Civic Intelligence

Harold Waller Charitable Foundation

990PF • Fiscal year 2024 • EIN 47-4665388

Jan 01, 2024 to Dec 31, 2024 • Filed on May 05, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-97%

Higher net margin than 8% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

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.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-2.6%

Faster asset growth than 42% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-8.5%

Faster revenue growth than 34% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$390,746

Down $10,420 (-2.6%) from 2023

Net Assets

$390,746

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

Down

$10,854

Down $1,009 (-8.5%) from 2023

Expenses

Up

$21,362

Up $3,854 (+22%) from 2023

Net Income

Down

-$10,508

Down $4,863 (-86%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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: $12023Assets 2024: $390,746Liabilities 2024: $0Net Assets 2024: $390,7462024

Highlighted filing

2024

Assets$390,746
Liabilities$0
Net Assets$390,746
Open 2024 Filing

Operations Trend

Revenue Growth34th 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 2024: $10,854Expenses 2024: $21,362Net Income 2024: -$10,5082024

Highlighted filing

2024

Revenue$10,854
Expenses$21,362
Net Income-$10,508
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.0
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
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Seibel & Katz Cpas
Address
3814 WEST ST STE 311, CINCINNATI, OH 45227
Preparer
Jeffrey Tate
Phone
5132717835
Raw XML Appendix318 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/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/Amt012000
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/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt013230
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010196
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08394
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0236
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013230
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02038
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010432
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RENDIGS, FRY, KIELY & DENNIS
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0605
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02421
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01816
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TREAS ST OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt088
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCOUNTING ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04646
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MONEY MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04646
TaxesSchedule/TaxesDetail/Amt095
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1EST TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FORIEGN PAID TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt095
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL F WENKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05133819222
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
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/AddressLine1Txt03814 WEST ST STE 311
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045227
ReturnHeader/PreparerPersonGrp/PhoneNum05132717835
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TATE
ReturnHeader/ReturnTs02025-05-09T13:00:41-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,746
Liabilities
$0
Net assets
$390,746
Revenue
$10,854
Expenses
$21,362
Net income
-$10,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.11$0.21$0.11
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