Civic Intelligence

Harry W & Jo-Ann D Wallace Charitable Foundation

990PF • Fiscal year 2012 • EIN 22-3443319

Jan 01, 2012 to Dec 31, 2012 • Filed on May 08, 2013

Organization Profile
Sullivan Sorgi 50 Staniford StreetNo 80402114-2517
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

76th percentile

9.4%

Faster asset growth than 76% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,712,533

Up $147,188 (+9.4%) from 2011

Net Assets

Up

$1,712,533

Up $147,188 (+9.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$133,914

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,509,472Liabilities 2010: $0Net Assets 2010: $1,509,4722010Assets 2011: $1,565,345Liabilities 2011: $0Net Assets 2011: $1,565,3452011Assets 2012: $1,712,533Liabilities 2012: $0Net Assets 2012: $1,712,5332012Assets 2013: $1,866,110Liabilities 2013: $133,914Net Assets 2013: $1,732,1962013Assets 2014: $1,945,893Liabilities 2014: $200,870Net Assets 2014: $1,745,0232014Assets 2015: $2,011,294Liabilities 2015: $200,870Net Assets 2015: $1,810,4242015Assets 2016: $2,069,308Liabilities 2016: $200,870Net Assets 2016: $1,868,4382016Assets 2017: $2,058,189Liabilities 2017: $252,010Net Assets 2017: $1,806,1792017Assets 2018: $3,399,986Liabilities 2018: $0Net Assets 2018: $3,399,9862018Assets 2019: $3,290,511Liabilities 2019: $02019Assets 2020: $3,481,683Liabilities 2020: $0Net Assets 2020: $3,481,6832020Assets 2021: $3,358,068Liabilities 2021: $0Net Assets 2021: $3,358,0682021Assets 2022: $3,206,190Liabilities 2022: $0Net Assets 2022: $3,206,1902022Assets 2023: $3,102,153Liabilities 2023: $0Net Assets 2023: $3,102,1532023Assets 2024: $2,982,046Liabilities 2024: $0Net Assets 2024: $2,982,0462024

Highlighted filing

2012

Assets$1,712,533
Liabilities$0
Net Assets$1,712,533
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $133,9142010Expenses 2011: $133,9142011Expenses 2012: $133,9142012Revenue 2013: $43Expenses 2013: $133,914Net Income 2013: -$133,8712013Revenue 2014: $47Expenses 2014: $56,772Net Income 2014: -$56,7252014Revenue 2015: $42Expenses 2015: $0Net Income 2015: $422015Revenue 2016: $37Expenses 2016: $0Net Income 2016: $372016Revenue 2017: $57Expenses 2017: $113,039Net Income 2017: -$112,9822017Revenue 2018: $87,198Expenses 2018: $194,908Net Income 2018: -$107,7102018Revenue 2019: $96,423Expenses 2019: $205,575Net Income 2019: -$109,1522019Revenue 2020: $420,015Expenses 2020: $234,587Net Income 2020: $185,4282020Revenue 2021: $80,795Expenses 2021: $194,303Net Income 2021: -$113,5082021Revenue 2022: $76,683Expenses 2022: $228,506Net Income 2022: -$151,8232022Revenue 2023: $80,884Expenses 2023: $188,316Net Income 2023: -$107,4322023Revenue 2024: $70,972Expenses 2024: $190,806Net Income 2024: -$119,8342024

Highlighted filing

2012

Revenue-
Expenses$133,914
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jo-Ann D WallaceSettlor & Trustee-$0--
Peter SorgiTrustee-$0--
Stephen H LockeTrustee-$0--
Filing and Contact Details

Filer

EIN
22-3443319
Raw XML Appendix297 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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OtherIncreasesSchedule/OtherIncreases/Description0Cash Value Increase of L.I.
SubstantialContributorsSch/SubstantialContributor/PersonName0Jo-Ann DWallace Settlor Trustee
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0223443319
ReturnHeader/Filer/Name/BusinessNameLine10Harry W & Jo-Ann D Wallace Charitable Foundation
ReturnHeader/Filer/NameControl0HARR
ReturnHeader/Filer/Phone06177422150
ReturnHeader/Filer/USAddress/AddressLine10Sullivan Sorgi 50 Staniford Street
ReturnHeader/Filer/USAddress/AddressLine20No 804
ReturnHeader/Filer/USAddress/City0Boston
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021142517
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-08
ReturnHeader/Officer/Name0Peter Sorgi
ReturnHeader/Officer/Phone06177422150
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02013-05-08
ReturnHeader/PreparerFirm/EIN0043246745
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Sullivan Sorgi and Dimmock LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1050 Staniford Street Suite 804
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Boston
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021142537
ReturnHeader/Preparer/Name0PETER SORGI
ReturnHeader/Preparer/Phone06177422150
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T15:11:44-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,712,533
Liabilities
$0
Net assets
$1,712,533
Revenue
-
Expenses
$133,914
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.07$0.19$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.08$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.08$0.23$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.08$0.19$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.42$0.23$0.19
2019Summary only. Only limited summary data is available for this year.$3.29$0.00$0.10$0.21$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.09$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.25$1.81$0.00$0.11$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.20$1.87$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.20$1.81$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.20$1.75$0.00$0.06$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.13$1.73$0.00$0.13$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.13