Civic Intelligence

The Larry and Phyllis Wilkinson Foundation Inc

990PF • Fiscal year 2021 • EIN 77-0460757

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

Organization Profile
1900 Embarcadero Road 208Palo 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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.7%

Faster asset growth than 39% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-45%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$382,629

Down $2,587 (-0.7%) from 2020

Net Assets

Down

$382,609

Down $2,607 (-0.7%) from 2020

Liabilities

Up

$20

Up $20 from 2020

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin25th percentile

Revenue

Down

$23,396

Down $19,199 (-45%) from 2020

Expenses

Down

$26,003

Down $1,424 (-5.2%) from 2020

Net Income

Down

-$2,607

Down $17,775 (-117%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2021

Assets$382,629
Liabilities$20
Net Assets$382,609
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

2021

Revenue$23,396
Expenses$26,003
Net Income-$2,607
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2021-11-12
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 Appendix344 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3John C Martin
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1330 Washington St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23426 22nd Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31145 Merrill Street
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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
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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
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03678
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06398
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02285
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0David Stockton Wilkinson
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0200 shrs Caterpillar Inc
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CA Exempt Org Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Registry of Charitable Trusts
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SOS statement of information fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt220
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0323
TaxesSchedule/TaxesDetail/Amt0323
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0323
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Stockton Wilkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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/ReturnTs02021-11-12T12:21:18-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David Stockton
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wilkinson
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$382,629
Liabilities
$20
Net assets
$382,609
Revenue
$23,396
Expenses
$26,003
Net income
-$2,607
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