Civic Intelligence

Wallach Foundation

990PF • Fiscal year 2021 • EIN 23-2494924

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 17, 2022

Organization Profile
235 Old Mill Dam RoadKingston Springs, TN 37082

(615) 354-9876

Siviq Scores

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

Liabilities / Assets

58th percentile

0.02x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

0.71x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

6th percentile

-86%

Higher net margin than 6% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

22nd percentile

-2.4%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-62%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$600,387

Down $14,999 (-2.4%) from 2020

Net Assets

Down

$588,009

Down $14,999 (-2.5%) from 2020

Liabilities

Flat

$12,378

Flat from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin6th percentile

Revenue

Down

$17,380

Down $28,283 (-62%) from 2020

Expenses

Down

$32,379

Down $31,474 (-49%) from 2020

Net Income

Up

-$14,999

Up $3,191 (+18%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $860,463Liabilities 2012: $1,6642012Assets 2013: $821,798Liabilities 2013: $1,6642013Assets 2014: $835,605Liabilities 2014: $4,5142014Assets 2015: $806,270Liabilities 2015: $4,5142015Assets 2016: $745,242Liabilities 2016: $7,3292016Assets 2020: $615,386Liabilities 2020: $12,378Net Assets 2020: $603,0082020Assets 2021: $600,387Liabilities 2021: $12,378Net Assets 2021: $588,0092021Assets 2022: $681,658Liabilities 2022: $12,378Net Assets 2022: $669,2802022Assets 2023: $635,915Liabilities 2023: $12,378Net Assets 2023: $623,5372023Assets 2024: $1,064,521Liabilities 2024: $12,522Net Assets 2024: $1,051,9992024Assets 2025: $1,149,291Liabilities 2025: $0Net Assets 2025: $1,149,2912025

Highlighted filing

2021

Assets$600,387
Liabilities$12,378
Net Assets$588,009
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $19,501Expenses 2012: $59,070Net Income 2012: -$39,5692012Revenue 2013: $24,265Expenses 2013: $62,930Net Income 2013: -$38,6652013Revenue 2014: $66,901Expenses 2014: $55,944Net Income 2014: $10,9572014Revenue 2015: $41,073Expenses 2015: $70,408Net Income 2015: -$29,3352015Revenue 2016: -$5,851Expenses 2016: $57,992Net Income 2016: -$63,8432016Revenue 2020: $45,663Expenses 2020: $63,853Net Income 2020: -$18,1902020Revenue 2021: $17,380Expenses 2021: $32,379Net Income 2021: -$14,9992021Revenue 2022: $118,939Expenses 2022: $37,668Net Income 2022: $81,2712022Revenue 2023: $13,738Expenses 2023: $59,481Net Income 2023: -$45,7432023Revenue 2024: $528,534Expenses 2024: $100,072Net Income 2024: $428,4622024Revenue 2025: $162,262Expenses 2025: $64,970Net Income 2025: $97,2922025

Highlighted filing

2021

Revenue$17,380
Expenses$32,379
Net Income-$14,999
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 17, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET WALLACHTrustee-$0--
MICHAEL C WALLACHTrustee-$0--
EILEEN D WALLACHTrustee-$0--
RABBI ABRAHAM LEVENETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wallach Foundation
EIN
23-2494924
Phone
6153549876
Address
235 OLD MILL DAM ROAD, KINGSTON SPRINGS, TN 37082

Signing Officer

Name
Mitchell Benson
Title
Trustee
Phone
6153549876
Signed
2022-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Savran Benson Llp
Address
ONE BALA PLAZA SUITE 640, BALA CYNWYD, PA 19004
Preparer
Mitchell Benson
Phone
6106646400
Raw XML Appendix308 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/ExcessDistriCyovToNextYrAmt095957
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017781
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$600,387
Liabilities
$12,378
Net assets
$588,009
Revenue
$17,380
Expenses
$32,379
Net income
-$14,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.16$0.06$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$0.53$0.10$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.62$0.01$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.12$0.04$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.59$0.02$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.60$0.05$0.06$0.02
2016Summary only. Only limited summary data is available for this year.$0.75$0.01$0.01$0.06$0.06
2015Summary only. Only limited summary data is available for this year.$0.81$0.00$0.04$0.07$0.03
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.07$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$0.82$0.00$0.02$0.06$0.04
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.02$0.06$0.04