Civic Intelligence

Bruce and Susan Wohlfeld Family Foundation

990PF • Fiscal year 2015 • EIN 41-1873763

Jan 01, 2015 to Dec 31, 2015 • Filed on May 17, 2016

411 Walnut StreetGreen Cove Springs, FL 32043

(904) 473-7804

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

6th percentile

-130%

Higher net margin than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

36th percentile

-4.4%

Faster asset growth than 36% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$176,887

Down $8,212 (-4.4%) from 2014

Net Assets

Down

$176,887

Down $8,212 (-4.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$6,324

Up $21,588 (+141%) from 2014

Expenses

Down

$14,536

Down $12,223 (-46%) from 2014

Net Income

Up

-$8,212

Up $33,811 (+80%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $343,985Liabilities 2011: $02011Assets 2012: $293,057Liabilities 2012: $0Net Assets 2012: $293,0572012Assets 2013: $227,122Liabilities 2013: $0Net Assets 2013: $227,1222013Assets 2014: $185,099Liabilities 2014: $0Net Assets 2014: $185,0992014Assets 2015: $176,887Liabilities 2015: $0Net Assets 2015: $176,8872015Assets 2016: $164,824Liabilities 2016: $11,276Net Assets 2016: $153,5482016Assets 2017: $133,473Liabilities 2017: $19,114Net Assets 2017: $114,3592017Assets 2018: $160,324Liabilities 2018: $0Net Assets 2018: $160,3242018Assets 2019: $163,463Liabilities 2019: $0Net Assets 2019: $163,4632019Assets 2020: $150,702Liabilities 2020: $33,950Net Assets 2020: $116,7522020Assets 2021: $216,676Liabilities 2021: $12Net Assets 2021: $216,6642021Assets 2022: $214,637Liabilities 2022: $47,130Net Assets 2022: $167,5072022Assets 2023: $147,675Liabilities 2023: $0Net Assets 2023: $147,6752023Assets 2024: $143,183Liabilities 2024: $69,401Net Assets 2024: $73,7822024

Highlighted filing

2015

Assets$176,887
Liabilities$0
Net Assets$176,887

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $9,576Expenses 2011: $27,692Net Income 2011: -$18,1162011Expenses 2012: $27,6062012Revenue 2013: -$45,362Expenses 2013: $20,573Net Income 2013: -$65,9352013Revenue 2014: -$15,264Expenses 2014: $26,759Net Income 2014: -$42,0232014Revenue 2015: $6,324Expenses 2015: $14,536Net Income 2015: -$8,2122015Revenue 2016: $5,219Expenses 2016: $28,558Net Income 2016: -$23,3392016Revenue 2017: -$3,808Expenses 2017: $35,381Net Income 2017: -$39,1892017Revenue 2018: $79,140Expenses 2018: $33,175Net Income 2018: $45,9652018Revenue 2019: $36,916Expenses 2019: $33,777Net Income 2019: $3,1392019Revenue 2020: $13,637Expenses 2020: $60,348Net Income 2020: -$46,7112020Revenue 2021: $165,108Expenses 2021: $65,196Net Income 2021: $99,9122021Revenue 2022: $10,809Expenses 2022: $60,975Net Income 2022: -$50,1662022Revenue 2023: $49,308Expenses 2023: $68,642Net Income 2023: -$19,3342023Revenue 2024: $13,242Expenses 2024: $87,135Net Income 2024: -$73,8932024

Highlighted filing

2015

Revenue$6,324
Expenses$14,536
Net Income-$8,212
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 17, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE A WOHLFELDTreasurer-$0--
SUSAN S WOHLFELDPresident-$0--
ANNE L WOHLFELDVice President-$0--
BRYAN J WOHLFELDVice President-$0--
PETER A SILVERSecretary-$0--
STEVEN L WOHLFELDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bruce & Susan Wohlfeld Foundation
EIN
41-1873763
Phone
9044737804
Address
411 WALNUT STREET, GREEN COVE SPRINGS, FL 32043

Signing Officer

Name
Susan S Wohlfeld
Title
President
Signed
2016-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Schmidt & Schmidt LTD
Address
7760 France Avenue South, Minneapolis, MN 55435
Preparer
Gregory J Schmidt CPA
Phone
9528357796
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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/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0411 WALNUT STREET 4967
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREEN COVE SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032043
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRUCE & SUSAN WOHLFELD
IRS990PF/StatementsRegardingActyGrp/PhoneNum09044737804
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0GABLEWOODS BOX GM 858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0CASTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd000124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0CASTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TRINITY LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NCRC-NATIONAL CHILD RESEARCH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2VISUAL ARTS CENTER PUNTA GORDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3TRINITY RIVER AUDUBON CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4DALLAS ARBORETUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5PEROT MUSEUM OF NATURE AND SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6MONTESSORI CHILDREN'S HOUSE AND SCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7FRONTIERS OF FLIGHT MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03209 HIGHLAND PLANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1210 MAUD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26500 GREAT TRINITY FOREST WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38525 GARLAND RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42201 N FIELD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57335 ABRAMS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt66911 LEMMON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PUNTA GORDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013550
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025705
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019529
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026785
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111269
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025705
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019529
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026785
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013550
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0135669
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0122119
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/Amt152
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt024
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt152
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN S WOHLFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUCE & SUSAN WOHLFELD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0411873763
ReturnHeader/Filer/PhoneNum09044737804
ReturnHeader/Filer/USAddress/AddressLine1Txt0411 WALNUT STREET
ReturnHeader/Filer/USAddress/CityNm0GREEN COVE SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schmidt & Schmidt LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07760 France Avenue South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528357796
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY J SCHMIDT CPA
ReturnHeader/ReturnTs02016-05-17T12:09:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.69$0.74$0.13$0.87$0.74
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.49$0.69$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.47$1.68$0.11$0.61$0.50
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.65$0.65$1.00
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.34$1.17$0.14$0.60$0.47
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.37$0.34$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.79$0.33$0.46
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.19$1.14$0.04$0.35$0.39
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.11$1.54$0.05$0.29$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.06$0.15$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.15$0.27$0.42
2013Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.45$0.21$0.66
2012Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.28
2011Summary only. Only limited summary data is available for this year.$3.44$0.00$0.10$0.28$0.18