Civic Intelligence

The Walter & Jean Kalberer Foundation

990PF • Fiscal year 2020 • EIN 34-1817179

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

1259 W Hill DrGates Mills, OH 44040

(440) 463-1881

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-11706%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

6th percentile

-14%

Faster asset growth than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,269,207

Down $207,577 (-14%) from 2019

Net Assets

Down

$1,269,207

Down $207,577 (-14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$18,729

Down $419,813 (-96%) from 2019

Expenses

Up

$2,211,099

Up $1,233,587 (+126%) from 2019

Net Income

Down

-$2,192,370

Down $1,653,400 (-307%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$1,269,207
Liabilities$0
Net Assets$1,269,207

Operations Trend

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

2020

Revenue$18,729
Expenses$2,211,099
Net Income-$2,192,370
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.0
Compensation and Service Providers

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
4404631881
Address
1259 W HILL DR, GATES MILLS, OH 44040

Signing Officer

Name
Jean C Kalberer
Title
Trustee
Signed
2021-10-26
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 Appendix361 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
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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/AddressLine1Txt31289 RIVER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Gates Mills
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JEAN KALBERER
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Jean C Kalberer
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt92020 BENEFIT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110900 EUCLID AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11CAZENOVIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12CLEVELAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1244106
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02201359
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0153790
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0153790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0797591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt056263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0231764
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0231764
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02938235
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02048901
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0797591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt056263
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035480
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02202691
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02048901
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03169999
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01121098
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01029785
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CSV Life Insurance
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01029785
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0425
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01984793
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION IN VALUE OF STOCKS DONATED TO CHARITABLE ORGS
TaxesSchedule/TaxesDetail/Amt07500
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07500
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jean C Kalberer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALTER & JEAN KALBERER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0341817179
ReturnHeader/Filer/PhoneNum04404631881
ReturnHeader/Filer/USAddress/AddressLine1Txt01259 W HILL DR
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/ReturnTs02021-10-26T07:17:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jean C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kalberer
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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