Civic Intelligence

The Wanda Bobowski Fund

990PF • Fiscal year 2023 • EIN 77-0443629

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 18, 2024

560 Oak StreetMountain View, CA 94041

(650) 948-0267

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Assets

Up

$3,335,208

Up $396,624 (+13%) from 2022

Net Assets

Up

$3,335,208

Up $396,624 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$569,167

Up $1,021,372 (+226%) from 2022

Expenses

Down

$172,543

Down $49,685 (-22%) from 2022

Net Income

Up

$396,624

Up $1,071,057 (+159%) from 2022

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 2011: $3,307,834Liabilities 2011: $02011Assets 2012: $3,376,810Liabilities 2012: $02012Assets 2013: $3,374,522Liabilities 2013: $02013Assets 2014: $2,860,795Liabilities 2014: $0Net Assets 2014: $2,860,7952014Assets 2015: $2,737,813Liabilities 2015: $0Net Assets 2015: $2,737,8132015Assets 2016: $2,585,643Liabilities 2016: $0Net Assets 2016: $2,585,6432016Assets 2017: $2,894,451Liabilities 2017: $0Net Assets 2017: $2,894,4512017Assets 2018: $2,366,715Liabilities 2018: $0Net Assets 2018: $2,366,7152018Assets 2019: $2,560,278Liabilities 2019: $0Net Assets 2019: $2,560,2782019Assets 2020: $3,054,805Liabilities 2020: $0Net Assets 2020: $3,054,8052020Assets 2021: $3,613,017Liabilities 2021: $0Net Assets 2021: $3,613,0172021Assets 2022: $2,938,584Liabilities 2022: $0Net Assets 2022: $2,938,5842022Assets 2023: $3,335,208Liabilities 2023: $0Net Assets 2023: $3,335,2082023Assets 2024: $4,423,205Liabilities 2024: $0Net Assets 2024: $4,423,2052024

Highlighted filing

2023

Assets$3,335,208
Liabilities$0
Net Assets$3,335,208

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $755,770Expenses 2011: $270,294Net Income 2011: $485,4762011Revenue 2012: $253,765Expenses 2012: $184,789Net Income 2012: $68,9762012Revenue 2013: $298,327Expenses 2013: $300,615Net Income 2013: -$2,2882013Revenue 2014: $397,360Expenses 2014: $911,087Net Income 2014: -$513,7272014Revenue 2015: $70,513Expenses 2015: $193,495Net Income 2015: -$122,9822015Revenue 2016: $126,315Expenses 2016: $278,485Net Income 2016: -$152,1702016Revenue 2017: $586,268Expenses 2017: $277,460Net Income 2017: $308,8082017Revenue 2018: -$49,454Expenses 2018: $478,282Net Income 2018: -$527,7362018Revenue 2019: $417,575Expenses 2019: $224,012Net Income 2019: $193,5632019Revenue 2020: $818,538Expenses 2020: $324,011Net Income 2020: $494,5272020Revenue 2021: $859,883Expenses 2021: $301,671Net Income 2021: $558,2122021Revenue 2022: -$452,205Expenses 2022: $222,228Net Income 2022: -$674,4332022Revenue 2023: $569,167Expenses 2023: $172,543Net Income 2023: $396,6242023Revenue 2024: $1,380,688Expenses 2024: $292,691Net Income 2024: $1,087,9972024

Highlighted filing

2023

Revenue$569,167
Expenses$172,543
Net Income$396,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 18, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra SimonsPresident-$0--
Erica J SimonsVicepresident-$0--
Daniel R CorbetTreasurer-$0--
Lyndsey SimonsSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Wanda Bobowski Fund
EIN
77-0443629
Phone
6509480267
Address
560 Oak Street, Mountain View, CA 94041

Signing Officer

Name
Debra Simons
Title
President
Signed
2024-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Delagnes Mitchell & Linder LLP
Address
300 Montgomery Street Suite 1050, San Francisco, CA 94104
Preparer
Edwin Niiya
Phone
4159830500
Raw XML Appendix359 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Fidelity #5457 Short Term - See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Fidelity #5457 Long Term - See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Debra Simons
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Erica J Simons
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Daniel R Corbet
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Lyndsey Simons
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VicePresident
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0566 Oak Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1566 Oak Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2566 Oak Street
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Debra Simons
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt019 Avenue de la Paix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Geneva
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14211 N Fairfax Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt214500 E 12 Mile Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 Mansell Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42601 Mariposa Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5333 Seventh Ave 2nd Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61012 Torney Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71400 I Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81730 Franklin St Ste 212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO Box 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10360 E 2nd Street Ste 710
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Warren
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Francisco
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0261834
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0166656
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04492
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015009
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt081364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt065791
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0156025
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney General of California
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016518
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Simons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Wanda Bobowski Fund
ReturnHeader/Filer/BusinessNameControlTxt0WAND
ReturnHeader/Filer/EIN0770443629
ReturnHeader/Filer/PhoneNum06509480267
ReturnHeader/Filer/USAddress/AddressLine1Txt0560 Oak Street
ReturnHeader/Filer/USAddress/CityNm0Mountain View
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094041
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942941784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Delagnes Mitchell & Linder LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Montgomery Street Suite 1050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159830500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edwin Niiya
ReturnHeader/ReturnTs02024-09-18T15:23:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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.$4.42$0.00$4.42$1.38$0.29$1.09
2023Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.57$0.17$0.40
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.45$0.22$0.67
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.86$0.30$0.56
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.82$0.32$0.49
2019Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.42$0.22$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.05$0.48$0.53
2017Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.59$0.28$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.13$0.28$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.07$0.19$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.40$0.91$0.51
2013Summary only. Only limited summary data is available for this year.$3.37$0.00$0.30$0.30$0.00
2012Summary only. Only limited summary data is available for this year.$3.38$0.00$0.25$0.18$0.07
2011Summary only. Only limited summary data is available for this year.$3.31$0.00$0.76$0.27$0.49