Civic Intelligence

Matthew Wallace Foundation

990EZ • Fiscal year 2023 • EIN 47-1235286

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
10 Hurchill AveBronxville, NY 10708

(914) 290-0204

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.00x

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

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-8.6%

Higher net margin than 31% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2023 filings • NTEE B82 • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-81%

Faster asset growth than 3% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

159%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • NTEE B82 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$3,250

Down $13,747 (-81%) from 2022

Net Assets

Down

$3,250

Down $13,747 (-81%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin31st percentile

Revenue

Up

$159,983

Up $98,153 (+159%) from 2022

Expenses

Up

$173,730

Up $71,866 (+71%) from 2022

Net Income

Up

-$13,747

Up $26,287 (+66%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$80K$60K$40K$20K$0Assets 2015: $11,147Net Assets 2015: $11,1472015Assets 2016: $12,544Net Assets 2016: $12,5452016Assets 2017: $27,288Liabilities 2017: $02017Assets 2018: $40,232Liabilities 2018: $02018Assets 2019: $61,190Liabilities 2019: $02019Assets 2020: $47,561Liabilities 2020: $02020Assets 2021: $57,031Net Assets 2021: $57,0312021Assets 2022: $16,997Net Assets 2022: $16,9972022Assets 2023: $3,250Liabilities 2023: $0Net Assets 2023: $3,2502023Assets 2024: $525Liabilities 2024: $0Net Assets 2024: $5252024

Highlighted filing

2023

Assets$3,250
Liabilities$0
Net Assets$3,250
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KRevenue 2015: $12,864Expenses 2015: $12,768Net Income 2015: $962015Revenue 2016: $12,557Expenses 2016: $11,159Net Income 2016: $1,3982016Revenue 2017: $26,051Expenses 2017: $10,307Net Income 2017: $15,7442017Revenue 2018: $32,037Expenses 2018: $19,093Net Income 2018: $12,9442018Revenue 2019: $39,524Expenses 2019: $18,566Net Income 2019: $20,9582019Revenue 2020: $63,496Expenses 2020: $77,125Net Income 2020: -$13,6292020Revenue 2021: $85,511Expenses 2021: $76,011Net Income 2021: $9,5002021Revenue 2022: $61,830Expenses 2022: $101,864Net Income 2022: -$40,0342022Revenue 2023: $159,983Expenses 2023: $173,730Net Income 2023: -$13,7472023Revenue 2024: $133,754Expenses 2024: $136,479Net Income 2024: -$2,7252024

Highlighted filing

2023

Revenue$159,983
Expenses$173,730
Net Income-$13,747
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$159,983
Mission and Program Overview

Mission

Providing Scholarships

Helping the community family and children

Program Services

DescriptionGrantsExpenses
COMMUNITY FOOD PANTRY COMMUNITY EVENTS$0$80,623
COMMUNITY SCHOLARSHIP FUND$0$8,950
DONATIONS TO COMMUNITY ORGANIZATIONS$0$1,170
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENI WALLACEDirectorPT$0--
LYNWOOD WALLACESecetaryPT$0--
DAN MCKENNATreasurePT$0--
TERSA OSULLIVANAsst TreasurePT$0--
Filing and Contact Details

Filer

Filer Name
The Matthew Wallace Foundation
EIN
47-1235286
Phone
9142900204
Address
10 HURCHILL AVE, BRONXVILLE, NY 10708

Signing Officer

Name
Jeni Wallace
Title
President
Phone
9142900204
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Tax Management Systems
Address
388 WESTCHESTER AVE SUITE 1F, PORT CHESTER, NY 10573
Preparer
Harri Stock
Phone
9143051784
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: auto. Amount: 441. Description: bank charges. Amount: 418. Description: computer. Amount: 3,543. Description: misc. Amount: 513. Description: donations. Amount: 1,170. Description: dues. Amount: 295. Description: community food pantry. Amount: 80,623. Description: fundraising. Amount: 38,320. Description: insurance. Amount: 1,505. Description: prof fees. Amount: 2,169. Description: scholarships. Amount: 8,950. Description: utitlies. Amount: 608. Description: office. Amount: 539. Total to form 990-ez, line 16: 139,094.”

Raw XML Appendix145 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAN MCKENNA
IRS990EZ/BooksInCareOfDetail/PhoneNum09142343274
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0955 YONERS AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YONKERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016997
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03250
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt073750
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13747
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016997
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03250
IRS990EZ/GrossReceiptsAmt0159983
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016997
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016997
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03250
IRS990EZ/OccupancyRentUtltsAndMaintAmt031500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENI WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNWOOD WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN MCKENNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERSA OSULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST TREASURE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0139094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HELPING THE COMMUNITY FAMILY AND CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt03136
IRS990EZ/ProgramServiceRevenueAmt086233
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY FOOD PANTRY COMMUNITY EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SCHOLARSHIP FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DONATIONS TO COMMUNITY ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080623
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18950
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21170
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0173730
IRS990EZ/TotalProgramServiceExpensesAmt090743
IRS990EZ/TotalRevenueAmt0159983
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0159984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt061830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt083591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt063291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0387559
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0387559
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0159984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt061830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt083591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt063291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018863
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0387559
IRS990ScheduleA/TotalSupportAmt0387559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: AUTO. AMOUNT: 441. DESCRIPTION: BANK CHARGES. AMOUNT: 418. DESCRIPTION: COMPUTER. AMOUNT: 3,543. DESCRIPTION: MISC. AMOUNT: 513. DESCRIPTION: DONATIONS. AMOUNT: 1,170. DESCRIPTION: DUES. AMOUNT: 295. DESCRIPTION: COMMUNITY FOOD PANTRY. AMOUNT: 80,623. DESCRIPTION: FUNDRAISING. AMOUNT: 38,320. DESCRIPTION: INSURANCE. AMOUNT: 1,505. DESCRIPTION: PROF FEES. AMOUNT: 2,169. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 8,950. DESCRIPTION: UTITLIES. AMOUNT: 608. DESCRIPTION: OFFICE. AMOUNT: 539. TOTAL TO FORM 990-EZ, LINE 16: 139,094.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENI WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09142900204
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MATTHEW WALLACE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0471235286
ReturnHeader/Filer/PhoneNum09142900204
ReturnHeader/Filer/USAddress/AddressLine1Txt010 HURCHILL AVE
ReturnHeader/Filer/USAddress/CityNm0BRONXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010708
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205077040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX MANAGEMENT SYSTEMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0388 WESTCHESTER AVE SUITE 1F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT CHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010573
ReturnHeader/PreparerPersonGrp/PhoneNum09143051784
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRI STOCK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T09:30:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,250
Liabilities
$0
Net assets
$3,250
Revenue
$159,983
Expenses
$173,730
Net income
-$13,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.34$1.36$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.60$1.74$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.62$1.02$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.86$0.76$0.10
2020Summary only. Only limited summary data is available for this year.$0.48$0.00$0.63$0.77$0.14
2019Summary only. Only limited summary data is available for this year.$0.61$0.00$0.40$0.19$0.21
2018Summary only. Only limited summary data is available for this year.$0.40$0.00$0.32$0.19$0.13
2017Summary only. Only limited summary data is available for this year.$0.27$0.00$0.26$0.10$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.13$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.13$0.13$0.00