Civic Intelligence

The Robert a Waidner Foundation

990PF • Fiscal year 2022 • EIN 52-7195462

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 24, 2023

Organization Profile
7 St Paul St- Ste 1500Baltimore, MD 21202

(410) 347-8770

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

84th percentile

44%

Higher net margin than 84% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

59th percentile

2.2%

Faster asset growth than 59% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-56%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,974,068

Up $387,393 (+2.2%) from 2021

Net Assets

Up

$17,974,068

Up $387,393 (+2.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Down

$880,422

Down $1,100,285 (-56%) from 2021

Expenses

Up

$493,029

Up $48,591 (+11%) from 2021

Net Income

Down

$387,393

Down $1,148,876 (-75%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$30M$20M$10M$0Assets 2011: $16,004,564Liabilities 2011: $02011Assets 2012: $16,798,000Liabilities 2012: $02012Assets 2013: $18,054,896Liabilities 2013: $02013Assets 2014: $19,006,030Liabilities 2014: $02014Assets 2015: $15,476,341Liabilities 2015: $02015Assets 2019: $20,756,051Liabilities 2019: $02019Assets 2020: $16,050,406Liabilities 2020: $0Net Assets 2020: $16,050,4062020Assets 2021: $17,586,675Liabilities 2021: $0Net Assets 2021: $17,586,6752021Assets 2022: $17,974,068Liabilities 2022: $0Net Assets 2022: $17,974,0682022Assets 2023: $19,021,305Liabilities 2023: $0Net Assets 2023: $19,021,3052023Assets 2024: $22,454,203Liabilities 2024: $0Net Assets 2024: $22,454,2032024

Highlighted filing

2022

Assets$17,974,068
Liabilities$0
Net Assets$17,974,068
Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $399,205Expenses 2011: $325,840Net Income 2011: $73,3652011Revenue 2012: $1,134,676Expenses 2012: $341,240Net Income 2012: $793,4362012Revenue 2013: $1,621,564Expenses 2013: $364,668Net Income 2013: $1,256,8962013Revenue 2014: $1,325,912Expenses 2014: $374,778Net Income 2014: $951,1342014Revenue 2015: $2,611,842Expenses 2015: $6,141,531Net Income 2015: -$3,529,6892015Revenue 2019: $1,481,979Expenses 2019: $473,182Net Income 2019: $1,008,7972019Revenue 2020: $1,761,884Expenses 2020: $6,467,529Net Income 2020: -$4,705,6452020Revenue 2021: $1,980,707Expenses 2021: $444,438Net Income 2021: $1,536,2692021Revenue 2022: $880,422Expenses 2022: $493,029Net Income 2022: $387,3932022Revenue 2023: $1,494,685Expenses 2023: $447,448Net Income 2023: $1,047,2372023Revenue 2024: $3,900,203Expenses 2024: $467,305Net Income 2024: $3,432,8982024

Highlighted filing

2022

Revenue$880,422
Expenses$493,029
Net Income$387,393
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert SloanTrustee-$0--
Frederick S KoontzTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBaltimore Symphony OrchestaUnrestrictedn/aBaltimore, MD, US$239,897
Filing and Contact Details

Filer

Filer Name
The Robert A Waidner Foundation
EIN
52-7195462
Phone
4103478770
Address
7 St Paul St- Ste 1500, Baltimore, MD 21202

Signing Officer

Name
Frederick S Koontz
Title
Trustee
Phone
4103478770
Signed
2023-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Whiteford Taylor & Preston LLP
Address
7 Saint Paul Street, Baltimore, MD 21202
Preparer
Frederick Koontz
Phone
4103478700
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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0see attached schedule
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Citigroup stock merger
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert Sloan
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0239897
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Baltimore Symphony Orchesta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01212 Cathedral Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0239897
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0262076
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01448247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01186171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03882566
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01186171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02696395
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02696395
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0262076
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02696395
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03882566
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WTP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0480
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt124440
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Ground rents
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Tax credit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0480
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt126000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0480
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt126000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Foreign tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Advisory fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Overhead
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3bank fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4accrued int paid
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06852
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1117924
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt254288
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41432
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06852
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1117924
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt254288
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41432
TaxesSchedule/TaxesDetail/Amt025278
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Frederick S Koontz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04103478770
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Robert A Waidner Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0527195462
ReturnHeader/Filer/PhoneNum04103478770
ReturnHeader/Filer/USAddress/AddressLine1Txt07 St Paul St- Ste 1500
ReturnHeader/Filer/USAddress/CityNm0Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520619214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Whiteford Taylor & Preston LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 Saint Paul Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021202
ReturnHeader/PreparerPersonGrp/PhoneNum04103478700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frederick Koontz
ReturnHeader/ReturnTs02023-04-26T15:37:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Frederick
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Koontz
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$17,974,068
Liabilities
$0
Net assets
$17,974,068
Revenue
$880,422
Expenses
$493,029
Net income
$387,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$3.90$0.47$3.43
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.49$0.45$1.05
2022Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.88$0.49$0.39
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$1.98$0.44$1.54
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.76$6.47$4.71
2019Summary only. Only limited summary data is available for this year.$20.8$0.00$1.48$0.47$1.01
2015Summary only. Only limited summary data is available for this year.$15.5$0.00$2.61$6.14$3.53
2014Summary only. Only limited summary data is available for this year.$19.0$0.00$1.33$0.37$0.95
2013Summary only. Only limited summary data is available for this year.$18.1$0.00$1.62$0.36$1.26
2012Summary only. Only limited summary data is available for this year.$16.8$0.00$1.13$0.34$0.79
2011Summary only. Only limited summary data is available for this year.$16.0$0.00$0.40$0.33$0.07