Civic Intelligence

Martin D and Mary J Walker Charitable Foundation

EIN 34-6867453 • Carmel, IN

1335 S Guilford Road Suite 1305Carmel, IN 46032
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-89%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-4.3%

Faster asset growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

2.2%

Faster revenue growth than 39% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,754,475

Down $78,581 (-4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,754,475

Down $78,581 (-4.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin6th percentile

Revenue

Up

$86,566

Up $1,858 (+2.2%) from 2023

Expenses

Up

$163,431

Up $148,218 (+974%) from 2023

Net Income

Down

-$76,865

Down $146,360 (-211%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,844,018Liabilities 2011: $0Net Assets 2011: $2,844,0182011Assets 2012: $2,974,986Liabilities 2012: $0Net Assets 2012: $2,974,9862012Assets 2013: $2,952,938Liabilities 2013: $0Net Assets 2013: $2,952,9382013Assets 2014: $2,443,950Liabilities 2014: $0Net Assets 2014: $2,443,9502014Assets 2015: $1,644,513Liabilities 2015: $0Net Assets 2015: $1,644,5132015Assets 2016: $3,572,304Liabilities 2016: $0Net Assets 2016: $3,572,3042016Assets 2017: $2,012,024Liabilities 2017: $0Net Assets 2017: $2,012,0242017Assets 2018: $1,957,657Liabilities 2018: $0Net Assets 2018: $1,957,6572018Assets 2019: $1,868,659Liabilities 2019: $0Net Assets 2019: $1,868,6592019Assets 2020: $1,841,299Liabilities 2020: $0Net Assets 2020: $1,841,2992020Assets 2021: $1,792,058Liabilities 2021: $0Net Assets 2021: $1,792,0582021Assets 2022: $1,762,535Liabilities 2022: $0Net Assets 2022: $1,762,5352022Assets 2023: $1,833,056Liabilities 2023: $0Net Assets 2023: $1,833,0562023Assets 2024: $1,754,475Liabilities 2024: $0Net Assets 2024: $1,754,4752024

Highlighted filing

2024

Assets$1,754,475
Liabilities$0
Net Assets$1,754,475
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $331,5522011Expenses 2012: $143,8822012Revenue 2013: $124,985Expenses 2013: $145,932Net Income 2013: -$20,9472013Revenue 2014: $143,619Expenses 2014: $1,099,295Net Income 2014: -$955,6762014Revenue 2015: $81,535Expenses 2015: $1,203,707Net Income 2015: -$1,122,1722015Revenue 2016: $4,062,321Expenses 2016: $1,611,783Net Income 2016: $2,450,5382016Revenue 2017: $166,723Expenses 2017: $2,319,838Net Income 2017: -$2,153,1152017Revenue 2018: $65,085Expenses 2018: $187,922Net Income 2018: -$122,8372018Revenue 2019: $30,861Expenses 2019: $139,529Net Income 2019: -$108,6682019Revenue 2020: $48,685Expenses 2020: $110,185Net Income 2020: -$61,5002020Revenue 2021: $35,052Expenses 2021: $118,546Net Income 2021: -$83,4942021Revenue 2022: $46,504Expenses 2022: $109,176Net Income 2022: -$62,6722022Revenue 2023: $84,708Expenses 2023: $15,213Net Income 2023: $69,4952023Revenue 2024: $86,566Expenses 2024: $163,431Net Income 2024: -$76,8652024

Highlighted filing

2024

Revenue$86,566
Expenses$163,431
Net Income-$76,865
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,754,475
Liabilities
$0
Net assets
$1,754,475
Revenue
$86,566
Expenses
$163,431
Net income
-$76,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.08$0.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.05$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.04$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.05$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.03$0.14$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.07$0.19$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.17$2.32$2.15
2016Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$4.06$1.61$2.45
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$1.20$1.12
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.14$1.10$0.96
2013Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.12$0.15$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN D WALKERTrustee-$0--
DONALD B WALKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Martin D and Mary J Walker
EIN
34-6867453
Phone
2169204800
Address
1335 S GUILFORD ROAD SUITE 1305, CARMEL, IN 46032

Signing Officer

Name
Donald B Walker
Title
Trustee
Phone
2169204800
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Mai Capital Management LLC
Address
6050 OAK TREE BLVD SUITE 500, INDEPENDENCE, OH 44131
Preparer
Kathleen a Buchs
Phone
2169204800
Raw XML Appendix325 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/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DONALD B WALKER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01335 S GUILFORD ROAD APT 1305
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARMEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046032
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02169204800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0452770053
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt091599
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074299
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0674
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05378
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058401
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt088586
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030185
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01716
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET EFFECT OF COST BASIS / TAX ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MAI WEALTH ADVISORS, IM FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO FEES (SPDR)
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08432
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1782
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08432
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1782
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0745
TaxesSchedule/TaxesDetail/Amt1672
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0745
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1672
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD B WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02169204800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARTIN D AND MARY J WALKER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0346867453
ReturnHeader/Filer/PhoneNum02169204800
ReturnHeader/Filer/USAddress/AddressLine1Txt01335 S GUILFORD ROAD SUITE 1305
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611495162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAI CAPITAL MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06050 OAK TREE BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDEPENDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02169204800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A BUCHS
ReturnHeader/ReturnTs02025-05-15T07:49:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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