Civic Intelligence

Walker Family Foundation

990PF • Fiscal year 2019 • EIN 06-1543752

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 15, 2020

662 Island DrivePalm Beach, FL 33480

(212) 240-0800

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Down

$4,238,676

Down $3,228,915 (-43%) from 2015

Net Assets

$4,238,676

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$4,682,836

Up $4,106,901 (+713%) from 2015

Expenses

Down

$3,675,668

Down $184,266 (-4.8%) from 2015

Net Income

Up

$1,007,168

Up $4,291,167 (+131%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $95,807Liabilities 2012: $02012Assets 2013: $7,117,908Liabilities 2013: $02013Assets 2014: $10,751,590Liabilities 2014: $02014Assets 2015: $7,467,591Liabilities 2015: $02015Assets 2019: $4,238,676Liabilities 2019: $0Net Assets 2019: $4,238,6762019Assets 2020: $4,048,347Liabilities 2020: $0Net Assets 2020: $4,048,3472020Assets 2021: $6,824,810Liabilities 2021: $0Net Assets 2021: $6,824,8102021Assets 2022: $4,471,586Liabilities 2022: $0Net Assets 2022: $4,471,5862022Assets 2023: $3,489,191Liabilities 2023: $0Net Assets 2023: $3,489,1912023Assets 2024: $6,888,214Liabilities 2024: $0Net Assets 2024: $6,888,2142024Assets 2025: $6,069,259Liabilities 2025: $0Net Assets 2025: $6,069,2592025

Highlighted filing

2019

Assets$4,238,676
Liabilities$0
Net Assets$4,238,676

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $47,117Expenses 2012: $1,402,700Net Income 2012: -$1,355,5832012Revenue 2013: $10,358,673Expenses 2013: $77,300Net Income 2013: $10,281,3732013Revenue 2014: $12,392,104Expenses 2014: $3,143,585Net Income 2014: $9,248,5192014Revenue 2015: $575,935Expenses 2015: $3,859,934Net Income 2015: -$3,283,9992015Revenue 2019: $4,682,836Expenses 2019: $3,675,668Net Income 2019: $1,007,1682019Revenue 2020: $7,945,738Expenses 2020: $5,812,638Net Income 2020: $2,133,1002020Revenue 2021: $10,860,014Expenses 2021: $3,992,818Net Income 2021: $6,867,1962021Revenue 2022: $1,297,943Expenses 2022: $3,651,009Net Income 2022: -$2,353,0662022Revenue 2023: $6,851,100Expenses 2023: $4,104,503Net Income 2023: $2,746,5972023Revenue 2024: $9,217,324Expenses 2024: $2,134,834Net Income 2024: $7,082,4902024Revenue 2025: $2,128,370Expenses 2025: $2,214,391Net Income 2025: -$86,0212025

Highlighted filing

2019

Revenue$4,682,836
Expenses$3,675,668
Net Income$1,007,168
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 15, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY C WALKERTrustee/Part-Time-$0--
SUZANNE WALKERTrustee/Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
Walker Family Foundation
EIN
06-1543752
In Care Of
% ERNST & YOUNG US LLP
Phone
2122400800
Address
662 ISLAND DRIVE, PALM BEACH, FL 33480

Signing Officer

Name
Jeffrey C Walker
Title
Trustee
Phone
2124400800
Signed
2020-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
77 WATER STREET 9TH FL, NEW YORK, NY 10005
Preparer
Jody C Krumholz Booth
Phone
2124400800
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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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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010005
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124400800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATION EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JEFFREY C WALKER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1662 ISLAND DRIVE PALM BEACH FL 334
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03553896
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010005
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03553896
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/AppliedToCurrentYearAmt0233866
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0233866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02879730
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05983431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03068245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03145378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02713072
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02713072
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018425814
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03349030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02879730
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05983431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03068245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03145378
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03582896
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03349030
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021138886
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017789856
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JEFFREY C WALKER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0662 ISLAND DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033480
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02929787
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01143793
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11785994
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc06691 SHS OF CME GROUP INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc116374 SHS OF MICROSOFT CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-08-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12018-08-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0346823
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt152624
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LEGACY VENTURE II, LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1LEGACY VENTURE III, LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0400993
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1121850
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0398021
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1121653
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01688988
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCESS OF FMV OVER DONOR'S COST BASIS OF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1SECURITIES GIFTED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PORTOFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CHARITABLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt029000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02643
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt111338
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt252
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt320509
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02643
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111338
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt252
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt320509
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt429000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORDINARY INCOME THRU LEGACY VENTURES VII
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SEC 988 FX GAIN THRU LEGACY VENTURES VII
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-4
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt19
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015615
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt114615
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0JPM CHASE INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SCHAFER CULLEN CAP MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015615
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt114615
TaxesSchedule/TaxesDetail/Amt028000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX:
TaxesSchedule/TaxesDetail/CategoryTxt1-BAL DUE W/ EXT FYE 3/31/18
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY C WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALKER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0061543752
ReturnHeader/Filer/InCareOfNm0% ERNST & YOUNG US LLP
ReturnHeader/Filer/PhoneNum02122400800
ReturnHeader/Filer/USAddress/AddressLine1Txt0662 ISLAND DRIVE
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WATER STREET 9TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02124400800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody C Krumholz Booth
ReturnHeader/ReturnTs02020-02-17T14:30:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

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