Civic Intelligence

Wallingford Foundation Sponsored by the Rotary Club of Wallingford

990 • Fiscal year 2017 • EIN 22-2979408

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2017

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

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.74x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

52nd percentile

3.9%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

7.7%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$1,042,917

Up $39,237 (+3.9%) from 2016

Net Assets

Up

$996,425

Up $38,195 (+4.0%) from 2016

Liabilities

Up

$46,492

Up $1,042 (+2.3%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin77th percentile

Revenue

Up

$62,414

Up $4,466 (+7.7%) from 2016

Expenses

Up

$50,353

Up $9,375 (+23%) from 2016

Net Income

Down

$12,061

Down $4,909 (-29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2017

Assets$1,042,917
Liabilities$46,492
Net Assets$996,425
Open 2017 Filing

Operations Trend

Revenue Growth58th 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

2017

Revenue$62,414
Expenses$50,353
Net Income$12,061
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2017
Return Version
2016v3.1
Gross Receipts
$142,392
Mission and Program Overview

Mission

Support charitable causes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$783,075$801,682▲ $18,607
Savings and Temporary Cash Investments$220,605$241,235▲ $20,630
Total Assets$1,003,680$1,042,917▲ $39,237
Liabilities
Accounts Payable and Accrued Expenses$45,450$46,492▲ $1,042
Total Liabilities$45,450$46,492▲ $1,042
Net Assets / Fund Balance
Unrestricted Net Assets$958,230$996,425▲ $38,195
Total Net Assets Fund Balance$958,230$996,425▲ $38,195
Total Liabilities and Net Assets / Fund Balance$1,003,680$1,042,917▲ $39,237
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Matthew BaileyPresident
John MezzanotteTrustee
Michele MchughTrustee
Mark DavisSecretary
John McguireTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,957
Program Service Revenue
$0
Investment Income
$18,348
Other Revenue
$37,109
All Other Contributions
$6,957
Change in Net Assets
$12,061

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,392
Revenue Not Reported on Financial Statements
$-29,978
Revenue Not Reported on Form 990
$26,134
Other Revenue Adjustments
$-29,978
Total Revenue per Audited Statements
$118,526
Total Revenue per Form 990
$62,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,417
Other Expenses$1,936
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$48,417--$48,417
Insurance$1,318--$1,318
Fees for Services Accounting$550--$550
Office Expenses$68--$68
Total Functional Expenses$50,353$0$0$50,353

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$80,331
Total Expenses per Audited Statements$80,331
Total Expenses per Form 990$50,353
Expenses Not Reported on Financial Statements$-29,978
Other Expense Adjustments$-29,978
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,087
Fundraising Direct Expenses$29,978
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$50,532$50,532$27,432$23,100
Liberty Bank Pr$16,555$16,555$2,546$14,009
Total Events$67,087$67,087$29,978$37,109
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
2017-05-09
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
85 BARNES RD STE 207, WALLINGFORD, CT 06492-2576
Preparer
Peter B Davis
Phone
2032650488
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Direct fundraising exps 29,978 direct fundraising exps -29,978”

Financial Statement Notes

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

“Direct fundraising exps -29,978”

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

“Direct fundraising exps -29,978”

Raw XML Appendix347 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt045450
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt046492
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT CHARITABLE CAUSES
IRS990/AllOtherContributionsAmt06957
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0KEVIN BUNO
IRS990/BooksInCareOfDetail/PhoneNum02032692723
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 213
IRS990/BooksInCareOfDetail/USAddress/CityNm0WALLINGFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006492
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06957
IRS990/CYGrantsAndSimilarPaidAmt048417
IRS990/CYInvestmentIncomeAmt018348
IRS990/CYOtherExpensesAmt01936
IRS990/CYOtherRevenueAmt037109
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt012061
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt050353
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt062414
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0AWARDS TO INDIVIDUALS & NONPROFIT ORGANIZATIONS FOR EDUCATIONAL, CHARITABLE, SCIENTIFIC, LITERARY, DEVELOPMENT 25 CLIENTS SERVED
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt050353
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0550
IRS990/FeesForServicesAccountingGrp/TotalAmt0550
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0MATTHEW BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN MCGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN MEZZANOTTE
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHELE MCHUGH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt029978
IRS990/FundraisingGrossIncomeAmt067087
IRS990/GainOrLossGrp/OtherAmt0916
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt048417
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt048417
IRS990/GrantsToDomesticOrgsGrp/TotalAmt048417
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0916
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt050000
IRS990/GrossReceiptsAmt0142392
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01318
IRS990/InsuranceGrp/TotalAmt01318
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt017432
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017432
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0783075
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0801682
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt050000
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT CHARITABLE CAUSES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0958230
IRS990/NetAssetsOrFundBalancesEOYAmt0996425
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0916
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0916
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt037109
IRS990/NetUnrlzdGainsLossesInvstAmt026134
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt068
IRS990/OfficeExpensesGrp/TotalAmt068
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MATTHEW BAILEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0649
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt037237
IRS990/PYInvestmentIncomeAmt023381
IRS990/PYOtherExpensesAmt03741
IRS990/PYOtherRevenueAmt033918
IRS990/PYRevenuesLessExpensesAmt016970
IRS990/PYTotalExpensesAmt040978
IRS990/PYTotalRevenueAmt057948
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt012061
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0220605
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0241235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039497
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018348
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023382
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022795
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027906
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023214
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0115645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt084519
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061095
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058231
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0314208
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018348
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023382
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022795
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027906
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023214
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0115645
IRS990ScheduleA/InvestmentIncomeCYPct00.25000
IRS990ScheduleA/InvestmentIncomePYPct00.29000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75360
IRS990ScheduleA/PublicSupportPY509Pct00.71200
IRS990ScheduleA/PublicSupportTotal509Amt0353705
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043421
IRS990ScheduleA/Total509Grp/TotalAmt0353705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0109824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0111346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066635
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0469350
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-29978
IRS990ScheduleD/ExpensesSubtotalAmt080331
IRS990ScheduleD/NetUnrealizedGainsInvstAmt026134
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-29978
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-29978
IRS990ScheduleD/RevenueNotReportedAmt026134
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-29978
IRS990ScheduleD/RevenueSubtotalAmt092392
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT FUNDRAISING EXPS -29,978
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPS -29,978
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalExpensesPerForm990Amt050353
IRS990ScheduleD/TotalRevenuePerForm990Amt062414
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0118526
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt080331
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029978
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LIBERTY BANK PR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067087
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037109
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029978
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027432
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02546
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 EXPS 29,978 DIRECT FUNDRAISING EXPS -29,978
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/TotalAssetsBOYAmt01003680
IRS990/TotalAssetsEOYAmt01042917
IRS990/TotalAssetsGrp/BOYAmt01003680
IRS990/TotalAssetsGrp/EOYAmt01042917
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06957
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050353
IRS990/TotalFunctionalExpensesGrp/TotalAmt050353
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045450
IRS990/TotalLiabilitiesEOYAmt046492
IRS990/TotalLiabilitiesGrp/BOYAmt045450
IRS990/TotalLiabilitiesGrp/EOYAmt046492
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0958230
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0996425
IRS990/TotalProgramServiceExpensesAmt050353
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018348
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062414
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01003680
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01042917
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0958230
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0996425
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW BAILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02032697771
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC1FDDFF40D6DCE6C5CBD2042D1E78B9965585E9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC1FDDFF40D6DCE6C5CBD2042D1E78B9965585E9
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412072419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS MASCOLA & PHILLIPS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 BARNES RD STE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLINGFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064922576
ReturnHeader/PreparerPersonGrp/PhoneNum02032650488
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER B DAVIS
ReturnHeader/ReturnTs02018-05-12T09:57:22-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,042,917
Liabilities
$46,492
Net assets
$996,425
Revenue
$62,414
Expenses
$50,353
Net income
$12,061
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
2017Detailed filing. Detailed filing data is available for this year.$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