Walters-Roth Foundation

990PF • Fiscal year 2020 • EIN 83-2368171

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

Organization Profile

3400 N Lake Shore DrChicago, IL 60657

(773) 469-9907

Siviq Scores

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

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

67%

Higher net margin than 92% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-39%

Faster asset growth than 11% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

239%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$226,189

Down $142,364 (-39%) from 2019

Net Assets

Down

$226,189

Down $142,364 (-39%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin92nd percentile

Revenue

$55,151

Up $38,865 (+239%) from 2019

Expenses

$18,440

Up $2,403 (+15%) from 2019

Net Income

$36,711

Up $36,462 (+14643%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

Highlighted filing

2020

Assets$226,189

Liabilities$1

Net Assets$226,189

Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

Highlighted filing

2020

Revenue$55,151

Expenses$18,440

Net Income$36,711

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: May 4, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Janet S Walters	President	-	$0	-	-
Anthony J Walters	Sec'Y/Treas	-	$0	-	-
Jessica K Walters	Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Walters-Roth Foundation Inc
EIN: 83-2368171
Phone: 7734699907
Address: 3400 N Lake Shore Dr, Chicago, IL 60657

Signing Officer

Name: Anthony J Walters
Title: Secretary
Signed: 2021-05-04

Raw XML Appendix305 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	13904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	9424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	13371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	14335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	14185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	14279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	14286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	41389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	9	749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	39657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	25306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	83185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	19951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	15411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	11675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	15910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	7	15324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	8	44750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	9	1256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Intel Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	Metlife Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	Pfizer Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	BOK Financial 5.375% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	Pitney Bowes Inc 6.7% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	Public Storage Dep Shs 5.125% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	Wells Fargo % Co Dep Shs 5.5% Pfd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	Cisco Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	Viatris Inc
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	25004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	28031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Fidelity Gov't Money Market Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	Select Sector SPDR Trust - Technology
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	iShares Trust Pfd & Income Sec
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	67220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	27535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
IRS990PF/AddressChangeInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	36711
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	110
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	55151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	339
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	341
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	10296
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	17650
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	18440
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	55151
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	790
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	499 Chevron Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	CIL Viatris, Inc
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Janet S Walters
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Anthony J Walters
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Jessica K Walters
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Sec'y/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Vice President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	3400 N Lake Shore Dr - 8B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	736 North 89th Street
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Anthony J Walters
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7734699907
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	4000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	To support soup kitchens and food pantries for those in need
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	To support the religious and educational programs of the recipient
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Support of Social Welfare Activities of Recipient
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Feeding America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Chicago Sinai Congregation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	The Village Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 96749
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	15 West Delaware Pl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2502 N Clark Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	20077
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	60610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	60614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	17650
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	16658
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	16658
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1251
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2243
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1251
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	17650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	992
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2243
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1251
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Padgitt, Padgitt & Peppey
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	110
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	179140
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Assets change from fair value to cost basis forpresentation
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Publication of Public Notice
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Tax Software
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	99
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	65
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Restatements of Basis by Brokerage
TaxesSchedule/TaxesDetail/Amt	0	15
TaxesSchedule/TaxesDetail/Amt	1	326
TaxesSchedule/TaxesDetail/CategoryTxt	0	Illinois Charity Bureau
TaxesSchedule/TaxesDetail/CategoryTxt	1	IRS - 990PF
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Anthony J Walters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Walters-Roth Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt	0	WALT
ReturnHeader/Filer/EIN	0	832368171
ReturnHeader/Filer/PhoneNum	0	7734699907
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3400 N Lake Shore Dr
ReturnHeader/Filer/USAddress/CityNm	0	Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60657
ReturnHeader/ReturnTs	0	2021-05-04T12:43:29-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Anthony J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Walters
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $226,189
Liabilities: $1
Net assets: $226,189
Revenue: $55,151
Expenses: $18,440
Net income: $36,711

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.00	$0.00	$2.00	$0.09	$0.18	$0.09
2023Detailed filing. Detailed filing data is available for this year.	$2.10	$0.00	$2.10	$0.10	$0.14	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$2.13	$0.00	$2.13	$0.10	$0.18	$0.08
2021Detailed filing. Detailed filing data is available for this year.	$2.21	$0.00	$2.21	$0.12	$0.17	$0.05
2020Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.55	$0.18	$0.37
2019Detailed filing. Detailed filing data is available for this year.	$3.69	$0.00	$3.69	$0.16	$0.16	$0.00