Civic Intelligence

Walker Family Charitable Trust

990PF • Fiscal year 2017 • EIN 20-6189506

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization Profile
C/O Robert M Kramer 4000 Hwd BlvdHollywood, FL 33021

(954) 966-2112

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

23rd percentile

-9.2%

Higher net margin than 23% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$20,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

35th percentile

-0.8%

Faster asset growth than 35% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,908,304

Down $15,258 (-0.8%) from 2016

Net Assets

Down

$1,908,304

Down $15,258 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin23rd percentile

Revenue

Up

$165,249

Up $24,480 (+17%) from 2016

Expenses

Up

$180,507

Up $2,189 (+1.2%) from 2016

Net Income

Up

-$15,258

Up $22,291 (+59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,082,575Liabilities 2010: $3,225Net Assets 2010: $2,079,3502010Assets 2011: $2,014,633Liabilities 2011: $3,225Net Assets 2011: $2,011,4082011Assets 2012: $1,948,841Liabilities 2012: $12012Assets 2013: $1,934,018Liabilities 2013: $0Net Assets 2013: $1,934,0182013Assets 2014: $1,960,448Liabilities 2014: $0Net Assets 2014: $1,960,4482014Assets 2015: $1,961,111Liabilities 2015: $0Net Assets 2015: $1,961,1112015Assets 2016: $1,923,562Liabilities 2016: $0Net Assets 2016: $1,923,5622016Assets 2017: $1,908,304Liabilities 2017: $0Net Assets 2017: $1,908,3042017Assets 2018: $1,907,525Liabilities 2018: $0Net Assets 2018: $1,907,5252018Assets 2019: $1,862,174Liabilities 2019: $0Net Assets 2019: $1,862,1742019Assets 2020: $1,760,277Liabilities 2020: $0Net Assets 2020: $1,760,2772020Assets 2021: $1,736,928Liabilities 2021: $0Net Assets 2021: $1,736,9282021Assets 2022: $1,689,626Liabilities 2022: $0Net Assets 2022: $1,689,6262022Assets 2023: $1,610,286Liabilities 2023: $0Net Assets 2023: $1,610,2862023Assets 2024: $1,594,740Liabilities 2024: $0Net Assets 2024: $1,594,7402024

Highlighted filing

2017

Assets$1,908,304
Liabilities$0
Net Assets$1,908,304
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $166,1132010Expenses 2011: $180,2532011Revenue 2012: $114,784Expenses 2012: $177,351Net Income 2012: -$62,5672012Revenue 2013: $150,255Expenses 2013: $165,078Net Income 2013: -$14,8232013Revenue 2014: $204,700Expenses 2014: $178,270Net Income 2014: $26,4302014Revenue 2015: $182,444Expenses 2015: $181,781Net Income 2015: $6632015Revenue 2016: $140,769Expenses 2016: $178,318Net Income 2016: -$37,5492016Revenue 2017: $165,249Expenses 2017: $180,507Net Income 2017: -$15,2582017Revenue 2018: $176,275Expenses 2018: $177,054Net Income 2018: -$7792018Revenue 2019: $136,101Expenses 2019: $181,452Net Income 2019: -$45,3512019Revenue 2020: $75,365Expenses 2020: $177,262Net Income 2020: -$101,8972020Revenue 2021: $165,695Expenses 2021: $189,044Net Income 2021: -$23,3492021Revenue 2022: $146,787Expenses 2022: $194,089Net Income 2022: -$47,3022022Revenue 2023: $105,054Expenses 2023: $185,131Net Income 2023: -$80,0772023Revenue 2024: $120,114Expenses 2024: $135,660Net Income 2024: -$15,5462024

Highlighted filing

2017

Revenue$165,249
Expenses$180,507
Net Income-$15,258
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M KRAMERPresident-$20,000-$20,000
MARK WALKERVice Preside-$20,000-$20,000
ELLEN WALKERVice Preside-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Walker Family Charitable Trust
EIN
20-6189506
Phone
9549662112
Address
C/O ROBERT M KRAMER 4000 HWD BLVD, HOLLYWOOD, FL 33021

Signing Officer

Name
Robert M Kramer
Title
President
Phone
9549662112
Signed
2018-05-01

Preparer

Firm
Robert D Cole CPA Pa
Address
5561 N UNIVERSITY DR STE 104, CORAL SPRINGS, FL 33067
Preparer
Robert D Cole
Phone
9547551533
Raw XML Appendix327 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/PersonNm0ROBERT M KRAMER
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT M KRAMER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04000 HOLLYWOOD BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt04000 HOLLYWOOD BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOLLYWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033021
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/PhoneNum09549662112
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RENEWAL RETREATS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARK AND GRETA WALKER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0RENEWAL RETREATS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1MARK AND GRETA WALKER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt045 WILDWOOD LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14000 HOLLYWOOD BLVD STE 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt045 WILDWOOD LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt14000 HOLLYWOOD BLVD STE 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NOVATO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094947
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133021
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012416
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt093482
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0104281
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105898
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt091865
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt093482
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02800
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02800
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt151
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013749
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013749
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt251
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt065694
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt117
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST FROM MORTGAGES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FEF SETTLEMENT FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt065694
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt117
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt065694
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt117
TaxesSchedule/TaxesDetail/Amt0860
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0860
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09549662112
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALKER FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0206189506
ReturnHeader/Filer/PhoneNum09549662112
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ROBERT M KRAMER 4000 HWD BLVD
ReturnHeader/Filer/USAddress/CityNm0HOLLYWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033021
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D3FA8688A96DD13F833DDE13558D98AC8B50388
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D3FA8688A96DD13F833DDE13558D98AC8B50388
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.229.188.118
ReturnHeader/FilingSecurityInformation/IPDt02018-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:14:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650654279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT D COLE CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05561 N UNIVERSITY DR STE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033067
ReturnHeader/PreparerPersonGrp/PhoneNum09547551533
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT D COLE
ReturnHeader/ReturnTs02018-05-04T12:14:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,908,304
Liabilities
$0
Net assets
$1,908,304
Revenue
$165,249
Expenses
$180,507
Net income
-$15,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.12$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.11$0.19$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.15$0.19$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.17$0.19$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.08$0.18$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.14$0.18$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.18$0.18$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.17$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.14$0.18$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.18$0.18$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.20$0.18$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15$0.17$0.01
2012Summary only. Only limited summary data is available for this year.$1.95$0.00$0.11$0.18$0.06
2011Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.18
2010Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.17