Civic Intelligence

The Wallace Foundation

990PF • Fiscal year 2020 • EIN 13-6183757

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 29, 2021

140 Broadway 49 FloorNew York, NY 10005

(212) 251-9700

Siviq Scores

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

Liabilities / Assets

11th percentile

0.02x

Higher debt load relative to assets than 11% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.25x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Net Margin

89th percentile

36%

Higher net margin than 89% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Top Officer Pay

46th percentile

$1,148,052

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2020 filings • $1B+ nonprofits • Source year 2020

Asset Growth

47th percentile

11%

Faster asset growth than 47% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

48%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,815,949,042

Up $181,303,617 (+11%) from 2019

Net Assets

$1,787,613,962

No earlier filing loaded for comparison.

Liabilities

Down

$28,335,091

Down $7,808,487 (-22%) from 2019

Revenue

Up

$114,535,478

Up $37,017,500 (+48%) from 2019

Expenses

Up

$73,563,956

Up $440,725 (+0.6%) from 2019

Net Income

Up

$40,971,522

Up $36,576,775 (+832%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0B$2.0B$1.0B$0Assets 2011: $1,327,580,068Liabilities 2011: $19,987,0482011Assets 2012: $1,400,654,324Liabilities 2012: $25,638,3562012Assets 2013: $1,514,962,198Liabilities 2013: $28,653,0352013Assets 2014: $1,520,575,704Liabilities 2014: $19,429,3212014Assets 2015: $1,450,121,796Liabilities 2015: $23,478,6532015Assets 2019: $1,634,645,425Liabilities 2019: $36,143,5782019Assets 2020: $1,815,949,042Liabilities 2020: $28,335,091Net Assets 2020: $1,787,613,9622020Assets 2021: $2,042,790,483Liabilities 2021: $23,807,040Net Assets 2021: $2,018,983,4432021Assets 2022: $1,669,140,184Liabilities 2022: $57,352,553Net Assets 2022: $1,611,787,6312022Assets 2023: $1,706,055,092Liabilities 2023: $31,386,3392023Assets 2024: $1,756,582,199Liabilities 2024: $30,335,505Net Assets 2024: $1,726,246,6942024

Highlighted filing

2020

Assets$1,815,949,042
Liabilities$28,335,091
Net Assets$1,787,613,962

Operations Trend

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

$150M$100M$50M$0-$50MRevenue 2011: $86,095,252Expenses 2011: $80,471,288Net Income 2011: $5,623,9642011Revenue 2012: $54,423,634Expenses 2012: $81,042,320Net Income 2012: -$26,618,6862012Revenue 2013: $131,330,403Expenses 2013: $81,051,379Net Income 2013: $50,279,0242013Revenue 2014: $72,340,447Expenses 2014: $76,663,085Net Income 2014: -$4,322,6382014Revenue 2015: $83,614,240Expenses 2015: $84,573,437Net Income 2015: -$959,1972015Revenue 2019: $77,517,978Expenses 2019: $73,123,231Net Income 2019: $4,394,7472019Revenue 2020: $114,535,478Expenses 2020: $73,563,956Net Income 2020: $40,971,5222020Revenue 2021: $138,837,624Expenses 2021: $67,135,890Net Income 2021: $71,701,7342021Revenue 2022: $132,616,879Expenses 2022: $112,719,157Net Income 2022: $19,897,7222022Revenue 2023: $57,299,382Expenses 2023: $89,575,254Net Income 2023: -$32,275,8722023Revenue 2024: $124,078,120Expenses 2024: $85,949,821Net Income 2024: $38,128,2992024

Highlighted filing

2020

Revenue$114,535,478
Expenses$73,563,956
Net Income$40,971,522
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 29, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-CIO & Assistant TreasurerFT$1,054,000$94,052$1,148,052
-President & DirectorFT$809,557$84,408$893,965
-CAO & Assistant Corp SecretaryFT$376,200$76,255$452,455
-CFO & TreasurerFT$349,942$73,177$423,119
-General Counsel & Corporate SecretaryFT$299,257$61,937$361,194
-Chro & Assistant Corporate SecretaryFT$58,333$954$59,287
-Director-$0--
-Director-$0--
-Director-$0--
-Director-$0--
-Director-$0--
-Director-$0--
-Director-$0--
-Director-$0--
Filing and Contact Details

Filer

Filer Name
The Wallace Foundation
EIN
13-6183757
Phone
2122519700
Address
140 Broadway 49 Floor, New York, NY 10005

Signing Officer

Name
Stacy J Martin
Title
CFO
Signed
2021-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
1305 Walt Whitman Rd, Melville, NY 11747
Preparer
Robert A Robinson
Phone
6314256023
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71135345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7247683698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt733010421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7466646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7510902832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7616749285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7753507799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7819063250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt794301641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt80360665
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8112056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt822266618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt832664534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt841438177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt853899891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8631565783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8711553059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8864039376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8998290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9078447211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9120704656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Other Investments
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1U.S. Partnership - 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2U.S. Partnership - 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3U.S. Partnership - 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4U.S. Partnership - 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5U.S. Partnership - 5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6U.S. Partnership - 6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7U.S. Partnership - 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8U.S. Partnership - 8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9U.S. Partnership - 9
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10U.S. Partnership - 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11U.S. Partnership - 11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12U.S. Partnership - 12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13U.S. Partnership - 13
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14U.S. Partnership - 14
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15U.S. Partnership - 15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16U.S. Partnership - 16
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17U.S. Partnership - 17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18U.S. Partnership - 18
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19U.S. Partnership - 19
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20U.S. Partnership - 20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21U.S. Partnership - 21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22U.S. Partnership - 22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23U.S. Partnership - 23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24U.S. Partnership - 24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25U.S. Partnership - 25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26U.S. Partnership - 26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27U.S. Partnership - 27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28U.S. Partnership - 28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29U.S. Partnership - 29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30U.S. Partnership - 30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31U.S. Partnership - 31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32U.S. Partnership - 32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33U.S. Partnership - 33
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34U.S. Partnership - 34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35U.S. Partnership - 35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36U.S. Partnership - 36
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37U.S. Partnership - 37
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38U.S. Partnership - 38
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39U.S. Partnership - 39
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40U.S. Partnership - 40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41U.S. Partnership - 41
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42U.S. Partnership - 42
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43U.S. Partnership - 43
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44U.S. Partnership - 44
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45U.S. Partnership - 45
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46U.S. Partnership - 46
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47U.S. Partnership - 47
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48U.S. Partnership - 48
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49U.S. Partnership - 49
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50U.S. Partnership - 50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51U.S. Partnership - 51
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52U.S. Partnership - 52
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53U.S. Partnership - 53
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54U.S. Partnership - 54
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55U.S. Partnership - 55
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56U.S. Partnership - 56
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57Non-U.S. Partnership - 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58Non-U.S. Partnership - 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59Non-U.S. Partnership - 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60Non-U.S. Partnership - 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61Non-U.S. Partnership - 5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62Non-U.S. Partnership - 6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63Non-U.S. Partnership - 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64Non-U.S. Partnership - 8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65Non-U.S. Partnership - 9
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66Non-U.S. Partnership - 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67Non-U.S. Partnership - 11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68Non-U.S. Partnership - 12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69Non-U.S. Partnership - 13
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70Non-U.S. Partnership - 14
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71Non-U.S. Partnership - 15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72Non-U.S. Partnership - 16
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73Non-U.S. Partnership - 17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74Non-U.S. Partnership - 18
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75Non-U.S. Partnership - 19
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76Non-U.S. Partnership - 20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77Non-U.S. Partnership - 21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78Non-U.S. Partnership - 22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79Non-U.S. Partnership - 23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80Non-U.S. Partnership - 24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81Non-U.S. Partnership - 25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82Non-U.S. Partnership - 26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83Non-U.S. Partnership - 27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84Non-U.S. Partnership - 28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85Non-U.S. Partnership - 29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86Non-U.S. Partnership - 30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87Non-U.S. Partnership - 31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88Non-U.S. Partnership - 32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89Non-U.S. Partnership - 33
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90Non-U.S. Partnership - 34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91Non-U.S. Partnership - 35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92Non-U.S. Partnership - 36
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024642379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1307698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21533678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36217295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt415248208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt56249120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt668012265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt77838955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt84039797
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9448324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10613807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111384945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12941719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt137388064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt142161155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt157344698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1629411271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1726548143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1861187734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1910432668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2020747529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2121134647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt221787824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt235652724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt245521667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251010988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26193765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27551214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2813042460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2915351499
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3177584180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3241578

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