Civic Intelligence

Mitchell Wolfson Family Foundation Inc.

990PF • Fiscal year 2021 • EIN 59-0991920

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 25, 2022

9400 South Dadeland Blvd 100Miami, FL 33156

(305) 377-8714

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

16th percentile

-13%

Higher net margin than 16% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

21st percentile

-1.9%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

6.8%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$3,921,670

Down $75,370 (-1.9%) from 2020

Net Assets

Down

$3,917,049

Down $75,897 (-1.9%) from 2020

Liabilities

Up

$4,621

Up $527 (+13%) from 2020

Revenue

Up

$605,022

Up $38,532 (+6.8%) from 2020

Expenses

Up

$680,971

Up $6,969 (+1.0%) from 2020

Net Income

Up

-$75,949

Up $31,563 (+29%) from 2020

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,908,822Liabilities 2010: $1,884Net Assets 2010: $3,906,9382010Assets 2011: $4,015,512Liabilities 2011: $1,758Net Assets 2011: $4,013,7542011Assets 2012: $4,194,425Liabilities 2012: $9,510Net Assets 2012: $4,184,9152012Assets 2013: $4,277,216Liabilities 2013: $3,6162013Assets 2014: $4,369,233Liabilities 2014: $7,8582014Assets 2015: $4,411,851Liabilities 2015: $6,2932015Assets 2018: $4,093,151Liabilities 2018: $5,177Net Assets 2018: $4,087,9742018Assets 2019: $4,104,373Liabilities 2019: $4,255Net Assets 2019: $4,100,1182019Assets 2020: $3,997,040Liabilities 2020: $4,094Net Assets 2020: $3,992,9462020Assets 2021: $3,921,670Liabilities 2021: $4,621Net Assets 2021: $3,917,0492021Assets 2022: $3,899,894Liabilities 2022: $4,146Net Assets 2022: $3,895,7482022Assets 2023: $3,922,218Liabilities 2023: $1,6252023Assets 2024: $3,866,014Liabilities 2024: $2,055Net Assets 2024: $3,863,9592024

Highlighted filing

2021

Assets$3,921,670
Liabilities$4,621
Net Assets$3,917,049

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $641,6712010Expenses 2011: $574,6542011Expenses 2012: $586,4802012Revenue 2013: $727,994Expenses 2013: $643,096Net Income 2013: $84,8982013Revenue 2014: $743,267Expenses 2014: $643,929Net Income 2014: $99,3382014Revenue 2015: $746,125Expenses 2015: $719,232Net Income 2015: $26,8932015Revenue 2018: $605,457Expenses 2018: $652,283Net Income 2018: -$46,8262018Revenue 2019: $686,019Expenses 2019: $673,936Net Income 2019: $12,0832019Revenue 2020: $566,490Expenses 2020: $674,002Net Income 2020: -$107,5122020Revenue 2021: $605,022Expenses 2021: $680,971Net Income 2021: -$75,9492021Revenue 2022: $669,339Expenses 2022: $717,842Net Income 2022: -$48,5032022Revenue 2023: $689,841Expenses 2023: $695,668Net Income 2023: -$5,8272023Revenue 2024: $726,484Expenses 2024: $780,250Net Income 2024: -$53,7662024

Highlighted filing

2021

Revenue$605,022
Expenses$680,971
Net Income-$75,949
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 25, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELYN WAXENBERGMember / V.P.PT$0--
LOUIS WOLFSON IIIMember / TrusteePT$0--
LYNDA WOLFSON FADELMemberPT$0--
HAROLD AUERBACHTrustee / Asst. Secy.PT$0--
FRANZ CAPRAROTrustee / Treas.PT$0--
MITCHELL WOLFSON JRTrustee / ChairmanPT$0--
FRANCES L WOLFSON TRBOVICHMember / V.P.PT$0--
JERI L WAXENBERG WOLFSONMemberPT$0--
JOHN SPOTTSWOOD JRTrustee / Secy.PT$0--
CHERYL WILCOXTrustee / Asst. Treas.PT$0--
RANDI F WOLFSONMemberPT$0--
LINDSEY P WOLFSONMemberPT$0--
LOUIS WOLFSON IVMemberPT$0--
JACK WAXENBERGMemberPT$0--
JAY WAXENBERGMemberPT$0--
ALEXANDRA L FADELMemberPT$0--
LANDON A FADELMemberPT$0--
Filing and Contact Details

Filer

Filer Name
Mitchell Wolfson Family Foundation
EIN
59-0991920
Phone
3053778714
Address
9400 SOUTH DADELAND BLVD 100, MIAMI, FL 33156

Signing Officer

Name
Louis Wolfson Iii
Title
Member/trustee
Phone
3053778714
Signed
2022-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Glsc & Company Pllc
Address
6303 BLUE LAGOON DRIVE SUITE 200, MIAMI, FL 33126
Preparer
Franz Capraro
Phone
3053730123
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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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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0209913
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt115692
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt292870
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3205554
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt49887
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt52739
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt62427
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt72185
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt810788
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt91200
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1013653
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1141011
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1212950
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt132200
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1446263
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt152164
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1691745
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1734530
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1813445
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt193542
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt20105740
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt212986
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2287903
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt235143
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt248295
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2514762
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt264023
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt272082
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt282112
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt291728
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt302256
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3154967
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt32407
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0COOK HOUSE / GIFT SHOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1GARDEN BRICKING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2AUDUBON HOUSE & GARDENS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3ADDITIONAL LAND - GIFT SHOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4AIR CONDITIONER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5TELEPHONE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6NEW GALLERY-COMPLETED
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7COOK SHOP GIFT SHOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8FILE CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9CABINET AND DOORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10SIGNS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11FRAMING EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12LIGHTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13NEW ROOF
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14RESTORATION PROJECT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15FRAMING MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc165 TON CONDENSING A/C
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17COOK HOUSE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18ENGRAVING MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19READING PANELS AND RAILS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20THIRD FLOOR EDUCATION ROOM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21AH INTERIOR RESTORATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22THIRD FLOOR EDUCATION ROOM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23AH INTERIOR RESTORATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24READING PANELS AND RAILS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25AUDUBON INTERIOR RESTORATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26GARDEN ELECTRICAL & LIGHTING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27AH INTERIOR RESTORATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28EXTERIOR BUILDING RENOVATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29AUDUBON INTERIOR RESTORATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30FENCE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31AWNINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32SHUTTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33AIR CONDITIONER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34NEW AUDUBON ROOM COST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/Rt00.000000000000
DepreciationSchedule/DepreciationPropertyGrp/Rt10.000000000000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01158411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01797051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0380110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1718675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PAINTINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ANTIQUES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SILVERWARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0380110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1718675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt039633
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0949
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt0180459
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0139023
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0AUDUBON HOUSE ADMISSION
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1SHIPPING REVENUES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2FRAMING REVENUES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0129960
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt112809
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt247120
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0179605
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0370348
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0549953
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt024399
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt024399
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt024399
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0949
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt055069
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt0103554
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt087849
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt089477
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt039633
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt039633
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt039633
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-75949
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt0180459
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0180459
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0139023
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0139023
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0139023

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