Civic Intelligence

Wally Dallenbach Jr Foundation

990EZ • Fiscal year 2016 • EIN 27-1108110

Jan 01, 2016 to Dec 31, 2016 • Filed on May 28, 2017

Organization ProfileWWW.WALLYDALLENBACHJRFOUNDATION.COM
90 Case LanePonte Vedra, FL 32081

(904) 613-5586

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-2627%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-5.6%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$55,321

Down $3,284 (-5.6%) from 2015

Net Assets

Down

$55,321

Down $3,284 (-5.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$125

Down $10,000 (-99%) from 2015

Expenses

Down

$3,409

Down $634 (-16%) from 2015

Net Income

Down

-$3,284

Down $9,366 (-154%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$60K$40K$20K$0Assets 2010: $31,985Liabilities 2010: $0Net Assets 2010: $31,9852010Assets 2011: $38,129Liabilities 2011: $0Net Assets 2011: $38,1292011Assets 2012: $52,260Liabilities 2012: $0Net Assets 2012: $52,2602012Assets 2013: $38,878Liabilities 2013: $0Net Assets 2013: $38,8782013Assets 2014: $52,523Liabilities 2014: $0Net Assets 2014: $52,5232014Assets 2015: $58,605Liabilities 2015: $0Net Assets 2015: $58,6052015Assets 2016: $55,321Liabilities 2016: $0Net Assets 2016: $55,3212016

Highlighted filing

2016

Assets$55,321
Liabilities$0
Net Assets$55,321
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$40K$20K$0-$20KRevenue 2010: $32,935Expenses 2010: $11,020Net Income 2010: $21,9152010Revenue 2011: $11,525Expenses 2011: $5,381Net Income 2011: $6,1442011Revenue 2012: $20,025Expenses 2012: $5,894Net Income 2012: $14,1312012Revenue 2013: $25Expenses 2013: $13,407Net Income 2013: -$13,3822013Revenue 2014: $20,150Expenses 2014: $6,505Net Income 2014: $13,6452014Revenue 2015: $10,125Expenses 2015: $4,043Net Income 2015: $6,0822015Revenue 2016: $125Expenses 2016: $3,409Net Income 2016: -$3,2842016

Highlighted filing

2016

Revenue$125
Expenses$3,409
Net Income-$3,284
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 28, 2017
Return Version
2016v3.0
Gross Receipts
$125
Mission and Program Overview

Mission

To give children who have lost a parent the opportunity to learn about the outdoors, their heritage and their parent's passion through hunting and fishing expeditions.

Program Services

DescriptionGrantsExpenses
HUNTING AND FISHING EXPEDITIONS FOR CHILDREN WHO HAVE LOST A PARENT WHO WAS PASSIONATE ABOUT RACING.$0$0
EDUCATION REGARDING BENEFITS OF EXPEDITIONS FOR CHILDREN INCLUDING PRESENTATIONS AND WEBSITE$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALLY DALLENBACH JRPresident/Executive DirectPT$0--
WALLY DALLENBACH SRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wally Dallenbach Jr Foundation
EIN
27-1108110
Phone
9046135586
Address
90 CASE LANE, PONTE VEDRA, FL 32081

Signing Officer

Name
Wally Dallenbach
Title
President
Phone
9046135586
Signed
2017-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1330 POST OAK BLVD SUITE 2400, HOUSTON, TX 77056
Preparer
Douglas K Fletcher
Phone
7136253500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: website. Amount: 260. Description: travel expenses. Amount: 1,876. Description: meals for beneficiary. Amount: 280. Total to form 990-ez, line 16: 2,416.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investment suntrust. Beg. Of year amount: 0. End of year amount: 55,321.”

Raw XML Appendix140 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MOLLIE CASE
IRS990EZ/BooksInCareOfDetail/PhoneNum09046135586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt090 CASE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PONTE VEDRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0320818801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058605
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0125
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3284
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0926
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058605
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055321
IRS990EZ/GrossReceiptsAmt0125
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058605
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055321
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058605
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055321
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WALLY DALLENBACH JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WALLY DALLENBACH SR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/EXECUTIVE DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt055321
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02416
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO GIVE CHILDREN WHO HAVE LOST A PARENT THE OPPORTUNITY TO LEARN ABOUT THE OUTDOORS, THEIR HERITAGE AND THEIR PARENT'S PASSION THROUGH HUNTING AND FISHING EXPEDITIONS.
IRS990EZ/PrintingPublicationsPostageAmt067
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HUNTING AND FISHING EXPEDITIONS FOR CHILDREN WHO HAVE LOST A PARENT WHO WAS PASSIONATE ABOUT RACING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION REGARDING BENEFITS OF EXPEDITIONS FOR CHILDREN INCLUDING PRESENTATIONS AND WEBSITE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03409
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0125
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WALLYDALLENBACHJRFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt050450
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt050450
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020025
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt050450
IRS990ScheduleA/TotalSupportAmt050450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WEBSITE. AMOUNT: 260. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 1,876. DESCRIPTION: MEALS FOR BENEFICIARY. AMOUNT: 280. TOTAL TO FORM 990-EZ, LINE 16: 2,416.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENT SUNTRUST. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 55,321.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WALLY DALLENBACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09046135586
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLY DALLENBACH JR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0271108110
ReturnHeader/Filer/PhoneNum09046135586
ReturnHeader/Filer/USAddress/AddressLine1Txt090 CASE LANE
ReturnHeader/Filer/USAddress/CityNm0PONTE VEDRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032081
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1824852A2EDBB4B64C0B22E0DA599A35AF9FC87
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId028E05A7AB86B9FADB7562D97B29177AD2FC4EAC8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.171
ReturnHeader/FilingSecurityInformation/IPDt02017-05-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm000:57:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 POST OAK BLVD SUITE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136253500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS K FLETCHER
ReturnHeader/ReturnTs02017-06-21T14:57:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,321
Liabilities
$0
Net assets
$55,321
Revenue
$125
Expenses
$3,409
Net income
-$3,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$0.13$3.41$3.28
2015Detailed filing. Detailed filing data is available for this year.$58.6$0.00$58.6$10.1$4.04$6.08
2014Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$20.2$6.51$13.6
2013Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$0.03$13.4$13.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.3$0.00$52.3$20.0$5.89$14.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.1$0.00$38.1$11.5$5.38$6.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$0.00$32.0$32.9$11.0$21.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits