Civic Intelligence

Walker Center for Ecumenical Exchange Inc.

990 • Fiscal year 2017 • EIN 04-2123665

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

144 Hancock StreetAuburndale, MA 02466-2256

(617) 969-3919

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.35x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.62x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

22nd percentile

-8.5%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

37th percentile

-0.4%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

2.0%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,429,094

Down $5,772 (-0.4%) from 2016

Net Assets

Down

$927,420

Down $33,730 (-3.5%) from 2016

Liabilities

Up

$501,674

Up $27,958 (+5.9%) from 2016

Revenue

Up

$809,532

Up $15,499 (+2.0%) from 2016

Expenses

Down

$878,130

Down $79,987 (-8.3%) from 2016

Net Income

Up

-$68,598

Up $95,486 (+58%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,390,434Liabilities 2011: $206,308Net Assets 2011: $1,184,1262011Assets 2012: $1,400,709Liabilities 2012: $210,159Net Assets 2012: $1,190,5502012Assets 2013: $1,369,958Liabilities 2013: $209,938Net Assets 2013: $1,160,0202013Assets 2014: $1,371,945Liabilities 2014: $205,381Net Assets 2014: $1,166,5642014Assets 2015: $1,331,617Liabilities 2015: $206,383Net Assets 2015: $1,125,2342015Assets 2016: $1,434,866Liabilities 2016: $473,716Net Assets 2016: $961,1502016Assets 2017: $1,429,094Liabilities 2017: $501,674Net Assets 2017: $927,4202017Assets 2017: $1,663,227Liabilities 2017: $472,973Net Assets 2017: $1,190,2542017Assets 2018: $1,682,273Liabilities 2018: $455,155Net Assets 2018: $1,227,1182018Assets 2019: $1,660,427Liabilities 2019: $437,368Net Assets 2019: $1,223,0592019Assets 2020: $1,526,739Liabilities 2020: $546,391Net Assets 2020: $980,3482020Assets 2021: $3,352,159Liabilities 2021: $275,491Net Assets 2021: $3,076,6682021Assets 2022: $2,984,967Liabilities 2022: $131,180Net Assets 2022: $2,853,7872022Assets 2023: $5,795,627Liabilities 2023: $4,009Net Assets 2023: $5,791,6182023Assets 2024: $6,034,036Liabilities 2024: $3,333Net Assets 2024: $6,030,7032024

Highlighted filing

2017

Assets$1,429,094
Liabilities$501,674
Net Assets$927,420

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $481,057Expenses 2011: $608,698Net Income 2011: -$127,6412011Revenue 2012: $597,081Expenses 2012: $590,657Net Income 2012: $6,4242012Revenue 2013: $681,440Expenses 2013: $711,970Net Income 2013: -$30,5302013Revenue 2014: $699,111Expenses 2014: $692,567Net Income 2014: $6,5442014Revenue 2015: $766,697Expenses 2015: $808,027Net Income 2015: -$41,3302015Revenue 2016: $794,033Expenses 2016: $958,117Net Income 2016: -$164,0842016Revenue 2017: $809,532Expenses 2017: $878,130Net Income 2017: -$68,5982017Revenue 2017: $815,388Expenses 2017: $811,746Net Income 2017: $3,6422017Revenue 2018: $931,008Expenses 2018: $926,757Net Income 2018: $4,2512018Revenue 2019: $977,276Expenses 2019: $1,051,737Net Income 2019: -$74,4612019Revenue 2020: $432,040Expenses 2020: $627,177Net Income 2020: -$195,1372020Revenue 2021: $2,422,267Expenses 2021: $358,089Net Income 2021: $2,064,1782021Revenue 2022: $78,713Expenses 2022: $194,598Net Income 2022: -$115,8852022Revenue 2023: $2,968,007Expenses 2023: $135,043Net Income 2023: $2,832,9642023Revenue 2024: $301,570Expenses 2024: $57,054Net Income 2024: $244,5162024

Highlighted filing

2017

Revenue$809,532
Expenses$878,130
Net Income-$68,598
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$812,245
Mission and Program Overview

Mission

Foster ecumenical and interfaith communities where people are educated and empowered to work for peace and justice. We pursue this mission, aiming towards the great vision of beloved community, that embraces all of creation.

Provide housing & facilities for theology students, national & international and programs to develop cross-cultural understanding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$614,882$668,712▲ $53,830
Land, Buildings, and Equipment, Net$693,970$619,095▼ $74,875
Accounts Receivable$36,543$74,340▲ $37,797
Cash and Non-Interest-Bearing Accounts$72,363$52,954▼ $19,409
Prepaid Expenses and Deferred Charges$12,439$8,705▼ $3,734
Inventories for Sale or Use$4,669$5,288▲ $619
Total Assets$1,434,866$1,429,094▼ $5,772
Liabilities
Mortgage Notes Payable Secured by Investment Property$356,144$386,693▲ $30,549
Accounts Payable and Accrued Expenses$117,572$101,661▼ $15,911
Other Liabilities$0$13,320▲ $13,320
Total Liabilities$473,716$501,674▲ $27,958
Net Assets / Fund Balance
Unrestricted Net Assets$907,355$873,625▼ $33,730
Temporarily Rstr Net Assets$46,921$46,921→ $0
Permanently Rstr Net Assets$6,874$6,874→ $0
Total Net Assets Fund Balance$961,150$927,420▼ $33,730
Total Liabilities and Net Assets / Fund Balance$1,434,866$1,429,094▼ $5,772

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$524,793$1,156,152$1,680,945
Equipment$94,302$207,754$302,056
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amy Lunde WhitlerExecutive Co-directorFT$51,788$51,788
Joshua Lunde WhitlerExecutive Co-directorFT$27,787$27,787

Board Members and Trustees

NameTitle
Dr Fran BoglePresident
Sharon WrightVice President
John SugdenDirector
Rodney PetersenDirector
Ruth EdensDirector
Zhongxin WangDirector
Martha CrawfordSecretary
Holly NorwickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,191
Program Service Revenue
$776,271
Investment Income
$29,067
Other Revenue
$3
All Other Contributions
$4,191
Change in Net Assets
$-68,598
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$604,885
Salaries, Compensation, and Employee Benefits$273,245
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$300,165--$300,165
Other Salaries and Wages$169,112--$169,112
Current Officers, Directors, Trustees, and Key Employees$24,000$55,576-$79,576
Depreciation Depletion$74,875--$74,875
Other Expenses$50,867$2,500-$53,367
Office Expenses-$24,668-$24,668
Payroll Taxes$18,483$6,074-$24,557
Fees for Services Accounting-$22,200-$22,200
Interest-$18,527-$18,527
Fees for Services Other$8,386--$8,386
Information Technology$3,412$3,947-$7,359
Travel-$339-$339
Conferences and Meetings-$209-$209
Total Functional Expenses$744,090$134,040$0$878,130
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$13,320
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The president and treasurer of the board review the form 990 prior to its filing. One of these individuals signs the 990.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Walker Center for Ecumenical
EIN
04-2123665
Phone
6179693919
Address
144 HANCOCK STREET, AUBURNDALE, MA 02466-2256

Signing Officer

Name
Dr Fran Bogle
Title
President
Phone
6179693919
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Fran Bogle
Formed
1869
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
0

Preparer

Firm
Smith Sullivan & Brown Pc
Address
80 FLANDERS ROAD - SUITE 200, WESTBOROUGH, MA 01581
Preparer
Sandra M Brown CPA
Phone
5088717178
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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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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0776271
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0115472
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt052020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0-3140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt046607
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt056517
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0181071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0776274
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0725477
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0739311
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0609896
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0598512
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03449470
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt052020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0-3140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt046607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt056517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0181071
IRS990ScheduleA/InvestmentIncomeCYPct00.04830
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04800
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04800
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95040
IRS990ScheduleA/PublicSupportTotal509Amt03564942
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0780465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0737213
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0769837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0652504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0624923
IRS990ScheduleA/Total509Grp/TotalAmt03564942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0809532
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0794033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0766697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0699111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0681440
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03750813
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0524793
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01156152
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01680945
IRS990ScheduleD/EquipmentGrp/BookValueAmt094302
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0207754
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0302056
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0619095
IRS990ScheduleD/TotalLiabilityAmt013320
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND TREASURER OF THE BOARD REVIEW THE FORM 990 PRIOR TO ITS FILING. ONE OF THESE INDIVIDUALS SIGNS THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt046921
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt046921
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01434866
IRS990/TotalAssetsEOYAmt01429094
IRS990/TotalAssetsGrp/BOYAmt01434866
IRS990/TotalAssetsGrp/EOYAmt01429094
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04191
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0134040
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0744090
IRS990/TotalFunctionalExpensesGrp/TotalAmt0878130
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0473716
IRS990/TotalLiabilitiesEOYAmt0501674
IRS990/TotalLiabilitiesGrp/BOYAmt0473716
IRS990/TotalLiabilitiesGrp/EOYAmt0501674
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0961150
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0927420
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0744090
IRS990/TotalProgramServiceRevenueAmt0776271
IRS990/TotalReportableCompFromOrgAmt079575
IRS990/TotalRevenueGrp/ExclusionAmt029067
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0776274
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0809532
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01434866
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01429094
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0339
IRS990/TravelGrp/TotalAmt0339
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0907355
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0873625
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0144 HANCOCK STREET
IRS990/USAddress/CityNm0AUBURNDALE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd0024662256
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.WALKERCTR.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR FRAN BOGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06179693919
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALKER CENTER FOR ECUMENICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXCHANGE INC
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0042123665
ReturnHeader/Filer/PhoneNum06179693919
ReturnHeader/Filer/USAddress/AddressLine1Txt0144 HANCOCK STREET
ReturnHeader/Filer/USAddress/CityNm0AUBURNDALE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.30$0.06$0.24
2023Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.79$2.97$0.14$2.83
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.13$2.85$0.08$0.19$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.28$3.08$2.42$0.36$2.06
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.53$0.55$0.98$0.43$0.63$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.44$1.22$0.98$1.05$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.46$1.23$0.93$0.93$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.47$1.19$0.82$0.81$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.50$0.93$0.81$0.88$0.07
2016Summary only. Only limited summary data is available for this year.$1.43$0.47$0.96$0.79$0.96$0.16
2015Summary only. Only limited summary data is available for this year.$1.33$0.21$1.13$0.77$0.81$0.04
2014Summary only. Only limited summary data is available for this year.$1.37$0.21$1.17$0.70$0.69$0.01
2013Summary only. Only limited summary data is available for this year.$1.37$0.21$1.16$0.68$0.71$0.03
2012Summary only. Only limited summary data is available for this year.$1.40$0.21$1.19$0.60$0.59$0.01
2011Summary only. Only limited summary data is available for this year.$1.39$0.21$1.18$0.48$0.61$0.13