Civic Intelligence

Nancy and George Walker Foundation

990PF • Fiscal year 2021 • EIN 13-4092798

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 15, 2022

Organization Profile
PO Box 73 Bowling Green StationNew York, NY 10274-0073

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

92%

Higher net margin than 89% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

93rd percentile

80%

Faster asset growth than 93% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

649%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$4,042,862

Up $1,793,144 (+80%) from 2020

Net Assets

Up

$4,042,862

Up $1,793,144 (+80%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin89th percentile

Revenue

Up

$4,713,958

Up $4,084,388 (+649%) from 2020

Expenses

Up

$372,378

Up $85,663 (+30%) from 2020

Net Income

Up

$4,341,580

Up $3,998,725 (+1166%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$10M$5.0M$0Assets 2011: $869,016Liabilities 2011: $02011Assets 2012: $667,779Liabilities 2012: $02012Assets 2013: $667,499Liabilities 2013: $02013Assets 2014: $601,503Liabilities 2014: $02014Assets 2015: $952,090Liabilities 2015: $02015Assets 2019: $1,861,986Liabilities 2019: $0Net Assets 2019: $1,861,9862019Assets 2020: $2,249,718Liabilities 2020: $0Net Assets 2020: $2,249,7182020Assets 2021: $4,042,862Liabilities 2021: $0Net Assets 2021: $4,042,8622021Assets 2022: $5,090,233Liabilities 2022: $12022Assets 2023: $6,123,223Liabilities 2023: $12023Assets 2024: $9,858,164Liabilities 2024: $0Net Assets 2024: $9,858,1642024

Highlighted filing

2021

Assets$4,042,862
Liabilities$0
Net Assets$4,042,862
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $36,423Expenses 2011: $200,517Net Income 2011: -$164,0942011Revenue 2012: $261,707Expenses 2012: $237,582Net Income 2012: $24,1252012Revenue 2013: $42,470Expenses 2013: $42,750Net Income 2013: -$2802013Revenue 2014: $94,284Expenses 2014: $203,923Net Income 2014: -$109,6392014Revenue 2015: $477,675Expenses 2015: $127,088Net Income 2015: $350,5872015Revenue 2019: $1,475,914Expenses 2019: $183,888Net Income 2019: $1,292,0262019Revenue 2020: $629,570Expenses 2020: $286,715Net Income 2020: $342,8552020Revenue 2021: $4,713,958Expenses 2021: $372,378Net Income 2021: $4,341,5802021Revenue 2022: $1,518,033Expenses 2022: $391,060Net Income 2022: $1,126,9732022Revenue 2023: $1,383,726Expenses 2023: $350,228Net Income 2023: $1,033,4982023Revenue 2024: $2,183,452Expenses 2024: $421,420Net Income 2024: $1,762,0322024

Highlighted filing

2021

Revenue$4,713,958
Expenses$372,378
Net Income$4,341,580
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 15, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE H WALKER IVTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nancy and George Walker Foundation
EIN
13-4092798
In Care Of
% AYCO COMPANY LP - NTG
Phone
5186405000
Address
PO Box 73 Bowling Green Station, NEW YORK, NY 10274-0073

Signing Officer

Name
George H Walker IV
Title
Trustee
Phone
5186405000
Signed
2022-10-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO BOX 15201, Albany, NY 12212-5201
Preparer
Christine DiIonna
Phone
5186405000
Raw XML Appendix318 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/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/AppliedToCurrentYearAmt0338296
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0666431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0292324
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032363
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0162663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt097298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0292324
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0338296
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0292324
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035811
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE H WALKER IV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 73 BOWLING GREEN STATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0102740073
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02648783
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02648783
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc051,204 shrs Stifel Financial Corp
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12599002
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY LAW JOURNAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02489
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12489
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NY ALM REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt150566
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1STOCK DONATED TO A CHARITY
TaxesSchedule/TaxesDetail/Amt020000
TaxesSchedule/TaxesDetail/Amt1395
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0395
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0George H Walker IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Nancy and George Walker Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0134092798
ReturnHeader/Filer/InCareOfNm0% AYCO COMPANY LP - NTG
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 73 Bowling Green Station
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0102740073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 15201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125201
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02022-10-17T10:27:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0George H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Walker IV
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,042,862
Liabilities
$0
Net assets
$4,042,862
Revenue
$4,713,958
Expenses
$372,378
Net income
$4,341,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$2.18$0.42$1.76
2023Summary only. Only limited summary data is available for this year.$6.12$0.00$1.38$0.35$1.03
2022Summary only. Only limited summary data is available for this year.$5.09$0.00$1.52$0.39$1.13
2021Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$4.71$0.37$4.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.63$0.29$0.34
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.48$0.18$1.29
2015Summary only. Only limited summary data is available for this year.$0.95$0.00$0.48$0.13$0.35
2014Summary only. Only limited summary data is available for this year.$0.60$0.00$0.09$0.20$0.11
2013Summary only. Only limited summary data is available for this year.$0.67$0.00$0.04$0.04$0.00
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.26$0.24$0.02
2011Summary only. Only limited summary data is available for this year.$0.87$0.00$0.04$0.20$0.16