Civic Intelligence

The Walter & Jean Kalberer Foundation

990PF • Fiscal year 2017 • EIN 34-1817179

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

Organization Profile
1259 West Hill DriveGates Mills, OH 44040

(440) 423-3420

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

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

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

Asset Growth

69th percentile

9.4%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

99th percentile

1427%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,811,542

Up $154,977 (+9.4%) from 2016

Net Assets

Up

$1,811,542

Up $154,977 (+9.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin84th percentile

Revenue

Up

$316,786

Up $296,041 (+1427%) from 2016

Expenses

Up

$207,096

Up $140,896 (+213%) from 2016

Net Income

Up

$109,690

Up $155,145 (+341%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,875,286Liabilities 2010: $0Net Assets 2010: $1,875,2862010Assets 2011: $2,727,534Liabilities 2011: $0Net Assets 2011: $2,727,5342011Assets 2012: $2,236,838Liabilities 2012: $0Net Assets 2012: $2,236,8382012Assets 2013: $1,676,213Liabilities 2013: $0Net Assets 2013: $1,676,2132013Assets 2014: $1,844,135Liabilities 2014: $0Net Assets 2014: $1,844,1352014Assets 2015: $1,702,020Liabilities 2015: $0Net Assets 2015: $1,702,0202015Assets 2016: $1,656,565Liabilities 2016: $0Net Assets 2016: $1,656,5652016Assets 2017: $1,811,542Liabilities 2017: $0Net Assets 2017: $1,811,5422017Assets 2018: $1,577,875Liabilities 2018: $0Net Assets 2018: $1,577,8752018Assets 2019: $1,476,784Liabilities 2019: $0Net Assets 2019: $1,476,7842019Assets 2020: $1,269,207Liabilities 2020: $0Net Assets 2020: $1,269,2072020Assets 2021: $1,221,504Liabilities 2021: $0Net Assets 2021: $1,221,5042021Assets 2022: $1,230,800Liabilities 2022: $0Net Assets 2022: $1,230,8002022Assets 2023: $1,170,265Liabilities 2023: $0Net Assets 2023: $1,170,2652023Assets 2024: $2,811,724Liabilities 2024: $0Net Assets 2024: $2,811,7242024

Highlighted filing

2017

Assets$1,811,542
Liabilities$0
Net Assets$1,811,542
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $505,9522010Expenses 2011: $369,5952011Expenses 2012: $568,1592012Revenue 2013: $112,508Expenses 2013: $673,132Net Income 2013: -$560,6242013Revenue 2014: $1,014,485Expenses 2014: $846,563Net Income 2014: $167,9222014Revenue 2015: $153,720Expenses 2015: $295,835Net Income 2015: -$142,1152015Revenue 2016: $20,745Expenses 2016: $66,200Net Income 2016: -$45,4552016Revenue 2017: $316,786Expenses 2017: $207,096Net Income 2017: $109,6902017Revenue 2018: $17,467Expenses 2018: $231,957Net Income 2018: -$214,4902018Revenue 2019: $438,542Expenses 2019: $977,512Net Income 2019: -$538,9702019Revenue 2020: $18,729Expenses 2020: $2,211,099Net Income 2020: -$2,192,3702020Revenue 2021: $281,645Expenses 2021: $621,269Net Income 2021: -$339,6242021Revenue 2022: $14,296Expenses 2022: $5,000Net Income 2022: $9,2962022Revenue 2023: $14,598Expenses 2023: $609,591Net Income 2023: -$594,9932023Revenue 2024: $988,208Expenses 2024: $561,187Net Income 2024: $427,0212024

Highlighted filing

2017

Revenue$316,786
Expenses$207,096
Net Income$109,690
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Walter E KalbererTrustee-$0--
Jean C KalbererTrustee-$0--
Gwenn S WinkhausTrustee-$0--
Lori KalbererTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Walter & Jean Kalberer Foundation
EIN
34-1817179
Phone
4404233420
Address
1259 WEST HILL DRIVE, GATES MILLS, OH 44040

Signing Officer

Name
Jean C Kalberer
Title
Trustee
Signed
2018-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Morgan & Associates Inc
Address
6155 Rockside Road 307, Independence, OH 44131
Preparer
Hugh J Morgan
Phone
2166428604
Raw XML Appendix368 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Walter E Kalberer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jean C Kalberer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Gwenn S Winkhaus
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52015 ANNUAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7ANNUAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501C(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CWRU
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CLEVELAND INSTITUTE OF ART
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6CLEVELAND MUSEUM OF NATURAL HISTORY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PLAYHOUSE SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311141 EAST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt411150 EAST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5UNIVERSITY CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61 Wade Oval University Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7I WADE OVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CLEVELAND
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0169981
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0169981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0231764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0712484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0566685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0440378
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0440378
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01546413
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0231764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0712484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0566685
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0205461
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035480
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01986791
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01951311
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0903327
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CSV Life Insurance
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0903327
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0903327
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt045287
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03270
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATOION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01635
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01635
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jean C Kalberer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALTER & JEAN KALBERER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0341817179
ReturnHeader/Filer/PhoneNum04404233420
ReturnHeader/Filer/USAddress/AddressLine1Txt01259 WEST HILL DRIVE
ReturnHeader/Filer/USAddress/CityNm0GATES MILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341660198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morgan & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06155 Rockside Road 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Independence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02166428604
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HUGH J MORGAN
ReturnHeader/ReturnTs02018-11-02T07:07:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,811,542
Liabilities
$0
Net assets
$1,811,542
Revenue
$316,786
Expenses
$207,096
Net income
$109,690
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.99$0.56$0.43
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.01$0.61$0.59
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.28$0.62$0.34
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.02$2.21$2.19
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.44$0.98$0.54
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.02$0.23$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.32$0.21$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.02$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.15$0.30$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$1.01$0.85$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.67$0.56
2012Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.57
2011Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.37
2010Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.51