Civic Intelligence

Kurt & Marilyn Wallach Family

EIN 85-2687686 • Vero Beach, FL

352 17th StreetVero Beach, FL 32960-5690
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

40th percentile

0.3%

Higher net margin than 40% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

3.0%

Faster asset growth than 51% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

7584%

Faster revenue growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,019

Up $30 (+3.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$1,019

Up $30 (+3.0%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin40th percentile

Revenue

Up

$3,625,000

Up $3,577,827 (+7584%) from 2023

Expenses

Up

$3,615,820

Up $3,569,182 (+7653%) from 2023

Net Income

Up

$9,180

Up $8,645 (+1616%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5K$1.0K$500$0Assets 2021: $923Liabilities 2021: $1Net Assets 2021: $9232021Assets 2022: $454Liabilities 2022: $1Net Assets 2022: $4542022Assets 2023: $989Liabilities 2023: $1Net Assets 2023: $9892023Assets 2024: $1,019Liabilities 2024: $0Net Assets 2024: $1,0192024

Highlighted filing

2024

Assets$1,019
Liabilities$0
Net Assets$1,019
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2021: $2Expenses 2021: $2,000,045Net Income 2021: -$2,000,0432021Revenue 2022: $2,866,607Expenses 2022: $2,867,076Net Income 2022: -$4692022Revenue 2023: $47,173Expenses 2023: $46,638Net Income 2023: $5352023Revenue 2024: $3,625,000Expenses 2024: $3,615,820Net Income 2024: $9,1802024

Highlighted filing

2024

Revenue$3,625,000
Expenses$3,615,820
Net Income$9,180
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,019
Liabilities
$0
Net assets
$1,019
Revenue
$3,625,000
Expenses
$3,615,820
Net income
$9,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.63$3.62$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.87$2.87$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$2.00$2.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilyn G WallachPresident-$0--
Mark J WallachSecretary-$0--
Marilyn G WallachTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kurt & Marilyn Wallach Family
EIN
85-2687686
Phone
7725328741
Address
352 17th Street, Vero Beach, FL 32960-5690

Signing Officer

Name
Marilyn Wallach
Title
President
Phone
7725328741
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Duggan Bertsch LLC
Address
303 W Madison Street, Chicago, IL 60606-3321
Preparer
David M Henderson CPA CFP JD LLM
Phone
3122638600
Raw XML Appendix320 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0The Exchange Club of Vero Beach Scholarship Foundation Trust
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1Kevin McDonald Campaign
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ExplanOfLegisPoliticalActvts/MediumExplanationTxt0During the 2024 tax year, Kurt & Marilyn Wallach Foudnation made a political contribution in the amount of $1,000 to Kevin McDonald Campaign, an organization engaged in political campaign activity. This expenditure was made in violation of Internal Revenue Code 4945(d), which prohibits private foundations from participating or intervening in any political campaign on behalf of or in opposition to any candidate for public office.The Foundation acknowledges that this constitutes a taxable expenditure and has filed Form 4720 to report and remit the appropriate excise tax under IRC 4945(a).Upon discovery of this activity, the Foundation took immediate corrective actions, including:Reviewing and revising internal grantmaking and expenditure procedures.Providing additional training to board members and staff on compliance with IRS rules regarding political activities.Implementing a compliance review process for all future grants and disbursements.No further political expenditures are anticipated, and the Foundation is committed to full compliance with all applicable tax-exempt organization rules and regulations.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marilyn G Wallach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mark J Wallach
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03613000
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/AppliedToCurrentYearAmt010831
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038336
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02861218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01999954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02999993
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011501670
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03602169
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038336
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02861218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01999954
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02999993
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03613000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03602169
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011501670
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07899501
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Marilyn G Wallach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0352 17th Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Vero Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0329605690
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03625000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09150
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Non-deductible expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank service fees expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Professional and consulting fees expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12735
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Marilyn G Wallach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0352 17th Street
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Vero Beach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0329605690
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Marilyn Wallach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07725328741
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kurt & Marilyn Wallach Family
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0KURT
ReturnHeader/Filer/EIN0852687686
ReturnHeader/Filer/PhoneNum07725328741
ReturnHeader/Filer/USAddress/AddressLine1Txt0352 17th Street
ReturnHeader/Filer/USAddress/CityNm0Vero Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0329605690
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263963060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUGGAN BERTSCH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 W Madison Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606063321
ReturnHeader/PreparerPersonGrp/PhoneNum03122638600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Henderson CPA CFP JD LLM
ReturnHeader/ReturnTs02025-11-17T15:39:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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