Civic Intelligence

Jeremy Wolfe Family Foundation

990PF • Fiscal year 2020 • EIN 83-3346172

Jan 01, 2020 to Dec 31, 2020 • Filed on May 18, 2021

Organization Profile
2301 W Big Beaver No 750Troy, MI 48084

(248) 781-0200

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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$446,441

Up $446,441 from 2019

Net Assets

Up

$446,441

Up $446,441 from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Up

$459,392

Up $459,392 from 2019

Expenses

Up

$12,951

Up $12,951 from 2019

Net Income

Up

$446,441

Up $446,441 from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $446,441Liabilities 2020: $0Net Assets 2020: $446,4412020Assets 2021: $717,646Liabilities 2021: $0Net Assets 2021: $717,6462021Assets 2022: $699,650Liabilities 2022: $0Net Assets 2022: $699,6502022Assets 2023: $952,654Liabilities 2023: $0Net Assets 2023: $952,6542023Assets 2024: $1,007,288Liabilities 2024: $0Net Assets 2024: $1,007,2882024

Highlighted filing

2020

Assets$446,441
Liabilities$0
Net Assets$446,441
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $459,392Expenses 2020: $12,951Net Income 2020: $446,4412020Revenue 2021: $379,283Expenses 2021: $78,003Net Income 2021: $301,2802021Revenue 2022: $47,816Expenses 2022: $65,812Net Income 2022: -$17,9962022Revenue 2023: $301,437Expenses 2023: $48,433Net Income 2023: $253,0042023Revenue 2024: $87,912Expenses 2024: $66,115Net Income 2024: $21,7972024

Highlighted filing

2020

Revenue$459,392
Expenses$12,951
Net Income$446,441
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 18, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMY WOLFETrustee-President/Treasurer-$0--
LAWRENCE WOLFETrustee-Vice President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Jeremy Wolfe
EIN
83-3346172
Phone
2487810200
Address
2301 W BIG BEAVER NO 750, TROY, MI 48084

Signing Officer

Name
Jeremy Wolfe
Title
Trustee
Phone
2487810200
Signed
2021-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
2000 TOWN CENTER STE 900, SOUTHFIELD, MI 48075
Preparer
Wendy Evatz
Phone
2483727300
Raw XML Appendix315 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/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17600 GRAND RIVER AVENUE SUITE 175
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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/AppliedToCurrentYearAmt011500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013264
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FARNUM REBALANCE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02301 W BIG BEAVER SUITE 750
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TROY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0480843300
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0183802
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0440427
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MULTIPLE LOTS OF PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-02-03
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01451
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0FARNUM REBALANCE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02301 W BIG BEAVER ROAD 750
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0TROY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd048084
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02487810200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEREMY WOLFE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERE
ReturnHeader/Filer/EIN0833346172
ReturnHeader/Filer/PhoneNum02487810200
ReturnHeader/Filer/USAddress/AddressLine1Txt02301 W BIG BEAVER NO 750
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048084
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 TOWN CENTER STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048075
ReturnHeader/PreparerPersonGrp/PhoneNum02483727300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY EVATZ
ReturnHeader/ReturnTs02021-05-24T18:51:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEREMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,441
Liabilities
$0
Net assets
$446,441
Revenue
$459,392
Expenses
$12,951
Net income
$446,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.09$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.30$0.05$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.38$0.08$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.46$0.01$0.45
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00