Civic Intelligence

The Wales Family Foundation

EIN 46-4080656 • Dallas, TX

8408 Menier StDallas, TX 75209
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

64th percentile

4.3%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

6.1%

Faster revenue growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$327,395

Up $13,455 (+4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$327,395

Up $13,455 (+4.3%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin86th percentile

Revenue

Up

$33,012

Up $1,907 (+6.1%) from 2023

Expenses

Down

$19,557

Down $11,213 (-36%) from 2023

Net Income

Up

$13,455

Up $13,120 (+3916%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$1.0M$500K$0Assets 2014: $816,852Liabilities 2014: $0Net Assets 2014: $816,8522014Assets 2015: $797,472Liabilities 2015: $0Net Assets 2015: $797,4722015Assets 2016: $875,190Liabilities 2016: $24,999Net Assets 2016: $850,1912016Assets 2017: $818,965Liabilities 2017: $9,500Net Assets 2017: $809,4652017Assets 2018: $872,143Liabilities 2018: $9,500Net Assets 2018: $862,6432018Assets 2019: $804,335Liabilities 2019: $9,500Net Assets 2019: $794,8352019Assets 2020: $805,032Liabilities 2020: $9,500Net Assets 2020: $795,5322020Assets 2021: $779,518Liabilities 2021: $0Net Assets 2021: $779,5182021Assets 2022: $313,605Liabilities 2022: $0Net Assets 2022: $313,6052022Assets 2023: $313,940Liabilities 2023: $0Net Assets 2023: $313,9402023Assets 2024: $327,395Liabilities 2024: $0Net Assets 2024: $327,3952024

Highlighted filing

2024

Assets$327,395
Liabilities$0
Net Assets$327,395
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $24,806Expenses 2014: $207,954Net Income 2014: -$183,1482014Revenue 2015: $63,688Expenses 2015: $83,068Net Income 2015: -$19,3802015Revenue 2016: $77,265Expenses 2016: $24,546Net Income 2016: $52,7192016Revenue 2017: $55,414Expenses 2017: $84,484Net Income 2017: -$29,0702017Revenue 2018: $102,892Expenses 2018: $49,714Net Income 2018: $53,1782018Revenue 2019: -$10,177Expenses 2019: $57,631Net Income 2019: -$67,8082019Revenue 2020: $66,587Expenses 2020: $39,016Net Income 2020: $27,5712020Revenue 2021: $52,018Expenses 2021: $45,244Net Income 2021: $6,7742021Revenue 2022: $355,023Expenses 2022: $820,936Net Income 2022: -$465,9132022Revenue 2023: $31,105Expenses 2023: $30,770Net Income 2023: $3352023Revenue 2024: $33,012Expenses 2024: $19,557Net Income 2024: $13,4552024

Highlighted filing

2024

Revenue$33,012
Expenses$19,557
Net Income$13,455
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$327,395
Liabilities
$0
Net assets
$327,395
Revenue
$33,012
Expenses
$19,557
Net income
$13,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.33$0.20$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.31$0.31$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$3.55$8.21$4.66
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.52$0.45$0.07
2020Detailed filing. Detailed filing data is available for this year.$8.05$0.10$7.96$0.67$0.39$0.28
2019Detailed filing. Detailed filing data is available for this year.$8.04$0.10$7.95$0.10$0.58$0.68
2018Detailed filing. Detailed filing data is available for this year.$8.72$0.10$8.63$1.03$0.50$0.53
2017Detailed filing. Detailed filing data is available for this year.$8.19$0.10$8.09$0.55$0.84$0.29
2016Detailed filing. Detailed filing data is available for this year.$8.75$0.25$8.50$0.77$0.25$0.53
2015Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.64$0.83$0.19
2014Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.25$2.08$1.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R WALESPresident-$0--
LORETTA M WALESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Wales Family Foundation
EIN
46-4080656
Phone
2145375600
Address
8408 MENIER ST, DALLAS, TX 75209

Signing Officer

Name
James R Wales
Title
President
Phone
2145375600
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Pete E Miller CPA
Address
598 S DENTON TAP STE 101, COPPELL, TX 75019
Preparer
Pete Miller
Phone
9724629373
Raw XML Appendix277 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0787007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02339
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0784668
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0784668
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0784668
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0787007
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06954
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Due from Royal Wolf- CLI LP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt07703
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt07703
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Expenses attributable to investment income
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03857
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03857
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R WALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02145375600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALES FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALE
ReturnHeader/Filer/EIN0464080656
ReturnHeader/Filer/PhoneNum02145375600
ReturnHeader/Filer/USAddress/AddressLine1Txt08408 MENIER ST
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752351522
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETE E MILLER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0598 S DENTON TAP STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COPPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075019
ReturnHeader/PreparerPersonGrp/PhoneNum09724629373
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETE MILLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T11:33:53-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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