Civic Intelligence

Walnut Grove Foundation

990EZ • Fiscal year 2021 • EIN 20-5754508

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

66%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

205%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$55,774

Up $22,196 (+66%) from 2020

Net Assets

$55,774

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$31,791

Up $21,376 (+205%) from 2020

Expenses

Down

$9,595

Down $4,023 (-30%) from 2020

Net Income

Up

$22,196

Up $25,399 (+793%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2021

Assets$55,774
Liabilities-
Net Assets$55,774
Open 2021 Filing

Operations Trend

Revenue Growth92nd 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

2021

Revenue$31,791
Expenses$9,595
Net Income$22,196
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$31,791
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
GRANTS-$4,494
SCHOLARSHIPS-$4,000
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
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Daggert Financial Pc
Address
1101 FIFTH AVENUE SUITE 375, SAN RAFAEL, CA 94901
Preparer
Jana Suzanne Daggert
Phone
4153203893
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 306 information technology 2 grants 2,000 scholarships 4,000 donations 2,494 total 8,802”

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 Appendix133 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RUSS OOMS
CompensationExplanation/CompensationExplanationGrp/PersonNm1JULIE LANCASTER
CompensationExplanation/CompensationExplanationGrp/PersonNm2MARK ROGERSON
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/BOYAmt033243
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055439
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031791
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022196
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033578
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055774
IRS990EZ/GrossReceiptsAmt031791
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033578
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055774
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033578
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055774
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/OtherExpensesTotalAmt08802
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/PrintingPublicationsPostageAmt0593
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14494
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09595
IRS990EZ/TotalProgramServiceExpensesAmt08494
IRS990EZ/TotalRevenueAmt031791
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066069
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt066069
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016632
IRS990ScheduleA/Total509Grp/TotalAmt066069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016632
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt066069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 306 INFORMATION TECHNOLOGY 2 GRANTS 2,000 SCHOLARSHIPS 4,000 DONATIONS 2,494 TOTAL 8,802
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK ROGERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAGGERT FINANCIAL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 FIFTH AVENUE SUITE 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094901
ReturnHeader/PreparerPersonGrp/PhoneNum04153203893
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANA SUZANNE DAGGERT
ReturnHeader/ReturnTs02022-05-16T18:52:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROGERSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$55,774
Liabilities
-
Net assets
$55,774
Revenue
$31,791
Expenses
$9,595
Net income
$22,196
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
2021Detailed filing. Detailed filing data is available for this year.$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