Civic Intelligence

Robert and Ruth Walker Charitable Foundation

990PF • Fiscal year 2021 • EIN 27-3081260

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile
136 Lakeshore Drive Rm/Ste 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

53rd percentile

0.03x

Higher debt load relative to assets than 53% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.99x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-147%

Higher net margin than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

13th percentile

-4.5%

Faster asset growth than 13% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-68%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$1,252,397

Down $59,535 (-4.5%) from 2020

Net Assets

Down

$1,212,397

Down $59,535 (-4.7%) from 2020

Liabilities

Flat

$40,000

Flat from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin3rd percentile

Revenue

Down

$40,375

Down $86,428 (-68%) from 2020

Expenses

Down

$99,910

Down $63,081 (-39%) from 2020

Net Income

Down

-$59,535

Down $23,347 (-65%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2021

Assets$1,252,397
Liabilities$40,000
Net Assets$1,212,397
Open 2021 Filing

Operations Trend

Revenue Growth4th 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

2021

Revenue$40,375
Expenses$99,910
Net Income-$59,535
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th 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 RM/STE 811, NORTH PALM BEACH, FL 33408-3663

Signing Officer

Name
Susan Dacorte
Title
Director
Phone
5613718440
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Bghn Associates Pc
Address
1845 51ST ST NE, CEDAR RAPIDS, IA 52402
Preparer
Scott E Bohr
Phone
3193668400
Raw XML Appendix296 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MUTUAL FUNDS - FIXED - SEE DETAIL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt044653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - EQUITY - SEE DETAIL
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANKIOWA ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANKIOWA LT COVERED
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-59535
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01212397
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04461
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01833000
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt047569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011930
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt047569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05896
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052245
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05896
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053465
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0849
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0849
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM REAL ESTATE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROPERTY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MAINTENANCE & SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08290
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14530
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21409
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt310554
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt42715
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt51260
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6780
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14530
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21409
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310554
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42715
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6780
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt040000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SBA LOAN - EDIL
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt040000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01243
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN DACORTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05613718440
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
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 RM/STE 811
ReturnHeader/Filer/USAddress/CityNm0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334083663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGHN ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01845 51ST ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052402
ReturnHeader/PreparerPersonGrp/PhoneNum03193668400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E BOHR
ReturnHeader/ReturnTs02022-11-10T14:24:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DACORTE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,252,397
Liabilities
$40,000
Net assets
$1,212,397
Revenue
$40,375
Expenses
$99,910
Net income
-$59,535
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