Civic Intelligence

The Larry and Phyllis Wilkinson

EIN 77-0460757 • Palo Alto, CA

1900 Embarcadero Road 208Palo Alto, CA 94303
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

56th percentile

4.8%

Higher net margin than 56% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

-1.1%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

25%

Faster revenue growth than 74% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$378,495

Down $4,134 (-1.1%) from 2021

Liabilities

Down

$0

Down $20 (-100%) from 2021

Net Assets

Down

$378,495

Down $4,114 (-1.1%) from 2021

Operations
Liabilities / Revenue66th percentileNet Margin56th percentile

Revenue

Up

$29,188

Up $5,792 (+25%) from 2021

Expenses

Up

$27,790

Up $1,787 (+6.9%) from 2021

Net Income

Up

$1,398

Up $4,005 (+154%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2012: $393,598Liabilities 2012: $02012Assets 2013: $378,028Liabilities 2013: $02013Assets 2014: $365,904Liabilities 2014: $0Net Assets 2014: $365,9042014Assets 2015: $354,248Liabilities 2015: $0Net Assets 2015: $354,2482015Assets 2016: $349,475Liabilities 2016: $0Net Assets 2016: $349,4752016Assets 2017: $323,729Liabilities 2017: $139Net Assets 2017: $323,5902017Assets 2018: $375,861Liabilities 2018: $0Net Assets 2018: $375,8612018Assets 2019: $378,374Liabilities 2019: $0Net Assets 2019: $378,3742019Assets 2020: $385,216Liabilities 2020: $0Net Assets 2020: $385,2162020Assets 2021: $382,629Liabilities 2021: $20Net Assets 2021: $382,6092021Assets 2022: $378,495Liabilities 2022: $0Net Assets 2022: $378,4952022

Highlighted filing

2022

Assets$378,495
Liabilities$0
Net Assets$378,495
Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50KRevenue 2012: $13,305Expenses 2012: $26,044Net Income 2012: -$12,7392012Revenue 2013: $9,489Expenses 2013: $25,059Net Income 2013: -$15,5702013Revenue 2014: $14,679Expenses 2014: $26,803Net Income 2014: -$12,1242014Revenue 2015: $15,301Expenses 2015: $26,957Net Income 2015: -$11,6562015Revenue 2016: $18,877Expenses 2016: $23,650Net Income 2016: -$4,7732016Revenue 2017: -$5,601Expenses 2017: $20,284Net Income 2017: -$25,8852017Revenue 2018: $76,032Expenses 2018: $23,761Net Income 2018: $52,2712018Revenue 2019: $30,666Expenses 2019: $26,512Net Income 2019: $4,1542019Revenue 2020: $42,595Expenses 2020: $27,427Net Income 2020: $15,1682020Revenue 2021: $23,396Expenses 2021: $26,003Net Income 2021: -$2,6072021Revenue 2022: $29,188Expenses 2022: $27,790Net Income 2022: $1,3982022

Highlighted filing

2022

Revenue$29,188
Expenses$27,790
Net Income$1,398
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$378,495
Liabilities
$0
Net assets
$378,495
Revenue
$29,188
Expenses
$27,790
Net income
$1,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.29$0.28$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.23$0.26$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.43$0.27$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.31$0.27$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.76$0.24$0.52
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.06$0.20$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.19$0.24$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.15$0.27$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.15$0.27$0.12
2013Summary only. Only limited summary data is available for this year.$3.78$0.00$0.09$0.25$0.16
2012Summary only. Only limited summary data is available for this year.$3.94$0.00$0.13$0.26$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 13, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Stockton WilkinsonPresident-$0--
Alexandra B CohnTreasurer-$0--
Daniel R BettelonCFO-$0--
John C MartinSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Larry and Phyllis Wilkinson
EIN
77-0460757
Phone
6503235922
Address
1900 Embarcadero Road 208, Palo Alto, CA 94303

Signing Officer

Name
David Stockton Wilkinson
Title
President
Signed
2022-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Bettelon Parrish & Associates LLP
Address
1900 Embarcadero Road Suite 208, Palo Alto, CA 94303
Preparer
Daniel R Bettelon CPA
Phone
6504248405
Raw XML Appendix338 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/PersonNm1Alexandra B Cohn
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Montage Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Doctors Without Borders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Generations United
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7VNA Hospice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01491 Contra Costa St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Lincoln 8th
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 6948
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3245 Fifth Avenue Ste 2201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4700 Jewell Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt540 Clark St Ste C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt640 Ryan Court 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7333 Seventh Ave 2nd Fl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 5131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO Box 2480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Seaside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Carmel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Pacific Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Redwood City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd993942
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023664
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02285
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08734
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02336
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02285
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02336
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08734
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06398
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0David Stockton Wilkinson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01155 Merrill Street 302
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Menlo Park
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094025
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt038268
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt038268
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0300 shrs Carrier Global Co.188 shrs Organon & Co.150 shrs Otis Worldwide Co.248 shrs Viatris Inc.169
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-03-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04969
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1543
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0AT&T shares cost basis adjustment - per broker
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CD's marked value decreased
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt075
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt075
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Stockton Wilkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Larry and Phyllis Wilkinson
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LARR
ReturnHeader/Filer/EIN0770460757
ReturnHeader/Filer/PhoneNum06503235922
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 Embarcadero Road 208
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094303
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453281893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bettelon Parrish & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 Embarcadero Road Suite 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094303
ReturnHeader/PreparerPersonGrp/PhoneNum06504248405
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel R Bettelon CPA
ReturnHeader/ReturnTs02022-09-13T14:44:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David Stockton
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wilkinson
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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