Civic Intelligence

Walnut Grove Foundation

EIN 20-5754508 • 501(c)3 • Walnut Grove, CA

Walnut Grove, CA
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

79th percentile

27%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

42%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,200

Up $10,138 (+27%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$48,200

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Up

$36,728

Up $10,927 (+42%) from 2024

Expenses

Down

$34,090

Down $34,067 (-50%) from 2024

Net Income

Up

$2,638

Up $44,994 (+106%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$100K$50K$0Assets 2018: $53,251Net Assets 2018: $53,2512018Assets 2019: $36,781Net Assets 2019: $36,7812019Assets 2020: $33,578Liabilities 2020: $02020Assets 2021: $55,774Net Assets 2021: $55,7742021Assets 2022: $64,998Net Assets 2022: $64,9982022Assets 2023: $81,418Liabilities 2023: $02023Assets 2024: $38,062Liabilities 2024: $02024Assets 2025: $48,200Net Assets 2025: $48,2002025

Highlighted filing

2025

Assets$48,200
Liabilities-
Net Assets$48,200
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KRevenue 2018: $16,632Expenses 2018: $18,195Net Income 2018: -$1,5632018Revenue 2019: $7,231Expenses 2019: $23,701Net Income 2019: -$16,4702019Revenue 2020: $10,415Expenses 2020: $13,618Net Income 2020: -$3,2032020Revenue 2021: $31,791Expenses 2021: $9,595Net Income 2021: $22,1962021Revenue 2022: $35,811Expenses 2022: $26,587Net Income 2022: $9,2242022Revenue 2023: $35,391Expenses 2023: $18,971Net Income 2023: $16,4202023Revenue 2024: $25,801Expenses 2024: $68,157Net Income 2024: -$42,3562024Revenue 2025: $36,728Expenses 2025: $34,090Net Income 2025: $2,6382025

Highlighted filing

2025

Revenue$36,728
Expenses$34,090
Net Income$2,638
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$48,200
Liabilities
-
Net assets
$48,200
Revenue
$36,728
Expenses
$34,090
Net income
$2,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.2$48.2$36.7$34.1$2.64
2024Summary only. Only limited summary data is available for this year.$38.1$0.00$25.8$68.2$42.4
2023Summary only. Only limited summary data is available for this year.$81.4$0.00$35.4$19.0$16.4
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.0$65.0$35.8$26.6$9.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.8$55.8$31.8$9.60$22.2
2020Summary only. Only limited summary data is available for this year.$33.6$0.00$10.4$13.6$3.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$36.8$7.23$23.7$16.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.3$53.3$16.6$18.2$1.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$54,765
Mission and Program Overview

Mission

The primary purpose is to assist with community projects and provide scholarships to students within the community.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS-$33,514
GRANTS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES COOKPresident-$0--
MARGARET BOLESSecretary-$0--
SUZANNE DAGGERTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Auc$43,360$43,360$155$43,205
Total Events$43,360$43,360$18,037$25,323
Filing and Contact Details

Filer

Filer Name
Walnut Grove Foundation
EIN
20-5754508
Address
PO BOX 81, WALNUT GROVE, CA 95690

Signing Officer

Name
Suzanne Daggert
Title
Treasurer
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Daggert Financial Pc
Address
PO BOX 984, WALNUT GROVE, CA 95690
Preparer
Jana Suzanne Daggert
Phone
4153203893
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses scholarships paid out 20,500 general donations 11,525 bank & merchant fees 1 public services 1,489 annual registration doj 25 total 33,540”

Form 990-ez, Part I, Line 20

“RESTRICTED FUNDS 7,500”

Form 990-ez, Part III

“The primary purpose is to assist with community projects and provide scholarships to students within the community.”

Form 990-ez, Part III, Line 31

“GRANTS”

Raw XML Appendix151 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARK ROGERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09167761751
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 81
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095690
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038062
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048200
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011405
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02638
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048200
IRS990EZ/FundraisingGrossIncomeAmt043360
IRS990EZ/GrossReceiptsAmt054765
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038062
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048200
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038062
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARGARET BOLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUZANNE DAGGERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt07500
IRS990EZ/OtherExpensesTotalAmt033540
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE IS TO ASSIST WITH COMMUNITY PROJECTS AND PROVIDE SCHOLARSHIPS TO STUDENTS WITHIN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033514
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018037
IRS990EZ/SpecialEventsNetIncomeLossAmt025323
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034090
IRS990EZ/TotalProgramServiceExpensesAmt033514
IRS990EZ/TotalRevenueAmt036728
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0103206
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0184604
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031791
IRS990ScheduleA/Total509Grp/TotalAmt0184604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt027511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035391
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt031791
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0184604
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt06300
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt06300
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018037
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01278
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01278
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING AUC
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010304
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043360
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025323
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0155
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOLARSHIPS PAID OUT 20,500 GENERAL DONATIONS 11,525 BANK & MERCHANT FEES 1 PUBLIC SERVICES 1,489 ANNUAL REGISTRATION DOJ 25 TOTAL 33,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RESTRICTED FUNDS 7,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRIMARY PURPOSE IS TO ASSIST WITH COMMUNITY PROJECTS AND PROVIDE SCHOLARSHIPS TO STUDENTS WITHIN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE DAGGERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALNUT GROVE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0205754508
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81
ReturnHeader/Filer/USAddress/CityNm0WALNUT GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095690
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821781949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAGGERT FINANCIAL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 984
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095690
ReturnHeader/PreparerPersonGrp/PhoneNum04153203893
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANA SUZANNE DAGGERT
ReturnHeader/ReturnTs02025-11-17T18:27:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits