Civic Intelligence

Wallace Trust

990 • Fiscal year 2023 • EIN 23-2989487

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 18, 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

97th percentile

270%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

3020545%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$424,666

Up $309,811 (+270%) from 2022

Net Assets

Up

$424,666

Up $309,811 (+270%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$332,271

Up $332,260 (+3020545%) from 2022

Expenses

Up

$22,460

Up $19,610 (+688%) from 2022

Net Income

Up

$309,811

Up $312,650 (+11013%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2023

Assets$424,666
Liabilities$0
Net Assets$424,666
Open 2023 Filing

Operations Trend

Revenue Growth100th 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

2023

Revenue$332,271
Expenses$22,460
Net Income$309,811
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 18, 2023
Return Version
2022v5.0
Gross Receipts
$332,271
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$114,855$424,666▲ $309,811
Savings and Temporary Cash Investments$109,523$416,794▲ $307,271
Cash and Non-Interest-Bearing Accounts$5,332$7,872▲ $2,540
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$114,855$424,666▲ $309,811
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$114,855$424,666▲ $309,811
Total Liabilities and Net Assets / Fund Balance$114,855$424,666▲ $309,811
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
BARBARA D'ANGELOPresident
Jeff CampVice President
Carol MackrellDirector
Janet GrashofDirector
Thomas McclungDirector
Paul BeidemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$328,000
Program Service Revenue
$0
Investment Income
$4,271
Other Revenue
$0
All Other Contributions
$328,000
Change in Net Assets
$309,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$900--$900
Fees for Services Other$520--$520
Other Expenses$15$1,025-$15
Total Functional Expenses$21,435$1,025$0$22,460
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the board members for review before filing”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Barbara d'angelo - 120 lezzi lane, glenmoore, pa 19343. Jeff camp - 1250 little conestoga road, glenmoore, pa 19343. Paul beideman - 368 indiantown road, po box 700, glenmoore, pa 19343. Thomas mcclung - 19 seminary road, glenmoore, pa 19343. Janet grashof - 150 chalfont, glenmoore, pa 19343. Carol mackrell - 21 lexington manor, glenmoore, pa 19343.”

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
2023-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Beideman
Formed
2016
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Stephano Slack LLC
Address
125 STRAFFORD AVE STE 200, WAYNE, PA 19087
Preparer
Stanley a Wielgus
Phone
6106871600
Raw XML Appendix334 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BARBARA D'ANGELO - 120 LEZZI LANE, GLENMOORE, PA 19343. JEFF CAMP - 1250 LITTLE CONESTOGA ROAD, GLENMOORE, PA 19343. PAUL BEIDEMAN - 368 INDIANTOWN ROAD, PO BOX 700, GLENMOORE, PA 19343. THOMAS MCCLUNG - 19 SEMINARY ROAD, GLENMOORE, PA 19343. JANET GRASHOF - 150 CHALFONT, GLENMOORE, PA 19343. CAROL MACKRELL - 21 LEXINGTON MANOR, GLENMOORE, PA 19343.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BEIDEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06109422880
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-18
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02023-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STANLEY A WIELGUS
ReturnHeader/ReturnTs02024-01-22T08:22:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEIDEMAN
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$424,666
Liabilities
$0
Net assets
$424,666
Revenue
$332,271
Expenses
$22,460
Net income
$309,811
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