Civic Intelligence

Wolfson Gordon Private Family

EIN 83-0946489 • Delray, FL

5647 Vintage Oaks CircleDelray, FL 33484-6420
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-612%

Higher net margin than 2% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

7th percentile

-31%

Faster asset growth than 7% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$627,004

Down $279,619 (-31%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$627,004

Down $279,619 (-31%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin2nd percentile

Revenue

Down

$45,693

Down $6,238 (-12%) from 2023

Expenses

Up

$325,312

Up $170,030 (+109%) from 2023

Net Income

Down

-$279,619

Down $176,268 (-171%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $529,247Liabilities 2019: $0Net Assets 2019: $529,2472019Assets 2020: $1,002,106Liabilities 2020: $0Net Assets 2020: $1,002,1062020Assets 2021: $889,377Liabilities 2021: $0Net Assets 2021: $889,3772021Assets 2022: $1,009,974Liabilities 2022: $0Net Assets 2022: $1,009,9742022Assets 2023: $906,623Liabilities 2023: $0Net Assets 2023: $906,6232023Assets 2024: $627,004Liabilities 2024: $0Net Assets 2024: $627,0042024

Highlighted filing

2024

Assets$627,004
Liabilities$0
Net Assets$627,004
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2019: $175,735Expenses 2019: $75,264Net Income 2019: $100,4712019Revenue 2020: $721,340Expenses 2020: $248,481Net Income 2020: $472,8592020Revenue 2021: $84,832Expenses 2021: $197,561Net Income 2021: -$112,7292021Revenue 2022: $628,229Expenses 2022: $507,632Net Income 2022: $120,5972022Revenue 2023: $51,931Expenses 2023: $155,282Net Income 2023: -$103,3512023Revenue 2024: $45,693Expenses 2024: $325,312Net Income 2024: -$279,6192024

Highlighted filing

2024

Revenue$45,693
Expenses$325,312
Net Income-$279,619
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$627,004
Liabilities
$0
Net assets
$627,004
Revenue
$45,693
Expenses
$325,312
Net income
-$279,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.05$0.33$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.16$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.63$0.51$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.08$0.20$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.72$0.25$0.47
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.18$0.08$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONTAGUE P WOLFSONDirector-$0--
MADELINE A WOLFSONDirector-$0--
RICHARD GORDONDirector-$0--
DAVID GORDONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wolfson Gordon Private Family
EIN
83-0946489
Phone
2126867160
Address
5647 VINTAGE OAKS CIRCLE, DELRAY, FL 33484-6420

Signing Officer

Name
Montague P Wolfson
Title
Director
Phone
2126867160
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Anchin Block & Anchin Llp
Address
ONE BOCA PLACE 2255 GLADES RD STE, 111E, BOCA RATON, FL 33431
Preparer
Kathleen Braica
Phone
5612879500
Raw XML Appendix336 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/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02126867160
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1152500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2118000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt327025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE & EDUCATIONAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE & EDUCATIONAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE & EDUCATIONAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CHARITABLE & EDUCATIONAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BICOL CLINIC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOCA RATON REGIONAL HOSP FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHAI CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JEWISH FED OF PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0951 NW 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1880 MEADOWS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25761 CORAL RIDGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 HARVARD CIR 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CORAL SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2330763101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333409
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0315525
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt045907
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt089710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0453235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0104762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0197375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01117745
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0272663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt089710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0453235
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0104762
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0197375
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0318570
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0272663
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01137291
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0864628
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03663
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONTAGUE P WOLFSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02126867160
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOLFSON GORDON PRIVATE FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WOLF
ReturnHeader/Filer/EIN0830946489
ReturnHeader/Filer/PhoneNum02126867160
ReturnHeader/Filer/USAddress/AddressLine1Txt05647 VINTAGE OAKS CIRCLE
ReturnHeader/Filer/USAddress/CityNm0DELRAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334846420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0130436940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BOCA PLACE 2255 GLADES RD STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0111E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033431
ReturnHeader/PreparerPersonGrp/PhoneNum05612879500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN BRAICA
ReturnHeader/ReturnTs02025-05-12T11:00:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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