Civic Intelligence

Wallis Family Charitable Foundation

990PF • Fiscal year 2012 • EIN 27-4195194

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 12, 2013

Organization Profile
Foundation Source 501 Silverside Rd19809-1377
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$1,211,023

No earlier filing loaded for comparison.

Net Assets

$1,211,023

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$99,210

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2012: $1,211,023Liabilities 2012: $0Net Assets 2012: $1,211,0232012Assets 2013: $985,670Liabilities 2013: $0Net Assets 2013: $985,6702013Assets 2017: $235,893Liabilities 2017: $0Net Assets 2017: $235,8932017

Highlighted filing

2012

Assets$1,211,023
Liabilities$0
Net Assets$1,211,023
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2012: $99,2102012Revenue 2013: $33,889Expenses 2013: $259,242Net Income 2013: -$225,3532013Revenue 2017: $148,154Expenses 2017: $581,160Net Income 2017: -$433,0062017

Highlighted filing

2012

Revenue-
Expenses$99,210
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 12, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan WallisVP / Director-$0--
W Mark WallisPres / Director / Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLORADO CHRISTIAN SERVICES INCGeneral Unrestricted509a1CENTENNIAL, CO, US$25,000
Paid GrantLITTLETON CHURCH OF CHRISTGeneral Unrestricted509a1CENTENNIAL, CO, US$20,000
Paid GrantHARDING UNIVERSITYGeneral Unrestricted509a1SEARCY, AR, US$10,000
Paid GrantMERCY PROJECT INCGeneral Unrestricted509a1BRYAN, TX, US$10,000
Paid GrantWHETSTONE BOYS RANCHGeneral Unrestricted509a1MOUNTAIN VIEW, MO, US$8,000
Paid GrantUNIVERSITY CHURCH OF CHRISTThursday School509a1DENVER, CO, US$2,000
Filing and Contact Details

Filer

EIN
27-4195194
Raw XML AppendixShowing 400 of 426 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Susan Wallis
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1W Mark Wallis
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IRS990PF/SupplementaryInformation/ContributingManager0Susan Wallis
IRS990PF/SupplementaryInformation/ContributingManager1W Mark Wallis
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Thursday School
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10COLORADO CHRISTIAN SERVICES INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11HARDING UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12LITTLETON CHURCH OF CHRIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MERCY PROJECT INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14UNIVERSITY CHURCH OF CHRIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15WHETSTONE BOYS RANCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5509a1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103959 E ARAP RD STE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 10772
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine126495 S COLORADO BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 3005
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142000 S MILWAUKEE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine156850 COUNTY RD 2660
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CENTENNIAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SEARCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CENTENNIAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BRYAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MOUNTAIN VIEW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1AR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode080122
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode172149
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode280121
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode377805
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode480210
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode565548
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear075000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear066440
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted066440
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1086184
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0103902
IRS990PF/UndistributedIncome/ExcessFromCurrentYear017718
IRS990PF/UndistributedIncome/ExcessFromYear1086184
IRS990PF/UndistributedIncome/QualifyingDistributions084158
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus017718
IRS990PF/UndistributedIncome/TotalCorpus0103902
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover086184
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Administrative Fees
OtherExpensesSchedule/OtherExpenses/Description1K-1 Exp BUCKEYE PARTNERS, LP
OtherExpensesSchedule/OtherExpenses/Description2K-1 Exp ENBRIDGE ENERGY PARTNERS LP
OtherExpensesSchedule/OtherExpenses/Description3K-1 Exp ENTERPRISE PRODUCTS PARTNERS LP
OtherExpensesSchedule/OtherExpenses/Description4K-1 Exp PLAINS ALL AMERICAN PIPELINE LP
OtherExpensesSchedule/OtherExpenses/Description5K-1 Exp TARGA RESOURCES PARTNERS LP
OtherExpensesSchedule/OtherExpenses/Description6State or Local Filing Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps09133
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome15
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2165
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks09133
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks19
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks216
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks34
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4196
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks55
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks625
OtherIncomeSchedule2/OtherIncome/Description0K-1 Inc/Loss BUCKEYE PARTNERS, LP
OtherIncomeSchedule2/OtherIncome/Description1K-1 Inc/Loss ENBRIDGE ENERGY PARTNERS LP
OtherIncomeSchedule2/OtherIncome/Description2K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP
OtherIncomeSchedule2/OtherIncome/Description3K-1 Inc/Loss PLAINS ALL AMERICAN PIPELINE LP
OtherIncomeSchedule2/OtherIncome/Description4K-1 Inc/Loss TARGA RESOURCES PARTNERS LP
OtherIncomeSchedule2/OtherIncome/Description5751 Gain on Sale BUCKEYE PARTNERS, LP
OtherIncomeSchedule2/OtherIncome/Description6751 Gain on Sale ENBRIDGE ENERGY PARTNERS LP
OtherIncomeSchedule2/OtherIncome/Description7751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS LP
OtherIncomeSchedule2/OtherIncome/Description8751 Gain on Sale PLAINS ALL AMERICAN PIPELINE LP
OtherIncomeSchedule2/OtherIncome/Description9751 Gain on Sale TARGA RESOURCES PARTNERS LP
OtherIncomeSchedule2/OtherIncome/Description10Federal Tax Refund
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-91
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1-83
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome225
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome3-105
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-880
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1-3164
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2-3617
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks3-861
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks4-6911
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks52311
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks62449
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks73406
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks82564
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks95225
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks10775
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount012822
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome012822
TaxesSchedule/Taxes/Amount02000
TaxesSchedule/Taxes/Category0Estimated Tax for 2012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,211,023
Liabilities
$0
Net assets
$1,211,023
Revenue
-
Expenses
$99,210
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.15$0.58$0.43
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.26$0.23
2012Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10