Civic Intelligence

Lynn & Louis Wolfson II Fam Foundation

EIN 46-6728773 • Chicago, IL

PO Box 803878Chicago, IL 60680
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

79th percentile

34%

Higher net margin than 79% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$56,452

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

61st percentile

7.1%

Faster asset growth than 61% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

101%

Faster revenue growth than 88% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,707,044

Up $1,168,218 (+7.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$17,707,044

Up $1,168,218 (+7.1%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin79th percentile

Revenue

Up

$1,926,272

Up $968,499 (+101%) from 2023

Expenses

Up

$1,270,008

Up $168,927 (+15%) from 2023

Net Income

Up

$656,264

Up $799,572 (+558%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2014: $9,295,906Liabilities 2014: $02014Assets 2015: $12,735,761Liabilities 2015: $02015Assets 2019: $13,094,225Liabilities 2019: $0Net Assets 2019: $13,094,2252019Assets 2020: $16,380,053Liabilities 2020: $0Net Assets 2020: $16,380,0532020Assets 2021: $17,303,379Liabilities 2021: $0Net Assets 2021: $17,303,3792021Assets 2022: $16,695,741Liabilities 2022: $0Net Assets 2022: $16,695,7412022Assets 2023: $16,538,826Liabilities 2023: $0Net Assets 2023: $16,538,8262023Assets 2024: $17,707,044Liabilities 2024: $0Net Assets 2024: $17,707,0442024

Highlighted filing

2024

Assets$17,707,044
Liabilities$0
Net Assets$17,707,044
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2014: $12,189,765Expenses 2014: $416,455Net Income 2014: $11,773,3102014Revenue 2015: $3,764,776Expenses 2015: $285,623Net Income 2015: $3,479,1532015Revenue 2019: $872,521Expenses 2019: $1,045,784Net Income 2019: -$173,2632019Revenue 2020: $4,389,013Expenses 2020: $555,932Net Income 2020: $3,833,0812020Revenue 2021: $2,143,665Expenses 2021: $1,248,712Net Income 2021: $894,9532021Revenue 2022: $607,358Expenses 2022: $1,214,563Net Income 2022: -$607,2052022Revenue 2023: $957,773Expenses 2023: $1,101,081Net Income 2023: -$143,3082023Revenue 2024: $1,926,272Expenses 2024: $1,270,008Net Income 2024: $656,2642024

Highlighted filing

2024

Revenue$1,926,272
Expenses$1,270,008
Net Income$656,264
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,707,044
Liabilities
$0
Net assets
$17,707,044
Revenue
$1,926,272
Expenses
$1,270,008
Net income
$656,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.93$1.27$0.66
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.96$1.10$0.14
2022Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.61$1.21$0.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.00$17.3$2.14$1.25$0.89
2020Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$4.39$0.56$3.83
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.87$1.05$0.17
2015Summary only. Only limited summary data is available for this year.$12.7$0.00$3.76$0.29$3.48
2014Summary only. Only limited summary data is available for this year.$9.30$0.00$12.2$0.42$11.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORTHERN TRUST CO OF DELAWARECo-TrusteeFT$56,452-$56,452
AMITA SCHULTESCo-Trustee-$10,000-$10,000
RANDI WOLFSONCo-Trustee-$10,000-$10,000
ALEXANDRA FADELCo-Trustee-$5,000-$5,000
LOUIS WOLFSON IIICo-Trustee-$0--
LYNDA WOLSON FADELCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Lynn & Louis Wolfson Ii Family Foundation
EIN
46-6728773
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
Northern Trust of De
Title
Vice President
Phone
3126306000
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
Raw XML AppendixShowing 400 of 6,494 raw XML fields

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