Civic Intelligence

Wolvertonbailey Foundation Inc.

990PF • Fiscal year 2021 • EIN 82-4177168

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
1007 W College Avenue 205Santa Rosa, CA 95401

(707) 480-8379

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.

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$855

Flat from 2020

Net Assets

Flat

$855

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,020 (-100%) from 2020

Expenses

Down

$0

Down $185 (-100%) from 2020

Net Income

Down

$0

Down $835 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.0K$500$0Assets 2019: $20Liabilities 2019: $0Net Assets 2019: $202019Assets 2020: $855Liabilities 2020: $0Net Assets 2020: $8552020Assets 2021: $855Liabilities 2021: $0Net Assets 2021: $8552021Assets 2022: $815Liabilities 2022: $0Net Assets 2022: $8152022Assets 2023: $15Liabilities 2023: $0Net Assets 2023: $152023Assets 2024: $250Liabilities 2024: $0Net Assets 2024: $2502024

Highlighted filing

2021

Assets$855
Liabilities$0
Net Assets$855
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$2.0K$1.0K$0-$1.0KRevenue 2019: $350Expenses 2019: $330Net Income 2019: $202019Revenue 2020: $1,020Expenses 2020: $185Net Income 2020: $8352020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $950Expenses 2022: $1,000Net Income 2022: -$502022Revenue 2023: $1,150Expenses 2023: $2,000Net Income 2023: -$8502023Revenue 2024: $1,235Expenses 2024: $1,000Net Income 2024: $2352024

Highlighted filing

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL VAN DALENPresident-$0--
RON LUNDYVice President-$0--
LEONIE PONSFORDSecretary-$0--
JOHN BENSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wolvertonbailey Foundation Inc
EIN
82-4177168
Phone
7074808379
Address
1007 W COLLEGE AVENUE 205, SANTA ROSA, CA 95401

Signing Officer

Name
Alan Wingate
Title
CPA
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Alan Wingate CPA
Address
703 Second St Ste 106, Santa Rosa, CA 95404
Preparer
Alan Wingate
Phone
7075957840
Raw XML Appendix173 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN WINGATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOLVERTONBAILEY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WOLV
ReturnHeader/Filer/EIN0824177168
ReturnHeader/Filer/PhoneNum07074808379
ReturnHeader/Filer/USAddress/AddressLine1Txt01007 W COLLEGE AVENUE 205
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824334711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alan Wingate CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0703 Second St Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075957840
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan Wingate
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-10T13:11:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINGATE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
$855
Liabilities
$0
Net assets
$855
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$250$0$250$1,235$1,000$235
2023Detailed filing. Detailed filing data is available for this year.$15$0$15$1,150$2,000$850
2022Detailed filing. Detailed filing data is available for this year.$815$0$815$950$1,000$50
2021Detailed filing. Detailed filing data is available for this year.$855$0$855$0$0$0
2020Detailed filing. Detailed filing data is available for this year.$855$0$855$1,020$185$835
2019Detailed filing. Detailed filing data is available for this year.$20$0$20$350$330$20