Civic Intelligence

Michael R Walker Genesis Employee

990 • Fiscal year 2023 • EIN 20-2301122

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 04, 2024

101 East State StreetKennett Square, PA 19348

(610) 925-2121

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

44th percentile

0.2%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$83,555

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 27.8% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-4.4%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$300,045

Up $771 (+0.3%) from 2022

Net Assets

Up

$293,680

Up $646 (+0.2%) from 2022

Liabilities

Up

$6,365

Up $125 (+2.0%) from 2022

Revenue

Down

$300,134

Down $13,725 (-4.4%) from 2022

Expenses

Down

$299,488

Down $125,820 (-30%) from 2022

Net Income

Up

$646

Up $112,095 (+101%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $342,859Liabilities 2011: $0Net Assets 2011: $342,8592011Assets 2012: $444,306Liabilities 2012: $0Net Assets 2012: $444,3062012Assets 2013: $478,834Liabilities 2013: $0Net Assets 2013: $478,8342013Assets 2014: $461,415Liabilities 2014: $0Net Assets 2014: $461,4152014Assets 2015: $209,940Liabilities 2015: $1,705Net Assets 2015: $208,2352015Assets 2016: $378,984Liabilities 2016: $3,107Net Assets 2016: $375,8772016Assets 2017: $441,195Liabilities 2017: $2,257Net Assets 2017: $438,9382017Assets 2018: $559,467Liabilities 2018: $3,102Net Assets 2018: $556,3652018Assets 2019: $396,805Liabilities 2019: $3,741Net Assets 2019: $393,0642019Assets 2020: $465,015Liabilities 2020: $4,840Net Assets 2020: $460,1752020Assets 2021: $410,445Liabilities 2021: $5,962Net Assets 2021: $404,4832021Assets 2022: $299,274Liabilities 2022: $6,240Net Assets 2022: $293,0342022Assets 2023: $300,045Liabilities 2023: $6,365Net Assets 2023: $293,6802023Assets 2024: $231,505Liabilities 2024: $6,399Net Assets 2024: $225,1062024

Highlighted filing

2023

Assets$300,045
Liabilities$6,365
Net Assets$293,680

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $813,969Expenses 2011: $807,795Net Income 2011: $6,1742011Revenue 2012: $900,904Expenses 2012: $799,457Net Income 2012: $101,4472012Revenue 2013: $857,881Expenses 2013: $823,353Net Income 2013: $34,5282013Revenue 2014: $957,995Expenses 2014: $975,414Net Income 2014: -$17,4192014Revenue 2015: $978,135Expenses 2015: $1,231,315Net Income 2015: -$253,1802015Revenue 2016: $1,049,458Expenses 2016: $881,816Net Income 2016: $167,6422016Revenue 2017: $938,520Expenses 2017: $875,459Net Income 2017: $63,0612017Revenue 2018: $728,823Expenses 2018: $611,396Net Income 2018: $117,4272018Revenue 2019: $601,160Expenses 2019: $764,461Net Income 2019: -$163,3012019Revenue 2020: $700,715Expenses 2020: $633,604Net Income 2020: $67,1112020Revenue 2021: $440,008Expenses 2021: $495,700Net Income 2021: -$55,6922021Revenue 2022: $313,859Expenses 2022: $425,308Net Income 2022: -$111,4492022Revenue 2023: $300,134Expenses 2023: $299,488Net Income 2023: $6462023Revenue 2024: $232,077Expenses 2024: $300,651Net Income 2024: -$68,5742024

Highlighted filing

2023

Revenue$300,134
Expenses$299,488
Net Income$646
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 4, 2024
Return Version
2023v5.0
Gross Receipts
$300,298
Mission and Program Overview

Mission

To administer an emergency plan that provides monetary relief to those

Michael r walker foundation's mission is to support genesis healthcare inc. Employees affected by severe financial hardship due to unforeseeable circumstances

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$226,115$258,986▲ $32,871
Accounts Receivable$73,159$41,059▼ $32,100
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$299,274$300,045▲ $771
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$6,240$6,365▲ $125
Total Liabilities$6,240$6,365▲ $125
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$293,034$293,680▲ $646
Total Net Assets Fund Balance$293,034$293,680▲ $646
Total Liabilities and Net Assets / Fund Balance$299,274$300,045▲ $771
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Deborah MahrligExecutive DirectorFT$83,555$83,555

Board Members and Trustees

NameTitle
Mary AdamsPresident
Carol RohrbaughDirector
Gail CushingDirector
Gwen EagenDirector
Jonathon WeilandDirector
Lauren MurrayDirector
Lori LeibnitzDirector
Marty PavlicDirector
Mike MorrisDirector
Jennifer PantaloneSecretary
Tinnei SooTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$287,192
Program Service Revenue
$0
Investment Income
$1,398
Other Revenue
$11,544
All Other Contributions
$287,192
Change in Net Assets
$646

Audited Revenue Reconciliation

Revenue per Audited Statements
$300,134
Total Revenue per Audited Statements
$300,134
Total Revenue per Form 990
$300,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$145,215
Grants and Similar Amounts Paid$131,864
Other Expenses$22,409
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$131,864--$131,864
Current Officers, Directors, Trustees, and Key Employees$62,666$20,889-$83,555
Other Salaries and Wages$38,321$12,773-$51,094
Fees for Services Accounting$8,123$2,707-$10,830
Payroll Taxes$7,925$2,641-$10,566
Information Technology$5,925--$5,925
Fees for Services Other$2,129$709-$2,838
Insurance$598$199-$797
Other Expenses$1,350$130-$130
Office Expenses$89--$89
Total Functional Expenses$258,990$40,498$0$299,488

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$299,488
Total Expenses per Audited Statements$299,488
Total Expenses per Form 990$299,488
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,708
Fundraising Direct Expenses$164
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
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

A copy of the 990 is provided to both management and the officers who review and approve the Form 990 prior to filing the form with the corresponding government agency.

Form 990, Part VI, Section B, Line 12C

Each member of the governing body fills out a questionnaire annually. If a conflict of interest arises, the board will review the situation on a case by case basis.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Michael R Walker Foundation
EIN
20-2301122
Phone
6109252121
Address
101 EAST STATE STREET, KENNETT SQUARE, PA 19348

Signing Officer

Name
Tinnei Soo
Title
Treasurer
Signed
2024-06-04
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
16
Employees
2
Volunteers
21

Preparer

Firm
Nicholas & Robison Accounting
Address
701 S HAM LN STE E, LODI, CA 95242
Preparer
John G Robison
Phone
8886727201
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IRS990/OfficeExpensesGrp/TotalAmt089
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0REGISTRATIONS
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0450
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1130
IRS990/OtherExpensesGrp/ProgramServicesAmt01350
IRS990/OtherExpensesGrp/TotalAmt01800
IRS990/OtherExpensesGrp/TotalAmt1130
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012773
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt038321
IRS990/OtherSalariesAndWagesGrp/TotalAmt051094
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02641
IRS990/PayrollTaxesGrp/ProgramServicesAmt07925
IRS990/PayrollTaxesGrp/TotalAmt010566
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0306535
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0252381
IRS990/PYInvestmentIncomeAmt0120
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt030755
IRS990/PYOtherRevenueAmt07204
IRS990/PYRevenuesLessExpensesAmt0-111449
IRS990/PYSalariesCompEmpBnftPaidAmt0142172
IRS990/PYTotalExpensesAmt0425308
IRS990/PYTotalRevenueAmt0313859
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0646
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0284862
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0287192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0306535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0433550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0700655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0574235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02302167
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01398
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt085
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01398
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01740
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt02302167
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0287192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0306535
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0433550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0700655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0574235
IRS990ScheduleA/Total509Grp/TotalAmt02302167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0288590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0306655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0433627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0700715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0574320
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02303907
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0299488
IRS990ScheduleD/RevenueSubtotalAmt0300134
IRS990ScheduleD/TotalExpensesPerForm990Amt0299488
IRS990ScheduleD/TotalRevenuePerForm990Amt0300134
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0300134
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0299488
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt074700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt151164
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt26000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FUNERAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2NATURAL DISASTER ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt088
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt147
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt26
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the 990 is provided to both management and the officers who review and approve the Form 990 prior to filing the form with the corresponding government agency.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each member of the governing body fills out a questionnaire annually. If a conflict of interest arises, the board will review the situation on a case by case basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1CO
IRS990/StatesWhereCopyOfReturnIsFldCd2CT
IRS990/StatesWhereCopyOfReturnIsFldCd3MA
IRS990/StatesWhereCopyOfReturnIsFldCd4MD
IRS990/StatesWhereCopyOfReturnIsFldCd5ME
IRS990/StatesWhereCopyOfReturnIsFldCd6NC
IRS990/StatesWhereCopyOfReturnIsFldCd7NH
IRS990/StatesWhereCopyOfReturnIsFldCd8NJ
IRS990/StatesWhereCopyOfReturnIsFldCd9PA
IRS990/StatesWhereCopyOfReturnIsFldCd10RI
IRS990/StatesWhereCopyOfReturnIsFldCd11VA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.23$0.23$0.30$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.30$0.30$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.31$0.43$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$0.44$0.50$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.46$0.70$0.63$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.39$0.60$0.76$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.73$0.61$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.94$0.88$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.05$0.88$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.98$1.23$0.25
2014Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$0.96$0.98$0.02
2013Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.86$0.82$0.03
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.90$0.80$0.10
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.81$0.81$0.01