Civic Intelligence

Jean and David W Wallace Foundation Inc.

990PF • Fiscal year 2019 • EIN 06-1626691

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile
29 Lauder LaneGreenwich, CT 06831

(203) 366-5876

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

$30,704,322

No earlier filing loaded for comparison.

Net Assets

$30,704,322

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin82nd percentile

Revenue

$3,250,733

No earlier filing loaded for comparison.

Expenses

$2,182,103

No earlier filing loaded for comparison.

Net Income

$1,068,630

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2019: $30,704,322Liabilities 2019: $0Net Assets 2019: $30,704,3222019Assets 2020: $43,153,538Liabilities 2020: $0Net Assets 2020: $43,153,5382020Assets 2021: $43,314,651Liabilities 2021: $24Net Assets 2021: $43,314,6272021Assets 2022: $41,034,480Liabilities 2022: $0Net Assets 2022: $41,034,4802022Assets 2023: $37,856,633Liabilities 2023: $0Net Assets 2023: $37,856,6332023Assets 2024: $36,644,759Liabilities 2024: $0Net Assets 2024: $36,644,7592024

Highlighted filing

2019

Assets$30,704,322
Liabilities$0
Net Assets$30,704,322
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MRevenue 2019: $3,250,733Expenses 2019: $2,182,103Net Income 2019: $1,068,6302019Revenue 2020: $17,830,459Expenses 2020: $5,381,243Net Income 2020: $12,449,2162020Revenue 2021: $6,178,653Expenses 2021: $6,017,564Net Income 2021: $161,0892021Revenue 2022: $3,041,550Expenses 2022: $5,321,697Net Income 2022: -$2,280,1472022Revenue 2023: $3,710,247Expenses 2023: $6,888,094Net Income 2023: -$3,177,8472023Revenue 2024: $5,365,868Expenses 2024: $6,577,742Net Income 2024: -$1,211,8742024

Highlighted filing

2019

Revenue$3,250,733
Expenses$2,182,103
Net Income$1,068,630
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY WALLACE STRIZEKCo-President And Secretary-$0--
ANNE S WALLACE JUGECo-President And Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Jean and David W Wallace
EIN
06-1626691
Phone
2033665876
Address
29 LAUDER LANE, GREENWICH, CT 06831

Signing Officer

Name
Anne S Wallace Juge
Title
Poa
Phone
2033665876
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cironefriedberg Llp
Address
6 RESEARCH DRIVE 450, SHELTON, CT 06484
Preparer
David Zieff
Phone
2033665876
Raw XML AppendixShowing 400 of 440 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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ONE DOCK STREET SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4259 EAST PUTNAM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52 PARK STREET PO BOX 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610 ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt747 STRICKLAND ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STAMFORD
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02100500
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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
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07846832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt060978
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07785854
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05748
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1369
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0558
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0558
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1369
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31274
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt078763
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME - TEXAKOMA OPERATING LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt078763
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt078763
TaxesSchedule/TaxesDetail/Amt0868
TaxesSchedule/TaxesDetail/Amt110104
TaxesSchedule/TaxesDetail/Amt252482
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TEXAKOMA OPERATING - PRODUCTION TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,704,322
Liabilities
$0
Net assets
$30,704,322
Revenue
$3,250,733
Expenses
$2,182,103
Net income
$1,068,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$5.37$6.58$1.21
2023Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$3.71$6.89$3.18
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$41.0$0.00$41.0$3.04$5.32$2.28
2021Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$6.18$6.02$0.16
2020Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$17.8$5.38$12.4
2019Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$3.25$2.18$1.07