Civic Intelligence

Monte J Wallace Foundation

990PF • Fiscal year 2021 • EIN 04-6904988

Dec 01, 2020 to Nov 30, 2021 • Filed on Aug 16, 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

21st percentile

-6.9%

Higher net margin than 21% 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

12th percentile

-7.9%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

30th percentile

-2.9%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$495,351

Down $42,432 (-7.9%) from 2020

Net Assets

Down

$495,351

Down $42,432 (-7.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin21st percentile

Revenue

Down

$610,588

Down $18,209 (-2.9%) from 2020

Expenses

Down

$653,020

Down $50,957 (-7.2%) from 2020

Net Income

Up

-$42,432

Up $32,748 (+44%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2021

Assets$495,351
Liabilities$0
Net Assets$495,351
Open 2021 Filing

Operations Trend

Revenue Growth30th 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

2021

Revenue$610,588
Expenses$653,020
Net Income-$42,432
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Aug 16, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay56th 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
2022-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
101 SEAPORT BLVD, BOSTON, MA 02210
Preparer
Jessica L Sullivan
Phone
6175305000
Raw XML Appendix332 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/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0650000
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/AppliedToCurrentYearAmt025769
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0673773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0619855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02776
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01920885
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0624481
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0673773
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0619855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02776
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0650250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0624481
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01920885
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01296404
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 TOWER 27TH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0600000
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/NetInvestmentIncomeAmt01554
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1502
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01554
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1502
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/Amt0714
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES FROM INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1MA FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1250
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0714
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONTE J WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179739695
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-16
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/ReturnTs02022-10-16T23:38:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MONTE
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
$495,351
Liabilities
$0
Net assets
$495,351
Revenue
$610,588
Expenses
$653,020
Net income
-$42,432
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