Civic Intelligence

Wallace Trust

990EZ • Fiscal year 2022 • EIN 23-2989487

Sep 01, 2021 to Aug 31, 2022 • Filed on Nov 22, 2022

Organization ProfileN/A
PO Box 100Glenmoore, PA 19343

(610) 942-2880

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-25809%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.4%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

0.0%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$114,855

Down $2,839 (-2.4%) from 2021

Net Assets

Down

$114,855

Down $2,839 (-2.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Flat

$11

Flat from 2021

Expenses

Up

$2,850

Up $2,435 (+587%) from 2021

Net Income

Down

-$2,839

Down $2,435 (-603%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$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

2022

Assets$114,855
Liabilities$0
Net Assets$114,855
Open 2022 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$11
Expenses$2,850
Net Income-$2,839
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Nov 22, 2022
Return Version
2021v4.2
Gross Receipts
$11
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 Pay78th 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
2022-11-22
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: 11.”

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

“Description: administrative. Amount: 1,040. Description: tax filing fees. Amount: 15. Total to form 990-ez, line 16: 1,055.”

Raw XML Appendix177 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06109422880
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLENMOORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019343
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117694
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0114855
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2839
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01795
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0117694
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0114855
IRS990EZ/GrossReceiptsAmt011
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117694
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114855
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117694
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114855
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA D'ANGELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF CAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL BEIDEMAN
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
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01055
IRS990EZ/OtherRevenueTotalAmt011
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02850
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt011
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt062325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt067956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0263
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0109
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0445
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0263
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0445
IRS990ScheduleA/InvestmentIncomeCYPct00.00650
IRS990ScheduleA/InvestmentIncomePYPct00.00610
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99350
IRS990ScheduleA/PublicSupportPY509Pct00.99390
IRS990ScheduleA/PublicSupportTotal509Amt067956
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02196
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03435
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062325
IRS990ScheduleA/Total509Grp/TotalAmt067956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062434
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt068401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE. AMOUNT: 1,040. DESCRIPTION: TAX FILING FEES. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 1,055.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BEIDEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06109422880
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-22
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019343
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/PreparationDt02022-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STANLEY A WIELGUS
ReturnHeader/ReturnTs02022-12-15T10:51:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEIDEMAN
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,855
Liabilities
$0
Net assets
$114,855
Revenue
$11
Expenses
$2,850
Net income
-$2,839
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