Civic Intelligence

Kurt E & Lois Wallach Foundation

EIN 31-1622765 • Dayton, OH

7501 Paragon RdDayton, OH 45459
Siviq Scores

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

Liabilities / Assets

99th percentile

7.20x

Higher debt load relative to assets than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

Score unavailable

No value available

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

Source year 2024

Top Officer Pay

85th percentile

$1,103

Higher top officer pay than 85% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

89th percentile

53%

Faster asset growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$16,550

Up $11,922 (+258%) from 2023

Liabilities

Up

$119,147

Up $20,000 (+20%) from 2023

Net Assets

Down

-$102,597

Down $8,078 (-8.5%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Down

$8,078

Down $9,452 (-54%) from 2023

Net Income

Up

-$8,078

Up $9,452 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$200K$100K$0-$100K-$200KAssets 2020: $4,403Liabilities 2020: $44,047Net Assets 2020: -$39,6442020Assets 2021: $19,374Liabilities 2021: $74,047Net Assets 2021: -$54,6732021Assets 2022: $7,058Liabilities 2022: $84,047Net Assets 2022: -$76,9892022Assets 2023: $4,628Liabilities 2023: $99,147Net Assets 2023: -$94,5192023Assets 2024: $16,550Liabilities 2024: $119,147Net Assets 2024: -$102,5972024

Highlighted filing

2024

Assets$16,550
Liabilities$119,147
Net Assets-$102,597
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2020: $0Expenses 2020: $20,850Net Income 2020: -$20,8502020Revenue 2021: $0Expenses 2021: $15,029Net Income 2021: -$15,0292021Revenue 2022: $0Expenses 2022: $22,316Net Income 2022: -$22,3162022Revenue 2023: $0Expenses 2023: $17,530Net Income 2023: -$17,5302023Revenue 2024: $0Expenses 2024: $8,078Net Income 2024: -$8,0782024

Highlighted filing

2024

Revenue$0
Expenses$8,078
Net Income-$8,078
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,550
Liabilities
$119,147
Net assets
-$102,597
Revenue
$0
Expenses
$8,078
Net income
-$8,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$1.19$1.03$0.00$0.08$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.99$0.95$0.00$0.18$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.84$0.77$0.00$0.22$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.74$0.55$0.00$0.15$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.44$0.40$0.00$0.21$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN RUFFOLOTrustee-$1,103-$1,103
Filing and Contact Details

Filer

Filer Name
Kurt E & Lois Wallach Foundation
EIN
31-1622765
Phone
9374343556
Address
7501 PARAGON RD, DAYTON, OH 45459

Signing Officer

Name
John Ruffolo
Title
Trustee
Phone
9374543556
Signed
2025-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Rogers & Greenberg Llp
Address
40 N MAIN ST STE 2160, DAYTON, OH 45423
Preparer
James G Kordik
Phone
9372238171
Raw XML Appendix254 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-28
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGERS & GREENBERG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 N MAIN ST STE 2160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045423
ReturnHeader/PreparerPersonGrp/PhoneNum09372238171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES G KORDIK
ReturnHeader/ReturnTs02025-07-08T08:36:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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