45$0.34
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.43$0.00$6.43$0.39$0.39$0.00
2020Summary only. Only limited summary data is available for this year.$6.43$0.00$0.39$0.35$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.00$6.40$0.46$0.37$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.44$0.38$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.33$0.00$6.33$1.34$0.31$1.03
2015Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.63$0.30$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.28$0.27$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.96$0.00$4.96$0.19$0.30$0.11
2012Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.34