Civic Intelligence

The Wailes Family Foundation

EIN 72-1487356 • New Orleans, LA

150 Broadway Street Apartment 1201New Orleans, LA 70118
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

8th percentile

-237%

Higher net margin than 8% 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

33rd percentile

-17%

Faster asset growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

244%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$64,300

Down $13,171 (-17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$64,300

Down $13,171 (-17%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Up

$5,553

Up $3,939 (+244%) from 2023

Expenses

Down

$18,724

Down $2,338 (-11%) from 2023

Net Income

Up

-$13,171

Up $6,277 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$150K$100K$50K$0Assets 2011: $65,999Liabilities 2011: $02011Assets 2012: $61,043Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2015: $12,219Liabilities 2015: $02015Assets 2019: $142,004Liabilities 2019: $0Net Assets 2019: $142,0042019Assets 2020: $104,233Liabilities 2020: $0Net Assets 2020: $104,2332020Assets 2021: $122,112Liabilities 2021: $0Net Assets 2021: $122,1122021Assets 2022: $96,919Liabilities 2022: $0Net Assets 2022: $96,9192022Assets 2023: $77,471Liabilities 2023: $0Net Assets 2023: $77,4712023Assets 2024: $64,300Liabilities 2024: $0Net Assets 2024: $64,3002024

Highlighted filing

2024

Assets$64,300
Liabilities$0
Net Assets$64,300
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $86,484Expenses 2011: $53,357Net Income 2011: $33,1272011Revenue 2012: $48,544Expenses 2012: $53,500Net Income 2012: -$4,9562012Revenue 2013: $42,805Expenses 2013: $103,848Net Income 2013: -$61,0432013Revenue 2015: $12,219Expenses 2015: $0Net Income 2015: $12,2192015Revenue 2019: $6,833Expenses 2019: $44,278Net Income 2019: -$37,4452019Revenue 2020: $6,974Expenses 2020: $44,969Net Income 2020: -$37,9952020Revenue 2021: $61,400Expenses 2021: $43,527Net Income 2021: $17,8732021Revenue 2022: -$3,605Expenses 2022: $21,680Net Income 2022: -$25,2852022Revenue 2023: $1,614Expenses 2023: $21,062Net Income 2023: -$19,4482023Revenue 2024: $5,553Expenses 2024: $18,724Net Income 2024: -$13,1712024

Highlighted filing

2024

Revenue$5,553
Expenses$18,724
Net Income-$13,171
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$64,300
Liabilities
$0
Net assets
$64,300
Revenue
$5,553
Expenses
$18,724
Net income
-$13,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.06$0.19$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.02$0.21$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.22$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.61$0.44$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.45$0.38
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.07$0.44$0.37
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.00$0.12
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.43$1.04$0.61
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.49$0.54$0.05
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.86$0.53$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA P WAILESPres/Treas/S-$0--
ANN W SINNOTTDirector-$0--
ROBERT P WAILES IIIDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Wailes Family Foundation
EIN
72-1487356
Phone
5045240770
Address
150 BROADWAY STREET APARTMENT 1201, NEW ORLEANS, LA 70118

Signing Officer

Name
Martha P Wailes
Title
Pres/treas/secty/Director
Signed
2025-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Capfinancial Partners LLC
Address
1100 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70163
Preparer
Mariska W Roney
Phone
5042078555
Raw XML Appendix263 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/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04164
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015568
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt034100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0120722
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013986
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015950
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015568
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037438
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037780
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013986
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0154822
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0140836
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOOK/TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BOOK/TAX DIFFERENCE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0554
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER SERVICE CHARGES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0554
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA P WAILES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS/SECTY/DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WAILES FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAIL
ReturnHeader/Filer/EIN0721487356
ReturnHeader/Filer/PhoneNum05045240770
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 BROADWAY STREET APARTMENT 1201
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260058143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPFINANCIAL PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 POYDRAS STREET SUITE 1350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070163
ReturnHeader/PreparerPersonGrp/PhoneNum05042078555
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARISKA W RONEY
ReturnHeader/ReturnTs02025-11-13T14:08:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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