Civic Intelligence

Walters-Roth Foundation

990PF • Fiscal year 2023 • EIN 83-2368171

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 22, 2024

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-38%

Higher net margin than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

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.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-1.8%

Faster asset growth than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

2.3%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$209,500

Down $3,733 (-1.8%) from 2022

Net Assets

Down

$209,500

Down $3,733 (-1.8%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin16th percentile

Revenue

Up

$9,883

Up $224 (+2.3%) from 2022

Expenses

Down

$13,601

Down $4,034 (-23%) from 2022

Net Income

Up

-$3,718

Up $4,258 (+53%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$209,500
Liabilities$1
Net Assets$209,500
Open 2023 Filing

Operations Trend

Revenue Growth48th 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

2023

Revenue$9,883
Expenses$13,601
Net Income-$3,718
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-03-22
Raw XML Appendix282 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/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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03400 N Lake Shore Dr - Apt 8B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13400 N Lake Shore Dr - 8B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29201 1st Avenue NW
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Anthony J Walters
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06571
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06684
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019599
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013255
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013028
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06684
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0120
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Acquisition premium amortization - Pitney Bowes Pfd
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Publication of Public Notice
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Tax Software charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1111
TaxesSchedule/TaxesDetail/Amt015
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Anthony J Walters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-22
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-03-22T08:28:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anthony J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Walters
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,500
Liabilities
$1
Net assets
$209,500
Revenue
$9,883
Expenses
$13,601
Net income
-$3,718
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