Civic Intelligence

Monte J Wallace Foundation

990PF • Fiscal year 2018 • EIN 04-6904988

Dec 01, 2017 to Nov 30, 2018 • Filed on Oct 08, 2019

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

(617) 973-9680

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

2nd percentile

-303%

Higher net margin than 2% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

83rd percentile

23%

Faster asset growth than 83% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$651,662

Up $302,078 (+86%) from 2015

Net Assets

$651,662

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin2nd percentile

Revenue

Down

$77,744

Down $112,676 (-59%) from 2015

Expenses

Down

$313,274

Down $2,702,519 (-90%) from 2015

Net Income

Up

-$235,530

Up $2,589,843 (+92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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: $305,659Liabilities 2011: $02011Assets 2012: $305,881Liabilities 2012: $02012Assets 2013: $317,635Liabilities 2013: $02013Assets 2014: $3,174,957Liabilities 2014: $02014Assets 2015: $349,584Liabilities 2015: $02015Assets 2018: $651,662Liabilities 2018: $0Net Assets 2018: $651,6622018Assets 2019: $612,963Liabilities 2019: $0Net Assets 2019: $612,9632019Assets 2020: $537,783Liabilities 2020: $0Net Assets 2020: $537,7832020Assets 2021: $495,351Liabilities 2021: $0Net Assets 2021: $495,3512021Assets 2022: $450,685Liabilities 2022: $0Net Assets 2022: $450,6852022Assets 2023: $455,735Liabilities 2023: $0Net Assets 2023: $455,7352023Assets 2024: $450,236Liabilities 2024: $0Net Assets 2024: $450,2362024

Highlighted filing

2018

Assets$651,662
Liabilities$0
Net Assets$651,662
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $38,865Expenses 2011: $21,964Net Income 2011: $16,9012011Revenue 2012: $21,923Expenses 2012: $21,701Net Income 2012: $2222012Revenue 2013: $31,352Expenses 2013: $19,598Net Income 2013: $11,7542013Revenue 2014: $3,759,595Expenses 2014: $902,273Net Income 2014: $2,857,3222014Revenue 2015: $190,420Expenses 2015: $3,015,793Net Income 2015: -$2,825,3732015Revenue 2018: $77,744Expenses 2018: $313,274Net Income 2018: -$235,5302018Revenue 2019: $619,574Expenses 2019: $658,273Net Income 2019: -$38,6992019Revenue 2020: $628,797Expenses 2020: $703,977Net Income 2020: -$75,1802020Revenue 2021: $610,588Expenses 2021: $653,020Net Income 2021: -$42,4322021Revenue 2022: $547,362Expenses 2022: $592,028Net Income 2022: -$44,6662022Revenue 2023: $8,958Expenses 2023: $3,908Net Income 2023: $5,0502023Revenue 2024: $28,752Expenses 2024: $34,251Net Income 2024: -$5,4992024

Highlighted filing

2018

Revenue$77,744
Expenses$313,274
Net Income-$235,530
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Oct 8, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONTE J WALLACETrustee-$0--
ANNE H WALLACETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Monte J Wallace Foundation
EIN
04-6904988
Phone
6179739680
Address
125 HIGH ST HIGH ST TOWER 27TH FL, BOSTON, MA 02110

Signing Officer

Name
Monte J Wallace
Title
Trustee
Phone
6179739680
Signed
2019-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
101 SEAPORT BLVD, BOSTON, MA 02210
Preparer
Frank Graziano
Phone
6175305000
Raw XML Appendix372 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/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179739680
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MONTE J WALLACE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ANNE H WALLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1204631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND AND PROVIDE SUPPORT FOR PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FUND AND PROVIDE SUPPORT FOR OPHTHALMOLOGY IN RETINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GROTON SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MASSACHUSETTS EYE AND EAR INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0282 FARMERS ROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1243 CHARLES ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GROTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102114
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0304631
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/AppliedToCurrentYearAmt032515
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04743
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0279635
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0272116
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02776
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04743
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0304631
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0272116
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0279635
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07519
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN H WALLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1W GARDNER WALLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0125 HIGH ST HIGH ST TOWER 27TH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1125 HIGH ST HIGH ST TOWER 27TH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002110
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04245
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04636
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04636
OtherIncreasesSchedule/OtherIncreasesDetail/Amt074132
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV OF MARKETABLE SECURITIES GIFTED IN EXCESS OF FOUNDATIONS BASIS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt30
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt11027
TaxesSchedule/TaxesDetail/Amt22500
TaxesSchedule/TaxesDetail/Amt3836
TaxesSchedule/TaxesDetail/CategoryTxt0MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXTENSION PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATE PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES FROM INVESTMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3836
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONTE J WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179739680
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTE J WALLACE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MONTE J AND ANNE H WALLACE TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0046904988
ReturnHeader/Filer/PhoneNum06179739680
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 HIGH ST HIGH ST TOWER 27TH FL
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF966FA473F08F1C5BCE6A5E1232F7DA530B6EFB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF966FA473F08F1C5BCE6A5E1232F7DA530B6EFB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.46.135
ReturnHeader/FilingSecurityInformation/IPDt02019-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:01:19
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/PreparerPersonNm0FRANK GRAZIANO
ReturnHeader/ReturnTs02019-10-15T12:35:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
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
$651,662
Liabilities
$0
Net assets
$651,662
Revenue
$77,744
Expenses
$313,274
Net income
-$235,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.55$0.59$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.61$0.65$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.63$0.70$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.62$0.66$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08$0.31$0.24
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.19$3.02$2.83
2014Summary only. Only limited summary data is available for this year.$3.17$0.00$3.76$0.90$2.86
2013Summary only. Only limited summary data is available for this year.$0.32$0.00$0.03$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.02$0.02$0.00
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.04$0.02$0.02