Civic Intelligence

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

990PF • Fiscal year 2018 • EIN 94-3215896

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 05, 2018

Organization Profile
1801 Page Mill RoadPalo Alto, CA 94304

(650) 845-8100

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-610%

Higher net margin than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

15th percentile

-27%

Faster asset growth than 15% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-62%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$463,827

Down $167,982 (-27%) from 2017

Net Assets

Down

$463,827

Down $167,982 (-27%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$90,788

Down $145,513 (-62%) from 2017

Expenses

Up

$645,002

Up $473,864 (+277%) from 2017

Net Income

Down

-$554,214

Down $619,377 (-951%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2018

Assets$463,827
Liabilities$0
Net Assets$463,827
Open 2018 Filing

Operations Trend

Revenue Growth7th 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

2018

Revenue$90,788
Expenses$645,002
Net Income-$554,214
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 5, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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
6508458100
Address
1801 PAGE MILL ROAD, PALO ALTO, CA 94304

Signing Officer

Name
Barbara a Wolfe
Title
Secretary/director
Phone
6508458100
Signed
2018-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
1801 PAGE MILL ROAD, PALO ALTO, CA 94304
Preparer
Anne F Macdonald
Phone
6508458100
Raw XML Appendix328 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JOSEPH COLLEGIATE INSTITUTE - GRANT OF 7850 SHS OF SCHW
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221217
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0580115
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/AppliedToCurrentYearAmt0177370
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0416699
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0532827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt0131923
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0131923
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0594069
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0131923
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0355457
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0416699
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BARBARA A WOLFE
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/TotalContributionsAmt012154
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01870
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01870
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONSULTING & OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112154
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112154
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0386232
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV ADJUSTMENT FOR STOCK DONATED
TaxesSchedule/TaxesDetail/Amt039577
TaxesSchedule/TaxesDetail/Amt17726
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt02017/2018 FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA A WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06508458100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARBARA A AND THOMAS F WOLFE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC C/O FRANK RIMERMAN & CO
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0943215896
ReturnHeader/Filer/PhoneNum06508458100
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 PAGE MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094304
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058A20B45B4F8D220629CF98F4577BC8B621E2D47
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId049C3ED6CC4A2DDA8F7F8C95636100B28621B816B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.204.21.130
ReturnHeader/FilingSecurityInformation/IPDt02018-12-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:50:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941341042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK RIMERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PAGE MILL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094304
ReturnHeader/PreparerPersonGrp/PhoneNum06508458100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE F MACDONALD
ReturnHeader/ReturnTs02018-12-05T14:43:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$463,827
Liabilities
$0
Net assets
$463,827
Revenue
$90,788
Expenses
$645,002
Net income
-$554,214
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