Civic Intelligence

Wallis Foundation

990PF • Fiscal year 2023 • EIN 95-6027469

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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.

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

19th percentile

-8.2%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-30%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$721,498

Down $64,266 (-8.2%) from 2022

Net Assets

Down

$721,498

Down $64,266 (-8.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin18th percentile

Revenue

Down

$240,112

Down $103,531 (-30%) from 2022

Expenses

Up

$304,378

Up $20,114 (+7.1%) from 2022

Net Income

Down

-$64,266

Down $123,645 (-208%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2023

Assets$721,498
Liabilities$0
Net Assets$721,498
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

2023

Revenue$240,112
Expenses$304,378
Net Income-$64,266
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th 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 950, LOS ANGELES, CA 90067

Signing Officer

Name
Michael Sack
Title
CFO
Phone
3102773633
Signed
2023-11-15
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
Raw XML Appendix362 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt091667
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL SACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFFREY GLASSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BETH WALLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CFO/DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GLASSMAN FAMILY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CECIL'S FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SACK FAMILY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCHWAB CHARITABLE FUND
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/ReturnTs02023-11-15T19:28:58-06:00
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$721,498
Liabilities
$0
Net assets
$721,498
Revenue
$240,112
Expenses
$304,378
Net income
-$64,266
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