Civic Intelligence

Ethel Walker Charitable and Educational

EIN 06-0679139 • Simsbury, CT

230 Bushy Hill RoadSimsbury, CT 06070-2698
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

12th percentile

-38%

Higher net margin than 12% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2023

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

46%

Faster revenue growth than 81% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$9,049,686

Up $901,509 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,049,686

Up $901,509 (+11%) from 2023

Operations
Liabilities / Revenue23rd percentileNet Margin12th percentile

Revenue

Up

$472,542

Up $148,156 (+46%) from 2023

Expenses

Down

$652,540

Down $98,363 (-13%) from 2023

Net Income

Up

-$179,998

Up $246,519 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2019: $7,722,350Liabilities 2019: $02019Assets 2020: $7,561,725Liabilities 2020: $0Net Assets 2020: $7,561,7252020Assets 2021: $9,086,721Liabilities 2021: $0Net Assets 2021: $9,086,7212021Assets 2022: $8,168,402Liabilities 2022: $0Net Assets 2022: $8,168,4022022Assets 2023: $8,148,177Liabilities 2023: $0Net Assets 2023: $8,148,1772023Assets 2024: $9,049,686Liabilities 2024: $0Net Assets 2024: $9,049,6862024

Latest loaded filing

2024

Assets$9,049,686
Liabilities$0
Net Assets$9,049,686
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $239,344Expenses 2011: $239,344Net Income 2011: $02011Revenue 2012: $256,573Expenses 2012: $256,573Net Income 2012: $02012Revenue 2013: $260,260Expenses 2013: $260,260Net Income 2013: $02013Revenue 2014: $276,226Expenses 2014: $276,226Net Income 2014: $02014Revenue 2015: $279,720Expenses 2015: $279,720Net Income 2015: $02015Revenue 2019: $453,946Expenses 2019: $835,226Net Income 2019: -$381,2802019Revenue 2020: $435,083Expenses 2020: $1,353,219Net Income 2020: -$918,1362020Revenue 2021: $848,151Expenses 2021: $820,126Net Income 2021: $28,0252021Revenue 2022: $1,953,601Expenses 2022: $753,965Net Income 2022: $1,199,6362022Revenue 2023: $324,386Expenses 2023: $750,903Net Income 2023: -$426,5172023Revenue 2024: $472,542Expenses 2024: $652,540Net Income 2024: -$179,9982024

Latest loaded filing

2024

Revenue$472,542
Expenses$652,540
Net Income-$179,998
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.47$0.65$0.18
2023Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.32$0.75$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.17$0.00$8.17$1.95$0.75$1.20
2021Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.85$0.82$0.03
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.56$0.00$7.56$0.44$1.35$0.92
2019Summary only. Only limited summary data is available for this year.$7.72$0.00$0.45$0.84$0.38
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.28$0.28$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.28$0.28$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.26$0.26$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.26$0.26$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.24$0.24$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 5, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER GARRITYTrustee Support-$0--
DR MEERA VISWANATHANTrustee Support-$0--
KATHARINE O'BRIEN ROHNChair-$0--
DR SHELLY MARKSVice Chair-$0--
THOMAS REGANTreasurer-$0--
CHRISTOPHER L BRIGHAMSecretary-$0--
KEVIN CHESSENTrustee-$0--
HARRIET BLEES DEWEYTrustee-$0--
MICHALYNN WARETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE ETHEL WALKER SCHOOLEDUCATIONAL PROGRAMSPCSIMSBURY, CT, US$702,272
Filing and Contact Details

Filer

Filer Name
Ethel Walker Charitable and Educational
EIN
06-0679139
Phone
8606584467
Address
230 BUSHY HILL ROAD, SIMSBURY, CT 06070-2698

Signing Officer

Name
Christopher Garrity
Title
Authorized Person
Phone
8606584467
Signed
2026-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
TWO INTERNATIONAL PLACE 22ND FLOOR, BOSTON, MA 02110
Preparer
Laura J Kenney
Phone
6177170831
Raw XML AppendixShowing 400 of 406 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/UndistributedIncomeGrp/ExcessFromYear1Amt0209824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0330616
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE TERRY E SMITH TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0BANK OF AMERICA 185 ASYLUM ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HARTFORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006103
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt0882189
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN FROM INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt070
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER GARRITY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUTHORIZED PERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08606584467
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ETHEL WALKER CHARITABLE AND EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ETHE
ReturnHeader/Filer/EIN0060679139
ReturnHeader/Filer/PhoneNum08606584467
ReturnHeader/Filer/USAddress/AddressLine1Txt0230 BUSHY HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0SIMSBURY
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ReturnHeader/Filer/USAddress/ZIPCd0060702698
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO INTERNATIONAL PLACE 22ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06177170831
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-05

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