WALDER OPERATIONS LTD: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WALDER OPERATIONS LTD (EIN 61-1407381)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-26
- IRS object ID
- 202430579349100863
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-26T13:05:56-08:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362169848 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lerman Sweeney & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 Old Orchard Road Ste 525 | AddressLine1Txt |
| City | Skokie | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611407381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walder Operations Ltd | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALD | BusinessNameControlTxt |
| Phone | 8477451674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 Old Orchard Rd 450 | AddressLine1Txt |
| City | Skokie | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Walder | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Elizabeth | PersonFirstNm |
| Person Last | Walder | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mitchell S Lerman | PreparerPersonNm |
| PTIN | P00113621 | PTIN |
| Phone | 8479666696 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,235,492 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,089,836 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,627 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,627 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,627 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $316,487 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,409,950 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,627 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,627 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $110,651 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $110,651 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,910,833 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,926,411 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $109,285 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $109,285 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $468,556 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $468,556 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $8,335 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $515,070 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $515,070 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $213,176 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $213,176 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $92,559 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $383,506 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $411,956 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $94,144 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $98,944 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,604,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,499,219 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,510,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,361,603 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,085 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,696,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,547,688 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$286,327 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,627 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,676,896 | CashBOYAmt |
| Cash EOY | $1,338,190 | CashEOYAmt |
| Cash EOYFMV | $1,338,190 | CashEOYFMVAmt |
| Acct Rcvbl | $20,428 | AcctRcvblAmt |
| Acct Rcvbl BOY | $9,246 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $20,428 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $20,428 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $49,721 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $33,251 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $33,251 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,188,420 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $440,077 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,681,308 | LandBOYAmt |
| Land EOY | $1,748,343 | LandEOYAmt |
| Land EOYFMV | $1,748,343 | LandEOYFMVAmt |
| Other Assets BOY | $105,483 | OtherAssetsBOYAmt |
| Other Assets EOY | $95,280 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $95,280 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,522,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,235,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,235,492 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,622 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,730 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $71,810 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $69,017 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $91,432 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,747 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,431,222 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,144,745 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,431,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,144,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,522,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,235,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,431,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$286,327 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,144,895 | SubtotalAmt |
| Other Decreases | $150 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,144,745 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $50 | SubtotalAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $50 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Joseph and Elizabeth Walder | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2244702927 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 Old Orchard Rd Ste 450 | AddressLine1Txt |
| City | Skokie | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Dr Joseph Walder | ||||||
| 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | Pres Emeritus | 1.00 | $0 |
| Elizabeth Walder | ||||||
| 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | President | 5.00 | $0 |
| Kate Coughlin | ||||||
| 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | Treasurer | 12.00 | $110,651 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Rouhama Garelick | |||||||
| 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | Founding Director | 40.00 | $163,916 | $8,236 |
| Marvin Z Wender | |||||||
| 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | Curriculum | 40.00 | $100,955 | $5,075 |
| Daniel M Alkhovsky | |||||||
| 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | Managing Director | 40.00 | $129,866 | $3,750 |
| Krystal Languell | |||||||
| 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | Controller | 40.00 | $116,123 | $5,565 |
| David B Lurie | |||||||
| 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | Assistant Director | 40.00 | $152,583 | $7,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 25 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| Chavayot LiChinuch Ltd | |||||||||
| 47/44 Yigal Yardin St | Modiin | IS | 7171607 | Science Program Consult | $156,300 | ||||
| McDermott Will & Emery LLP | |||||||||
| Legal Services | $442,892 | PO Box 6043 | Chicago | IL | 60680 | ||||
| ST Advisors | |||||||||
| Strategic Planning | $86,250 | 2759 Garrisons | Evanston | IL | 60201 | ||||
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Walder Education - Walder Education is a Jewish Teachers Resource Center empowering educators with the tools for success, using innovative curricula from renowned educational institutions around the world. Walder Education is dedicated to promoting the highest quality Judaic and secular education for all Jewish children and schools, regardless of affiliation. The program promotes student success by providing teachers with the best tools and resources to ensure that they can effectively reach each student. Walder Education produces a wide variety of educational content, including audio/visual, posters, games, art projects, and religious and secular curriculum. | Description1Txt |
| Expenses1 | $3,362,567 | Expenses1Amt |
| Description2 | Walder Science Walder Science provides educational STEM enrichment programs and teacher support through the prism of Jewish values. Enrichment programs are targeted primarily toward students at Chicago-area Jewish day schools and include exhibits, demonstrations, competitions, after-school programs, and opportunities to work in both collaborative and individual settings. The main goal is to pique the participants curiosity and scientific interests by designing engaging projects and allowing students to work at their own pace, encouraging young researchers to arrive at and take ownership of their own discoveries. Teacher support programs provide professional education and resources in order to increase the pool of skilled math and science teachers in Jewish parochial high schools | Description2Txt |
| Expenses2 | $3,340,668 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,547,688 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,547,688 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-04-11 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,547,688 | CurrentYearAmt |
| Year1 | $5,625,846 | Year1Amt |
| Year2 | $4,465,897 | Year2Amt |
| Year3 | $3,605,997 | Year3Amt |
| Total | $20,245,428 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $186,085 | CurrentYearAmt |
| Year1 | $115,344 | Year1Amt |
| Year2 | $133,638 | Year2Amt |
| Year3 | $17,500 | Year3Amt |
| Total | $452,567 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,361,603 | CurrentYearAmt |
| Year1 | $5,510,502 | Year1Amt |
| Year2 | $4,332,259 | Year2Amt |
| Year3 | $3,588,497 | Year3Amt |
| Total | $19,792,861 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,235,744 | CurrentYearAmt |
| Year1 | $3,522,654 | Year1Amt |
| Year2 | $2,551,121 | Year2Amt |
| Year3 | $3,062,523 | Year3Amt |
| Total | $12,372,042 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,235,744 | CurrentYearAmt |
| Year1 | $3,522,654 | Year1Amt |
| Year2 | $2,551,121 | Year2Amt |
| Year3 | $3,062,523 | Year3Amt |
| Total | $12,372,042 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dr Joseph Walder | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Kehillah Jewish Educational Fund KJ | |||||||
| 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | N/A | PC | Furtherance of charitable, religious, and Jewish educational purposes | $61,461 |
| Kehillah Jewish Educational Fund KJ | |||||||
| 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | N/A | PC | Furtherance of charitable, religious, and Jewish educational purposes | $62,024 |
| Arie Crown | |||||||
| 4600 Main Street | Skokie | IL | 60076 | N/A | PC | Furtherance of charitable, religious, and Jewish educational purposes | $13,000 |
| Playthinks | |||||||
| 2800 W North Shore | Chicago | IL | 60645 | N/A | PC | Furtherance of charitable, religious, and Jewish educational purposes | $12,000 |
| Hanna Sachs | |||||||
| 3021 W Devon | Chicago | IL | 60659 | N/A | PC | Furtherance of charitable, religious, and Jewish educational purposes | $18,600 |
| Lubavitch Girls High School | |||||||
| 6350 N Whipple | Chicago | IL | 60659 | N/A | PC | Furtherance of charitable, religious, and Jewish educational purposes | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,085 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Walder Education | $65,469 |
| Walder Science | $251,018 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,627 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $316,487 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $320,114 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | Walder Education Revenue is generated through the sale of school supplies, at significant discount, to schools, teachers, and other educators. |
| 1b | Walder Science Revenue is generated through after school enrichment program fees paid by families and through agreements with area schools to provide educational services for a fee. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| American Endowment Foundation | |||||||
| 1 | 5700 Darrow Rd Suite 118 | Hudson | OH | 44236 | $5,998,000 | Yes (X) | |
| Cash Donations | |||||||
| 2 | 5215 Old Orchard Rd Ste 450 | Skokie | IL | 60077 | $5,736 | Yes (X) | |
| Glenbrook South High School | |||||||
| 3 | 4000 W Lake Ave | Glenview | IL | 60026 | $79,100 | Yes (X) | |
| Toberman Family Foundation | |||||||
| 4 | 131 Grand Ave | San Pedro | CA | 90731 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | Educational Equipment and supplies | NoncashPropertyDesc |
| Fair Market Value | $79,100 | FairMarketValueAmt |
| Received | 2023-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $8,335 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,335 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (7 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|
| Website Development | 2021-06-01 | $19,750 | $7,132 | 3.0000 | $6,583 | $13,715 |
| Galambos & Assoc - Website | 2021-07-31 | $118,500 | $36,208 | 3.0000 | $39,500 | $75,708 |
| Show me the Copy - Website | 2021-11-18 | $13,125 | $2,552 | 3.0000 | $4,375 | $6,927 |
| Website Development | 2022-08-19 | $19,148 | 3.0000 | $5,319 | $5,319 | |
| Website Development | 2022-09-22 | $19,148 | 3.0000 | $4,787 | $4,787 | |
| Website Development | 2022-12-01 | $9,775 | 3.0000 | $1,901 | $1,901 | |
| Website Development | 2023-02-24 | $4,715 | 3.0000 | $524 | $524 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Leasehold Improv - Yeshur | 2013-06-30 | $27,589 | $6,363 | SL | 0.0256 | $707 |
| Leasehold Improve Yeshuru | 2013-12-31 | $326,149 | $71,433 | SL | 0.0256 | $8,362 |
| Improvements- Yeshurun | 2015-06-30 | $82,054 | $14,816 | SL | 0.0256 | $2,104 |
| Campbridge Interiors | 2019-04-22 | $13,500 | $1,110 | SL | 0.0256 | $346 |
| Linkspace LLC | 2019-06-03 | $400,000 | $31,196 | SL | 0.0256 | $10,256 |
| Oakton Partners LLC | 2019-06-03 | $114,167 | $8,903 | SL | 0.0256 | $2,927 |
| Computer Equipment | 2019-02-25 | $9,397 | $7,773 | 200DB | 0.1152 | $1,083 |
| Leasehold Improvements | 2019-06-30 | $26,773 | $2,087 | SL | 0.0256 | $686 |
| Leasehold Improvements | 2019-08-09 | $38,589 | $2,845 | SL | 0.0256 | $989 |
| Leasehold Improvements | 2019-10-30 | $40,000 | $2,780 | SL | 0.0256 | $1,026 |
| Leasehold Improvements | 2020-01-02 | $7,924 | $499 | SL | 0.0256 | $203 |
| Oakton Partners | 2020-06-30 | $306,124 | $16,026 | SL | 0.0256 | $7,849 |
| CDBG1Inc | 2020-06-30 | $52,200 | $2,732 | SL | 0.0256 | $1,338 |
| Linkspace LLC | 2020-06-30 | $261,054 | $13,665 | SL | 0.0256 | $6,693 |
| Morgante-Wilson | 2020-01-02 | $23,773 | $1,500 | SL | 0.0256 | $610 |
| Cambridge Interiors | 2019-09-26 | $1,650 | $118 | SL | 0.0256 | $42 |
| Fox Locks Inc | 2019-10-08 | $7,635 | $531 | SL | 0.0256 | $196 |
| Creative Technology Solutions | 2019-10-01 | $1,223 | $84 | SL | 0.0256 | $31 |
| Northwest Refuse Service | 2019-09-05 | $4,950 | $355 | SL | 0.0256 | $127 |
| Computers | 2019-09-05 | $32,663 | $23,256 | 200DB | 0.1152 | $3,763 |
| Computers | 2020-01-27 | $20,432 | $14,547 | 200DB | 0.1152 | $2,354 |
| Toyota Highlander XLE 2021 | 2020-12-30 | $47,716 | $24,812 | 200DB | 0.1920 | $9,161 |
| A Plus Construction | 2021-07-31 | $33,457 | $823 | SL | 0.0256 | $858 |
| Procom Enterprises - Alarm | 2021-11-01 | $4,585 | $74 | SL | 0.0256 | $118 |
| Computer Equipment | 2021-10-13 | $1,714 | $343 | 200DB | 0.3200 | $548 |
| Wacom Technology | 2021-10-10 | $7,500 | $1,500 | 200DB | 0.3200 | $2,400 |
| Apple | 2021-07-31 | $7,315 | $1,463 | 200DB | 0.3200 | $2,341 |
| Dell | 2021-07-31 | $15,118 | $3,024 | 200DB | 0.3200 | $4,838 |
| Amazon | 2022-04-06 | $4,000 | $800 | 200DB | 0.3200 | $1,280 |
| Computer Equipment | 2021-07-31 | $5,435 | $1,087 | 200DB | 0.3200 | $1,739 |
| SP Glowforge Store | 2021-11-04 | $7,155 | $1,431 | 200DB | 0.3200 | $2,290 |
| Technology Equipment | 2021-07-31 | $9,304 | $1,861 | 200DB | 0.3200 | $2,977 |
| Leasehold Improvements | 2022-09-15 | $28,470 | SL | 0.0203 | $579 | |
| Leasehold Improvements | 2022-12-12 | $10,200 | SL | 0.0139 | $142 | |
| Leasehold Improvements | 2023-01-31 | $12,310 | SL | 0.0118 | $145 | |
| Leasehold Improvments | 2023-02-23 | $4,300 | SL | 0.0096 | $41 | |
| Leasehold Improvements | 2023-03-30 | $11,860 | SL | 0.0075 | $89 | |
| Leasehold Improvements | 2023-04-30 | $11,420 | SL | 0.0054 | $61 | |
| Leasehold Improvements | 2023-06-02 | $5,625 | SL | 0.0011 | $6 | |
| Leasehold Improvements | 2022-11-08 | $15,165 | SL | 0.0161 | $243 | |
| Leasehold Improvements | 2023-04-03 | $3,937 | SL | 0.0054 | $21 | |
| Leasehold Improvements | 2023-05-23 | $2,558 | SL | 0.0032 | $8 | |
| Technology | 2022-08-15 | $5,590 | 200DB | 0.2000 | $1,118 | |
| Technology | 2022-01-27 | $1,931 | 200DB | 0.3200 | $618 | |
| Technology | 2023-05-19 | $1,900 | 200DB | 0.2000 | $380 | |
| Technology | 2023-06-30 | $39,504 | 200DB | 0.2000 | $7,901 | |
| Computer | 2023-04-03 | $2,399 | 200DB | 0.2000 | $480 | |
| Computer | 2022-10-31 | $2,427 | 200DB | 0.2000 | $485 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $47,716 | $33,973 | $13,743 | $13,743 |
| Machinery and Equipment | $261,465 | $181,361 | $80,104 | $80,105 |
| Improvements | $1,879,239 | $224,743 | $1,654,496 | $1,654,495 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $468,556 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $468,556 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| BOY Book Value | $105,483 | BOYBookValueAmt |
| EOY Book Value | $95,280 | EOYBookValueAmt |
| EOYFMV | $95,280 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beg R/E Adjustment | Desc |
| Amt | $150 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Advertising and Promotion | $97,718 | $97,718 |
| Amortization | $62,989 | |
| Bank Charges | $15,765 | $15,765 |
| Cleaning | $23,154 | $23,154 |
| Edge Costs | $10,670 | $10,670 |
| Employee Benefits | $74,403 | $69,329 |
| Equipment Rental | $89,663 | $89,663 |
| Event Expense | $22,830 | $22,830 |
| Filing Fees | $2,574 | $2,574 |
| Health Insurance | $576,490 | $532,219 |
| HRA | $114,975 | $114,975 |
| Insurance | $45,501 | $45,501 |
| IT Expenses | $125,640 | $125,640 |
| License and Annual fees | $27,369 | $27,369 |
| Office Supplies | $38,985 | $36,877 |
| Payroll Processing Fees | $3,982 | $3,982 |
| Professional Development | $9,976 | $9,976 |
| Program Expenses | $155,769 | $155,769 |
| Repairs | $19,058 | $28,642 |
| Services & Warranties | $21,485 | $21,485 |
| Telephone | $21,652 | $21,652 |
| Temporary Help | $3,991 | $3,991 |
| Utilities | $38,581 | $38,581 |
| Website Maintenance | $857 | $857 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Walder Education | $65,469 |
| Walder Science | $251,018 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Payroll Liabilities | $632 | $14,437 |
| Accrued Expenses | $61,196 | $36,033 |
| Credit Cards | $9,982 | $18,547 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Outside Consultants | CategoryTxt |
| Amt | $515,070 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $515,070 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| American Endowment Foundation | |||
| 5700 Darrow Rd Suite 118 | Hudson | OH | 44236 |
| Glenbrook South High School | |||
| 4000 W Lake Ave | Glenview | IL | 60026 |
| Toberman Family Foundation | |||
| 131 Grand Ave | San Pedro | CA | 90731 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Payroll Tax Expense | $212,998 | $212,998 |
| Sales tax | $178 | $178 |
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