Civic Intelligence

Stephen J Wolfe Jr Private Foundation

990PF • Fiscal year 2019 • EIN 82-2982417

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

Organization Profile
40 N Main Street No 1900Dayton, OH 45423-1013

(937) 222-2524

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$119,925

Up $119,925 from 2018

Net Assets

Up

$119,925

Up $119,925 from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$125,000

Up $125,000 from 2018

Expenses

Up

$5,075

Up $5,075 from 2018

Net Income

Up

$119,925

Up $119,925 from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $119,925Liabilities 2019: $1Net Assets 2019: $119,9252019Assets 2020: $26,626,300Liabilities 2020: $1Net Assets 2020: $26,626,3002020Assets 2021: $31,904,450Liabilities 2021: $1Net Assets 2021: $31,904,4502021Assets 2022: $36,951,041Liabilities 2022: $1Net Assets 2022: $36,951,0412022Assets 2023: $44,301,748Liabilities 2023: $1Net Assets 2023: $44,301,7482023Assets 2024: $24,254,949Liabilities 2024: $0Net Assets 2024: $24,254,9492024

Highlighted filing

2019

Assets$119,925
Liabilities$1
Net Assets$119,925
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $125,000Expenses 2019: $5,075Net Income 2019: $119,9252019Revenue 2020: $19,303,731Expenses 2020: $38,062Net Income 2020: $19,265,6692020Revenue 2021: $2,220,442Expenses 2021: $1,505,421Net Income 2021: $715,0212021Revenue 2022: $2,667,451Expenses 2022: $1,561,077Net Income 2022: $1,106,3742022Revenue 2023: $3,175,229Expenses 2023: $1,991,402Net Income 2023: $1,183,8272023Revenue 2024: $3,745,323Expenses 2024: $1,854,764Net Income 2024: $1,890,5592024

Highlighted filing

2019

Revenue$125,000
Expenses$5,075
Net Income$119,925
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH G WOLFEPres/Treas/Sec'Y From 9/13/18-$0--
PAULINE WOLFEDirector From 9/13/18-$0--
Filing and Contact Details

Filer

Filer Name
Stephen J Wolfe Jr Private Foundation
EIN
82-2982417
Phone
9372222524
Address
40 N MAIN STREET NO 1900, DAYTON, OH 45423-1013

Signing Officer

Name
Joseph G Wolfe
Title
President
Phone
9372222524
Signed
2020-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
6 S PATTERSON BLVD, DAYTON, OH 45402
Preparer
Karen O Crim
Phone
9372980201
Raw XML Appendix253 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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ReturnHeader/ReturnTs02020-07-10T14:46:37-05:00
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ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$119,925
Liabilities
$1
Net assets
$119,925
Revenue
$125,000
Expenses
$5,075
Net income
$119,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$3.75$1.85$1.89
2023Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$3.18$1.99$1.18
2022Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$2.67$1.56$1.11
2021Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$2.22$1.51$0.72
2020Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$19.3$0.04$19.3
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.13$0.01$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00