Civic Intelligence

Harry W & Jo-Ann D Wallace Charitable Foundation

990PF • Fiscal year 2016 • EIN 22-3443319

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 26, 2017

Organization Profile
6 Beacon Street No 1010Boston, MA 02108-3817

(617) 742-2150

Siviq Scores

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

Liabilities / Assets

57th percentile

0.10x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

5428.92x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

59th percentile

2.9%

Faster asset growth than 59% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$2,069,308

Up $58,014 (+2.9%) from 2015

Net Assets

Up

$1,868,438

Up $58,014 (+3.2%) from 2015

Liabilities

Flat

$200,870

Flat from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin99th percentile

Revenue

Down

$37

Down $5 (-12%) from 2015

Expenses

Flat

$0

Flat from 2015

Net Income

Down

$37

Down $5 (-12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2016

Assets$2,069,308
Liabilities$200,870
Net Assets$1,868,438
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

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

2016

Revenue$37
Expenses$0
Net Income$37
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Filer

Filer Name
Harry W & Jo-Ann D Wallace
EIN
22-3443319
Phone
6177422150
Address
6 Beacon Street No 1010, Boston, MA 02108-3817

Signing Officer

Name
Peter Sorgi
Title
Trustee
Phone
6177422150
Signed
2017-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan Sorgi and Dimmock LLP
Address
6 Beacon Street Suite 1010, Boston, MA 02108
Preparer
Peter Sorgi
Phone
6177422150
Raw XML Appendix275 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/ExcessDistributionCyovYr4Amt047154
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt089164
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt089164
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012748
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01938755
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Cash Surrender Value of Life Ins. Policy
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01996732
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01996732
OtherIncreasesSchedule/OtherIncreasesDetail/Amt057977
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Cash Value Increase of L.I.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Sorgi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06177422150
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harry W & Jo-Ann D Wallace
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0223443319
ReturnHeader/Filer/PhoneNum06177422150
ReturnHeader/Filer/USAddress/AddressLine1Txt06 Beacon Street No 1010
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021083817
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C53DA329A531586769B095FFEF7D9A07351E45E1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C53DA329A531586769B095FFEF7D9A07351E45E1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.241.121.113
ReturnHeader/FilingSecurityInformation/IPDt02017-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:45:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043246745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sullivan Sorgi and Dimmock LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 Beacon Street Suite 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002108
ReturnHeader/PreparerPersonGrp/PhoneNum06177422150
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER SORGI
ReturnHeader/ReturnTs02017-10-02T14:15:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,069,308
Liabilities
$200,870
Net assets
$1,868,438
Revenue
$37
Expenses
$0
Net income
$37
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