Civic Intelligence

A W Wallace Charitable Tr 12101996

990PF • Fiscal year 2024 • EIN 43-6907367

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 04, 2025

Organization Profile
PO Box 505 Mac H0006-092Saint Louis, MO 63166

(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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

32nd percentile

-2.0%

Higher net margin than 32% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$74,769

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

33rd percentile

-0.2%

Faster asset growth than 33% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

32%

Faster revenue growth than 72% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,501,933

Down $11,134 (-0.2%) from 2023

Net Assets

$5,501,933

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin32nd percentile

Revenue

Up

$405,394

Up $97,981 (+32%) from 2023

Expenses

Up

$413,659

Up $7,949 (+2.0%) from 2023

Net Income

Up

-$8,265

Up $90,032 (+92%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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: $12023Assets 2024: $5,501,933Liabilities 2024: $0Net Assets 2024: $5,501,9332024

Highlighted filing

2024

Assets$5,501,933
Liabilities$0
Net Assets$5,501,933
Open 2024 Filing

Operations Trend

Revenue Growth72nd 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 2024: $405,394Expenses 2024: $413,659Net Income 2024: -$8,2652024

Highlighted filing

2024

Revenue$405,394
Expenses$413,659
Net Income-$8,265
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 4, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$74,769-$74,769
Filing and Contact Details

Filer

Filer Name
A W Wallace Charitable Tr
EIN
43-6907367
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-04-04
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/StockNm20891160509 TORONTO DOMINION BK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21172967424 CITIGROUP INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24911312106 UNITED PARCEL SERVIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2658933Y105 MERCK & CO INC NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3125243Q205 DIAGEO PLC - ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3730303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm387591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3900724F101 ADOBE INC
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt066656
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt096263
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-11-17

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Filings

Displayed year

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

Open filing
Assets
$5,501,933
Liabilities
$0
Net assets
$5,501,933
Revenue
$405,394
Expenses
$413,659
Net income
-$8,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.41$0.41$0.01
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