Civic Intelligence

Trust UW Dorothy Wagner Wallis

EIN 52-6605828 • Baltimore, MD

7 St Paul St-Ste 1500Baltimore, MD 21202
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

6th percentile

-100%

Higher net margin than 6% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

19th percentile

-9.0%

Faster asset growth than 19% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$903,968

Down $89,797 (-9.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$903,968

No earlier filing loaded for comparison.

Revenue

Down

$96,081

Down $14,829 (-13%) from 2023

Expenses

Down

$192,131

Down $262,496 (-58%) from 2023

Net Income

Up

-$96,050

Up $247,667 (+72%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,650,516Liabilities 2011: $02011Assets 2012: $2,723,211Liabilities 2012: $02012Assets 2013: $2,621,265Liabilities 2013: $02013Assets 2014: $2,460,668Liabilities 2014: $02014Assets 2015: $2,329,671Liabilities 2015: $02015Assets 2019: $1,236,569Liabilities 2019: $02019Assets 2020: $1,276,106Liabilities 2020: $0Net Assets 2020: $1,276,1062020Assets 2021: $1,078,598Liabilities 2021: $0Net Assets 2021: $1,078,5982021Assets 2022: $1,040,303Liabilities 2022: $0Net Assets 2022: $1,040,3032022Assets 2023: $993,765Liabilities 2023: $12023Assets 2024: $903,968Liabilities 2024: $0Net Assets 2024: $903,9682024

Highlighted filing

2024

Assets$903,968
Liabilities$0
Net Assets$903,968

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $134,008Expenses 2011: $268,101Net Income 2011: -$134,0932011Revenue 2012: $360,316Expenses 2012: $287,621Net Income 2012: $72,6952012Revenue 2013: $210,071Expenses 2013: $312,017Net Income 2013: -$101,9462013Revenue 2014: $183,238Expenses 2014: $343,835Net Income 2014: -$160,5972014Revenue 2015: $242,202Expenses 2015: $373,199Net Income 2015: -$130,9972015Revenue 2019: $600,532Expenses 2019: $979,771Net Income 2019: -$379,2392019Revenue 2020: $148,324Expenses 2020: $108,787Net Income 2020: $39,5372020Revenue 2021: $83,364Expenses 2021: $482,662Net Income 2021: -$399,2982021Revenue 2022: $93,106Expenses 2022: $131,401Net Income 2022: -$38,2952022Revenue 2023: $110,910Expenses 2023: $454,627Net Income 2023: -$343,7172023Revenue 2024: $96,081Expenses 2024: $192,131Net Income 2024: -$96,0502024

Highlighted filing

2024

Revenue$96,081
Expenses$192,131
Net Income-$96,050

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 10, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frederick S KoontzTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust uw Dorothy Wagner Wallis
EIN
52-6605828
Phone
4103478770
Address
7 St Paul St-Ste 1500, Baltimore, MD 21202

Signing Officer

Name
Frederick S Koontz
Title
Trustee
Phone
4103478770
Signed
2022-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Whiteford Taylor & Preston LLP
Address
7 Saint Paul Street, Baltimore, MD 21202
Preparer
Frederick Koontz
Phone
4103478700
Raw XML Appendix379 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03900 Roland Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110 Art Museum Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22600 Hudson Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3222 East Redwood Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43300 Falls Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51111 East Cold Spring Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62602 Huntingdon Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7700 W 40th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81708 W Rogers Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd421211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd521239
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd621211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd721211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd821209
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0449547
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/AppliedToCurrentYearAmt0192488
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0192488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0750794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01435884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01367620
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01367620
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02447975
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0261297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0750794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01435884
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0453785
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0261297
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03815595
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03554298
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WTP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010210
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Mortgages
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Tax credit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt08355
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12276
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt08355
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12276
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Foreign tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0590
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt119086
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0590
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119086
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01028
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Mortgages
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01028
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01028
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0201790
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0securities distributed in kind; FMV vs cost
TaxesSchedule/TaxesDetail/Amt01724
TaxesSchedule/TaxesDetail/Amt1240
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1additional excise tax for 2019
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Frederick S Koontz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04103478770
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trust uw Dorothy Wagner Wallis
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0526605828
ReturnHeader/Filer/PhoneNum04103478770
ReturnHeader/Filer/USAddress/AddressLine1Txt07 St Paul St-Ste 1500
ReturnHeader/Filer/USAddress/CityNm0Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520619214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Whiteford Taylor & Preston LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 Saint Paul Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021202
ReturnHeader/PreparerPersonGrp/PhoneNum04103478700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frederick Koontz
ReturnHeader/ReturnTs02022-04-19T15:59:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Frederick
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Koontz
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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