Civic Intelligence

The Walter & Jean Kalberer Foundation

990PF • Fiscal year 2018 • EIN 34-1817179

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

1st percentile

-1228%

Higher net margin than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,577,875

Down $233,667 (-13%) from 2017

Net Assets

Down

$1,577,875

Down $233,667 (-13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin1st percentile

Revenue

Down

$17,467

Down $299,319 (-94%) from 2017

Expenses

Up

$231,957

Up $24,861 (+12%) from 2017

Net Income

Down

-$214,490

Down $324,180 (-296%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2018

Assets$1,577,875
Liabilities$0
Net Assets$1,577,875
Open 2018 Filing

Operations Trend

Revenue Growth1st 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

2018

Revenue$17,467
Expenses$231,957
Net Income-$214,490
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
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
2019-11-05
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 Appendix318 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Lori Kalberer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01259 West Hill Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11259 West Hill Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 438
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36777 GATES MILLS BLVD
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04404233420
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Walter E Kalberer
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Jean C Kalberer
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt158000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt344853
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ANNUAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 C3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1IDEASTREAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MUSICAL ARTS ASSCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CLEVELAND PLAYHOUSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11375 EUCLID AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211001 EUCLID AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PLAYHOUSE SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0174567
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0174567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0231764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0712484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0566685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0566685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01035991
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056263
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0231764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0712484
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0230830
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056263
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01602676
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01546413
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0903327
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CSV Life Insurance
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1JOHN HANCOCK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2NORTH AMERICAN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3NYL
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt17676
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt28031
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ESTIMATED TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jean C Kalberer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
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/ReturnTs02019-11-05T07:44:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,577,875
Liabilities
$0
Net assets
$1,577,875
Revenue
$17,467
Expenses
$231,957
Net income
-$214,490
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