Civic Intelligence

John K and Ellen a Wallace Charitable Trust

990PF • Fiscal year 2023 • EIN 43-6320310

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

9909 Clayton Rd207St Louis, MO 63124

(314) 395-2215

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-23%

Higher net margin than 21% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-6.9%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-21%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$411,721

Flat from 2023

Net Assets

$411,721

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$154,779

Flat from 2023

Expenses

Flat

$190,883

Flat from 2023

Net Income

Flat

-$36,104

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $916,962Liabilities 2011: $02011Assets 2012: $867,568Liabilities 2012: $02012Assets 2013: $783,221Liabilities 2013: $02013Assets 2014: $691,431Liabilities 2014: $0Net Assets 2014: $691,4312014Assets 2015: $702,438Liabilities 2015: $0Net Assets 2015: $702,4382015Assets 2016: $623,824Liabilities 2016: $0Net Assets 2016: $623,8242016Assets 2017: $523,149Liabilities 2017: $0Net Assets 2017: $523,1492017Assets 2019: $475,626Liabilities 2019: $0Net Assets 2019: $475,6262019Assets 2020: $467,871Liabilities 2020: $0Net Assets 2020: $467,8712020Assets 2021: $488,771Liabilities 2021: $12021Assets 2022: $442,416Liabilities 2022: $0Net Assets 2022: $442,4162022Assets 2023: $411,721Liabilities 2023: $0Net Assets 2023: $411,7212023Assets 2023: $411,721Liabilities 2023: $12023Assets 2024: $350,306Liabilities 2024: $0Net Assets 2024: $350,3062024

Highlighted filing

2023

Assets$411,721
Liabilities$0
Net Assets$411,721

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $99,162Expenses 2011: $173,761Net Income 2011: -$74,5992011Revenue 2012: $120,228Expenses 2012: $169,622Net Income 2012: -$49,3942012Revenue 2013: $96,800Expenses 2013: $181,147Net Income 2013: -$84,3472013Revenue 2014: $115,686Expenses 2014: $207,476Net Income 2014: -$91,7902014Revenue 2015: $257,279Expenses 2015: $243,681Net Income 2015: $13,5982015Revenue 2016: $144,273Expenses 2016: $227,993Net Income 2016: -$83,7202016Revenue 2017: $162,744Expenses 2017: $263,454Net Income 2017: -$100,7102017Revenue 2019: $221,154Expenses 2019: $220,560Net Income 2019: $5942019Revenue 2020: $215,328Expenses 2020: $226,352Net Income 2020: -$11,0242020Revenue 2021: $247,260Expenses 2021: $223,124Net Income 2021: $24,1362021Revenue 2022: $194,830Expenses 2022: $238,805Net Income 2022: -$43,9752022Revenue 2023: $154,779Expenses 2023: $190,883Net Income 2023: -$36,1042023Revenue 2023: $154,779Expenses 2023: $190,883Net Income 2023: -$36,1042023Revenue 2024: $124,087Expenses 2024: $182,932Net Income 2024: -$58,8452024

Highlighted filing

2023

Revenue$154,779
Expenses$190,883
Net Income-$36,104
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN K WALLACETrustee-$0--
ELLEN A WALLACETrustee-$0--
BROOKE RESTEMAYERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John K and Ellen a Wallace Charitable
EIN
43-6320310
Phone
3143952215
Address
9909 CLAYTON RD207, ST LOUIS, MO 63124

Signing Officer

Name
Brooke Restemayer
Title
Trustee
Phone
3143952215
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
7733 FORSYTH BLVD SUITE 1200, ST LOUIS, MO 63105
Preparer
Karyn a Nunn
Phone
3148622070
Raw XML AppendixShowing 400 of 618 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HEALTHY FUTURE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CREATE OUR FUTURE CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ANNUAL GIVING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ANNUAL GIVING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8HEARTWROKS GALA EVENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PROVIDE AID FOR FAMILIES CARING FOR LOVED ONES WITH MEMORY LOSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10ANNUAL GIVING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CONSTRUCTION OF THE VISITOR CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12ANNUAL GIVING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SUPPORT FOR THE 1814 SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15ANNUAL GIVING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16ANNUAL GIVING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17ANIMAL MANAGEMENT, EDUCATION, CONSERVATION AND RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GREATEST PRIORITY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19STEWARDSHIP CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20ANNUAL GIVING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21SUPPORT FOR EMERGENCY MEDICAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22ANNUAL GIVING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23ANNUAL GIVING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25ANNUAL GIVING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26IMPROVE THE WORLD TODAY AND FOR FUTURE GENERATIONS THROUGH OUTSTANDING RESEARCH AND SCHOLARSHIP, EDUCATION, PRESERVATION, AND PRACTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANIMAL PROTECTIVE ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BARNES JEWISH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DONALD DANFORTH PLANT SCIENCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FOREST PARK FOREVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HIGHER GROUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HUMANE SOCIETY OF MISSOURI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7LEE PESKY LEARNING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8MARFAN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MEMORY CARE HOME SOLUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MICDS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11MISSOURI BOTANICAL GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12MISSOURI VETERANS ENDEAVOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13MUNY PARTNERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14NATIONAL MUSEUM OF UNITED STATES ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15ST LOUIS ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16ST LOUIS SCIENCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17ST LOUIS ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18ST LUKE'S WOOD RIVER HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19ST MICHAELS & ST GEORGE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20ST THOMAS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21STRAY RESCUE OF ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22SUN VALLEY SUMMER SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23TAFT SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25WASHINGTON UNIVERSITY OF ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26YALE UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt21PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt22PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt23PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt24PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt25PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt26PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$1.24$1.83$0.59
2023Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$1.55$1.91$0.36
2023Summary only. Only limited summary data is available for this year.$4.12$0.00$1.55$1.91$0.36
2022Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$1.95$2.39$0.44
2021Summary only. Only limited summary data is available for this year.$4.89$0.00$2.47$2.23$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.00$4.68$2.15$2.26$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$2.21$2.21$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.00$5.23$1.63$2.63$1.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$1.44$2.28$0.84
2015Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$2.57$2.44$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$1.16$2.07$0.92
2013Summary only. Only limited summary data is available for this year.$7.83$0.00$0.97$1.81$0.84
2012Summary only. Only limited summary data is available for this year.$8.68$0.00$1.20$1.70$0.49
2011Summary only. Only limited summary data is available for this year.$9.17$0.00$0.99$1.74$0.75