Civic Intelligence

Viney Wallach Foundation

990PF • Fiscal year 2024 • EIN 86-3963502

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 02, 2025

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-29%

Higher net margin than 14% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-3.8%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$3,625,194

Down $142,583 (-3.8%) from 2023

Net Assets

Down

$3,625,194

Down $142,583 (-3.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin14th percentile

Revenue

Up

$499,906

Up $507,647 (+6558%) from 2023

Expenses

Up

$642,489

Up $258,928 (+68%) from 2023

Net Income

Up

-$142,583

Up $248,719 (+64%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2021: $4,717,396Liabilities 2021: $1Net Assets 2021: $4,717,3962021Assets 2022: $4,159,079Liabilities 2022: $1Net Assets 2022: $4,159,0792022Assets 2023: $3,767,777Liabilities 2023: $1Net Assets 2023: $3,767,7772023Assets 2024: $3,625,194Liabilities 2024: $0Net Assets 2024: $3,625,1942024

Highlighted filing

2024

Assets$3,625,194
Liabilities$0
Net Assets$3,625,194
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $4,874,590Expenses 2021: $157,194Net Income 2021: $4,717,3962021Revenue 2022: -$262,571Expenses 2022: $295,746Net Income 2022: -$558,3172022Revenue 2023: -$7,741Expenses 2023: $383,561Net Income 2023: -$391,3022023Revenue 2024: $499,906Expenses 2024: $642,489Net Income 2024: -$142,5832024

Highlighted filing

2024

Revenue$499,906
Expenses$642,489
Net Income-$142,583
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joanne L VineyDir, Treas-$0--
Amelia J WallachDirector-$0--
Lawrence S WallachDir, Pres, SecPT$0--
Theodore D WallachDirector-$0--
Filing and Contact Details

Filer

Filer Name
Viney Wallach Foundation
EIN
86-3963502
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Lawrence Wallach
Title
President
Phone
8008391754
Signed
2025-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CME GROUP, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29COOPER COMPANIES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EQUITY RESIDENTIAL PPTYS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EXPONENT, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FAIR ISSAC & CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HENRY JACK & ASSOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HUBSPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43IAC INTERACTIVE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INTERACTIVE BROKERS GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46JABIL CIRCUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JOHNSON CONTROLS INTERNATIONAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LATTICE SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LENNOX INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LIVE NATION INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LPL FINANCIAL HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MICRON TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MONGODB INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MORGAN STANLEY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PROLOGIS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SEMPRA ENERGY COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SITEONE LANDSCAPE SUPPLY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91STARBUCKS CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TAIWAN SEMICONDUCTOR MFG CO LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TAKE-TWO INTERACTIVE SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TELEDYNE TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TERADYNE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98THOR INDS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101TRAVELERS COMPANIES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104UNIVERSAL DISPLAY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VEEVA SYSTEMS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107VIRTUS SGA INTL GROWTH CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108VULCAN MATERIALS CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112WESTERN DIGITAL CORP
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt073439
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0421242
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05225
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0499906
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0499906
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0421242
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0550500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0550500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt073439
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt073439
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-142583
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01973371
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05225
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05225
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0421242
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0483120
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt028133
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt028147
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt044645
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016706
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt061351
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0623703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0642489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0499906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0499906
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt073203
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016786
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt091989
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01552129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0421242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0421242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01973371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0421242

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Filings

Displayed year

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

Open filing
Assets
$3,625,194
Liabilities
$0
Net assets
$3,625,194
Revenue
$499,906
Expenses
$642,489
Net income
-$142,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.50$0.64$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.01$0.38$0.39
2022Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.26$0.30$0.56
2021Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$4.87$0.16$4.72