Civic Intelligence

Wallace Trust

EIN 23-2989487 • 501(c)3 • Glenmoore, PA

Pub. 78 Eligible990-N Coverage

Profile

To promote the conservation of national lands in wallace township through education, acquisition of property and placement of land under conservation easement.

PO Box 100Glenmoore, PA 19343

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

6th percentile

-220%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

-2.0%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-95%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$465,674

Down $9,282 (-2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$465,674

Down $9,282 (-2.0%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin6th percentile

Revenue

Down

$4,213

Down $75,918 (-95%) from 2024

Expenses

Down

$13,495

Down $16,346 (-55%) from 2024

Net Income

Down

-$9,282

Down $59,572 (-118%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2018: $122,039Liabilities 2018: $0Net Assets 2018: $122,0392018Assets 2019: $121,119Liabilities 2019: $0Net Assets 2019: $121,1192019Assets 2020: $118,098Liabilities 2020: $02020Assets 2021: $117,694Liabilities 2021: $0Net Assets 2021: $117,6942021Assets 2022: $114,855Liabilities 2022: $0Net Assets 2022: $114,8552022Assets 2023: $424,666Liabilities 2023: $0Net Assets 2023: $424,6662023Assets 2024: $474,956Liabilities 2024: $0Net Assets 2024: $474,9562024Assets 2025: $465,674Liabilities 2025: $0Net Assets 2025: $465,6742025

Highlighted filing

2025

Assets$465,674
Liabilities$0
Net Assets$465,674
Open 2025 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2018: $62,434Expenses 2018: $3,086Net Income 2018: $59,3482018Revenue 2019: $3,698Expenses 2019: $4,618Net Income 2019: -$9202019Revenue 2020: $2,247Expenses 2020: $5,268Net Income 2020: -$3,0212020Revenue 2021: $11Expenses 2021: $415Net Income 2021: -$4042021Revenue 2022: $11Expenses 2022: $2,850Net Income 2022: -$2,8392022Revenue 2023: $332,271Expenses 2023: $22,460Net Income 2023: $309,8112023Revenue 2024: $80,131Expenses 2024: $29,841Net Income 2024: $50,2902024Revenue 2025: $4,213Expenses 2025: $13,495Net Income 2025: -$9,2822025

Highlighted filing

2025

Revenue$4,213
Expenses$13,495
Net Income-$9,282
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$465,674
Liabilities
$0
Net assets
$465,674
Revenue
$4,213
Expenses
$13,495
Net income
-$9,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.04$0.13$0.09
2024Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.80$0.30$0.50
2023Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$3.32$0.22$3.10
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.00$0.00$0.00
2020Summary only. Only limited summary data is available for this year.$1.18$0.00$0.02$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.62$0.03$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 5, 2025
Return Version
2024v5.2
Gross Receipts
$4,213
Mission and Program Overview

Mission

To promote the conservation of national lands in wallace township through education, acquisition of property and placement of land under conservation easement.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE CONSERVATION OF NATIONAL LANDS IN WALLACE TOWNSHIP THROUGH EDUCATION, ACQUISITION OF PROPERTY AND PLACEMENT OF LAND UNDER CONSERVATION EASEMENT$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA D'ANGELOPresident-$0--
JEFF CAMPVice President-$0--
PAUL BEIDEMANTreasurer-$0--
THOMAS MCCLUNGDirector-$0--
JANET GRASHOFDirector-$0--
CAROL MACKRELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Wallace Trust
EIN
23-2989487
Phone
6109422880
Address
PO BOX 100, GLENMOORE, PA 19343

Signing Officer

Name
Paul Beideman
Title
Treasurer
Phone
6109422880
Signed
2025-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Stephano Slack LLC
Address
125 STRAFFORD AVE STE 200, WAYNE, PA 19087
Preparer
Stanley a Wielgus
Phone
6106871600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 2,466.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 2,080.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative. Amount: 3,700. Description: tax filing fees. Amount: 100. Description: fundraising. Amount: 2,851. Total to form 990-ez, line 16: 6,651.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 8,321. End of year amount: 6,241.”

Raw XML Appendix180 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS MCCLUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANET GRASHOF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROL MACKRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt06241
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06651
IRS990EZ/OtherRevenueTotalAmt02466
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE CONSERVATION OF NATIONAL LANDS IN WALLACE TOWNSHIP THROUGH EDUCATION, ACQUISITION OF PROPERTY AND PLACEMENT OF LAND UNDER CONSERVATION EASEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE CONSERVATION OF NATIONAL LANDS IN WALLACE TOWNSHIP THROUGH EDUCATION, ACQUISITION OF PROPERTY AND PLACEMENT OF LAND UNDER CONSERVATION EASEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0328000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0403747
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02466
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02466
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012880
IRS990ScheduleA/InvestmentIncomeCYPct00.03090
IRS990ScheduleA/InvestmentIncomePYPct00.02520
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0416627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2,466.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 2,080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADMINISTRATIVE. AMOUNT: 3,700. DESCRIPTION: TAX FILING FEES. AMOUNT: 100. DESCRIPTION: FUNDRAISING. AMOUNT: 2,851. TOTAL TO FORM 990-EZ, LINE 16: 6,651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 8,321. END OF YEAR AMOUNT: 6,241.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BEIDEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06109422880
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALLACE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0232989487
ReturnHeader/Filer/PhoneNum06109422880
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 100
ReturnHeader/Filer/USAddress/CityNm0GLENMOORE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161710665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHANO SLACK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 STRAFFORD AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06106871600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STANLEY A WIELGUS
ReturnHeader/ReturnTs02025-12-22T09:17:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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