Civic Intelligence

A W Wallace Charitable Tr 12101996

990PF • Fiscal year 2023 • EIN 43-6907367

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 12, 2024

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

17th percentile

-32%

Higher net margin than 17% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$70,420

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

30th percentile

-1.7%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

21%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$5,513,067

Flat from 2023

Net Assets

$5,513,067

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin17th percentile

Revenue

Flat

$307,413

Flat from 2023

Expenses

Flat

$405,710

Flat from 2023

Net Income

Flat

-$98,297

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,514,823Liabilities 2011: $12011Assets 2012: $5,338,784Liabilities 2012: $0Net Assets 2012: $5,338,7842012Assets 2013: $5,634,217Liabilities 2013: $02013Assets 2014: $5,689,851Liabilities 2014: $02014Assets 2015: $5,637,337Liabilities 2015: $02015Assets 2018: $5,615,928Liabilities 2018: $0Net Assets 2018: $5,615,9282018Assets 2019: $5,514,727Liabilities 2019: $0Net Assets 2019: $5,514,7272019Assets 2020: $5,543,783Liabilities 2020: $0Net Assets 2020: $5,543,7832020Assets 2021: $5,807,221Liabilities 2021: $0Net Assets 2021: $5,807,2212021Assets 2022: $5,608,969Liabilities 2022: $0Net Assets 2022: $5,608,9692022Assets 2023: $5,513,067Liabilities 2023: $0Net Assets 2023: $5,513,0672023Assets 2023: $5,513,067Liabilities 2023: $12023

Highlighted filing

2023

Assets$5,513,067
Liabilities$0
Net Assets$5,513,067
Open 2023 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $392,352Expenses 2011: $321,007Net Income 2011: $71,3452011Expenses 2012: $378,6352012Revenue 2013: $652,716Expenses 2013: $361,064Net Income 2013: $291,6522013Revenue 2014: $455,493Expenses 2014: $395,590Net Income 2014: $59,9032014Revenue 2015: $334,400Expenses 2015: $393,540Net Income 2015: -$59,1402015Revenue 2018: $631,798Expenses 2018: $386,384Net Income 2018: $245,4142018Revenue 2019: $295,261Expenses 2019: $392,135Net Income 2019: -$96,8742019Revenue 2020: $408,598Expenses 2020: $377,191Net Income 2020: $31,4072020Revenue 2021: $650,073Expenses 2021: $387,885Net Income 2021: $262,1882021Revenue 2022: $255,090Expenses 2022: $446,933Net Income 2022: -$191,8432022Revenue 2023: $307,413Expenses 2023: $405,710Net Income 2023: -$98,2972023Revenue 2023: $307,413Expenses 2023: $405,710Net Income 2023: -$98,2972023

Highlighted filing

2023

Revenue$307,413
Expenses$405,710
Net Income-$98,297
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 12, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$70,420-$70,420
Filing and Contact Details

Filer

Filer Name
A W Wallace Charitable Tr
EIN
43-6907367
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2024-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23172967424 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25532457108 ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26H84989104 TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2887612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2958933Y105 MERCK & CO INC NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3109260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3391324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3425243Q205 DIAGEO PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3594106L109 WASTE MANAGEMENT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4002079K107 ALPHABET INC CL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43418056107 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4430303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm457591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4600724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50855244109 STARBUCKS CORP COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt257409
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5174657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt698095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7142917
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt081746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1102882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt244701
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5251101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6100818
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0307413
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01190
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01190
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0127165
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt062396
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt070420
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0322539
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0322539
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04849
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06662
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0330771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt073957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0405710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0296849
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0307413
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08232
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt073957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083171
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,513,067
Liabilities
$0
Net assets
$5,513,067
Revenue
$307,413
Expenses
$405,710
Net income
-$98,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.31$0.41$0.10
2023Summary only. Only limited summary data is available for this year.$5.51$0.00$0.31$0.41$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$0.26$0.45$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.00$5.81$0.65$0.39$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$0.41$0.38$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$0.30$0.39$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.62$0.00$5.62$0.63$0.39$0.25
2015Summary only. Only limited summary data is available for this year.$5.64$0.00$0.33$0.39$0.06
2014Summary only. Only limited summary data is available for this year.$5.69$0.00$0.46$0.40$0.06
2013Summary only. Only limited summary data is available for this year.$5.63$0.00$0.65$0.36$0.29
2012Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.38
2011Summary only. Only limited summary data is available for this year.$5.51$0.00$0.39$0.32$0.07