Civic Intelligence

Mark Walk Wolfinger Foundation

990PF • Fiscal year 2023 • EIN 81-2273523

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
18312 Minnetonka Boulevard 200Wayzata, MN 55391

(952) 476-6382

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

88th percentile

49%

Higher net margin than 88% 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

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

100th percentile

11404%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,622,321

Up $206,959 (+15%) from 2022

Net Assets

Up

$1,622,321

Up $206,959 (+15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin88th percentile

Revenue

Up

$786,508

Up $779,671 (+11404%) from 2022

Expenses

Down

$402,312

Down $619,999 (-61%) from 2022

Net Income

Up

$384,196

Up $1,399,670 (+138%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,101,063Liabilities 2019: $02019Assets 2020: $2,133,781Liabilities 2020: $0Net Assets 2020: $2,133,7812020Assets 2021: $2,430,582Liabilities 2021: $0Net Assets 2021: $2,430,5822021Assets 2022: $1,415,362Liabilities 2022: $0Net Assets 2022: $1,415,3622022Assets 2023: $1,622,321Liabilities 2023: $0Net Assets 2023: $1,622,3212023Assets 2024: $1,276,999Liabilities 2024: $0Net Assets 2024: $1,276,9992024

Highlighted filing

2023

Assets$1,622,321
Liabilities$0
Net Assets$1,622,321
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: -$1,490Expenses 2019: $36,237Net Income 2019: -$37,7272019Revenue 2020: $48,726Expenses 2020: $16,230Net Income 2020: $32,4962020Revenue 2021: $619,505Expenses 2021: $136,044Net Income 2021: $483,4612021Revenue 2022: $6,837Expenses 2022: $1,022,311Net Income 2022: -$1,015,4742022Revenue 2023: $786,508Expenses 2023: $402,312Net Income 2023: $384,1962023Revenue 2024: $66,975Expenses 2024: $412,071Net Income 2024: -$345,0962024

Highlighted filing

2023

Revenue$786,508
Expenses$402,312
Net Income$384,196
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles WolfingerChairman-$0--
Charles WolfingerDirector-$0--
Cynthia WalkSecretary-$0--
Cynthia WalkDirector-$0--
Eric WolfingerTreasurer-$0--
Eric WolfingerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mark Walk Wolfinger Foundation
EIN
81-2273523
Phone
9524766382
Address
18312 Minnetonka Boulevard 200, Wayzata, MN 55391

Signing Officer

Name
Charles Wolfinger
Title
Chairman
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Stadig Johnson
Address
18312 MINNETONKA BLVD STE 200, WAYZATA, MN 55391
Preparer
Lindsey Pearson
Phone
9524766382
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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/PersonNm0Charles Wolfinger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charles Wolfinger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cynthia Walk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Cynthia Walk
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Eric Wolfinger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Eric Wolfinger
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Stadig Johnson
IRS990PF/StatementsRegardingActyGrp/PhoneNum09524766382
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Cynthia Walk
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0386000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Contribution to the Functional Surfing Reefs Research Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UC San Diego Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09500 Gilman Drive 0940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092093
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0386000
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/AppliedToCurrentYearAmt071651
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0840870
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01155219
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0314349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0840870
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0386000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0314349
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01155219
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0840870
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Cynthia Walk
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Cynthia Walk
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Cynthia Walk
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05959 Waverly Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15959 Waverly Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt25959 Waverly Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0La Jolla
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1La Jolla
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2La Jolla
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092037
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192037
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd292037
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt065100
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1419523
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0419523
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc025,394.863 shares of Lazard US Equity Concentrated Portfolio Institutional (LEVIX)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-08-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Stadig Johnson
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06570
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0904
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1177248
OtherDecreasesSchedule/OtherDecreasesDetail/Amt22
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 Dividends Paid in 2024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FMV to Cost Basis Adj. of Noncash Contributions
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2Rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State Annual Renewal Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Tax Software
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Wire Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt345
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0192
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0917
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02023 Dividends Paid in 2023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Evoke Advisor Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06170
TaxesSchedule/TaxesDetail/Amt03000
TaxesSchedule/TaxesDetail/Amt1358
TaxesSchedule/TaxesDetail/CategoryTxt02023 990PF Estimated Tax Payment
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax - Natl Finan Servs LLC
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0358
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Wolfinger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mark Walk Wolfinger Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0812273523
ReturnHeader/Filer/PhoneNum09524766382
ReturnHeader/Filer/USAddress/AddressLine1Txt018312 Minnetonka Boulevard 200
ReturnHeader/Filer/USAddress/CityNm0Wayzata
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055391
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273279795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STADIG JOHNSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018312 MINNETONKA BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYZATA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055391
ReturnHeader/PreparerPersonGrp/PhoneNum09524766382
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lindsey Pearson
ReturnHeader/ReturnTs02024-11-15T13:57:48-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,622,321
Liabilities
$0
Net assets
$1,622,321
Revenue
$786,508
Expenses
$402,312
Net income
$384,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.41$0.35
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.79$0.40$0.38
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.01$1.02$1.02
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.62$0.14$0.48
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.05$0.02$0.03
2019Summary only. Only limited summary data is available for this year.$2.10$0.00$0.00$0.04$0.04