Civic Intelligence

Wallis Family Foundation

EIN 26-3537593 • 501(c)3 • Sugar Land, TX

Profile

Medical & education assistance

303 BaybridgeSugar Land, TX 77478

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $16,760 (-100%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

-$27

Down $16,787 (-100%) from 2014

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $29,891 (-100%) from 2014

Expenses

Down

$60

Down $23,777 (-100%) from 2014

Net Income

Down

-$60

Down $6,114 (-101%) from 2014

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2022

Assets$0
Liabilities-
Net Assets-$27
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest 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

2022

Revenue$0
Expenses$60
Net Income-$60
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
-$27
Revenue
$0
Expenses
$60
Net income
-$60
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 17, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

Medical & education assistance

Program Services

DescriptionGrantsExpenses
None$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark WallisDirector-$0--
Dana SchnitzerSecretary/Treasurer-$0--
Dan J MusilV. President-$0--
Filing and Contact Details

Filer

Filer Name
Wallis Family Foundation
EIN
26-3537593
Phone
2819806147
Address
303 Baybridge, Sugar Land, TX 77478

Signing Officer

Name
Mark Wallis
Title
Director
Phone
2819806147
Signed
2023-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Piletere & Associates PC
Address
10701 Corporate Dr Ste 176, Stafford, TX 77477
Preparer
Peggy Piletere
Phone
2812400009
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank fees 60.”

Raw XML Appendix156 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/AddressLine1Txt031 Saint Simone
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sugar Land
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077479
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-60
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-27
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-27
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEDICAL & EDUCATION ASSISTANCE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/Total509Grp/TotalAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NA
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt00
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0NA
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0NA
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0NA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0Na
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0Sugar Land
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0TX
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd077479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank fees 60.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Wallis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02819806147
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wallis Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0263537593
ReturnHeader/Filer/PhoneNum02819806147
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 Baybridge
ReturnHeader/Filer/USAddress/CityNm0Sugar Land
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077478
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760370694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Piletere & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010701 Corporate Dr Ste 176
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stafford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077477
ReturnHeader/PreparerPersonGrp/PhoneNum02812400009
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peggy Piletere
ReturnHeader/ReturnTs02023-09-25T12:46:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mark
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wallis
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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