Civic Intelligence

Walter Family Foundation C/O Sterling Foundation Management LLC

990PF • Fiscal year 2019 • EIN 46-1181153

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 22, 2020

Organization Profile
12030 Sunrise Valley Dr No 450Reston, VA 20191

(703) 437-9720

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

59th percentile

5.1%

Faster asset growth than 59% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

113%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,226,905

Up $107,113 (+5.1%) from 2018

Net Assets

Up

$2,226,234

Up $106,457 (+5.0%) from 2018

Liabilities

Up

$671

Up $656 (+4373%) from 2018

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin82nd percentile

Revenue

Up

$344,909

Up $183,336 (+113%) from 2018

Expenses

Up

$238,452

Up $175,370 (+278%) from 2018

Net Income

Up

$106,457

Up $7,966 (+8.1%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $426,563Liabilities 2012: $02012Assets 2013: $591,019Liabilities 2013: $56,0792013Assets 2014: $857,586Liabilities 2014: $1,247Net Assets 2014: $856,3392014Assets 2015: $1,324,850Liabilities 2015: $2,951Net Assets 2015: $1,321,8992015Assets 2016: $1,904,622Liabilities 2016: $0Net Assets 2016: $1,904,6222016Assets 2017: $2,021,311Liabilities 2017: $25Net Assets 2017: $2,021,2862017Assets 2018: $2,119,792Liabilities 2018: $15Net Assets 2018: $2,119,7772018Assets 2019: $2,226,905Liabilities 2019: $671Net Assets 2019: $2,226,2342019Assets 2020: $1,965,626Liabilities 2020: $6,725Net Assets 2020: $1,958,9012020Assets 2021: $2,122,521Liabilities 2021: $0Net Assets 2021: $2,122,5212021Assets 2022: $1,930,447Liabilities 2022: $0Net Assets 2022: $1,930,4472022Assets 2023: $1,725,857Liabilities 2023: $0Net Assets 2023: $1,725,8572023Assets 2024: $1,494,277Liabilities 2024: $0Net Assets 2024: $1,494,2772024

Highlighted filing

2019

Assets$2,226,905
Liabilities$671
Net Assets$2,226,234
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500KRevenue 2012: $485,298Expenses 2012: $58,735Net Income 2012: $426,5632012Revenue 2013: $249,667Expenses 2013: $200,025Net Income 2013: $49,6422013Revenue 2014: $756,676Expenses 2014: $435,277Net Income 2014: $321,3992014Revenue 2015: $939,477Expenses 2015: $473,917Net Income 2015: $465,5602015Revenue 2016: $922,472Expenses 2016: $339,749Net Income 2016: $582,7232016Revenue 2017: $270,710Expenses 2017: $154,046Net Income 2017: $116,6642017Revenue 2018: $161,573Expenses 2018: $63,082Net Income 2018: $98,4912018Revenue 2019: $344,909Expenses 2019: $238,452Net Income 2019: $106,4572019Revenue 2020: $78,683Expenses 2020: $346,016Net Income 2020: -$267,3332020Revenue 2021: $654,395Expenses 2021: $490,775Net Income 2021: $163,6202021Revenue 2022: $99,189Expenses 2022: $291,263Net Income 2022: -$192,0742022Revenue 2023: $327,702Expenses 2023: $532,292Net Income 2023: -$204,5902023Revenue 2024: $151,782Expenses 2024: $383,362Net Income 2024: -$231,5802024

Highlighted filing

2019

Revenue$344,909
Expenses$238,452
Net Income$106,457
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 22, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W EDWARD WALTERPresident/Director-$0--
CAROLE WALTERSecretary/Treasurer/Direct-$0--
Filing and Contact Details

Filer

Filer Name
Walter Family Foundation
EIN
46-1181153
Phone
7034379720
Address
12030 SUNRISE VALLEY DR NO 450, RESTON, VA 20191

Signing Officer

Name
Ed Walter
Title
Officer
Phone
7034379720
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Gorfine Schiller & Gardyn Pa
Address
10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer
Matthew Q Keefer CPA
Phone
4103565900
Raw XML Appendix337 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/PersonNm0W EDWARD WALTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLE WALTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013 OAK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt137TH AND O STREETS NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HAMILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120057
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0217500
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/AppliedToCurrentYearAmt0117195
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0117195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0264612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0393965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0357521
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0357521
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0799636
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0113521
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0264612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0393965
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0230716
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0113521
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01157157
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01043636
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0EDWARD WALTER
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0950 BELLEVIEW RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MCLEAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022102
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0199869
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0185809
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS STOCKS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-08-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013191
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16236
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FOUNDATION MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt013191
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt16236
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ED WALTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07034379720
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STERLING FOUNDATION MANAGEMENT LLC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0461181153
ReturnHeader/Filer/PhoneNum07034379720
ReturnHeader/Filer/USAddress/AddressLine1Txt012030 SUNRISE VALLEY DR NO 450
ReturnHeader/Filer/USAddress/CityNm0RESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020191
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId044F26ED54B8B8D88B1165040399A7D4552DF7240
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId044F26ED54B8B8D88B1165040399A7D4552DF7240
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId052054920202960327e13
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.67.46.202
ReturnHeader/FilingSecurityInformation/IPDt02020-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:54:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521231901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORFINE SCHILLER & GARDYN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010045 RED RUN BLVD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04103565900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW Q KEEFER CPA
ReturnHeader/ReturnTs02020-10-22T09:59:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,226,905
Liabilities
$671
Net assets
$2,226,234
Revenue
$344,909
Expenses
$238,452
Net income
$106,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.15$0.38$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.33$0.53$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.10$0.29$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.65$0.49$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.96$0.08$0.35$0.27
2019Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.34$0.24$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.16$0.06$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.27$0.15$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.92$0.34$0.58
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.94$0.47$0.47
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.76$0.44$0.32
2013Summary only. Only limited summary data is available for this year.$0.59$0.06$0.25$0.20$0.05
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.49$0.06$0.43