Civic Intelligence

Harold Waller Charitable Foundation

990PF • Fiscal year 2016 • EIN 47-4665388

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
600 Vine Street Suite 2650Cincinnati, OH 45202

(513) 381-9222

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

31%

Faster asset growth than 81% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-57%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$236,762

Up $55,844 (+31%) from 2015

Net Assets

$236,762

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Down

$77,686

Down $103,293 (-57%) from 2015

Expenses

Up

$21,843

Up $21,843 from 2015

Net Income

Down

$55,843

Down $125,136 (-69%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$600K$400K$200K$0Assets 2015: $180,918Liabilities 2015: $02015Assets 2016: $236,762Liabilities 2016: $0Net Assets 2016: $236,7622016Assets 2018: $197,645Liabilities 2018: $0Net Assets 2018: $197,6452018Assets 2019: $193,123Liabilities 2019: $0Net Assets 2019: $193,1232019Assets 2020: $203,426Liabilities 2020: $0Net Assets 2020: $203,4262020Assets 2021: $428,965Liabilities 2021: $0Net Assets 2021: $428,9652021Assets 2022: $406,830Liabilities 2022: $0Net Assets 2022: $406,8302022Assets 2023: $401,166Liabilities 2023: $12023

Highlighted filing

2016

Assets$236,762
Liabilities$0
Net Assets$236,762
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $180,979Expenses 2015: $0Net Income 2015: $180,9792015Revenue 2016: $77,686Expenses 2016: $21,843Net Income 2016: $55,8432016Revenue 2018: $17,134Expenses 2018: $31,044Net Income 2018: -$13,9102018Revenue 2019: $22,983Expenses 2019: $27,444Net Income 2019: -$4,4612019Revenue 2020: $25,678Expenses 2020: $15,373Net Income 2020: $10,3052020Revenue 2021: $243,014Expenses 2021: $17,472Net Income 2021: $225,5422021Revenue 2022: $1,373Expenses 2022: $23,524Net Income 2022: -$22,1512022Revenue 2023: $11,863Expenses 2023: $17,508Net Income 2023: -$5,6452023

Highlighted filing

2016

Revenue$77,686
Expenses$21,843
Net Income$55,843
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL F WENKERTrustee-$0--
CYNTHIA CHIAROTrustee-$0--
SHARON FELTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold Waller Charitable Foundation
EIN
47-4665388
Phone
5133819222
Address
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202

Signing Officer

Name
Paul F Wenker
Title
Trustee
Phone
5133819222
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Midwest CPA LLC
Address
4555 LAKE FOREST DR STE 410, BLUE ASH, OH 45242-3760
Preparer
Jeffrey Tate
Phone
5135882830
Raw XML Appendix312 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/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010112
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0729
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010112
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01562
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01562
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012403
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01562
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01562
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0729
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RFDK
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02403
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09613
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07210
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TREAS ST OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt113
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MONEY MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt113
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0HAROLD WALLER TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0600 VINE STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0SUITE 2650
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CINCINNATI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd045202
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FORIEGN PAID TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL F WENKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05133819222
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD WALLER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0474665388
ReturnHeader/Filer/PhoneNum05133819222
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId072A9AB7397B853419F7BC1FB2C0C199BD4BCD0FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0707C1617CD59749002751B9FCFB10D24BCFE7340
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270890231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDWEST CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04555 LAKE FOREST DR STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE ASH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452423760
ReturnHeader/PreparerPersonGrp/PhoneNum05135882830
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TATE
ReturnHeader/ReturnTs02017-05-11T22:30:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$236,762
Liabilities
$0
Net assets
$236,762
Revenue
$77,686
Expenses
$21,843
Net income
$55,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.01$0.00$0.12$0.18$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$0.01$0.24$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.00$4.29$2.43$0.17$2.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.26$0.15$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.23$0.27$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.17$0.31$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.78$0.22$0.56
2015Summary only. Only limited summary data is available for this year.$1.81$0.00$1.81$0.00$1.81
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits