Civic Intelligence

Harry W & Jo-Ann D Wallace Charitable Foundation

990PF • Fiscal year 2013 • EIN 22-3443319

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 10, 2014

Organization Profile
Sullivan Sorgi Dimmock LLP6 BeaconSt No 101002108-3817

(617) 742-2150

Siviq Scores

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

Liabilities / Assets

55th percentile

0.07x

Higher debt load relative to assets than 55% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

100th percentile

3114.28x

Higher debt load relative to revenue than 100% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

1st percentile

-311328%

Higher net margin than 1% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

71st percentile

9.0%

Faster asset growth than 71% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$1,866,110

Up $153,577 (+9.0%) from 2012

Net Assets

Up

$1,732,196

Up $19,663 (+1.1%) from 2012

Liabilities

Up

$133,914

Up $133,914 from 2012

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

$43

No earlier filing loaded for comparison.

Expenses

Flat

$133,914

Flat from 2012

Net Income

-$133,871

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2013

Assets$1,866,110
Liabilities$133,914
Net Assets$1,732,196
Open 2013 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

2013

Revenue$43
Expenses$133,914
Net Income-$133,871
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 10, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay46th 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
Phone
6177422150

Signing Officer

Name
Peter Sorgi
Title
Trustee
Phone
6177422150
Signed
2014-09-10
Discuss with paid preparer
Yes

Preparer

Preparer
Peter Sorgi
Phone
6177422150
Raw XML Appendix284 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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt059532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt059584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt072743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt083100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt083100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0283443
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042010
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt049574
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt059532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt059584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt072743
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0133914
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042010
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0366543
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0324533
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01650309
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Cash Surrender Value of Life Ins. Policy
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01803844
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01803844
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Premiums paid on Life Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0133914
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0153534
OtherIncreasesSchedule/OtherIncreasesDetail/Description0Cash Value Increase of L.I.
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Sorgi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06177422150
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Harry W & Jo-Ann D Wallace Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0223443319
ReturnHeader/Filer/PhoneNum06177422150
ReturnHeader/Filer/USAddress/AddressLine10Sullivan Sorgi Dimmock LLP6 Beacon
ReturnHeader/Filer/USAddress/AddressLine20St No 1010
ReturnHeader/Filer/USAddress/City0Boston
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0021083817
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043246745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Sullivan Sorgi and Dimmock LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106 Beacon Street - Suite 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Boston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0021083817
ReturnHeader/PreparerPersonGrp/PhoneNum06177422150
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER SORGI
ReturnHeader/ReturnTs02014-10-06T09:00:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,866,110
Liabilities
$133,914
Net assets
$1,732,196
Revenue
$43
Expenses
$133,914
Net income
-$133,871
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