Civic Intelligence

The Larry and Phyllis Wilkinson Foundation Inc

990PF • Fiscal year 2020 • EIN 77-0460757

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 29, 2020

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

82nd percentile

36%

Higher net margin than 82% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

39%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$385,216

Up $6,842 (+1.8%) from 2019

Net Assets

Up

$385,216

Up $6,842 (+1.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$42,595

Up $11,929 (+39%) from 2019

Expenses

Up

$27,427

Up $915 (+3.5%) from 2019

Net Income

Up

$15,168

Up $11,014 (+265%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$385,216
Liabilities$0
Net Assets$385,216

Operations Trend

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

2020

Revenue$42,595
Expenses$27,427
Net Income$15,168
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2020
Return Version
2019v5.0
Compensation and Service Providers

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, Palo Alto, CA 94303

Signing Officer

Name
David Stockton Wilkinson
Title
President
Signed
2020-10-29
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 Appendix399 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/PersonNm2Daniel R Bettelon
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Medical Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Fund
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The Smile Train Inc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Carmel Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Rancho Cielo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Meals on Wheels Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Meals on Wheels Salinas
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
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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
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt023040
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0200 Sh Caterpillar Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-04-27
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01417
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Law Office John Martin
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01417
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01417
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08326
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0difference in donor basis of stock and fmv of stock received
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA Exempt Org Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Registry of Charitable Trusts
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0110
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0110
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Stockton Wilkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-29
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/PreparerFirmEIN0453281893
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/ReturnTs02020-10-29T11:18:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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