Civic Intelligence

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

990PF • Fiscal year 2022 • EIN 94-3215896

Aug 01, 2021 to Jul 31, 2022 • Filed on Nov 21, 2022

Organization Profile
1801 Page Mill RoadPalo Alto, CA 94304

(707) 963-9222

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

93rd percentile

75%

Higher net margin than 93% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

97th percentile

163%

Faster asset growth than 97% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

162%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,106,275

Up $685,216 (+163%) from 2021

Net Assets

Up

$1,106,275

Up $685,216 (+163%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Up

$912,314

Up $563,579 (+162%) from 2021

Expenses

Down

$227,098

Down $264,831 (-54%) from 2021

Net Income

Up

$685,216

Up $828,410 (+579%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2022

Assets$1,106,275
Liabilities$0
Net Assets$1,106,275
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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

2022

Revenue$912,314
Expenses$227,098
Net Income$685,216
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Nov 21, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th 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
7079639222
Address
1801 PAGE MILL ROAD, PALO ALTO, CA 94304

Signing Officer

Name
Barbara a Wolfe
Title
Secretary/director
Phone
7079639222
Signed
2022-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
899 ADAMS STREET SUITE E, ST HELENA, CA 94574
Preparer
Robert Murphy
Phone
7079639222
Raw XML Appendix324 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/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BARBARA A WOLFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOUNTAIN GORILLA VETERINARY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JOSEPH COLLEGIATE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01876 MANSION HOUSE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1845 KENMORE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114223
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
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/AppliedToYear1Amt0200000
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0726040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0200000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0274288
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0726040
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0474288
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/TotalContributionsAmt011405
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CONSULTING & OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
TaxesSchedule/TaxesDetail/Amt04918
TaxesSchedule/TaxesDetail/CategoryTxt02021/2022 FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA A WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07079639222
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-21
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/PhoneNum07079639222
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 PAGE MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094304
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941341042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK RIMERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0899 ADAMS STREET SUITE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094574
ReturnHeader/PreparerPersonGrp/PhoneNum07079639222
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT MURPHY
ReturnHeader/ReturnTs02022-11-28T11:33:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFE
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,106,275
Liabilities
$0
Net assets
$1,106,275
Revenue
$912,314
Expenses
$227,098
Net income
$685,216
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