Civic Intelligence

Neil W Wallace Foundation

990PF • Fiscal year 2022 • EIN 04-6469525

Dec 01, 2021 to Nov 30, 2022 • Filed on Aug 30, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

49th percentile

-0.1%

Faster asset growth than 49% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-10%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$388,236

Down $412 (-0.1%) from 2021

Net Assets

Down

$388,236

Down $412 (-0.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin40th percentile

Revenue

Down

$549,728

Down $61,884 (-10%) from 2021

Expenses

Down

$550,140

Down $53,156 (-8.8%) from 2021

Net Income

Down

-$412

Down $8,728 (-105%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2022

Assets$388,236
Liabilities$0
Net Assets$388,236
Open 2022 Filing

Operations Trend

Revenue Growth31st 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

2022

Revenue$549,728
Expenses$550,140
Net Income-$412
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Aug 30, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay57th 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
2023-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
101 SEAPORT BLVD STE 500, BOSTON, MA 02210-2150
Preparer
Frank V Graziano
Phone
6175305000
Raw XML Appendix321 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/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018414
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0580935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0580229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0531045
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02221362
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0529153
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0580935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0580229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0531045
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0547567
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0529153
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02221362
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01692209
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/TotalContributionsAmt0539000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization4947a1TrtdPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01577
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01577
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0518
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0518
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0746
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES FROM INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0746
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NEIL W WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179739695
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-30
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/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/PreparerPersonNm0FRANK V GRAZIANO
ReturnHeader/ReturnTs02023-10-16T16:14:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NEIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALLACE
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
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
$388,236
Liabilities
$0
Net assets
$388,236
Revenue
$549,728
Expenses
$550,140
Net income
-$412
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
Peer Organizations

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