Civic Intelligence

The Marcus Wallenberg Foundation

990PF • Fiscal year 2024 • EIN 13-3176307

Apr 01, 2023 to Mar 31, 2024 • Filed on Feb 14, 2025

Organization Profile
CO Bclp - 1290 Ave Of The AmericasNew York, NY 10173-1922

(212) 541-1264

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-379%

Higher net margin than 1% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

18th percentile

-5.6%

Faster asset growth than 18% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

17%

Faster revenue growth than 60% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$2,550,389

Down $152,120 (-5.6%) from 2023

Net Assets

Down

$2,550,389

Down $152,120 (-5.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Up

$40,106

Up $5,833 (+17%) from 2023

Expenses

Up

$192,226

Up $49,546 (+35%) from 2023

Net Income

Down

-$152,120

Down $43,713 (-40%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,899,557Liabilities 2012: $02012Assets 2013: $1,959,619Liabilities 2013: $02013Assets 2014: $1,911,792Liabilities 2014: $02014Assets 2015: $1,879,028Liabilities 2015: $02015Assets 2016: $1,842,627Liabilities 2016: $02016Assets 2020: $2,008,377Liabilities 2020: $0Net Assets 2020: $2,008,3772020Assets 2021: $2,849,027Liabilities 2021: $0Net Assets 2021: $2,849,0272021Assets 2022: $2,810,916Liabilities 2022: $0Net Assets 2022: $2,810,9162022Assets 2023: $2,702,509Liabilities 2023: $0Net Assets 2023: $2,702,5092023Assets 2024: $2,550,389Liabilities 2024: $0Net Assets 2024: $2,550,3892024Assets 2025: $2,453,755Liabilities 2025: $0Net Assets 2025: $2,453,7552025

Highlighted filing

2024

Assets$2,550,389
Liabilities$0
Net Assets$2,550,389
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $155,048Expenses 2012: $130,667Net Income 2012: $24,3812012Revenue 2013: $218,530Expenses 2013: $158,468Net Income 2013: $60,0622013Revenue 2014: $109,854Expenses 2014: $157,681Net Income 2014: -$47,8272014Revenue 2015: $144,353Expenses 2015: $193,255Net Income 2015: -$48,9022015Revenue 2016: $151,263Expenses 2016: $187,664Net Income 2016: -$36,4012016Revenue 2020: $275,756Expenses 2020: $178,778Net Income 2020: $96,9782020Revenue 2021: $1,044,609Expenses 2021: $206,895Net Income 2021: $837,7142021Revenue 2022: $76,501Expenses 2022: $114,612Net Income 2022: -$38,1112022Revenue 2023: $34,273Expenses 2023: $142,680Net Income 2023: -$108,4072023Revenue 2024: $40,106Expenses 2024: $192,226Net Income 2024: -$152,1202024Revenue 2025: $45,139Expenses 2025: $141,773Net Income 2025: -$96,6342025

Highlighted filing

2024

Revenue$40,106
Expenses$192,226
Net Income-$152,120
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Feb 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER WALLENBERG JRPresident/ Director-$0--
HENRY E GOOSSTreasurer/ Director-$0--
GORAN SANDBERGDirector-$0--
KARIN J BARKHORNSecretary/ Director-$0--
INGRID SUNDSTROMVice President/ Director-$0--
Filing and Contact Details

Filer

Filer Name
The Marcus Wallenberg Foundation
EIN
13-3176307
Phone
2125411264
Address
CO BCLP - 1290 AVE OF THE AMERICAS, NEW YORK, NY 10173-1922

Signing Officer

Name
Henry E Gooss
Title
Treasurer
Phone
2125411264
Signed
2025-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
685 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Joseph Giampapa
Phone
2125038800
Raw XML Appendix316 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER WALLENBERG JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HENRY E GOOSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GORAN SANDBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KARIN J BARKHORN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4INGRID SUNDSTROM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/ DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY/ DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT/ DIRECTOR
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ReturnHeader/ReturnTs02025-02-14T12:50:04-06:00
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ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,550,389
Liabilities
$0
Net assets
$2,550,389
Revenue
$40,106
Expenses
$192,226
Net income
-$152,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.05$0.14$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.04$0.19$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.03$0.14$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.08$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$1.04$0.21$0.84
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.28$0.18$0.10
2016Summary only. Only limited summary data is available for this year.$1.84$0.00$0.15$0.19$0.04
2015Summary only. Only limited summary data is available for this year.$1.88$0.00$0.14$0.19$0.05
2014Summary only. Only limited summary data is available for this year.$1.91$0.00$0.11$0.16$0.05
2013Summary only. Only limited summary data is available for this year.$1.96$0.00$0.22$0.16$0.06
2012Summary only. Only limited summary data is available for this year.$1.90$0.00$0.16$0.13$0.02