Civic Intelligence

Walter Charitable Fund Inc

EIN 26-1935285 • 501(c)3 • Fair Oaks, CA

Revoked

Profile

Revocation date: May 15, 2015

PO Box 26507423 Winding WayFair Oaks, CA 95628
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

54th percentile

3.5%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Annualized from 2010 to 2011

Revenue Growth

89th percentile

79%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,203

Up $1,203 from 2010

Liabilities

Down

$0

Down $813 (-100%) from 2010

Net Assets

Up

$1,203

Up $2,016 (+248%) from 2010

Operations
Liabilities / Revenue62nd percentileNet Margin54th percentile

Revenue

Up

$48,438

Up $21,324 (+79%) from 2010

Expenses

Up

$46,732

Up $17,316 (+59%) from 2010

Net Income

Up

$1,706

Up $4,008 (+174%) from 2010

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0K$1.0K$0-$1.0KAssets 2010: $0Liabilities 2010: $813Net Assets 2010: -$8132010Assets 2011: $1,203Liabilities 2011: $0Net Assets 2011: $1,2032011

Highlighted filing

2011

Assets$1,203
Liabilities$0
Net Assets$1,203
Open 2011 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $27,114Expenses 2010: $29,416Net Income 2010: -$2,3022010Revenue 2011: $48,438Expenses 2011: $46,732Net Income 2011: $1,7062011

Highlighted filing

2011

Revenue$48,438
Expenses$46,732
Net Income$1,706
Open 2011 Filing

Filings

Most recent year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,203
Liabilities
$0
Net assets
$1,203
Revenue
$48,438
Expenses
$46,732
Net income
$1,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$48.4$46.7$1.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.81$0.81$27.1$29.4$2.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 12, 2012
Return Version
2011v1.2
Filing and Contact Details

Filer

EIN
26-1935285
Raw XML Appendix260 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.

Path#Value
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IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
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IRS990EZ/CashSavingsAndInvestments/EOY01203
IRS990EZ/ContributionsGiftsGrantsEtc0500
IRS990EZ/CostOfGoodsSold0120
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear00
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
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IRS990EZ/ExcessOrDeficitForYear01706
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IRS990EZ/GrossReceipts048558
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IRS990EZ/OccupancyRentUtilitiesAndMaint00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10PO Box 2650
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine114536 Longhorn Drive
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12704 Santa Margarita Court
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Fair Oaks
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Carmichael
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2Roseville
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode295747
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Mary Elizabeth Walter
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Theresa Walter
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Vanessa Ryan
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary/Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal014888
IRS990EZ/OtherRevenueTotal00
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0The Walter Charitable Fund sole purpose is to raise funds for the benefit of medical research. It's primary recipient is the Association for Frontotemporal Degeneration (formerly Dementias). This organization has held one major fund raiser a year, a golf tournament with all net proceeds being provided to AFTD.
IRS990EZ/PrintingPublicationsPostage03710
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0For the year of 2010 the Walter Charitable Fund made a net proceeds donation of $27,000 to the AFTD organization which included funds raised at the golf tournament and $2000 raised by the sale of the caregiver cookbooks. This is the third year Walter Charitable Fund has made a donation of not less than $25,000 to AFTD.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1In 2011, the Walter Charitable Fund made another donation of $27,000 to the Association for Frontotemporal Degeneration (formerly the Association for Frontotemporal Dementias). This annual event is held for that sole purpose.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations027000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations127000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses10
IRS990EZ/ProgramServiceRevenue00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SalariesOtherCompEmplBenefits00
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss048058
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY0813
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine107423 Winding Way
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine20PO Box 2650
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Fair Oaks
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095628
IRS990EZ/TheBooksAreInCareOf/NamePerson0Mary Walter
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09164362500
IRS990EZ/TotalAssets/BOY0310
IRS990EZ/TotalAssets/EOY01203
IRS990EZ/TotalExpenses046732
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue048438
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0AFTDgolf.com
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus1Year00
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus2Years00
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus3Years00
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IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus1Year00
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IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus3Years00
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IRS990ScheduleA/First5Years5090X
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IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year00
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IRS990ScheduleA/GrossReceiptsFromAdmissions/Total00
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus1Year00
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IRS990ScheduleA/PubliclySupportedOrg509a20X
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IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleG/EventsInformation/CashPrizesEvent100
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents00
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent10500
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal0500
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents018512
IRS990ScheduleG/EventsInformation/EntertainmentEvent100
IRS990ScheduleG/EventsInformation/EntertainmentOtherEvents00
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IRS990ScheduleG/EventsInformation/FoodAndBeverageOtherEvents00
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IRS990ScheduleG/EventsInformation/GrossRevenueEvent1048058
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents048058
IRS990ScheduleG/EventsInformation/NameOfEvent10Quest for the Cure Golf Tournament
IRS990ScheduleG/EventsInformation/NetIncomeSummary029546
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent102305
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents02305
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent104059
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents04059
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent1010648
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents010648
IRS990ScheduleO/GeneralExplanation/Explanation0Donation of net proceeds of event to the Association for Frontotemporal Degeneration. This is the fifth year of donation to this organization
IRS990ScheduleO/GeneralExplanation/Explanation1Other expenses include advertising, prize costs, photography for operating the event and business license fees.
IRS990ScheduleO/GeneralExplanation/Identifier0F99Z_P01_S00_L10
IRS990ScheduleO/GeneralExplanation/Identifier1F99Z_P01_S00_L16
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0261935285
ReturnHeader/Filer/Name/BusinessNameLine10WALTER CHARITABLE FUND INC
ReturnHeader/Filer/NameControl0WALT
ReturnHeader/Filer/Phone09164362505
ReturnHeader/Filer/USAddress/AddressLine10PO Box 2650
ReturnHeader/Filer/USAddress/AddressLine207423 Winding Way
ReturnHeader/Filer/USAddress/City0Fair Oaks
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095628
ReturnHeader/Officer/DateSigned02012-04-12
ReturnHeader/Officer/Name0Mary Walter
ReturnHeader/Officer/Phone09168355780
ReturnHeader/Officer/Title0President
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-12T03:10:08-07:00

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