Civic Intelligence

Wallace E a & M L Ud 91144

EIN 23-6226964 • Pittsburgh, PA

PO Box 185Pittsburgh, PA 15230-0185
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

55th percentile

7.7%

Higher net margin than 55% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$3,976

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

42nd percentile

0.5%

Faster asset growth than 42% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

134%

Faster revenue growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,241,410

Up $6,787 (+0.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,241,410

Up $6,787 (+0.5%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin55th percentile

Revenue

Up

$85,921

Up $49,229 (+134%) from 2024

Expenses

Up

$79,302

Up $3,215 (+4.2%) from 2024

Net Income

Up

$6,619

Up $46,014 (+117%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.5M$1.0M$500K$0Assets 2021: $1,197,272Liabilities 2021: $0Net Assets 2021: $1,197,2722021Assets 2022: $1,218,888Liabilities 2022: $0Net Assets 2022: $1,218,8882022Assets 2023: $1,274,139Liabilities 2023: $0Net Assets 2023: $1,274,1392023Assets 2024: $1,234,623Liabilities 2024: $0Net Assets 2024: $1,234,6232024Assets 2025: $1,241,410Liabilities 2025: $0Net Assets 2025: $1,241,4102025

Highlighted filing

2025

Assets$1,241,410
Liabilities$0
Net Assets$1,241,410
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $56,693Expenses 2021: $73,235Net Income 2021: -$16,5422021Revenue 2022: $107,984Expenses 2022: $86,341Net Income 2022: $21,6432022Revenue 2023: $128,908Expenses 2023: $72,925Net Income 2023: $55,9832023Revenue 2024: $36,692Expenses 2024: $76,087Net Income 2024: -$39,3952024Revenue 2025: $85,921Expenses 2025: $79,302Net Income 2025: $6,6192025

Highlighted filing

2025

Revenue$85,921
Expenses$79,302
Net Income$6,619
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,241,410
Liabilities
$0
Net assets
$1,241,410
Revenue
$85,921
Expenses
$79,302
Net income
$6,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09$0.08$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.04$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.13$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.11$0.09$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.06$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$3,976-$3,976
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWILLIAM PENN CHARTER SCHGENERAL OPERATINGPCPHILADELPHIA, PA, US$75,326
Filing and Contact Details

Filer

Filer Name
Wallace E a & M L Ud 91144
EIN
23-6226964
Phone
2155532569
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2155532569
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Raw XML Appendix280 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE NEW JERSEY OFFICE OF THE ATTORNEY GENERAL HAS INDICATED THAT NO FORMS 990-PF SHOULD BE FILED WITH THE STATE UNLESS A CHARITABLE ORGANIZATION HAS PRE-REGISTERED WITH THE OFFICE. ALTHOUGH THE SITUS OF THIS TRUST IS NEW JERSEY, IT DOES NOT SOLICIT CONTRIBUTIONS FROM THE PUBLIC AND THEREFORE IT DOES NOT MEET THE REGISTRATION REQUIREMENTS OF THE STATE OF NEW JERSEY. AS A RESULT, THE TRUST DOES NOT FURNISH A COPY OF ITS FORM 990-PF TO THE STATE.
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05672
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05672
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013748
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01416
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07496
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076916
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01292
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019420
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018128
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0808
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0169
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02155532569
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLACE E A & M L UD 91144
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0236226964
ReturnHeader/Filer/PhoneNum02155532569
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T10:01:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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