Civic Intelligence

Wallingford Foundation Sponsored by the Rotary Club of Wallingford

990 • Fiscal year 2016 • EIN 22-2979408

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 25, 2016

Organization ProfileN/A
PO Box 213Wallingford, CT 06492

(203) 269-2723

Siviq Scores

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

Liabilities / Assets

39th percentile

0.05x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.78x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

86th percentile

29%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

60th percentile

4.3%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,003,680

Up $41,481 (+4.3%) from 2015

Net Assets

Up

$958,230

Up $40,261 (+4.4%) from 2015

Liabilities

Up

$45,450

Up $1,220 (+2.8%) from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin86th percentile

Revenue

Down

$57,948

Down $27,652 (-32%) from 2015

Expenses

Down

$40,978

Down $35,554 (-46%) from 2015

Net Income

Up

$16,970

Up $7,902 (+87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2016

Assets$1,003,680
Liabilities$45,450
Net Assets$958,230
Open 2016 Filing

Operations Trend

Revenue Growth10th 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

2016

Revenue$57,948
Expenses$40,978
Net Income$16,970
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 25, 2016
Return Version
2015v2.1
Gross Receipts
$235,126
Mission and Program Overview

Mission

Support charitable causes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$660,835$783,075▲ $122,240
Savings and Temporary Cash Investments$301,364$220,605▼ $80,759
Total Assets$962,199$1,003,680▲ $41,481
Liabilities
Accounts Payable and Accrued Expenses$44,230$45,450▲ $1,220
Total Liabilities$44,230$45,450▲ $1,220
Net Assets / Fund Balance
Unrestricted Net Assets$917,969$958,230▲ $40,261
Total Net Assets Fund Balance$917,969$958,230▲ $40,261
Total Liabilities and Net Assets / Fund Balance$962,199$1,003,680▲ $41,481
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Matthew BaileyPresident
David JulianoTrustee
John MezzanotteTrustee
Mark DavisSecretary
Kevin BunoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$649
Program Service Revenue
$0
Investment Income
$23,381
Other Revenue
$33,918
All Other Contributions
$649
Change in Net Assets
$16,970

Audited Revenue Reconciliation

Revenue per Audited Statements
$85,126
Revenue Not Reported on Financial Statements
$-27,178
Revenue Not Reported on Form 990
$23,291
Other Revenue Adjustments
$-27,178
Total Revenue per Audited Statements
$108,417
Total Revenue per Form 990
$57,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,237
Other Expenses$3,741
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$37,237--$37,237
Insurance$3,125--$3,125
Office Expenses$616--$616
Total Functional Expenses$40,978$0$0$40,978

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$68,156
Total Expenses per Audited Statements$68,156
Total Expenses per Form 990$40,978
Expenses Not Reported on Financial Statements$-27,178
Other Expense Adjustments$-27,178
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,096
Fundraising Direct Expenses$27,178
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$47,750$47,750$26,154$21,596
Liberty Bank Pr$13,346$13,346$1,024$12,322
Total Events$61,096$61,096$27,178$33,918
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

Filer Name
Wallingford Foundation
EIN
22-2979408
Phone
2032692723
Address
PO BOX 213, WALLINGFORD, CT 06492

Signing Officer

Name
Matthew Bailey
Title
President
Phone
2032697771
Signed
2016-11-25
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Davis Mascola & Phillips LLC
Address
1062 BARNES RD STE 203, WALLINGFORD, CT 06492-2576
Preparer
Peter B Davis
Phone
2032650488
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Direct fundraising expense 27,178 direct fundraising expense -27,178”

Financial Statement Notes

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

“Direct fundraising expense -27,178”

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

“Direct fundraising expense -27,178”

Raw XML Appendix343 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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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 27,178 DIRECT FUNDRAISING EXPENSE -27,178
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0962199
IRS990/TotalAssetsEOYAmt01003680
IRS990/TotalAssetsGrp/BOYAmt0962199
IRS990/TotalAssetsGrp/EOYAmt01003680
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0649
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040978
IRS990/TotalFunctionalExpensesGrp/TotalAmt040978
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt044230
IRS990/TotalLiabilitiesEOYAmt045450
IRS990/TotalLiabilitiesGrp/BOYAmt044230
IRS990/TotalLiabilitiesGrp/EOYAmt045450
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0917969
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0958230
IRS990/TotalProgramServiceExpensesAmt040978
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023381
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057948
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0962199
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01003680
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0917969
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0958230
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW BAILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02032697771
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLINGFORD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0222979408
ReturnHeader/Filer/PhoneNum02032692723
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 213
ReturnHeader/Filer/USAddress/CityNm0WALLINGFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412072419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS MASCOLA & PHILLIPS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01062 BARNES RD STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLINGFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064922576
ReturnHeader/PreparerPersonGrp/PhoneNum02032650488
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER B DAVIS
ReturnHeader/ReturnTs02016-11-28T11:53:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,003,680
Liabilities
$45,450
Net assets
$958,230
Revenue
$57,948
Expenses
$40,978
Net income
$16,970
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