Civic Intelligence

Wallace Research Foundation C/O Rsm Us LLP Attn Carley Umstead

990PF • Fiscal year 2016 • EIN 42-6540579

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization Profile
201 First St SE No 800Cedar Rapids, IA 52401

(319) 298-5333

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

11th percentile

-23%

Higher net margin than 11% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

10th percentile

$1,491

Higher top officer pay than 10% of similar nonprofits.

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

29th percentile

-1.3%

Faster asset growth than 29% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$67,244,451

Down $862,881 (-1.3%) from 2015

Net Assets

Down

$67,244,451

Down $862,881 (-1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin11th percentile

Revenue

Down

$3,713,827

Down $1,567,816 (-30%) from 2015

Expenses

Up

$4,580,512

Up $77,393 (+1.7%) from 2015

Net Income

Down

-$866,685

Down $1,645,209 (-211%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$80M$60M$40M$20M$0Assets 2011: $65,399,478Liabilities 2011: $12011Assets 2012: $64,548,864Liabilities 2012: $12012Assets 2013: $66,876,043Liabilities 2013: $0Net Assets 2013: $66,876,0432013Assets 2014: $67,327,247Liabilities 2014: $0Net Assets 2014: $67,327,2472014Assets 2015: $68,107,332Liabilities 2015: $0Net Assets 2015: $68,107,3322015Assets 2016: $67,244,451Liabilities 2016: $0Net Assets 2016: $67,244,4512016Assets 2017: $66,760,846Liabilities 2017: $0Net Assets 2017: $66,760,8462017Assets 2018: $69,792,954Liabilities 2018: $0Net Assets 2018: $69,792,9542018Assets 2019: $69,761,948Liabilities 2019: $0Net Assets 2019: $69,761,9482019Assets 2020: $69,135,474Liabilities 2020: $0Net Assets 2020: $69,135,4742020Assets 2021: $70,317,475Liabilities 2021: $0Net Assets 2021: $70,317,4752021Assets 2022: $70,145,344Liabilities 2022: $0Net Assets 2022: $70,145,3442022Assets 2023: $69,897,282Liabilities 2023: $0Net Assets 2023: $69,897,2822023Assets 2024: $75,358,410Liabilities 2024: $0Net Assets 2024: $75,358,4102024

Highlighted filing

2016

Assets$67,244,451
Liabilities$0
Net Assets$67,244,451
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,052,455Expenses 2011: $4,012,212Net Income 2011: $40,2432011Revenue 2012: $3,709,282Expenses 2012: $4,657,117Net Income 2012: -$947,8352012Revenue 2013: $5,628,954Expenses 2013: $3,410,105Net Income 2013: $2,218,8492013Revenue 2014: $4,290,130Expenses 2014: $3,855,525Net Income 2014: $434,6052014Revenue 2015: $5,281,643Expenses 2015: $4,503,119Net Income 2015: $778,5242015Revenue 2016: $3,713,827Expenses 2016: $4,580,512Net Income 2016: -$866,6852016Revenue 2017: $4,085,544Expenses 2017: $4,468,124Net Income 2017: -$382,5802017Revenue 2018: $7,691,057Expenses 2018: $4,658,949Net Income 2018: $3,032,1082018Revenue 2019: $4,608,992Expenses 2019: $4,639,998Net Income 2019: -$31,0062019Revenue 2020: $4,129,666Expenses 2020: $4,816,140Net Income 2020: -$686,4742020Revenue 2021: $6,218,535Expenses 2021: $5,162,775Net Income 2021: $1,055,7602021Revenue 2022: $5,532,816Expenses 2022: $5,701,437Net Income 2022: -$168,6212022Revenue 2023: $4,807,432Expenses 2023: $5,085,466Net Income 2023: -$278,0342023Revenue 2024: $10,748,288Expenses 2024: $5,280,643Net Income 2024: $5,467,6452024

Highlighted filing

2016

Revenue$3,713,827
Expenses$4,580,512
Net Income-$866,685
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY D WALLACEPresident & SecretaryPT$0$1,491$1,491
LINDA WALLACE-GRAYVP & TreasurerPT$0--
ANGUS GILCHRISTDirector-$0--
ALEX GILCHRISTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wallace Research Foundation
EIN
42-6540579
Phone
3192985333
Address
201 FIRST ST SE NO 800, CEDAR RAPIDS, IA 52401

Signing Officer

Name
Henry D Wallace
Title
President
Phone
3192985333
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 FIRST STREET SE STE 800, CEDAR RAPIDS, IA 52401
Preparer
Carley Umstead
Phone
3192985333
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIRST TR ISE WTR INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIRST TRUST AMEX BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FIRST TRUST ENERGY INFRASTRU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SPDR S&P DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SPDR S&P MIDCAP 400 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VANGUARD HEALTH CARE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VANGUARD S&P SMALL CAP 600 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AEGON NV 6.3750% SERIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AEGON NV SERIES 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ALLSTATE CORP 6.625%-E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ALLSTATE CORP DEP SHS 1/1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ARCH CAPTIAL GRP LTD 6.75%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ASPEN INSURANCE HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BANK OF AMERICA CORP 6.5%-Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BANK OF AMERICAN 6.625%-W
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CAPITAL ONE FINL CORP 6.70%-D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CHS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CHS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CITIGROUP INC 6.875%-K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CITIGRP INC 7.125%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DIGITAL REALITY TRUST 7.375%-H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ENDURANCE SPECIALTY 6.35%-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EPR PPTYS PRF CONV SER F%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24F N B CORP FLA DEP SHS REPSTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FIFTH THIRD BANCORP 6.625%-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GOLDMAN SACHS GROUP PFD D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GOLDMAN SACHS GRP INC 5.50%-J
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GOLDMAN SACHS GRP INC 6.375%-K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ING GROEP NV 6.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ING GROEP NV 6.2% SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JP MORGAN CHASE & CO 6.1%-Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32JPMORGAN CHASE & CO 6.125%-T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33JPMORGAN CHASE & CO 6.70%-T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MORGAN STANLEY 6.375%-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MORGAN STANLEY 6.875%-F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MORGAN STANLEY 7.125%-E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MORGAN STANLEY SER-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NATIONAL RETAIL PROP 6.625%-D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PARTNERRE LTD 7.25%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PNC FINL P 6.125% FLTS 5/01/22
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PS BUSN PARKS 6.00% SER T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42REGENCY CENTERS 6.625% SER 6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43REGIONS FINANCIAL CO 6.375%-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ROYAL BK SCOTLAND GRP PLC 6.60
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STATE ST CO 5.90-D FXD-TO-FLT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SYNOVUS FIN CP 7.875 PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47US BANCORP 6%-G FLTS 4/15/17
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48US BANCORP-F 6.5% FLTS 1/15/22
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VALLEY NATL BANCORP SER-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VEREIT INC PFD SER F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WELLS FARGO & COMPANY 6.625%-R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WELLS FARGO 8% NON-CUM SER J
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53WINTRUST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ZIONS BANCORP 6.30%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ZIONS BANCORP PFD 7.9% SER F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AON PLC SHS CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60BERKLEY W R CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61BERKSHIRE HATHAWAY CL-B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62CITIGROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63DISH NETWORK CLASS A

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Filings

Displayed year

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

Open filing
Assets
$67,244,451
Liabilities
$0
Net assets
$67,244,451
Revenue
$3,713,827
Expenses
$4,580,512
Net income
-$866,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$75.4$0.00$75.4$10.7$5.28$5.47
2023Detailed filing. Detailed filing data is available for this year.$69.9$0.00$69.9$4.81$5.09$0.28
2022Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$5.53$5.70$0.17
2021Detailed filing. Detailed filing data is available for this year.$70.3$0.00$70.3$6.22$5.16$1.06
2020Detailed filing. Detailed filing data is available for this year.$69.1$0.00$69.1$4.13$4.82$0.69
2019Detailed filing. Detailed filing data is available for this year.$69.8$0.00$69.8$4.61$4.64$0.03
2018Detailed filing. Detailed filing data is available for this year.$69.8$0.00$69.8$7.69$4.66$3.03
2017Detailed filing. Detailed filing data is available for this year.$66.8$0.00$66.8$4.09$4.47$0.38
2016Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$3.71$4.58$0.87
2015Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$5.28$4.50$0.78
2014Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$4.29$3.86$0.43
2013Detailed filing. Detailed filing data is available for this year.$66.9$0.00$66.9$5.63$3.41$2.22
2012Summary only. Only limited summary data is available for this year.$64.5$0.00$3.71$4.66$0.95
2011Summary only. Only limited summary data is available for this year.$65.4$0.00$4.05$4.01$0.04