Civic Intelligence

Sherri and Robert Wildstein Family Foundation Inc.

990PF • Fiscal year 2017 • EIN 46-1610449

Jan 01, 2017 to Dec 31, 2017 • Filed on May 21, 2018

Organization Profile
101 Burdette Rd NWAtlanta, GA 30327

(404) 943-1300

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-40%

Higher net margin than 11% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-48%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$30,977

Down $4,297 (-12%) from 2016

Net Assets

Down

$30,977

Down $4,297 (-12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Down

$10,627

Down $9,815 (-48%) from 2016

Expenses

Up

$14,924

Up $2,469 (+20%) from 2016

Net Income

Down

-$4,297

Down $12,284 (-154%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$40K$30K$20K$10K$0Assets 2013: $37,502Liabilities 2013: $02013Assets 2014: $24,190Liabilities 2014: $02014Assets 2015: $27,287Liabilities 2015: $02015Assets 2016: $35,274Liabilities 2016: $0Net Assets 2016: $35,2742016Assets 2017: $30,977Liabilities 2017: $0Net Assets 2017: $30,9772017Assets 2018: $20,139Liabilities 2018: $0Net Assets 2018: $20,1392018Assets 2019: $16,023Liabilities 2019: $0Net Assets 2019: $16,0232019Assets 2020: $16,127Liabilities 2020: $0Net Assets 2020: $16,1272020Assets 2021: $15,738Liabilities 2021: $0Net Assets 2021: $15,7382021Assets 2022: $10,834Liabilities 2022: $0Net Assets 2022: $10,8342022Assets 2023: $6,655Liabilities 2023: $0Net Assets 2023: $6,6552023Assets 2024: $8,091Liabilities 2024: $0Net Assets 2024: $8,0912024

Highlighted filing

2017

Assets$30,977
Liabilities$0
Net Assets$30,977
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2013: $498Expenses 2013: $12,996Net Income 2013: -$12,4982013Revenue 2014: $7,687Expenses 2014: $20,999Net Income 2014: -$13,3122014Revenue 2015: $19,941Expenses 2015: $16,844Net Income 2015: $3,0972015Revenue 2016: $20,442Expenses 2016: $12,455Net Income 2016: $7,9872016Revenue 2017: $10,627Expenses 2017: $14,924Net Income 2017: -$4,2972017Revenue 2018: $299Expenses 2018: $11,137Net Income 2018: -$10,8382018Revenue 2019: $7,151Expenses 2019: $11,267Net Income 2019: -$4,1162019Revenue 2020: $5,139Expenses 2020: $4,924Net Income 2020: $2152020Revenue 2021: $5,809Expenses 2021: $6,950Net Income 2021: -$1,1412021Revenue 2022: -$811Expenses 2022: $3,950Net Income 2022: -$4,7612022Revenue 2023: $539Expenses 2023: $4,550Net Income 2023: -$4,0112023Revenue 2024: $4,574Expenses 2024: $1,967Net Income 2024: $2,6072024

Highlighted filing

2017

Revenue$10,627
Expenses$14,924
Net Income-$4,297
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 21, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT D WILDSTEINPresident-$0--
ROBERT D WILDSTEINSecretary-$0--
SHERRI L WILDSTEINCFO-$0--
Filing and Contact Details

Filer

Filer Name
Sherri and Robert Wildstein
EIN
46-1610449
Phone
4049431300
Address
101 BURDETTE RD NW, ATLANTA, GA 30327

Signing Officer

Name
Robert D Wildstein
Title
CPA
Phone
4049431300
Signed
2018-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Birnbrey Minsk Minsk & Perling LLC
Address
1801 PEACHTREE ST NE SUITE 300, ATLANTA, GA 30309-1815
Preparer
Malcolm N Minsk
Phone
4043553870
Raw XML Appendix362 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT D WILDSTEIN
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 BURDETTE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030327
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT D WILDSTEIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04049431300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT D WILDSTEIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROBERT D WILDSTEIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2SHERRI L WILDSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AHAVATH ACHIM CONGREGATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WEBER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0600 PEACHTREE BATTLE AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16751 ROSWELL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130339
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01673
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060148
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012127
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09507
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06859
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012127
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060148
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048021
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0214
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ROBERT WILDSTEIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0101 BURDETTE ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ATLANTA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0GA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd030327
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/Amt14
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT D WILDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/PhoneNum04049431300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERRI AND ROBERT WILDSTEIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0461610449
ReturnHeader/Filer/PhoneNum04049431300
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 BURDETTE RD NW
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0615C96B9BD0A0127FB61611143A118C1AF4D5971
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED5D9DB06A15BCD1F587ED4A5B3355DB135E80D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.79.226.230
ReturnHeader/FilingSecurityInformation/IPDt02018-05-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:12:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0580644812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIRNBREY MINSK MINSK & PERLING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PEACHTREE ST NE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303091815
ReturnHeader/PreparerPersonGrp/PhoneNum04043553870
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MALCOLM N MINSK
ReturnHeader/ReturnTs02018-05-31T15:51:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,977
Liabilities
$0
Net assets
$30,977
Revenue
$10,627
Expenses
$14,924
Net income
-$4,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$4.57$1.97$2.61
2023Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.54$4.55$4.01
2022Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.81$3.95$4.76
2021Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$5.81$6.95$1.14
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$5.14$4.92$0.22
2019Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$7.15$11.3$4.12
2018Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$0.30$11.1$10.8
2017Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$10.6$14.9$4.30
2016Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$20.4$12.5$7.99
2015Summary only. Only limited summary data is available for this year.$27.3$0.00$19.9$16.8$3.10
2014Summary only. Only limited summary data is available for this year.$24.2$0.00$7.69$21.0$13.3
2013Summary only. Only limited summary data is available for this year.$37.5$0.00$0.50$13.0$12.5