Civic Intelligence

Robert and Ruth Walker Charitable Foundation

990PF • Fiscal year 2014 • EIN 27-3081260

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 23, 2015

Organization Profile
136 Lakeshore DriveRoom/Suite 811North Palm Beach, FL 33408-3663

(561) 371-8440

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

56th percentile

3.2%

Faster asset growth than 56% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

94%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,857,738

Up $57,350 (+3.2%) from 2013

Net Assets

Up

$1,857,738

Up $57,350 (+3.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin76th percentile

Revenue

Up

$253,372

Up $122,532 (+94%) from 2013

Expenses

Up

$196,647

Up $63,272 (+47%) from 2013

Net Income

Up

$56,725

Up $59,260 (+2338%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,800,388Liabilities 2013: $0Net Assets 2013: $1,800,3882013Assets 2014: $1,857,738Liabilities 2014: $0Net Assets 2014: $1,857,7382014Assets 2015: $1,716,356Liabilities 2015: $0Net Assets 2015: $1,716,3562015Assets 2016: $1,611,360Liabilities 2016: $0Net Assets 2016: $1,611,3602016Assets 2017: $1,529,522Liabilities 2017: $0Net Assets 2017: $1,529,5222017Assets 2018: $1,428,485Liabilities 2018: $0Net Assets 2018: $1,428,4852018Assets 2019: $1,308,120Liabilities 2019: $0Net Assets 2019: $1,308,1202019Assets 2020: $1,311,932Liabilities 2020: $40,000Net Assets 2020: $1,271,9322020Assets 2021: $1,252,397Liabilities 2021: $40,000Net Assets 2021: $1,212,3972021Assets 2022: $1,597,475Liabilities 2022: $0Net Assets 2022: $1,597,4752022Assets 2023: $1,641,366Liabilities 2023: $0Net Assets 2023: $1,641,3662023Assets 2024: $1,679,031Liabilities 2024: $0Net Assets 2024: $1,679,0312024

Highlighted filing

2014

Assets$1,857,738
Liabilities$0
Net Assets$1,857,738
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500KRevenue 2013: $130,840Expenses 2013: $133,375Net Income 2013: -$2,5352013Revenue 2014: $253,372Expenses 2014: $196,647Net Income 2014: $56,7252014Revenue 2015: $33,215Expenses 2015: $174,595Net Income 2015: -$141,3802015Revenue 2016: $47,830Expenses 2016: $152,827Net Income 2016: -$104,9972016Revenue 2017: $72,760Expenses 2017: $154,519Net Income 2017: -$81,7592017Revenue 2018: $70,503Expenses 2018: $171,540Net Income 2018: -$101,0372018Revenue 2019: $47,854Expenses 2019: $168,219Net Income 2019: -$120,3652019Revenue 2020: $126,803Expenses 2020: $162,991Net Income 2020: -$36,1882020Revenue 2021: $40,375Expenses 2021: $99,910Net Income 2021: -$59,5352021Revenue 2022: $882,721Expenses 2022: $497,643Net Income 2022: $385,0782022Revenue 2023: $63,223Expenses 2023: $19,332Net Income 2023: $43,8912023Revenue 2024: $86,894Expenses 2024: $49,229Net Income 2024: $37,6652024

Highlighted filing

2014

Revenue$253,372
Expenses$196,647
Net Income$56,725
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN DACORTEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Ruth Walker
EIN
27-3081260
Phone
5613718440
Address
136 LAKESHORE DRIVE, ROOM/SUITE 811, NORTH PALM BEACH, FL 33408-3663

Signing Officer

Name
Susan Dacorte
Title
Director
Phone
5613718440
Signed
2015-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Bohr Dahm Greif & Associates Pc
Address
1845 51ST ST NE, CEDAR RAPIDS, IA 52402-2458
Preparer
Scott E Bohr
Phone
3193668400
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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02925
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02925
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MUTUAL FUNDS - FIXED - SEE DETAIL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0241882
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0242110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0455484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0461168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - EQUITY - SEE DETAIL
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt01068000
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01068000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt01833000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt019109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FDS - COMMODITIES -SEE DETAIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FDS - REAL ESTATE-SEE DETAIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt012948
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016953
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0117630
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt064015
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0198616
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0198616
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02925
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0117630
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0105500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0105500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016953
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016953
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt056725
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0118771
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0118771
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0667191
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01981
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01981
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0117630
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0183992
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt064015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt055346
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt055355
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05842
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05842
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0493
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0124704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt069380
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0196647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0253372
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0253372
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019204
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069380
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt091147
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt014298
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt07699
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt021997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0173669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1375892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1113243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1113243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0178040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1489135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANKIOWA - SEE ATTACHED DETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANKIOWA - SEE ATTACHED DETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0117630
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt04371
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt056725
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0625
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01857738
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01800388
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01857738
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0126619
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0126619
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0126619
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0130299
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03680
IRS990PF/DistributableAmountGrp/TotalTaxAmt03680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01299
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt02623371
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0137127
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt059565
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt059565
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt096604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0241882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0242110
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0431457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0455484
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0461168
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01068000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01068000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01068000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01833000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt067200
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt032807
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027528
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01800388
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01857738
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01800388
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01857738
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02623371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01800388
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01857738
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01800388
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01857738
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02645660
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt092606
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0720054
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039685
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01833000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0130299
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02605975
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02645660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN DACORTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0136 LAKESHORE DRIVE 811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORTH PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033408
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0127946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0129786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt093727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt079912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt076988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02605975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02090228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01636466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01435875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0124704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.147290
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0124704
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0124704
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0124704
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0SUSAN DACORTE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0136 LAKESHORE DRIVE 811
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTH PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033408
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05613718440
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RURAL HEALTH CARE IN FAYETTE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF NE IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RAPTOR RESOURCE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0425 CEDAR STREET STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 16
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WATERLOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DECORAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105500
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/AppliedToCurrentYearAmt0122567
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02137
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0126619
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0124704
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04052
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02137
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01981
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01981
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROPERTY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MAINTENANCE & SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5FARM REAL ESTATE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7NONDEDUCTIBLE PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05133
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19348
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt229392
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt34931
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt45952
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5590
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19348
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt229392
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34931
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45952
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt59
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6590
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0516
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1109
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND ADDITION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NONDIVIDEND DISTRIBUTION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05842
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05842
TaxesSchedule/TaxesDetail/Amt0493
TaxesSchedule/TaxesDetail/Amt12500
TaxesSchedule/TaxesDetail/Amt254
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt24940 EXCISE TAX ON INVESTMENT IN
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0493
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN DACORTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05613718440
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT AND RUTH WALKER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0273081260
ReturnHeader/Filer/PhoneNum05613718440
ReturnHeader/Filer/USAddress/AddressLine1Txt0136 LAKESHORE DRIVE
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 811
ReturnHeader/Filer/USAddress/CityNm0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334083663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOHR DAHM GREIF & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01845 51ST ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0524022458
ReturnHeader/PreparerPersonGrp/PhoneNum03193668400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E BOHR
ReturnHeader/ReturnTs02015-08-07T11:58:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,857,738
Liabilities
$0
Net assets
$1,857,738
Revenue
$253,372
Expenses
$196,647
Net income
$56,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.09$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.06$0.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.88$0.50$0.39
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.04$1.21$0.04$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.04$1.27$0.13$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.17$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.07$0.15$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.05$0.15$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.03$0.17$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.25$0.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.13$0.13$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits