Civic Intelligence

Wallis Family Foundation

990EZ • Fiscal year 2014 • EIN 26-3537593

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Organization ProfileN/A
12701 Directors DriveStafford, TX 77477

(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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$16,760

Up $6,054 (+57%) from 2013

Net Assets

Up

$16,760

Up $6,054 (+57%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$29,891

Up $42,566 (+336%) from 2013

Expenses

Up

$23,837

Up $17,449 (+273%) from 2013

Net Income

Up

$6,054

Up $25,117 (+132%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2014

Assets$16,760
Liabilities-
Net Assets$16,760
Open 2014 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

2014

Revenue$29,891
Expenses$23,837
Net Income$6,054
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Gross Receipts
$34,074
Mission and Program Overview

Mission

Medical & education assistance

Program Services

DescriptionGrantsExpenses
Epilepsy Foundation 2401 Fountainview Ste 900 Houston, TX 77057$5,000$21,000
BFB CHARITABLE FOUNDATION$3,168$3,168
NETWORK FOR GOOD$300$300
Compensation and Service Providers
Top Officer Pay74th 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
8328865300
Address
12701 Directors Drive, Stafford, TX 77477

Signing Officer

Name
Mark Wallis
Title
Director
Phone
8328865300
Signed
2015-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Mark J Hamlin PC
Address
10701 Corporate Dr Suite 292, Stafford, TX 77477-4019
Preparer
Peggy Piletere
Phone
2812400009
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Epilepsy research cash donation epilepsy foundation donor gala ticket 08/08/2014 20000. 16000. 20000. Research donation research down syndrome donor cash 10/07/2014 300. 300. 300. Research donation bfb charity foundation none cash 06/16/2014 3168. 3168. 3168.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 369.”

Raw XML Appendix173 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/AddressLine1Txt012701 Directors Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Stafford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077477
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010706
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06054
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010706
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016760
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt034071
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023468
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt034074
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010706
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016760
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010706
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016760
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/OtherExpensesTotalAmt0369
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEDICAL & EDUCATION ASSISTANCE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Epilepsy Foundation 2401 Fountainview Ste 900 Houston, TX 77057
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NETWORK FOR GOOD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BFB CHARITABLE FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1300
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23168
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04183
IRS990EZ/SpecialEventsNetIncomeLossAmt029888
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023837
IRS990EZ/TotalProgramServiceExpensesAmt024468
IRS990EZ/TotalRevenueAmt029891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034071
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0216368
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0216368
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034071
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056080
IRS990ScheduleA/Total509Grp/TotalAmt0216368
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0216387
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt04183
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt034071
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt034071
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt029888
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt01000
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt01000
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt03183
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt03183
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct00.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0JENNIFER VILLAREAL
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt012701 Directors Drive
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Stafford
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0TX
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd077477
IRS990ScheduleG/StatesWhereGamingConductedCd0TX
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EPILEPSY RESEARCH CASH DONATION EPILEPSY FOUNDATION DONOR GALA TICKET 08/08/2014 20000. 16000. 20000. RESEARCH DONATION RESEARCH DOWN SYNDROME DONOR CASH 10/07/2014 300. 300. 300. RESEARCH DONATION BFB CHARITY FOUNDATION NONE CASH 06/16/2014 3168. 3168. 3168.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 369.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0WALLIS FAMILY FOUNDATION WAS RELYING ON THIRD PARTY FOR INFORMATION NEEDED TO FILE A COMPLETE AND ACCURATE RETURN.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WALLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08328865300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wallis Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0263537593
ReturnHeader/Filer/PhoneNum08328865300
ReturnHeader/Filer/USAddress/AddressLine1Txt012701 Directors Drive
ReturnHeader/Filer/USAddress/CityNm0Stafford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077477
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark J Hamlin PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010701 Corporate Dr Suite 292
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stafford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0774774019
ReturnHeader/PreparerPersonGrp/PhoneNum02812400009
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PEGGY PILETERE
ReturnHeader/ReturnTs02015-09-22T13:02:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,760
Liabilities
-
Net assets
$16,760
Revenue
$29,891
Expenses
$23,837
Net income
$6,054
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