Civic Intelligence

Wallingford Foundation Sponsored by the Rotary Club of Wallingford

990 • Fiscal year 2024 • EIN 22-2979408

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 05, 2024

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

0.6%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,554,098

Up $181,877 (+13%) from 2023

Net Assets

Up

$1,554,098

Up $181,877 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin86th percentile

Revenue

Up

$109,497

Up $647 (+0.6%) from 2023

Expenses

Down

$64,836

Down $14,401 (-18%) from 2023

Net Income

Up

$44,661

Up $15,048 (+51%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2024

Assets$1,554,098
Liabilities$0
Net Assets$1,554,098
Open 2024 Filing

Operations Trend

Revenue Growth36th 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

2024

Revenue$109,497
Expenses$64,836
Net Income$44,661
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 5, 2024
Return Version
2023v5.0
Gross Receipts
$153,964
Mission and Program Overview

Mission

Support charitable causes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,134,991$1,273,506▲ $138,515
Savings and Temporary Cash Investments$237,230$280,592▲ $43,362
Total Assets$1,372,221$1,554,098▲ $181,877
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,372,221$1,554,098▲ $181,877
Total Net Assets Fund Balance$1,372,221$1,554,098▲ $181,877
Total Liabilities and Net Assets / Fund Balance$1,372,221$1,554,098▲ $181,877
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
KEVIN O'ROURKEPresident
Jane FisherTrustee
Mark DavisAdministrato
Gregory AllenSecretary
Daryll PortoTreasurer
John SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,615
Program Service Revenue
$0
Investment Income
$36,341
Other Revenue
$44,541
All Other Contributions
$28,615
Change in Net Assets
$44,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$109,497
Total Revenue per Audited Statements
$109,497
Total Revenue per Form 990
$109,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,129
Other Expenses$11,707
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,129--$53,129
Conferences and Meetings$6,805--$6,805
Fees for Services Accounting-$2,024-$2,024
Insurance$1,375--$1,375
Office Expenses$831$3-$834
Fees for Services Other$391$278-$669
Total Functional Expenses$62,531$2,305$0$64,836

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$64,836
Total Expenses per Audited Statements$64,836
Total Expenses per Form 990$64,836
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary Club of WallingfordWallingford, CT--$7,050
Community Foundation of Middlesex CMiddletown, CT--$6,352
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$87,226
Fundraising Direct Expenses$44,467
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$68,638$68,638$39,488$29,150
Flags for Heroe$10,735$10,735$869$9,866
Total Events$87,226$87,226$44,467$42,759
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
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
John Schaefer
Title
Treasurer
Phone
2032697771
Signed
2024-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
KEVIN O'ROURKE
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/BusinessNameLine1Txt1COMMUNITY FOUNDATION OF MIDDLESEX C
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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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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ReturnHeader/ReturnTs02024-12-14T11:57:16-05:00
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,554,098
Liabilities
$0
Net assets
$1,554,098
Revenue
$109,497
Expenses
$64,836
Net income
$44,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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