Civic Intelligence

Walters-Roth Foundation

990PF • Fiscal year 2021 • EIN 83-2368171

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 27, 2022

Organization Profile
3400 N Lake Shore Dr 8BChicago, IL 60657

(773) 469-9907

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-42%

Higher net margin than 14% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

36th percentile

-2.2%

Faster asset growth than 36% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-79%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$221,223

Down $4,966 (-2.2%) from 2020

Net Assets

Down

$221,223

Down $4,966 (-2.2%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Down

$11,721

Down $43,430 (-79%) from 2020

Expenses

Down

$16,674

Down $1,766 (-9.6%) from 2020

Net Income

Down

-$4,953

Down $41,664 (-113%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$400K$300K$200K$100K$0Assets 2019: $368,553Liabilities 2019: $1Net Assets 2019: $368,5532019Assets 2020: $226,189Liabilities 2020: $1Net Assets 2020: $226,1892020Assets 2021: $221,223Liabilities 2021: $1Net Assets 2021: $221,2232021Assets 2022: $213,233Liabilities 2022: $1Net Assets 2022: $213,2332022Assets 2023: $209,500Liabilities 2023: $1Net Assets 2023: $209,5002023Assets 2024: $200,468Liabilities 2024: $0Net Assets 2024: $200,4682024

Highlighted filing

2021

Assets$221,223
Liabilities$1
Net Assets$221,223
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $16,286Expenses 2019: $16,037Net Income 2019: $2492019Revenue 2020: $55,151Expenses 2020: $18,440Net Income 2020: $36,7112020Revenue 2021: $11,721Expenses 2021: $16,674Net Income 2021: -$4,9532021Revenue 2022: $9,659Expenses 2022: $17,635Net Income 2022: -$7,9762022Revenue 2023: $9,883Expenses 2023: $13,601Net Income 2023: -$3,7182023Revenue 2024: $9,248Expenses 2024: $18,265Net Income 2024: -$9,0172024

Highlighted filing

2021

Revenue$11,721
Expenses$16,674
Net Income-$4,953
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 27, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet S WaltersPresident-$0--
Anthony J WaltersSec'Y/Treas-$0--
Jessica K WaltersVice 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 8B, Chicago, IL 60657

Signing Officer

Name
Anthony J Walters
Title
Secretary
Signed
2022-02-27
Raw XML Appendix328 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Janet S Walters
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anthony J Walters
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jessica K Walters
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec'y/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13400 N Lake Shore Dr - 8B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2736 North 89th Street
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Anthony J Walters
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support charitable assistance for reproductive health care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support soup kitchens and food pantries for those in need
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support the donee's educational activities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To support the religious and educational programs of the recipient
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Support of Social Welfare Activities of Recipient
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To support the donee's activities in support of democracy and democratic institutions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Planned Parenthood Federation of Am
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Feeding America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Univ of Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Chicago Sinai Congregation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4The Village Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5The Brennan Center for Justice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 97166
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 96749
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2915 E 60th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt315 West Delaware Pl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42502 N Clark Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5120 Broadway - Suite 1750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120077
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260637
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510271
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014650
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/AppliedToCurrentYearAmt014650
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01251
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02243
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014650
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02243
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04429
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0110
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt013
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Acquisition premium amortization - Pitney Bowes Pfd
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Check Printing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Tax Software Charge
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt063
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1112
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1774
TaxesSchedule/TaxesDetail/Amt2800
TaxesSchedule/TaxesDetail/CategoryTxt0Illinois Charity Bureau
TaxesSchedule/TaxesDetail/CategoryTxt1IRS - 990PF
TaxesSchedule/TaxesDetail/CategoryTxt2IRS - Estimated Tax for 2021
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony J Walters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Walters-Roth Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0832368171
ReturnHeader/Filer/PhoneNum07734699907
ReturnHeader/Filer/USAddress/AddressLine1Txt03400 N Lake Shore Dr 8B
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060657
ReturnHeader/ReturnTs02022-02-27T10:07:27-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anthony J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Walters
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,223
Liabilities
$1
Net assets
$221,223
Revenue
$11,721
Expenses
$16,674
Net income
-$4,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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