Civic Intelligence

The Barbara a and Thomas F Wolfe Foundation Inc C/O Frank Rimerman & Co

990PF • Fiscal year 2016 • EIN 94-3215896

Aug 01, 2015 to Jul 31, 2016 • Filed on Feb 10, 2017

Organization Profile
Calegari M 123 Mission St No 18San Francisco, CA 94105

(415) 771-7790

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

115%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$575,350

Up $92,600 (+19%) from 2015

Net Assets

Up

$575,350

Up $92,600 (+19%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin87th percentile

Revenue

Up

$272,228

Up $145,793 (+115%) from 2015

Expenses

Down

$168,139

Down $54,916 (-25%) from 2015

Net Income

Up

$104,089

Up $200,709 (+208%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $608,113Liabilities 2011: $0Net Assets 2011: $608,1132011Assets 2012: $509,121Liabilities 2012: $0Net Assets 2012: $509,1212012Assets 2013: $531,991Liabilities 2013: $0Net Assets 2013: $531,9912013Assets 2014: $582,851Liabilities 2014: $0Net Assets 2014: $582,8512014Assets 2015: $482,750Liabilities 2015: $0Net Assets 2015: $482,7502015Assets 2016: $575,350Liabilities 2016: $0Net Assets 2016: $575,3502016Assets 2017: $631,809Liabilities 2017: $0Net Assets 2017: $631,8092017Assets 2018: $463,827Liabilities 2018: $0Net Assets 2018: $463,8272018Assets 2019: $394,154Liabilities 2019: $0Net Assets 2019: $394,1542019Assets 2020: $414,980Liabilities 2020: $0Net Assets 2020: $414,9802020Assets 2021: $421,059Liabilities 2021: $0Net Assets 2021: $421,0592021Assets 2022: $1,106,275Liabilities 2022: $0Net Assets 2022: $1,106,2752022Assets 2023: $572,912Liabilities 2023: $0Net Assets 2023: $572,9122023Assets 2024: $592,632Liabilities 2024: $0Net Assets 2024: $592,6322024Assets 2025: $1,899,569Liabilities 2025: $0Net Assets 2025: $1,899,5692025

Highlighted filing

2016

Assets$575,350
Liabilities$0
Net Assets$575,350
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $332,0442011Expenses 2012: $260,5712012Expenses 2013: $263,0052013Revenue 2014: $318,751Expenses 2014: $250,476Net Income 2014: $68,2752014Revenue 2015: $126,435Expenses 2015: $223,055Net Income 2015: -$96,6202015Revenue 2016: $272,228Expenses 2016: $168,139Net Income 2016: $104,0892016Revenue 2017: $236,301Expenses 2017: $171,138Net Income 2017: $65,1632017Revenue 2018: $90,788Expenses 2018: $645,002Net Income 2018: -$554,2142018Revenue 2019: $146,662Expenses 2019: $385,161Net Income 2019: -$238,4992019Revenue 2020: $451,026Expenses 2020: $525,667Net Income 2020: -$74,6412020Revenue 2021: $348,735Expenses 2021: $491,929Net Income 2021: -$143,1942021Revenue 2022: $912,314Expenses 2022: $227,098Net Income 2022: $685,2162022Revenue 2023: $591,001Expenses 2023: $1,124,364Net Income 2023: -$533,3632023Revenue 2024: $684,033Expenses 2024: $664,313Net Income 2024: $19,7202024Revenue 2025: $1,952,012Expenses 2025: $645,075Net Income 2025: $1,306,9372025

Highlighted filing

2016

Revenue$272,228
Expenses$168,139
Net Income$104,089
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA A WOLFESecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Barbara a and Thomas F Wolfe
EIN
94-3215896
Phone
4157717790
Address
CALEGARI M 123 MISSION ST NO 18, SAN FRANCISCO, CA 94105

Signing Officer

Name
Barbara a Wolfe
Title
Secretary/ Director
Phone
4159550340
Signed
2017-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Calegari & Morris Accountants
Address
123 MISSION STREET 18TH FLOOR, SAN FRANCISCO, CA 94105
Preparer
David C Cuneo
Phone
4159818766
Raw XML Appendix335 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01100
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF PART II, LINE 10B
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0COST BASIS OF INVESTMENTS - BALANCE SHEET, LINE 10: COST BASIS OF 225,000 SHRS CHARLES SCHWAB STOCK $6,255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0397927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06044625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0231,600 SHARES THE CHARLES SCHWAB CORP.
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0329028
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0334176
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06698494
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA A WOLFE
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS SHOULD SUBMIT A BRIEF DESCRIPTION OF THE PROGRAM WHICH THEY PROPOSE TO FUND, INCLUDING HOW FUNDS WILL BE USED TO FURTHER THE STATED PURPOSES OF THE ORGANIZATION (APPLICANT)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BARBARA A WOLFE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04157717790
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02839 PACIFIC AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ARE ACCEPTED AT ANY TIME
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BARBARA A WOLFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JOSEPH COLLEGIATE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0845 KENMORE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014223
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
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/AppliedToCurrentYearAmt038607
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0121506
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0329028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0160113
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0290421
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0121506
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARBARA AWOLFE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02839 PACIFIC AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094115
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt013734
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011489
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX DIFFERENCE ON SALE OF CHARLES SCHWAB STOCK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROFESSIONAL SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DEPARTMENT OF JUSTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04642
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11113
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21113
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09283
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt350
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BARBARA A WOLFE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02839 PACIFIC AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN FRANCISCO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094115
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA A WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/ DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04159550340
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARBARA A AND THOMAS F WOLFE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0943215896
ReturnHeader/Filer/PhoneNum04157717790
ReturnHeader/Filer/USAddress/AddressLine1Txt0CALEGARI M 123 MISSION ST NO 18
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942186350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALEGARI & MORRIS ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 MISSION STREET 18TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04159818766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C CUNEO
ReturnHeader/ReturnTs02017-02-23T17:31:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$575,350
Liabilities
$0
Net assets
$575,350
Revenue
$272,228
Expenses
$168,139
Net income
$104,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$1.95$0.65$1.31
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.68$0.66$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.59$1.12$0.53
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.91$0.23$0.69
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.35$0.49$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.45$0.53$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.15$0.39$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.09$0.65$0.55
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.24$0.17$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.27$0.17$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.13$0.22$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.32$0.25$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.26
2012Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.26
2011Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.33