Civic Intelligence

Walnut Grove Foundation

990EZ • Fiscal year 2024 • EIN 20-5754508

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 29, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

4th percentile

-164%

Higher net margin than 4% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

10th percentile

-53%

Faster asset growth than 10% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$38,062

Flat from 2024

Net Assets

$38,062

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Flat

$25,801

Flat from 2024

Expenses

Flat

$68,157

Flat from 2024

Net Income

Flat

-$42,356

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth10th 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: $38,062Net Assets 2024: $38,0622024Assets 2024: $38,062Liabilities 2024: $02024Assets 2025: $48,200Net Assets 2025: $48,2002025

Highlighted filing

2024

Assets$38,062
Liabilities-
Net Assets$38,062
Open 2024 Filing

Operations Trend

Revenue Growth20th 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 2024: $25,801Expenses 2024: $68,157Net Income 2024: -$42,3562024Revenue 2025: $36,728Expenses 2025: $34,090Net Income 2025: $2,6382025

Highlighted filing

2024

Revenue$25,801
Expenses$68,157
Net Income-$42,356
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.0
Gross Receipts
$27,511
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-$63,903
GRANTS--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM COOKPresident-$0--
MONA NEWELLSecretary-$0--
MARK ROGERSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$20,672$20,672-$20,672
Total Events$20,672$20,672$1,710$18,962
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
2024-10-29
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 office 3,754 scholarships 24,710 donations 38,688 bank & merchant fees 505 total 67,657”

Form 990-ez, Part I, Line 20

“Scholarship van meyer -1,000”

Form 990-ez, Part II, Line 24

“Loan to rotary club of wg 6,000 0 total 6,000 0”

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 Appendix153 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/BOYAmt075418
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038062
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01115
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-42356
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081418
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038062
IRS990EZ/FundraisingGrossIncomeAmt020672
IRS990EZ/GrossReceiptsAmt027511
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05724
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081418
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038062
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081418
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038062
IRS990EZ/OccupancyRentUtltsAndMaintAmt0500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIM COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONA NEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK ROGERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06000
IRS990EZ/OtherChangesInNetAssetsAmt0-1000
IRS990EZ/OtherExpensesTotalAmt067657
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/ProgramServiceExpensesAmt063903
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01710
IRS990EZ/SpecialEventsNetIncomeLossAmt018962
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068157
IRS990EZ/TotalProgramServiceExpensesAmt063903
IRS990EZ/TotalRevenueAmt025801
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059846
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0140254
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010415
IRS990ScheduleA/Total509Grp/TotalAmt0140254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035391
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010415
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0140254
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0450
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0450
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01710
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0532
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020672
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018962
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0728
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 3,754 SCHOLARSHIPS 24,710 DONATIONS 38,688 BANK & MERCHANT FEES 505 TOTAL 67,657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIP VAN MEYER -1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOAN TO ROTARY CLUB OF WG 6,000 0 TOTAL 6,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRIMARY PURPOSE IS TO ASSIST WITH COMMUNITY PROJECTS AND PROVIDE SCHOLARSHIPS TO STUDENTS WITHIN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK ROGERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
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/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANA SUZANNE DAGGERT
ReturnHeader/ReturnTs02024-11-15T14:53:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,062
Liabilities
-
Net assets
$38,062
Revenue
$25,801
Expenses
$68,157
Net income
-$42,356
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
2024Detailed filing. Detailed filing data is available for this year.$38.1$38.1$25.8$68.2$42.4
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