Civic Intelligence

The Van Wallingham Foundation Inc

990PF • Fiscal year 2018 • EIN 47-3423745

Jan 01, 2018 to Dec 31, 2018 • Filed on May 29, 2019

Organization Profile
1541 Pucker StreetStowe, VT 05672

(802) 760-6861

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

2.5%

Faster asset growth than 55% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$142,787

Up $3,456 (+2.5%) from 2017

Net Assets

Up

$142,668

Up $7,637 (+5.7%) from 2017

Liabilities

Down

$119

Down $4,181 (-97%) from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin97th percentile

Revenue

Down

$8,692

Down $35,035 (-80%) from 2017

Expenses

Down

$1,055

Down $6,867 (-87%) from 2017

Net Income

Down

$7,637

Down $28,168 (-79%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2015: $100,619Liabilities 2015: $6822015Assets 2016: $99,345Liabilities 2016: $119Net Assets 2016: $99,2262016Assets 2017: $139,331Liabilities 2017: $4,300Net Assets 2017: $135,0312017Assets 2018: $142,787Liabilities 2018: $119Net Assets 2018: $142,6682018Assets 2019: $160,369Liabilities 2019: $119Net Assets 2019: $160,2502019Assets 2020: $166,086Liabilities 2020: $119Net Assets 2020: $165,9672020Assets 2021: $255,734Liabilities 2021: $119Net Assets 2021: $255,6152021Assets 2022: $382,719Liabilities 2022: $119Net Assets 2022: $382,6002022Assets 2023: $409,822Liabilities 2023: $119Net Assets 2023: $409,7032023Assets 2024: $409,660Liabilities 2024: $119Net Assets 2024: $409,5412024

Highlighted filing

2018

Assets$142,787
Liabilities$119
Net Assets$142,668
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $100,619Expenses 2015: $682Net Income 2015: $99,9372015Revenue 2016: $6,221Expenses 2016: $6,932Net Income 2016: -$7112016Revenue 2017: $43,727Expenses 2017: $7,922Net Income 2017: $35,8052017Revenue 2018: $8,692Expenses 2018: $1,055Net Income 2018: $7,6372018Revenue 2019: $30,347Expenses 2019: $12,765Net Income 2019: $17,5822019Revenue 2020: $29,045Expenses 2020: $23,328Net Income 2020: $5,7172020Revenue 2021: $113,999Expenses 2021: $24,351Net Income 2021: $89,6482021Revenue 2022: $140,537Expenses 2022: $13,552Net Income 2022: $126,9852022Revenue 2023: $31,678Expenses 2023: $4,575Net Income 2023: $27,1032023Revenue 2024: $51,483Expenses 2024: $51,645Net Income 2024: -$1622024

Highlighted filing

2018

Revenue$8,692
Expenses$1,055
Net Income$7,637
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 29, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIDGET LEVINETreasurer-$0--
CATHERINE DRAKEPresident-$0--
JULIA ROGERSSecretary-$0--
RICHARD LEVINEVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Van Wallingham Foundation Inc
EIN
47-3423745
Phone
8027606861
Address
1541 PUCKER STREET, STOWE, VT 05672

Signing Officer

Name
Catherine Drake
Title
President
Phone
8027606861
Signed
2019-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
23 CHRISTOPHER WAY, EATONTOWN, NJ 07724
Preparer
Joe Scutellaro
Phone
7325780700
Raw XML Appendix325 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/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CATHERINE DRAKE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1RICHARD LEVINE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0544
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04014
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03002
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RICHARD LEVINE AND CATHERINE DRAKE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01541 PUCKER ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0STOWE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd005672
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05041
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05041
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0DFA US CORE EQUITY
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt04181
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CASH OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt055
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE DRAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08027606861
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VAN WALLINGHAM FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0VANW
ReturnHeader/Filer/EIN0473423745
ReturnHeader/Filer/PhoneNum08027606861
ReturnHeader/Filer/USAddress/AddressLine1Txt01541 PUCKER STREET
ReturnHeader/Filer/USAddress/CityNm0STOWE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005672
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId006A4BC6A02C072216FB46903976AAF3AD31DC28E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.59.242.22
ReturnHeader/FilingSecurityInformation/IPDt02019-05-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:08:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 CHRISTOPHER WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EATONTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007724
ReturnHeader/PreparerPersonGrp/PhoneNum07325780700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE SCUTELLARO
ReturnHeader/ReturnTs02019-05-29T14:09:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,787
Liabilities
$119
Net assets
$142,668
Revenue
$8,692
Expenses
$1,055
Net income
$7,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.51$0.52$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.32$0.05$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$1.41$0.14$1.27
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$1.14$0.24$0.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.29$0.23$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.30$0.13$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.09$0.01$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.04$1.35$0.44$0.08$0.36
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.07$0.01
2015Summary only. Only limited summary data is available for this year.$1.01$0.01$1.01$0.01$1.00