Civic Intelligence

Wallace Christmas Fund

990EZ • Fiscal year 2021 • EIN 85-3709016

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 31, 2022

Organization ProfileN/A
PO Box 304Silverton, ID 83867

(208) 512-0504

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

60th percentile

16%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

3.7%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-80%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$188,361

Up $6,682 (+3.7%) from 2020

Net Assets

Up

$188,361

Up $6,682 (+3.7%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Down

$41,733

Down $171,530 (-80%) from 2020

Expenses

Up

$35,051

Up $3,467 (+11%) from 2020

Net Income

Down

$6,682

Down $174,997 (-96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$300K$200K$100K$0Assets 2020: $181,679Liabilities 2020: $0Net Assets 2020: $181,6792020Assets 2021: $188,361Net Assets 2021: $188,3612021Assets 2022: $190,342Net Assets 2022: $190,3422022Assets 2023: $225,143Net Assets 2023: $225,1432023Assets 2024: $261,803Liabilities 2024: $0Net Assets 2024: $261,8032024

Highlighted filing

2021

Assets$188,361
Liabilities-
Net Assets$188,361
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

$300K$200K$100K$0Revenue 2020: $213,263Expenses 2020: $31,584Net Income 2020: $181,6792020Revenue 2021: $41,733Expenses 2021: $35,051Net Income 2021: $6,6822021Revenue 2022: $56,752Expenses 2022: $32,991Net Income 2022: $23,7612022Revenue 2023: $58,451Expenses 2023: $36,331Net Income 2023: $22,1202023Revenue 2024: $66,950Expenses 2024: $34,812Net Income 2024: $32,1382024

Highlighted filing

2021

Revenue$41,733
Expenses$35,051
Net Income$6,682
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 31, 2022
Return Version
2021v4.0
Gross Receipts
$60,597
Mission and Program Overview

Mission

Assist needy families in Wallace area.

To assist needy families in the Wallace Idaho area

Program Services

DescriptionGrantsExpenses
To provide assistance and christmas gifts to families and children in need in the Wallace Idaho area.$35,051$1,600
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT FENNPresident-$0--
JAE JEAN ACHORDSec. Treas Director-$0--
AMY LYNNDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction & wine pull$19,400$19,400$5,388$14,012
Total Events$19,400$19,400$5,388$14,012
Filing and Contact Details

Filer

Filer Name
Wallace Christmas Fund
EIN
85-3709016
Phone
2085120504
Address
PO BOX 304, SILVERTON, ID 83867

Signing Officer

Name
Jae Jean Achord
Title
Secretary
Phone
2085120504
Signed
2022-03-31
Discuss with paid preparer
Yes

Preparer

Firm
HF Magnuson & Company
Address
PO Box 469, Wallace, ID 83873
Preparer
DENNIS O'BRIEN
Phone
2087521131
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $126”

Other Expenses.1

“Christmas for the needy $26926”

Other Expenses.2

“Food vouchers $4500”

Other Expenses.3

“Wrapping supplies $845”

Raw XML Appendix152 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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IRS990EZ/BooksInCareOfDetail/PersonNm0JAE JEAN ACHORD
IRS990EZ/BooksInCareOfDetail/PhoneNum02085120504
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 304
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SILVERTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083867
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0181679
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0188361
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022308
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt013476
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06682
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01054
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0181679
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0188361
IRS990EZ/FundraisingGrossIncomeAmt019400
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03158
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01600
IRS990EZ/GrossReceiptsAmt060597
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02255
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0181679
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0188361
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0181679
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0188361
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT FENN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAE JEAN ACHORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY LYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Sec. Treas Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032397
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist needy families in the Wallace Idaho area
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide assistance and christmas gifts to families and children in need in the Wallace Idaho area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035051
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt016634
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05388
IRS990EZ/SpecialEventsNetIncomeLossAmt014012
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035051
IRS990EZ/TotalProgramServiceExpensesAmt035051
IRS990EZ/TotalRevenueAmt041733
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0205319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0227627
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02255
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02272
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt019400
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011371
IRS990ScheduleA/OtherIncome170Grp/TotalAmt030771
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0227627
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0205319
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0227627
IRS990ScheduleA/TotalSupportAmt0260670
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05388
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction & wine pull
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014012
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05388
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Christmas for the needy $26926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Food vouchers $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Wrapping supplies $845
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAE JEAN ACHORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02085120504
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLACE CHRISTMAS FUND
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0853709016
ReturnHeader/Filer/PhoneNum02085120504
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 304
ReturnHeader/Filer/USAddress/CityNm0SILVERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083867
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272800584
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HF Magnuson & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 469
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wallace
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083873
ReturnHeader/PreparerPersonGrp/PhoneNum02087521131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS O'BRIEN
ReturnHeader/ReturnTs02022-03-31T14:54:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAE JEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ACHORD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,361
Liabilities
-
Net assets
$188,361
Revenue
$41,733
Expenses
$35,051
Net income
$6,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.67$0.35$0.32
2023Detailed filing. Detailed filing data is available for this year.$2.25$2.25$0.58$0.36$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.57$0.33$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.42$0.35$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$2.13$0.32$1.82