Civic Intelligence

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

990PF • Fiscal year 2017 • EIN 94-3215896

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 12, 2017

Organization Profile
Calegari M 650 California St No 3San Francisco, CA 94108

(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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

69th percentile

9.8%

Faster asset growth than 69% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$631,809

Up $56,459 (+9.8%) from 2016

Net Assets

Up

$631,809

Up $56,459 (+9.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin81st percentile

Revenue

Down

$236,301

Down $35,927 (-13%) from 2016

Expenses

Up

$171,138

Up $2,999 (+1.8%) from 2016

Net Income

Down

$65,163

Down $38,926 (-37%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2017

Assets$631,809
Liabilities$0
Net Assets$631,809
Open 2017 Filing

Operations Trend

Revenue Growth19th 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

2017

Revenue$236,301
Expenses$171,138
Net Income$65,163
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
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 650 CALIFORNIA ST NO 3, SAN FRANCISCO, CA 94108

Signing Officer

Name
Barbara a Wolfe
Title
Secretary/ Director
Phone
4159550340
Signed
2017-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Calegari & Morris Accountants
Address
650 CALIFORNIA STREET 3RD FLOOR, SAN FRANCISCO, CA 94108
Preparer
David C Cuneo
Phone
4159818766
Raw XML Appendix339 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0COST BASIS OF INVESTMENTS - BALANCE SHEET, LINE 10: COST BASIS OF 220,000 SHRS CHARLES SCHWAB STOCK $6,116
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09438000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0657
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0128285
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA A WOLFE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BARBARA A WOLFE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04157717790
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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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0158498
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0416699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0158498
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0131923
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0416699
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0290421
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BARBARA AWOLFE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02839 PACIFIC AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094115
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09960
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08704
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/DisbursementsCharitablePrpsAmt03782
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1451
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2747
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07564
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1902
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21493
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt375
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/Amt16404
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12016/2017 FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA A WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/ DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04159550340
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-12
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 650 CALIFORNIA ST NO 3
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AA4A1633EE854FD67E6C7B5A84012342AAD3AAAA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AA4A1633EE854FD67E6C7B5A84012342AAD3AAAA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.2.150.130
ReturnHeader/FilingSecurityInformation/IPDt02017-12-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:17:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942186350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALEGARI & MORRIS ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 CALIFORNIA STREET 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04159818766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C CUNEO
ReturnHeader/ReturnTs02017-12-14T17:51:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$631,809
Liabilities
$0
Net assets
$631,809
Revenue
$236,301
Expenses
$171,138
Net income
$65,163
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