Civic Intelligence

The Larry and Phyllis Wilkinson Foundation Inc

990PF • Fiscal year 2017 • EIN 77-0460757

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 30, 2017

Organization Profile
1900 Embarcadero RoadPalo Alto, CA 94303

(650) 323-5922

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

462%

Higher net margin than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-7.4%

Faster asset growth than 30% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$323,729

Down $25,746 (-7.4%) from 2016

Net Assets

Down

$323,590

Down $25,885 (-7.4%) from 2016

Liabilities

Up

$139

Up $139 from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$5,601

Down $24,478 (-130%) from 2016

Expenses

Down

$20,284

Down $3,366 (-14%) from 2016

Net Income

Down

-$25,885

Down $21,112 (-442%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2017

Assets$323,729
Liabilities$139
Net Assets$323,590
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue-$5,601
Expenses$20,284
Net Income-$25,885
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Stockton WilkinsonPresident-$0--
Alexandra B CohnTreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
David Stockton Wilkinson
Title
President
Signed
2017-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Bettelon Duong & Parrish LLP
Address
1900 Embarcadero Road Suite 208, Palo Alto, CA 94303
Preparer
Daniel R Bettelon CPA
Phone
6504248405
Raw XML Appendix356 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/PersonNm0David Stockton Wilkinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Alexandra B Cohn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Carmel Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Community Hospital Fdn of Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Rancho Cielo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Meals on Wheels Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Meals on Wheels Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Food Bank Monterey County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Hospice Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Coastal Kids Home Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01491 Contra Costa St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Lincoln 8th
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box HH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 6948
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4245 Fifth Avenue Ste 2201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5700 Jewell Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6229 Pajaro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7815 W Market St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt820 Ragsdale Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9252 San Jose Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Seaside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Carmel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Pacific Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd793901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd893940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd993901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018500
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/AppliedToCurrentYearAmt018500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0439
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01307
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04866
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02842
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017982
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018421
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/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA Exempt Org Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0119
TaxesSchedule/TaxesDetail/Amt0119
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0119
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Stockton Wilkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
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
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094303
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bettelon Duong & Parrish 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/ReturnTs02017-10-30T11:21:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,729
Liabilities
$139
Net assets
$323,590
Revenue
-$5,601
Expenses
$20,284
Net income
-$25,885
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits