Wallis Foundation

990PF • Fiscal year 2022 • EIN 95-6027469

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 04, 2022

Organization Profile

1880 Century Park East 950Los Angeles, CA 90067

(310) 277-3633

Siviq Scores

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

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

17%

Higher net margin than 67% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

8.2%

Faster asset growth than 68% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

42%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets40th percentile

Assets

$785,764

Up $59,379 (+8.2%) from 2021

Net Assets

$785,764

Up $59,379 (+8.2%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue39th percentile Net Margin67th percentile

Revenue

$343,643

Up $102,221 (+42%) from 2021

Expenses

$284,264

Up $25,725 (+10.0%) from 2021

Net Income

$59,379

Up $76,496 (+447%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

Highlighted filing

2022

Assets$785,764

Liabilities$0

Net Assets$785,764

Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

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

Highlighted filing

2022

Revenue$343,643

Expenses$284,264

Net Income$59,379

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2021 to Jun 30, 2022
Signed: Nov 4, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL SACK	CFO/Director	PT	$0	-	-
JEFFREY GLASSMAN	Sec'Y/Director	PT	$0	-	-
BETH WALLIS	President/Director	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Wallis Foundation
EIN: 95-6027469
Phone: 3102773633
Address: 1880 CENTURY PARK EAST 950, LOS ANGELES, CA 90067

Signing Officer

Name: Michael Sack
Title: CFO
Phone: 3102773633
Signed: 2022-11-04
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 Gelon
Phone: 3102773633

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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	382401
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	51667
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	80807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	VANGUARD SHORT TERM BOND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	MICHAEL SACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JEFFREY GLASSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	BETH WALLIS
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	70000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	70000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	70000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GLASSMAN FAMILY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CECIL'S FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SACK FAMILY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CALIFORNIA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	THE SAN FRANCISCO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	7807 SOQUEL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	221 S FIGUEROA ST 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1 EMBARCADERO CENTER 1400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	APTOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	95003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	90012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	94111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	210000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	90692
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	90692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	95378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	37514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1135878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	3576808
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	3576808
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1395552
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	126782
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	95378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	37514
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1135878
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	217474
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	126782
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	4972360
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	4845578
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	FILM RIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1250000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FREIGHT AND DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	RETIREMENT DISABILITY PAYMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	ADJUSTMENT FOR 6.30.21 GAIN FROM SALE OF STOCKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	172
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	1138
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	780
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	45
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	1137
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	5	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	60000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	2275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	780
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	46
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	309929
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FILM RIGHTS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	309929
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	309929
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	4445
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	GRANT ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	4445
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	2006
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	2006
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL SACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3102773633
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WALLIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WALL
ReturnHeader/Filer/EIN	0	956027469
ReturnHeader/Filer/PhoneNum	0	3102773633
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1880 CENTURY PARK EAST 950
ReturnHeader/Filer/USAddress/CityNm	0	LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	90067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	811227223
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MANN GELON GLODNEY GUMEROVE YEE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1880 CENTURY PARK EAST SUITE 950
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	90067
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3102773633
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STEVEN GELON
ReturnHeader/ReturnTs	0	2022-11-11T13:08:06-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SACK
ReturnHeader/TaxPeriodBeginDt	0	2021-07-01
ReturnHeader/TaxPeriodEndDt	0	2022-06-30
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $785,764
Liabilities: $0
Net assets: $785,764
Revenue: $343,643
Expenses: $284,264
Net income: $59,379

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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