Civic Intelligence

Wallingford Foundation Sponsored by the Rotary Club of Wallingford

990 • Fiscal year 2014 • EIN 22-2979408

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization ProfileN/A
PO Box 21306492

(203) 269-2723

Siviq Scores

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

Liabilities / Assets

44th percentile

0.03x

Higher debt load relative to assets than 44% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.35x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

66th percentile

8.9%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$917,774

Up $74,701 (+8.9%) from 2013

Net Assets

Up

$894,360

Up $51,287 (+6.1%) from 2013

Liabilities

Up

$23,414

Up $23,414 from 2013

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin84th percentile

Revenue

Up

$66,634

Up $12,496 (+23%) from 2013

Expenses

Up

$47,027

Up $3,168 (+7.2%) from 2013

Net Income

Up

$19,607

Up $9,328 (+91%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $759,110Liabilities 2011: $0Net Assets 2011: $759,1102011Assets 2012: $807,830Liabilities 2012: $0Net Assets 2012: $807,8302012Assets 2013: $843,073Liabilities 2013: $0Net Assets 2013: $843,0732013Assets 2014: $917,774Liabilities 2014: $23,414Net Assets 2014: $894,3602014Assets 2015: $962,199Liabilities 2015: $44,230Net Assets 2015: $917,9692015Assets 2016: $1,003,680Liabilities 2016: $45,450Net Assets 2016: $958,2302016Assets 2017: $1,042,917Liabilities 2017: $46,492Net Assets 2017: $996,4252017Assets 2018: $1,054,079Liabilities 2018: $25,145Net Assets 2018: $1,028,9342018Assets 2019: $1,111,316Liabilities 2019: $23,965Net Assets 2019: $1,087,3512019Assets 2020: $1,094,837Liabilities 2020: $0Net Assets 2020: $1,094,8372020Assets 2021: $1,301,926Liabilities 2021: $0Net Assets 2021: $1,301,9262021Assets 2022: $1,300,194Liabilities 2022: $0Net Assets 2022: $1,300,1942022Assets 2023: $1,372,221Liabilities 2023: $0Net Assets 2023: $1,372,2212023Assets 2024: $1,554,098Liabilities 2024: $0Net Assets 2024: $1,554,0982024

Highlighted filing

2014

Assets$917,774
Liabilities$23,414
Net Assets$894,360
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

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

$150K$100K$50K$0Revenue 2011: $37,935Expenses 2011: $30,631Net Income 2011: $7,3042011Revenue 2012: $74,416Expenses 2012: $47,653Net Income 2012: $26,7632012Revenue 2013: $54,138Expenses 2013: $43,859Net Income 2013: $10,2792013Revenue 2014: $66,634Expenses 2014: $47,027Net Income 2014: $19,6072014Revenue 2015: $85,600Expenses 2015: $76,532Net Income 2015: $9,0682015Revenue 2016: $57,948Expenses 2016: $40,978Net Income 2016: $16,9702016Revenue 2017: $62,414Expenses 2017: $50,353Net Income 2017: $12,0612017Revenue 2018: $58,279Expenses 2018: $52,849Net Income 2018: $5,4302018Revenue 2019: $84,586Expenses 2019: $64,359Net Income 2019: $20,2272019Revenue 2020: $110,973Expenses 2020: $64,059Net Income 2020: $46,9142020Revenue 2021: $111,813Expenses 2021: $62,044Net Income 2021: $49,7692021Revenue 2022: $115,207Expenses 2022: $64,213Net Income 2022: $50,9942022Revenue 2023: $108,850Expenses 2023: $79,237Net Income 2023: $29,6132023Revenue 2024: $109,497Expenses 2024: $64,836Net Income 2024: $44,6612024

Highlighted filing

2014

Revenue$66,634
Expenses$47,027
Net Income$19,607
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$196,419
Mission and Program Overview

Mission

Support charitable causes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$716,217$648,802▼ $67,415
Savings and Temporary Cash Investments$126,856$268,972▲ $142,116
Total Assets$843,073$917,774▲ $74,701
Liabilities
Accounts Payable and Accrued Expenses-$23,414-
Total Liabilities$0$23,414▲ $23,414
Net Assets / Fund Balance
Unrestricted Net Assets$843,073$894,360▲ $51,287
Total Net Assets Fund Balance$843,073$894,360▲ $51,287
Total Liabilities and Net Assets / Fund Balance$843,073$917,774▲ $74,701
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
David JulianoPresident
Matthew BaileyTrustee
Craig FishbeinSecretary
Kevin BunoTreasurer
Sam SargeantTrustte
Revenue and Support

Revenue Composition

Contributions and Grants
$551
Program Service Revenue
$0
Investment Income
$27,906
Other Revenue
$38,177
All Other Contributions
$551
Change in Net Assets
$19,607

Audited Revenue Reconciliation

Revenue per Audited Statements
$96,419
Revenue Not Reported on Financial Statements
$-29,785
Revenue Not Reported on Form 990
$31,680
Other Revenue Adjustments
$-29,785
Total Revenue per Audited Statements
$128,099
Total Revenue per Form 990
$66,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,428
Other Expenses$4,599
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,428--$42,428
Insurance$3,951--$3,951
Fees for Services Accounting$598--$598
Office Expenses$50--$50
Total Functional Expenses$47,027$0$0$47,027

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$76,812
Total Expenses per Audited Statements$76,812
Total Expenses per Form 990$47,027
Expenses Not Reported on Financial Statements$-29,785
Other Expense Adjustments$-29,785
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,962
Fundraising Direct Expenses$29,785
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$52,753$52,753$28,776$23,977
Event 2$15,209$15,209$1,009$14,200
Total Events$67,962$67,962$29,785$38,177
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 reviewed and approved by treasurer before mailing.”

Form 990, Page 6, Part VI, Line 12C

“Trustees are surveyed each year on potential conflicts of interest.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the general public upon written request.”

Filing and Contact Details

Filer

EIN
22-2979408
Phone
2032692723

Signing Officer

Name
Kevin Buno
Title
Treasurer
Phone
2032692723
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Buno
Formed
1966
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
50

Preparer

Preparer
Peter B Davis
Phone
2032650488
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Direct fundraising expense 29,785 direct fundraising expense -29,785”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Direct fundraising expense -29,785”

Schedule D, Page 4, Part XII, Line 4B

“Direct fundraising expense -29,785”

Raw XML Appendix348 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT FUNDRAISING EXPENSE -29,785
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSE -29,785
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEWED AND APPROVED BY TREASURER BEFORE MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE SURVEYED EACH YEAR ON POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECT FUNDRAISING EXPENSE 29,785 DIRECT FUNDRAISING EXPENSE -29,785
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0551
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047027
IRS990/TotalFunctionalExpensesGrp/TotalAmt047027
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0894360
IRS990/TotalProgramServiceExpensesAmt047027
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027906
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066634
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN BUNO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032692723
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10WALLINGFORD FOUNDATION
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ReturnHeader/Filer/PhoneNum02032692723
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ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006492
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412072419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DAVIS MASCOLA & PHILLIPS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101062 BARNES RD STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WALLINGFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0064922576
ReturnHeader/PreparerPersonGrp/PhoneNum02032650488
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER B DAVIS
ReturnHeader/ReturnTs02015-05-15T07:05:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$917,774
Liabilities
$23,414
Net assets
$894,360
Revenue
$66,634
Expenses
$47,027
Net income
$19,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.11$0.06$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.11$0.08$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.12$0.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.11$0.06$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.11$0.06$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.02$1.09$0.08$0.06$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.03$1.03$0.06$0.05$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.05$1.00$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.05$0.96$0.06$0.04$0.02
2015Summary only. Only limited summary data is available for this year.$0.96$0.04$0.92$0.09$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.89$0.07$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.05$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.07$0.05$0.03
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.04$0.03$0.01