Civic Intelligence

Harlene & Marvin Wool Foundation C/O Plancorp

990PF • Fiscal year 2018 • EIN 46-4519154

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 11, 2019

Organization Profile
540 Maryville Centre Drive No 105St Louis, MO 63141

(636) 532-7824

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

96th percentile

88%

Faster asset growth than 96% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

2436%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$6,225,164

Up $2,909,737 (+88%) from 2017

Net Assets

Up

$6,225,164

Up $2,909,737 (+88%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin98th percentile

Revenue

Up

$3,081,953

Up $2,960,436 (+2436%) from 2017

Expenses

Down

$172,216

Down $14,314 (-7.7%) from 2017

Net Income

Up

$2,909,737

Up $2,974,750 (+4576%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$30M$20M$10M$0Assets 2014: $3,320,133Liabilities 2014: $0Net Assets 2014: $3,320,1332014Assets 2015: $3,379,983Liabilities 2015: $0Net Assets 2015: $3,379,9832015Assets 2016: $3,380,440Liabilities 2016: $0Net Assets 2016: $3,380,4402016Assets 2017: $3,315,427Liabilities 2017: $0Net Assets 2017: $3,315,4272017Assets 2018: $6,225,164Liabilities 2018: $0Net Assets 2018: $6,225,1642018Assets 2019: $25,732,125Liabilities 2019: $0Net Assets 2019: $25,732,1252019Assets 2020: $25,676,267Liabilities 2020: $0Net Assets 2020: $25,676,2672020Assets 2021: $25,240,255Liabilities 2021: $0Net Assets 2021: $25,240,2552021Assets 2022: $24,585,547Liabilities 2022: $0Net Assets 2022: $24,585,5472022Assets 2023: $23,472,069Liabilities 2023: $0Net Assets 2023: $23,472,0692023Assets 2024: $22,870,179Liabilities 2024: $0Net Assets 2024: $22,870,1792024

Highlighted filing

2018

Assets$6,225,164
Liabilities$0
Net Assets$6,225,164
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$20M$10M$0-$10MRevenue 2014: $3,500,133Expenses 2014: $180,000Net Income 2014: $3,320,1332014Revenue 2015: $63,211Expenses 2015: $3,361Net Income 2015: $59,8502015Revenue 2016: $93,871Expenses 2016: $93,414Net Income 2016: $4572016Revenue 2017: $121,517Expenses 2017: $186,530Net Income 2017: -$65,0132017Revenue 2018: $3,081,953Expenses 2018: $172,216Net Income 2018: $2,909,7372018Revenue 2019: $19,785,738Expenses 2019: $278,777Net Income 2019: $19,506,9612019Revenue 2020: $656,660Expenses 2020: $712,518Net Income 2020: -$55,8582020Revenue 2021: $1,424,228Expenses 2021: $1,355,927Net Income 2021: $68,3012021Revenue 2022: $1,081,926Expenses 2022: $1,736,634Net Income 2022: -$654,7082022Revenue 2023: $442,927Expenses 2023: $1,680,725Net Income 2023: -$1,237,7982023Revenue 2024: $1,022,052Expenses 2024: $1,693,836Net Income 2024: -$671,7842024

Highlighted filing

2018

Revenue$3,081,953
Expenses$172,216
Net Income$2,909,737
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARLENE E WOOL DEC 62018Trustee-$0--
DENISE WOOLTrustee-$0--
AMYE CARRIGANTrustee-$0--
SANDON WOOLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harlene & Marvin Wool Foundation
EIN
46-4519154
Phone
6365327824
Address
540 MARYVILLE CENTRE DRIVE NO 105, ST LOUIS, MO 63141

Signing Officer

Name
Sandon Wool
Title
Trustee
Phone
6365327824
Signed
2019-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Brown Smith Wallace Llp
Address
6 CITYPLACE DRIVE SUITE 900, ST LOUIS, MO 63141
Preparer
Jennifer M Vacha
Phone
3149831200
Raw XML Appendix354 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/PersonNm0HARLENE E WOOL DEC 62018
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063141
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06365327824
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/ContributingManagerNm0HARLENE E WOOL DEC 62018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PLEASE SEE PART XV FOR THE PURPOSE OF THE CONTRIBUTIONTHE CURRENT YEAR CONTRIBUTION WAS PROVIDED TO ADMINISTER GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS INCLUDING THOSE THAT PROVIDE EDUCATIONAL OR HEALTH RELATED SERVICES; AND ASSIST LOWER INCOME AND DISADVANTAGED ADULTS AND CHILDREN WITH HEALTH CARE OR IMPROVING THEIR ECONOMIC POSITION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PLEASE SEE PART XV FOR THE PURPOSE OF THE CONTRIBUTIONTHE CURRENT YEAR CONTRIBUTION WAS PROVIDED TO ADMINISTER GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS INCLUDING THOSE THAT PROVIDE EDUCATIONAL OR HEALTH RELATED SERVICES; AND ASSIST LOWER INCOME AND DISADVANTAGED ADULTS AND CHILDREN WITH HEALTH CARE OR IMPROVING THEIR ECONOMIC POSITION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 SEAPORT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1211 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
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/AppliedToCurrentYearAmt04842
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0145158
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0246969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0242127
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0145158
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF HARLENE WOOL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O PLANCORP 540 MARYVILLE CENTRE D
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST LOUIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd063141
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02900003
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02821999
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-07-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012075
TaxesSchedule/TaxesDetail/Amt04304
TaxesSchedule/TaxesDetail/Amt12113
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12113
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDON WOOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06365327824
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARLENE & MARVIN WOOL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PLANCORP
ReturnHeader/Filer/BusinessNameControlTxt0HARL
ReturnHeader/Filer/EIN0464519154
ReturnHeader/Filer/PhoneNum06365327824
ReturnHeader/Filer/USAddress/AddressLine1Txt0540 MARYVILLE CENTRE DRIVE NO 105
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063141
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022A50DDA5A8AB36CCA1684FBCC125470C21F38DB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0307D7D116313E2E9412B20BC6DC8B78CBFACF808
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.119.121.196
ReturnHeader/FilingSecurityInformation/IPDt02019-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:53:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431001367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN SMITH WALLACE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 CITYPLACE DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03149831200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER M VACHA
ReturnHeader/ReturnTs02019-10-14T08:19:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,225,164
Liabilities
$0
Net assets
$6,225,164
Revenue
$3,081,953
Expenses
$172,216
Net income
$2,909,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$1.02$1.69$0.67
2023Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$0.44$1.68$1.24
2022Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$1.08$1.74$0.65
2021Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$1.42$1.36$0.07
2020Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.66$0.71$0.06
2019Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$19.8$0.28$19.5
2018Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$3.08$0.17$2.91
2017Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.12$0.19$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.09$0.09$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.06$0.00$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$3.50$0.18$3.32