Civic Intelligence

Robert and Ruth Walker Charitable Foundation

990PF • Fiscal year 2022 • EIN 27-3081260

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 19, 2023

Organization Profile
136 Lakeshore Drive 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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

84th percentile

44%

Higher net margin than 84% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

85th percentile

28%

Faster asset growth than 85% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

2086%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,597,475

Up $345,078 (+28%) from 2021

Net Assets

Up

$1,597,475

Up $385,078 (+32%) from 2021

Liabilities

Down

$0

Down $40,000 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin84th percentile

Revenue

Up

$882,721

Up $842,346 (+2086%) from 2021

Expenses

Up

$497,643

Up $397,733 (+398%) from 2021

Net Income

Up

$385,078

Up $444,613 (+747%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2022

Assets$1,597,475
Liabilities$0
Net Assets$1,597,475
Open 2022 Filing

Operations Trend

Revenue Growth99th 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

2022

Revenue$882,721
Expenses$497,643
Net Income$385,078
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 19, 2023
Return Version
2022v5.0
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 SUITE 811, NORTH PALM BEACH, FL 33408-3663

Signing Officer

Name
Susan Dacorte
Title
Director
Phone
5613718440
Signed
2023-10-19
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 Appendix297 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03240
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MUTUAL FUNDS - FIXED - SEE DETAIL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0272803
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0177938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - EQUITY - SEE DETAIL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18718
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1REIT - SEE DETAIL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17836
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IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-11300
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0882721
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03240
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt078069
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0122643
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt033372
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-09-14
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANK IOWA LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SALE OF FARM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0805216
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0385078
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01597475
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01212397
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01597475
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt084372
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt084372
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt084372
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt095557
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011185
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt070
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0337
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02402
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018406
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt040000
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01940253
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0899976
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0276527
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029104
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0763750
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt095557
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01911149
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01940253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN DACORTE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0136 LAKESHORE DRIVE 811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORTH PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0425 CEDAR STREET STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WATERLOO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt084372
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0299764
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0293868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05896
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0378240
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0293868
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0299764
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05896
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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/Desc7PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10REPAYMENT OF EDIL LOAN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11SBA PAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05112
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11836
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21692
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt39443
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt43422
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt53194
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt65297
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt72696
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11836
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21692
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt39443
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43422
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53194
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt65297
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt72696
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt839000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt92334
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt040000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SBA LOAN - EDIL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02005
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02005
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010000
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN DACORTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05613718440
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-19
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 SUITE 811
ReturnHeader/Filer/USAddress/CityNm0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334083663
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E BOHR
ReturnHeader/ReturnTs02023-10-23T13:44:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DACORTE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,597,475
Liabilities
$0
Net assets
$1,597,475
Revenue
$882,721
Expenses
$497,643
Net income
$385,078
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