Civic Intelligence

Monte J Wallace Foundation

990PF • Fiscal year 2023 • EIN 04-6904988

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 02, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

1.1%

Faster asset growth than 54% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$455,735

Up $5,050 (+1.1%) from 2022

Net Assets

Up

$455,735

Up $5,050 (+1.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin91st percentile

Revenue

Down

$8,958

Down $538,404 (-98%) from 2022

Expenses

Down

$3,908

Down $588,120 (-99%) from 2022

Net Income

Up

$5,050

Up $49,716 (+111%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2023

Assets$455,735
Liabilities$0
Net Assets$455,735
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$8,958
Expenses$3,908
Net Income$5,050
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 2, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONTE J WALLACETrustee-$0--
W GARDNER 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
2024-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
101 SEAPORT BLVD STE 500, BOSTON, MA 02210-2150
Preparer
Jessica L Sullivan
Phone
6175305000
Raw XML Appendix337 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/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/AppliedToCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0566944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0624481
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0673773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0619855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021146
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02463907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0566944
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0624481
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0673773
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0598709
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02463907
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02485053
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0W GARDNER WALLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JOHN H WALLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2ELIZABETH W TRASE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0280 PALM AVE PO BOX 1727
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 611
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt234 OLD ENGLAND ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOCA GRANDE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BOCA GRANDE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2CHESTNUT HILL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033921
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133921
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd202467
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1250
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2250
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01627
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01627
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt013
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt013
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0781
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES FROM INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1MA FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0781
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONTE J WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179739695
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTE J WALLACE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MONTE J WALLACE TRUSTEE
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA L SULLIVAN
ReturnHeader/ReturnTs02024-10-15T23:07:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$455,735
Liabilities
$0
Net assets
$455,735
Revenue
$8,958
Expenses
$3,908
Net income
$5,050
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