Civic Intelligence

Monte J Wallace Foundation

990PF • Fiscal year 2020 • EIN 04-6904988

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 04, 2021

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

1.5%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$537,783

Down $75,180 (-12%) from 2019

Net Assets

Down

$537,783

Down $75,180 (-12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin26th percentile

Revenue

Up

$628,797

Up $9,223 (+1.5%) from 2019

Expenses

Up

$703,977

Up $45,704 (+6.9%) from 2019

Net Income

Down

-$75,180

Down $36,481 (-94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2020

Assets$537,783
Liabilities$0
Net Assets$537,783
Open 2020 Filing

Operations Trend

Revenue Growth57th 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

2020

Revenue$628,797
Expenses$703,977
Net Income-$75,180
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 4, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay55th 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
6179739695
Address
125 HIGH ST HIGH ST TOWER 27TH FL, BOSTON, MA 02110

Signing Officer

Name
Monte J Wallace
Title
Trustee
Phone
6179739695
Signed
2021-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
101 SEAPORT BLVD, BOSTON, MA 02210
Preparer
Jessica L Sullivan
Phone
6175305000
Raw XML Appendix374 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/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
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/Amt1600000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND AND PROVIDE SUPPORT FOR PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GROTON SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PRINCETON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0282 FARMERS ROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 ELM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GROTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108544
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0700000
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/AppliedToCurrentYearAmt026477
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0619855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04743
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04743
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01296404
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0673773
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0619855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02776
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0700250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0673773
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01301147
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0627374
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WINDSOR CAPITAL CORPORATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
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/AddressLine1Txt2125 HIGH ST HIGH ST TOWER 27TH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002110
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102110
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd202110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2600000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02413
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1628
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02413
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1628
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0642
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0642
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/Amt0686
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES FROM INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1MA FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1250
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0686
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONTE J WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179739695
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-04
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/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/ReturnTs02021-10-14T08:30:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,783
Liabilities
$0
Net assets
$537,783
Revenue
$628,797
Expenses
$703,977
Net income
-$75,180
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