Civic Intelligence

Wallingford Foundation Sponsored by the Rotary Club of Wallingford

990 • Fiscal year 2020 • EIN 22-2979408

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 20, 2020

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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

26th percentile

-1.5%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,094,837

Down $16,479 (-1.5%) from 2019

Net Assets

Up

$1,094,837

Up $7,486 (+0.7%) from 2019

Liabilities

Down

$0

Down $23,965 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin88th percentile

Revenue

Up

$110,973

Up $26,387 (+31%) from 2019

Expenses

Down

$64,059

Down $300 (-0.5%) from 2019

Net Income

Up

$46,914

Up $26,687 (+132%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2020

Assets$1,094,837
Liabilities$0
Net Assets$1,094,837
Open 2020 Filing

Operations Trend

Revenue Growth81st 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

2020

Revenue$110,973
Expenses$64,059
Net Income$46,914
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 20, 2020
Return Version
2019v5.0
Gross Receipts
$168,915
Mission and Program Overview

Mission

Support charitable causes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$967,085$938,004▼ $29,081
Savings and Temporary Cash Investments$144,231$156,001▲ $11,770
Prepaid Expenses and Deferred Charges-$832-
Total Assets$1,111,316$1,094,837▼ $16,479
Liabilities
Accounts Payable and Accrued Expenses$19,465--
Grants Payable$4,500--
Total Liabilities$23,965$0▼ $23,965
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,087,351$1,094,837▲ $7,486
Total Net Assets Fund Balance$1,087,351$1,094,837▲ $7,486
Total Liabilities and Net Assets / Fund Balance$1,111,316$1,094,837▼ $16,479
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Michele MchughPresident
John McguireTrustee
John MezzanotteTrustee
Mark DavisSecretary
Daryll PortoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,760
Program Service Revenue
$0
Investment Income
$90,971
Other Revenue
$13,242
All Other Contributions
$6,760
Change in Net Assets
$46,914

Audited Revenue Reconciliation

Revenue per Audited Statements
$110,973
Revenue Not Reported on Form 990
$-39,428
Total Revenue per Audited Statements
$71,545
Total Revenue per Form 990
$110,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$61,938
Other Expenses$2,121
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$61,938--$61,938
Insurance$1,245--$1,245
Fees for Services Accounting$833--$833
Office Expenses$43--$43
Total Functional Expenses$64,059$0$0$64,059

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$64,059
Total Expenses per Audited Statements$64,059
Total Expenses per Form 990$64,059
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community FoundationMeriden, CT--$10,000
Ulbrich Boys & GirlsWallingford, CT--$9,131
Rotary Club of WallingfordWallingford, CT--$6,267
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,143
Fundraising Direct Expenses$2,901
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Liberty Bank Pr$16,143$16,143$2,901$13,242
Total Events$16,143$16,143$2,901$13,242
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 35% controlled entity
No
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
Daryll Porto
Title
Treasurer
Phone
2032697771
Signed
2020-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Mchugh
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
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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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROTARY CLUB OF WALLINGFORD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ULBRICH BOYS & GIRLS
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt272 GRAND AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MERIDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WALLINGFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WALLINGFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006450
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106492
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd206492
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01111316
IRS990/TotalAssetsEOYAmt01094837
IRS990/TotalAssetsGrp/BOYAmt01111316
IRS990/TotalAssetsGrp/EOYAmt01094837
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06760
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064059
IRS990/TotalFunctionalExpensesGrp/TotalAmt064059
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023965
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt023965
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01087351
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01094837
IRS990/TotalProgramServiceExpensesAmt064059
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt090971
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110973
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01111316
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01094837
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARYLL PORTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032697771
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-20
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/AddressLine1Txt085 BARNES RD STE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLINGFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064922576
ReturnHeader/PreparerPersonGrp/PhoneNum02032650488
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER B DAVIS
ReturnHeader/ReturnTs02021-02-08T15:46:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,094,837
Liabilities
$0
Net assets
$1,094,837
Revenue
$110,973
Expenses
$64,059
Net income
$46,914
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits