Civic Intelligence

Harold Waller Charitable Foundation

990PF • Fiscal year 2019 • EIN 47-4665388

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$193,123

Down $4,522 (-2.3%) from 2018

Net Assets

Down

$193,123

Down $4,522 (-2.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin19th percentile

Revenue

Up

$22,983

Up $5,849 (+34%) from 2018

Expenses

Down

$27,444

Down $3,600 (-12%) from 2018

Net Income

Up

-$4,461

Up $9,449 (+68%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2019

Assets$193,123
Liabilities$0
Net Assets$193,123
Open 2019 Filing

Operations Trend

Revenue Growth81st 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

2019

Revenue$22,983
Expenses$27,444
Net Income-$4,461
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
2020-06-15
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 Appendix354 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/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAUL F WENKER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0452022474
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05133819222
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PAUL F WENKER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05133819200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0600 VINE STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0SUITE 2650
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GREATER CINCINNATI AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0OCTOBER 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROMOTE CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 19970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0452190970
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt011006
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040018
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01562
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021202
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010196
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040018
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029822
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RFDK
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0752
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03010
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02257
OtherDecreasesSchedule/OtherDecreasesDetail/Amt061
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACCOUNTING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TREAS ST OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02356
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MONEY MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02356
TaxesSchedule/TaxesDetail/Amt0121
TaxesSchedule/TaxesDetail/Amt157
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FORIEGN PAID TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt057
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL F WENKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05133819222
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-15
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/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/PreparationDt02020-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TATE
ReturnHeader/ReturnTs02020-06-27T13:33:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$193,123
Liabilities
$0
Net assets
$193,123
Revenue
$22,983
Expenses
$27,444
Net income
-$4,461
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
2019Detailed filing. Detailed filing data is available for this year.$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