Civic Intelligence

Neil W Wallace Foundation

990PF • Fiscal year 2021 • EIN 04-6469525

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 17, 2022

Organization Profile
125 High St High St Tower 27th FLBoston, MA 02110

(617) 973-9695

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

32nd percentile

1.4%

Higher net margin than 32% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

38th percentile

2.2%

Faster asset growth than 38% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

1.6%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$388,648

Up $8,316 (+2.2%) from 2020

Net Assets

Up

$388,648

Up $8,316 (+2.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin32nd percentile

Revenue

Up

$611,612

Up $9,465 (+1.6%) from 2020

Expenses

Up

$603,296

Up $868 (+0.1%) from 2020

Net Income

Up

$8,316

Up $8,597 (+3059%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$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

2021

Assets$388,648
Liabilities$0
Net Assets$388,648
Open 2021 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$611,612
Expenses$603,296
Net Income$8,316
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 17, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay56th 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
2022-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
101 SEAPORT BLVD, BOSTON, MA 02210
Preparer
Jessica L Sullivan
Phone
6175305000
Raw XML Appendix342 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019315
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0580229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0531045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01978
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01978
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01692209
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0580935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0580229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0531045
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0600250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0580935
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01694187
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01113252
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WINDSOR CAPITAL CORPORATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0125 HIGH ST HIGH ST TWR 27TH FLR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0600000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization4947a1TrtdPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01618
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2519
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01618
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2519
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt063
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt063
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0WINDSOR CAPITAL CORPORATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0125 HIGH ST HIGH ST TOWER 27TH FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BOSTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002110
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0742
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/Amt2164
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES FROM INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1250
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0742
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NEIL W WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179739695
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
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/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SEAPORT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002210
ReturnHeader/PreparerPersonGrp/PhoneNum06175305000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA L SULLIVAN
ReturnHeader/ReturnTs02022-10-17T21:44:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NEIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALLACE
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$388,648
Liabilities
$0
Net assets
$388,648
Revenue
$611,612
Expenses
$603,296
Net income
$8,316
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