Civic Intelligence

The Wallace Fox Foundation

990PF • Fiscal year 2023 • EIN 27-1136617

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Davidson Dawson 60 E 42nd St 38New York, NY 10165

(212) 557-7700

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

98th percentile

607%

Higher net margin than 98% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$14,181

Higher top officer pay than 88% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Asset Growth

7th percentile

-15%

Faster asset growth than 7% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Assets

Down

$1,546,001

Down $265,104 (-15%) from 2022

Net Assets

Down

$1,546,001

Down $265,104 (-15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

-$43,665

Up $811,206 (+95%) from 2022

Expenses

Up

$221,439

Up $36,335 (+20%) from 2022

Net Income

Up

-$265,104

Up $774,871 (+75%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,100,727Liabilities 2012: $0Net Assets 2012: $3,100,7272012Assets 2013: $3,122,281Liabilities 2013: $0Net Assets 2013: $3,122,2812013Assets 2014: $3,126,656Liabilities 2014: $0Net Assets 2014: $3,126,6562014Assets 2015: $2,982,447Liabilities 2015: $0Net Assets 2015: $2,982,4472015Assets 2016: $3,226,515Liabilities 2016: $0Net Assets 2016: $3,226,5152016Assets 2017: $3,285,329Liabilities 2017: $0Net Assets 2017: $3,285,3292017Assets 2018: $3,164,292Liabilities 2018: $0Net Assets 2018: $3,164,2922018Assets 2019: $3,128,703Liabilities 2019: $0Net Assets 2019: $3,128,7032019Assets 2020: $3,231,007Liabilities 2020: $12,626Net Assets 2020: $3,218,3812020Assets 2021: $2,853,355Liabilities 2021: $4,769Net Assets 2021: $2,848,5862021Assets 2022: $1,811,105Liabilities 2022: $0Net Assets 2022: $1,811,1052022Assets 2023: $1,546,001Liabilities 2023: $0Net Assets 2023: $1,546,0012023Assets 2024: $1,524,365Liabilities 2024: $0Net Assets 2024: $1,524,3652024

Highlighted filing

2023

Assets$1,546,001
Liabilities$0
Net Assets$1,546,001

Operations Trend

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

$1.0M$500K$0-$500K-$1.0M-$1.5MExpenses 2012: $227,2402012Revenue 2013: $236,699Expenses 2013: $215,145Net Income 2013: $21,5542013Revenue 2014: $216,674Expenses 2014: $196,437Net Income 2014: $20,2372014Revenue 2015: $96,373Expenses 2015: $238,016Net Income 2015: -$141,6432015Revenue 2016: $560,206Expenses 2016: $294,967Net Income 2016: $265,2392016Revenue 2017: $265,178Expenses 2017: $250,592Net Income 2017: $14,5862017Revenue 2018: $149,592Expenses 2018: $260,843Net Income 2018: -$111,2512018Revenue 2019: $219,564Expenses 2019: $248,742Net Income 2019: -$29,1782019Revenue 2020: $403,712Expenses 2020: $322,592Net Income 2020: $81,1202020Revenue 2021: -$97,301Expenses 2021: $272,783Net Income 2021: -$370,0842021Revenue 2022: -$854,871Expenses 2022: $185,104Net Income 2022: -$1,039,9752022Revenue 2023: -$43,665Expenses 2023: $221,439Net Income 2023: -$265,1042023Revenue 2024: $169,827Expenses 2024: $196,542Net Income 2024: -$26,7152024

Highlighted filing

2023

Revenue-$43,665
Expenses$221,439
Net Income-$265,104
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gail H RomanTrusteePT$14,181-$14,181
Gloria S NeuwirthTrusteePT$14,181-$14,181
Filing and Contact Details

Filer

Filer Name
The Wallace Fox Foundation
EIN
27-1136617
Phone
2125577700
Address
Davidson Dawson 60 E 42nd St 38, New York, NY 10165

Signing Officer

Name
Gloria S Neuwirth
Title
Trustee
Phone
9143290993
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Dawson & Clark LLP
Address
60 E 42nd St 38th Fl, New York, NY 10165
Preparer
Marcia A Escobar
Phone
2125577700
Raw XML Appendix375 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gloria S Neuwirth
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Gloria S Neuwirth
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt355000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55720
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Celiac Disease Center at Columbia University Medical Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Frontline Women's Fund formerly Donor Direct Action
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2La Jolla Country Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Sisterhood is Global Institute dba Donor Direct Action
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Bronx Opera Company
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5The Rye Arts Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0180 Fort Washington Avenue Suite
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1733 3rd Ave Suite 1601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29490 Genesee Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3733 3rd Ave Suite 1601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45 Minerva Place 2J
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt551 Milton Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0934
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Bronx
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Rye
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt073414
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt039584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt052995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0141239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt069503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt076609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt076609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0394136
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt090815
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt052995
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0141239
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt069503
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0164229
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3499
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4234
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt023725
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Merrill Lynch Acct 242
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt023725
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt023725
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027515
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Merrill Lynch advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt027515
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gloria S Neuwirth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09143290993
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Wallace Fox Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0271136617
ReturnHeader/Filer/PhoneNum02125577700
ReturnHeader/Filer/USAddress/AddressLine1Txt0Davidson Dawson 60 E 42nd St 38
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010165
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135549855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davidson Dawson & Clark LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 E 42nd St 38th Fl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010165
ReturnHeader/PreparerPersonGrp/PhoneNum02125577700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marcia A Escobar
ReturnHeader/ReturnTs02024-05-08T11:43:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gloria
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Neuwirth
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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