Civic Intelligence

Harold Waller Charitable Foundation

990PF • Fiscal year 2022 • EIN 47-4665388

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-1613%

Higher net margin than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

38th percentile

-5.2%

Faster asset growth than 38% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$406,830

Down $22,135 (-5.2%) from 2021

Net Assets

Down

$406,830

Down $22,135 (-5.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$1,373

Down $241,641 (-99%) from 2021

Expenses

Up

$23,524

Up $6,052 (+35%) from 2021

Net Income

Down

-$22,151

Down $247,693 (-110%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2022

Assets$406,830
Liabilities$0
Net Assets$406,830
Open 2022 Filing

Operations Trend

Revenue Growth2nd 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

2022

Revenue$1,373
Expenses$23,524
Net Income-$22,151
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL F WENKERTrustee-$0--
CYNTHIA CHIAROTrustee-$0--
SHARON FELTONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF CINCINNATIPROMOTE CHARITABLE PURPOSE-CINCINNATI, OH, US$10,000
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
2023-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Midwest CPA LLC
Address
10250 ALLIANCE ROAD - SUITE 100, CINCINNATI, OH 45242
Preparer
Jeffrey Tate
Phone
5135882830
Raw XML Appendix332 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/StatementsRegardingActyGrp/PhoneNum05133819222
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045202
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROMOTE CHARITABLE PURPOSE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05943
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013143
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014346
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023575
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030015
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01051
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04203
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03152
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TREAS ST OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON DIV DISTRIBUTION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04340
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MONEY MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04340
TaxesSchedule/TaxesDetail/Amt01357
TaxesSchedule/TaxesDetail/Amt11250
TaxesSchedule/TaxesDetail/Amt2224
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1EST TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FORIEGN PAID TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01357
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11250
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0224
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL F WENKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05133819222
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270890231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDWEST CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010250 ALLIANCE ROAD - SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045242
ReturnHeader/PreparerPersonGrp/PhoneNum05135882830
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TATE
ReturnHeader/ReturnTs02023-05-13T13:16:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WENKER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$406,830
Liabilities
$0
Net assets
$406,830
Revenue
$1,373
Expenses
$23,524
Net income
-$22,151
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
2022Detailed filing. Detailed filing data is available for this year.$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