Civic Intelligence

Walnut Grove Foundation

990EZ • Fiscal year 2019 • EIN 20-5754508

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

Organization ProfileN/A
PO Box 81Walnut Grove, CA 95690

(916) 776-1751

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

3rd percentile

-228%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-57%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$36,781

Down $16,470 (-31%) from 2018

Net Assets

Down

$36,781

Down $16,470 (-31%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$7,231

Down $9,401 (-57%) from 2018

Expenses

Up

$23,701

Up $5,506 (+30%) from 2018

Net Income

Down

-$16,470

Down $14,907 (-954%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$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

2019

Assets$36,781
Liabilities-
Net Assets$36,781
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$7,231
Expenses$23,701
Net Income-$16,470
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$7,231
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-$18,000
GRANTS-$4,150
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSS OOMSPresident-$0--
JULIE LANCASTERSecretary-$0--
MARK ROGERSONTreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Mark Rogerson
Title
Treasurer
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
River Delta Tax & Accounting Llp
Address
PO BOX 984, WALNUT GROVE, CA 95690
Preparer
Jana Suzanne Daggert CPA
Phone
9167761945
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses grants 4,150 scholarships 18,000 total 22,150”

Form 990-ez, Part II, Line 24

“Accounts receivable 335 335 deposits in transit 0 0 total 335 335”

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 Appendix129 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/BOYAmt052916
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036446
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07231
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16470
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01551
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053251
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036781
IRS990EZ/GrossReceiptsAmt07231
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053251
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036781
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053251
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036781
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUSS OOMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE LANCASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK ROGERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0335
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0335
IRS990EZ/OtherExpensesTotalAmt022150
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/ProgramServiceExpensesAmt018000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023701
IRS990EZ/TotalProgramServiceExpensesAmt022150
IRS990EZ/TotalRevenueAmt07231
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023863
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt023863
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016632
IRS990ScheduleA/Total509Grp/TotalAmt023863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016632
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GRANTS 4,150 SCHOLARSHIPS 18,000 TOTAL 22,150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 335 335 DEPOSITS IN TRANSIT 0 0 TOTAL 335 335
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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK ROGERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07503D4DE07E0C91CC331CE9BC969EA00F22A9CA3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07503D4DE07E0C91CC331CE9BC969EA00F22A9CA3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.53.75.217
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:39:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821920607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIVER DELTA TAX & ACCOUNTING LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 984
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095690
ReturnHeader/PreparerPersonGrp/PhoneNum09167761945
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANA SUZANNE DAGGERT CPA
ReturnHeader/ReturnTs02019-11-13T15:39:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,781
Liabilities
-
Net assets
$36,781
Revenue
$7,231
Expenses
$23,701
Net income
-$16,470
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
2019Detailed filing. Detailed filing data is available for this year.$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