Civic Intelligence

Wallis Foundation

990PF • Fiscal year 2020 • EIN 95-6027469

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 07, 2021

Organization Profile
1880 Century Park East No 950Los Angeles, CA 90067

(310) 277-3633

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$743,502

Down $4,714,767 (-86%) from 2016

Net Assets

$743,502

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin67th percentile

Revenue

Down

$240,200

Down $89,609 (-27%) from 2016

Expenses

Down

$200,384

Down $4,012,323 (-95%) from 2016

Net Income

Up

$39,816

Up $3,922,714 (+101%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2012: $18,882,263Liabilities 2012: $02012Assets 2013: $15,715,682Liabilities 2013: $02013Assets 2014: $12,993,298Liabilities 2014: $02014Assets 2015: $9,341,167Liabilities 2015: $02015Assets 2016: $5,458,269Liabilities 2016: $02016Assets 2020: $743,502Liabilities 2020: $0Net Assets 2020: $743,5022020Assets 2021: $726,385Liabilities 2021: $0Net Assets 2021: $726,3852021Assets 2022: $785,764Liabilities 2022: $0Net Assets 2022: $785,7642022Assets 2023: $721,498Liabilities 2023: $0Net Assets 2023: $721,4982023Assets 2024: $472,073Liabilities 2024: $0Net Assets 2024: $472,0732024Assets 2025: $387,310Liabilities 2025: $0Net Assets 2025: $387,3102025

Highlighted filing

2020

Assets$743,502
Liabilities$0
Net Assets$743,502
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0M$0-$5.0MRevenue 2012: $906,367Expenses 2012: $4,445,175Net Income 2012: -$3,538,8082012Revenue 2013: $1,143,740Expenses 2013: $4,310,321Net Income 2013: -$3,166,5812013Revenue 2014: $1,494,140Expenses 2014: $4,216,524Net Income 2014: -$2,722,3842014Revenue 2015: $620,872Expenses 2015: $4,273,003Net Income 2015: -$3,652,1312015Revenue 2016: $329,809Expenses 2016: $4,212,707Net Income 2016: -$3,882,8982016Revenue 2020: $240,200Expenses 2020: $200,384Net Income 2020: $39,8162020Revenue 2021: $241,422Expenses 2021: $258,539Net Income 2021: -$17,1172021Revenue 2022: $343,643Expenses 2022: $284,264Net Income 2022: $59,3792022Revenue 2023: $240,112Expenses 2023: $304,378Net Income 2023: -$64,2662023Revenue 2024: $149,945Expenses 2024: $399,370Net Income 2024: -$249,4252024Revenue 2025: $340,857Expenses 2025: $425,620Net Income 2025: -$84,7632025

Highlighted filing

2020

Revenue$240,200
Expenses$200,384
Net Income$39,816
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 7, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SACKCFO/DirectorPT$0--
JEFFREY GLASSMANSec'Y/DirectorPT$0--
BETH WALLISPresident/DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Wallis Foundation
EIN
95-6027469
Phone
3102773633
Address
1880 CENTURY PARK EAST NO 950, LOS ANGELES, CA 90067

Signing Officer

Name
Michael Sack
Title
CFO
Phone
3102773633
Signed
2021-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Mann Gelon Glodney Gumerove Yee Llp
Address
1880 CENTURY PARK EAST SUITE 950, LOS ANGELES, CA 90067
Preparer
Steven Glodney
Phone
3102773633
Raw XML Appendix370 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL SACK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BETH WALLIS
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt240000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CECIL'S FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE SAN FRANCISCO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07807 SOQUEL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1221 S FIGUEROA ST 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 EMBARCADERO CENTER 1400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0APTOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
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/AppliedToCurrentYearAmt090583
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090583
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01135878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03576808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03628063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03459222
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03459222
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08378263
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt037514
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01135878
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03576808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03628063
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0128097
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt037514
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011837485
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011799971
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FILM RIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01250000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt021
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FREIGHT AND DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RETIREMENT DISABILITY PAYMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1132
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt585
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt585
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0228673
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FILM RIGHTS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0228673
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0228673
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GRANT ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt07022
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07022
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03102773633
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0956027469
ReturnHeader/Filer/PhoneNum03102773633
ReturnHeader/Filer/USAddress/AddressLine1Txt01880 CENTURY PARK EAST NO 950
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811227223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANN GELON GLODNEY GUMEROVE YEE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01880 CENTURY PARK EAST SUITE 950
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090067
ReturnHeader/PreparerPersonGrp/PhoneNum03102773633
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN GLODNEY
ReturnHeader/ReturnTs02021-07-15T15:09:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$743,502
Liabilities
$0
Net assets
$743,502
Revenue
$240,200
Expenses
$200,384
Net income
$39,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.34$0.43$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.15$0.40$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.24$0.30$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.34$0.28$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.24$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.24$0.20$0.04
2016Summary only. Only limited summary data is available for this year.$5.46$0.00$0.33$4.21$3.88
2015Summary only. Only limited summary data is available for this year.$9.34$0.00$0.62$4.27$3.65
2014Summary only. Only limited summary data is available for this year.$13.0$0.00$1.49$4.22$2.72
2013Summary only. Only limited summary data is available for this year.$15.7$0.00$1.14$4.31$3.17
2012Summary only. Only limited summary data is available for this year.$18.9$0.00$0.91$4.45$3.54