Civic Intelligence

Walnut Grove Foundation

990EZ • Fiscal year 2020 • EIN 20-5754508

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 01, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

17th percentile

-31%

Higher net margin than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-8.7%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

44%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$33,578

Flat from 2020

Net Assets

$33,578

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Flat

$10,415

Flat from 2020

Expenses

Flat

$13,618

Flat from 2020

Net Income

Flat

-$3,203

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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: $33,578Net Assets 2020: $33,5782020Assets 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

2020

Assets$33,578
Liabilities-
Net Assets$33,578
Open 2020 Filing

Operations Trend

Revenue Growth87th 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 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

2020

Revenue$10,415
Expenses$13,618
Net Income-$3,203
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 1, 2020
Return Version
2019v5.0
Gross Receipts
$10,415
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-$11,000
GRANTS-$2,588
Compensation and Service Providers
Top Officer Pay76th 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
2020-10-01
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses grants 1,100 scholarships 11,000 donations 1,488 total 13,588”

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 Appendix132 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/BOYAmt036446
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033243
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010415
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3203
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt030
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036781
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033578
IRS990EZ/GrossReceiptsAmt010415
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036781
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033578
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036781
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033578
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/OtherExpensesTotalAmt013588
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/ProgramServiceExpensesAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12588
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013618
IRS990EZ/TotalProgramServiceExpensesAmt013588
IRS990EZ/TotalRevenueAmt010415
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034278
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt034278
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016632
IRS990ScheduleA/Total509Grp/TotalAmt034278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016632
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt034278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GRANTS 1,100 SCHOLARSHIPS 11,000 DONATIONS 1,488 TOTAL 13,588
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK ROGERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-01
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/AtSubmissionCreationDeviceId08DB407E8222564F954B5638073961FF8C3823EA1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08DB407E8222564F954B5638073961FF8C3823EA1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.53.75.217
ReturnHeader/FilingSecurityInformation/IPDt02020-10-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:41:58
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/PreparationDt02020-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANA SUZANNE DAGGERT
ReturnHeader/ReturnTs02020-10-06T14:41:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,578
Liabilities
-
Net assets
$33,578
Revenue
$10,415
Expenses
$13,618
Net income
-$3,203
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
2020Detailed filing. Detailed filing data is available for this year.$33.6$33.6$10.4$13.6$3.20
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