Civic Intelligence

Harold Waller Charitable Foundation

990PF • Fiscal year 2023 • EIN 47-4665388

Jan 01, 2023 to Dec 31, 2023 • Filed on May 05, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-48%

Higher net margin than 14% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-1.4%

Faster asset growth than 46% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

764%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$401,166

Flat from 2023

Net Assets

$401,166

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin14th percentile

Revenue

Flat

$11,863

Flat from 2023

Expenses

Flat

$17,508

Flat from 2023

Net Income

Flat

-$5,645

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th 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: $0Net Assets 2023: $401,1662023Assets 2023: $401,166Liabilities 2023: $12023

Highlighted filing

2023

Assets$401,166
Liabilities$0
Net Assets$401,166
Open 2023 Filing

Operations Trend

Revenue Growth98th 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: -$5,6452023Revenue 2023: $11,863Expenses 2023: $17,508Net Income 2023: -$5,6452023

Highlighted filing

2023

Revenue$11,863
Expenses$17,508
Net Income-$5,645
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 5, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Seibel & Katz Cpas
Address
10250 ALLIANCE RD STE 100, CINCINNATI, OH 45242
Preparer
Jeffrey Tate
Phone
5135882830
Raw XML Appendix334 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/GrantOrContributionPdDurYrGrp/Amt010000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010901
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013143
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03762
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010432
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010196
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010901
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014194
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023575
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0314
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01256
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0942
OtherDecreasesSchedule/OtherDecreasesDetail/Amt019
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACCOUNTING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TREAS ST OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0528
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0528
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04104
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MONEY MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04104
TaxesSchedule/TaxesDetail/Amt098
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1EST TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FORIEGN PAID TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt098
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL F WENKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05133819222
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-05
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/PreparerFirmEIN0311328088
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEIBEL & KATZ CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010250 ALLIANCE RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045242
ReturnHeader/PreparerPersonGrp/PhoneNum05135882830
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TATE
ReturnHeader/ReturnTs02024-05-15T16:53:11-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WENKER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$401,166
Liabilities
$0
Net assets
$401,166
Revenue
$11,863
Expenses
$17,508
Net income
-$5,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.12$0.18$0.06
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