Civic Intelligence

The Walter Foundation

990PF • Fiscal year 2016 • EIN 59-6205802

Sep 01, 2015 to Aug 31, 2016 • Filed on Oct 17, 2016

13623 N Florida AveTampa, FL 33613

(813) 961-0530

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

6th percentile

-81%

Higher net margin than 6% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

59th percentile

3.6%

Faster asset growth than 59% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

2.3%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$16,631,100

Up $572,513 (+3.6%) from 2015

Net Assets

Up

$16,631,100

Up $572,513 (+3.6%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Up

$552,900

Up $12,638 (+2.3%) from 2015

Expenses

Down

$1,001,916

Down $111,880 (-10%) from 2015

Net Income

Up

-$449,016

Up $124,518 (+22%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $14,946,381Liabilities 2011: $0Net Assets 2011: $14,946,3812011Assets 2012: $14,796,538Liabilities 2012: $0Net Assets 2012: $14,796,5382012Assets 2013: $15,100,719Liabilities 2013: $1Net Assets 2013: $15,100,7192013Assets 2014: $17,489,334Liabilities 2014: $1Net Assets 2014: $17,489,3342014Assets 2015: $16,058,587Liabilities 2015: $1Net Assets 2015: $16,058,5872015Assets 2016: $16,631,100Liabilities 2016: $0Net Assets 2016: $16,631,1002016Assets 2017: $17,664,990Liabilities 2017: $0Net Assets 2017: $17,664,9902017Assets 2018: $18,720,536Liabilities 2018: $0Net Assets 2018: $18,720,5362018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$16,631,100
Liabilities$0
Net Assets$16,631,100

Operations Trend

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

$20M$10M$0-$10M-$20MExpenses 2011: $958,5872011Expenses 2012: $911,2322012Revenue 2013: $450,493Expenses 2013: $1,008,147Net Income 2013: -$557,6542013Revenue 2014: $516,824Expenses 2014: $1,079,189Net Income 2014: -$562,3652014Revenue 2015: $540,262Expenses 2015: $1,113,796Net Income 2015: -$573,5342015Revenue 2016: $552,900Expenses 2016: $1,001,916Net Income 2016: -$449,0162016Revenue 2017: $401,225Expenses 2017: $1,007,842Net Income 2017: -$606,6172017Revenue 2018: $454,487Expenses 2018: $1,117,158Net Income 2018: -$662,6712018Revenue 2019: $121,321Expenses 2019: $18,464,460Net Income 2019: -$18,343,1392019

Highlighted filing

2016

Revenue$552,900
Expenses$1,001,916
Net Income-$449,016
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Oct 17, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAY B MYERSTrustee-$0--
ROBERT A WALTERTrustee-$0--
STEVEN L MYERSTrustee-$0--
ALEXANDER J WALTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Walter Foundation
EIN
59-6205802
Phone
8139610530
Address
13623 N Florida Ave, Tampa, FL 33613

Signing Officer

Name
Robert a Walter
Title
Trustee
Phone
8139610530
Signed
2016-10-17

Preparer

Firm
Gordon Myers & Brown
Address
13623 N Florida Ave, Tampa, FL 33613
Preparer
Steven L Myers
Phone
8139610530
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Easter Seals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Kelly Green Clearwater Martin Luther King Jr Neighborhood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Tampa Metro YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Doctors Without Borders
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Construction for Worldwide Evangelism
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Men's Bible Study of Tampa Bay Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Mt Carmel CDC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Idlewild Baptist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9The Florida Aquarium
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Crisis Center of Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Right Moves for Youthm Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Florida Museum of Photographic Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Asheville School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Meals on Wheels Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Boston University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Central Park Village Youth Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17USF Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18The Florida Orchestra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Lifepath Hopice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Metropolitan Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21Mission Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22NICS - Oasis International Schools
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Vanderbilt University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24Hope Children's Home
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25Navy Seal Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26University of Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27Amazing Love Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28Tampa Preparatory School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29Zenon Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30Brighter Tomorrows
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31Golden Retreiver Rescue of Mid Florida
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32Juvenile Diabetes Research Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33Heifer International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34Revelant Church Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35Boy Scouts of Am- Gulf Ridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36American Brain Tumor Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37Boys & Girls Club of Tampa

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