Civic Intelligence

Wallis Family Foundation

990EZ • Fiscal year 2013 • EIN 26-3537593

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

Organization ProfileN/A
12701 Directors Drive77477

(832) 886-5300

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

100th percentile

150%

Higher net margin than 100% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

6th percentile

-64%

Faster asset growth than 6% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,706

Down $19,063 (-64%) from 2012

Net Assets

Down

$10,706

Down $19,063 (-64%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$12,675

Down $16,330 (-447%) from 2012

Expenses

Down

$6,388

Down $16,046 (-72%) from 2012

Net Income

Down

-$19,063

Down $284 (-1.5%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$60K$40K$20K$0-$20KAssets 2010: $10,067Net Assets 2010: $10,0672010Assets 2011: $48,548Liabilities 2011: $3,080Net Assets 2011: $45,4682011Assets 2012: $29,769Net Assets 2012: $29,7692012Assets 2013: $10,706Net Assets 2013: $10,7062013Assets 2014: $16,760Net Assets 2014: $16,7602014Assets 2022: $0Net Assets 2022: -$272022

Highlighted filing

2013

Assets$10,706
Liabilities-
Net Assets$10,706
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $33,300Expenses 2010: $34,176Net Income 2010: -$8762010Revenue 2011: $60,576Expenses 2011: $25,175Net Income 2011: $35,4012011Revenue 2012: $3,655Expenses 2012: $22,434Net Income 2012: -$18,7792012Revenue 2013: -$12,675Expenses 2013: $6,388Net Income 2013: -$19,0632013Revenue 2014: $29,891Expenses 2014: $23,837Net Income 2014: $6,0542014Revenue 2022: $0Expenses 2022: $60Net Income 2022: -$602022

Highlighted filing

2013

Revenue-$12,675
Expenses$6,388
Net Income-$19,063
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.1
Gross Receipts
$5,143
Mission and Program Overview

Mission

Medical & education assistance

Program Services

DescriptionGrantsExpenses
CURE INTERNATIONAL 701 BOSIER AVENUE LEMOYNE, PA 17043$5,000$5,000
UNIVERSITY OF HOUSTON 4800 CALHOUN RD. HOUSTON, TX 77004$300$300
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK WALLISDirector-$0--
DANA SCHNITZERSecretary/Treasurer-$0--
DAN J MUSILV. President-$0--
Filing and Contact Details

Filer

EIN
26-3537593
Phone
8328865300

Signing Officer

Name
Mark Wallis
Title
President
Phone
8328865300
Signed
2014-05-05

Preparer

Preparer
Peggy Piletere
Phone
2812400009
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Education cash contribution university of houston none cash 02/20/2013 300. 300. 300. Medical care cash contribution cure international none cash 01/08/2013 5000. 5000. 5000.”

Form 990EZ, Part I, Line 16

“Bank charges 904. Website 43. Postage 141.”

Form 990EZ, Part II, Line 26

“TAX PAYABLE”

Raw XML Appendix150 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER VILLAREAL
IRS990EZ/BooksInCareOfDetail/PhoneNum08328865300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1012701 Directors Drive
IRS990EZ/BooksInCareOfDetail/USAddress/City0Stafford
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode077477
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029769
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010706
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19063
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029769
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010706
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt05140
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05300
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt05143
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029769
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010706
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029769
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010706
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK WALLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANA SCHNITZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN J MUSIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2V. President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEDICAL & EDUCATION ASSISTANCE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNIVERSITY OF HOUSTON 4800 CALHOUN RD. HOUSTON, TX 77004
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CURE INTERNATIONAL 701 BOSIER AVENUE LEMOYNE, PA 17043
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0300
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017818
IRS990EZ/SpecialEventsNetIncomeLossAmt0-12678
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06388
IRS990EZ/TotalProgramServiceExpensesAmt05300
IRS990EZ/TotalRevenueAmt0-12675
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt045661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0227958
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0227958
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045661
IRS990ScheduleA/Total509Grp/TotalAmt0227958
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0227976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION CASH CONTRIBUTION UNIVERSITY OF HOUSTON NONE CASH 02/20/2013 300. 300. 300. MEDICAL CARE CASH CONTRIBUTION CURE INTERNATIONAL NONE CASH 01/08/2013 5000. 5000. 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 904. WEBSITE 43. POSTAGE 141.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WALLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08328865300
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10Wallis Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0263537593
ReturnHeader/Filer/PhoneNum08328865300
ReturnHeader/Filer/USAddress/AddressLine1012701 Directors Drive
ReturnHeader/Filer/USAddress/City0Stafford
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077477
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Mark J Hamlin PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010701 Corporate Dr Suite 292
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Stafford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0774774096
ReturnHeader/PreparerPersonGrp/PhoneNum02812400009
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PEGGY PILETERE
ReturnHeader/ReturnTs02014-07-02T05:48:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,706
Liabilities
-
Net assets
$10,706
Revenue
-$12,675
Expenses
$6,388
Net income
-$19,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.03$0.00$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$16.8$16.8$29.9$23.8$6.05
2013Detailed filing. Detailed filing data is available for this year.$10.7$10.7$12.7$6.39$19.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.8$29.8$3.66$22.4$18.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.5$3.08$45.5$60.6$25.2$35.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$10.1$33.3$34.2$0.88