Civic Intelligence

Evelyn E Walter Foundation

990PF • Fiscal year 2017 • EIN 31-1171927

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 02, 2018

Organization Profile
116 South Main StreetMarion, OH 43302

(740) 387-9093

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

8th percentile

-53%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

44th percentile

$3,288

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

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

Asset Growth

63rd percentile

6.6%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,420,111

Up $87,857 (+6.6%) from 2016

Net Assets

Up

$1,420,111

Up $87,857 (+6.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Up

$49,582

Up $13,241 (+36%) from 2016

Expenses

Up

$76,091

Up $811 (+1.1%) from 2016

Net Income

Up

-$26,509

Up $12,430 (+32%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,448,381Liabilities 2014: $0Net Assets 2014: $1,448,3812014Assets 2015: $1,331,627Liabilities 2015: $0Net Assets 2015: $1,331,6272015Assets 2016: $1,332,254Liabilities 2016: $0Net Assets 2016: $1,332,2542016Assets 2017: $1,420,111Liabilities 2017: $0Net Assets 2017: $1,420,1112017Assets 2018: $1,277,809Liabilities 2018: $0Net Assets 2018: $1,277,8092018Assets 2019: $1,400,831Liabilities 2019: $0Net Assets 2019: $1,400,8312019Assets 2020: $1,443,463Liabilities 2020: $0Net Assets 2020: $1,443,4632020Assets 2021: $1,509,819Liabilities 2021: $0Net Assets 2021: $1,509,8192021Assets 2022: $1,270,042Liabilities 2022: $0Net Assets 2022: $1,270,0422022Assets 2023: $1,329,599Liabilities 2023: $0Net Assets 2023: $1,329,5992023Assets 2024: $1,391,893Liabilities 2024: $0Net Assets 2024: $1,391,8932024

Highlighted filing

2017

Assets$1,420,111
Liabilities$0
Net Assets$1,420,111
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

$100K$50K$0-$50KRevenue 2014: $74,930Expenses 2014: $92,027Net Income 2014: -$17,0972014Revenue 2015: $49,261Expenses 2015: $93,615Net Income 2015: -$44,3542015Revenue 2016: $36,341Expenses 2016: $75,280Net Income 2016: -$38,9392016Revenue 2017: $49,582Expenses 2017: $76,091Net Income 2017: -$26,5092017Revenue 2018: $58,375Expenses 2018: $82,191Net Income 2018: -$23,8162018Revenue 2019: $47,860Expenses 2019: $72,369Net Income 2019: -$24,5092019Revenue 2020: $36,296Expenses 2020: $75,901Net Income 2020: -$39,6052020Revenue 2021: $88,357Expenses 2021: $88,518Net Income 2021: -$1612021Revenue 2022: $62,671Expenses 2022: $87,931Net Income 2022: -$25,2602022Revenue 2023: $50,190Expenses 2023: $72,740Net Income 2023: -$22,5502023Revenue 2024: $59,059Expenses 2024: $70,711Net Income 2024: -$11,6522024

Highlighted filing

2017

Revenue$49,582
Expenses$76,091
Net Income-$26,509
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD D CRAMERTrustee-$3,288-$3,288
WILLIAM T ROGERSTrustee-$1,644-$1,644
Filing and Contact Details

Filer

Filer Name
Evelyn E Walter Foundation
EIN
31-1171927
Phone
7403879093
Address
116 SOUTH MAIN STREET, MARION, OH 43302

Signing Officer

Name
Ronald D Cramer Trustee
Title
Trustee
Phone
7403879093
Signed
2018-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Ronald D Cramer dba Michel Davis & Cramer
Address
116 South Main Street, Marion, OH 43302
Preparer
Ronald D Cramer
Phone
7403613299
Raw XML AppendixShowing 400 of 460 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROGRAM EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROGRAM EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CLEARING HOUSECHRISTMAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PROGRAM EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10COMMUNITY SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE OHIO STATE UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6MARION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7MARION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8MARION
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03098
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02968
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058012
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02968
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010760
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt05635
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MICHEL,DAVIS,CRAMER LEGAL/ADMIN.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02818
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05635
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05635
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04544
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt14065
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt210633
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CGD EDWARD JONES 1-0
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CGD EDWARD JONES 1-2
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CGD COMMONWEALTH FINANCIAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04544
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt14065
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt210633
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04544
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14065
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt210633
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0114366
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED MARKET GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04102
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt17319
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04102
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt17319

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,420,111
Liabilities
$0
Net assets
$1,420,111
Revenue
$49,582
Expenses
$76,091
Net income
-$26,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.09$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.06$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.04$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.05$0.09$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.07$0.09$0.02