Civic Intelligence

Neil W Wallace Foundation

EIN 04-6469525 • Boston, MA

125 High St High St Tower 27th FLBoston, MA 02110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

22nd percentile

-28%

Higher net margin than 22% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

51st percentile

-1.9%

Faster asset growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

115%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$390,101

Down $7,539 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$390,101

Down $7,539 (-1.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin22nd percentile

Revenue

Up

$26,731

Up $14,319 (+115%) from 2023

Expenses

Up

$34,270

Up $31,262 (+1039%) from 2023

Net Income

Down

-$7,539

Down $16,943 (-180%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $299,418Liabilities 2011: $02011Assets 2012: $297,592Liabilities 2012: $02012Assets 2013: $301,767Liabilities 2013: $02013Assets 2014: $3,158,258Liabilities 2014: $02014Assets 2015: $332,929Liabilities 2015: $02015Assets 2018: $367,778Liabilities 2018: $02018Assets 2019: $380,613Liabilities 2019: $02019Assets 2020: $380,332Liabilities 2020: $0Net Assets 2020: $380,3322020Assets 2021: $388,648Liabilities 2021: $0Net Assets 2021: $388,6482021Assets 2022: $388,236Liabilities 2022: $0Net Assets 2022: $388,2362022Assets 2023: $397,640Liabilities 2023: $0Net Assets 2023: $397,6402023Assets 2024: $390,101Liabilities 2024: $0Net Assets 2024: $390,1012024

Highlighted filing

2024

Assets$390,101
Liabilities$0
Net Assets$390,101
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $30,338Expenses 2011: $20,979Net Income 2011: $9,3592011Revenue 2012: $19,088Expenses 2012: $20,914Net Income 2012: -$1,8262012Revenue 2013: $23,822Expenses 2013: $19,647Net Income 2013: $4,1752013Revenue 2014: $3,758,498Expenses 2014: $902,007Net Income 2014: $2,856,4912014Revenue 2015: $190,172Expenses 2015: $3,015,501Net Income 2015: -$2,825,3292015Revenue 2018: $20,061Expenses 2018: $20,652Net Income 2018: -$5912018Revenue 2019: $565,916Expenses 2019: $553,080Net Income 2019: $12,8362019Revenue 2020: $602,147Expenses 2020: $602,428Net Income 2020: -$2812020Revenue 2021: $611,612Expenses 2021: $603,296Net Income 2021: $8,3162021Revenue 2022: $549,728Expenses 2022: $550,140Net Income 2022: -$4122022Revenue 2023: $12,412Expenses 2023: $3,008Net Income 2023: $9,4042023Revenue 2024: $26,731Expenses 2024: $34,270Net Income 2024: -$7,5392024

Highlighted filing

2024

Revenue$26,731
Expenses$34,270
Net Income-$7,539
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,101
Liabilities
$0
Net assets
$390,101
Revenue
$26,731
Expenses
$34,270
Net income
-$7,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.03$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.55$0.55$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.61$0.60$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.60$0.60$0.00
2019Summary only. Only limited summary data is available for this year.$0.38$0.00$0.57$0.55$0.01
2018Summary only. Only limited summary data is available for this year.$0.37$0.00$0.02$0.02$0.00
2015Summary only. Only limited summary data is available for this year.$0.33$0.00$0.19$3.02$2.83
2014Summary only. Only limited summary data is available for this year.$3.16$0.00$3.76$0.90$2.86
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$0.02$0.02$0.00
2012Summary only. Only limited summary data is available for this year.$0.30$0.00$0.02$0.02$0.00
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.03$0.02$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Sep 16, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEIL W WALLACETrustee-$0--
BRADFORD S WALLACETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Neil W Wallace Foundation
EIN
04-6469525
Phone
6179739695
Address
125 HIGH ST HIGH ST TOWER 27TH FL, BOSTON, MA 02110

Signing Officer

Name
Neil W Wallace
Title
Trustee
Phone
6179739695
Signed
2025-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
101 SEAPORT BLVD STE 500, BOSTON, MA 02210-2150
Preparer
Jessica L Sullivan
Phone
6175305000
Raw XML Appendix305 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/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NEIL W WALLACE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1BRADFORD S WALLACE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt019684
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0529153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0580935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0580229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0511934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0511934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01701473
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011156
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0529153
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0580935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0580229
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030840
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011156
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02213407
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02202251
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01900
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0899
TaxesSchedule/TaxesDetail/Amt1631
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES FROM INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0899
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NEIL W WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179739695
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEIL W WALLACE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NEIL W WALLACE TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0NEIL
ReturnHeader/Filer/EIN0046469525
ReturnHeader/Filer/PhoneNum06179739695
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 HIGH ST HIGH ST TOWER 27TH FL
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SEAPORT BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0022102150
ReturnHeader/PreparerPersonGrp/PhoneNum06175305000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA L SULLIVAN
ReturnHeader/ReturnTs02025-10-15T23:03:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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