Civic Intelligence

Walton Historical Society

EIN 22-3301369 • 501(c)3 • Walton, NY

Profile

Preserve the history of walton through preservation of documents photos genealogy artifacts. The society publishes of local history interets related to the history of walton ny

9 Townsend StreetWalton, NY 13856

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

-3.4%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$122,732

Up $12,747 (+12%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$125,276

Up $534 (+0.4%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin87th percentile

Revenue

Up

$38,526

Up $12,219 (+46%) from 2023

Expenses

Up

$23,235

Up $7,814 (+51%) from 2023

Net Income

Up

$15,291

Up $4,405 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$150K$100K$50K$0Assets 2015: $101,329Liabilities 2015: $1732015Assets 2016: $98,875Liabilities 2016: $3382016Assets 2017: $111,539Liabilities 2017: $02017Assets 2019: $120,755Net Assets 2019: $124,3562019Assets 2020: $121,668Net Assets 2020: $121,9072020Assets 2021: $118,612Net Assets 2021: $117,6862021Assets 2022: $113,856Net Assets 2022: $113,8562022Assets 2023: $109,985Net Assets 2023: $124,7422023Assets 2024: $122,732Net Assets 2024: $125,2762024

Highlighted filing

2024

Assets$122,732
Liabilities-
Net Assets$125,276
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$40K$20K$0-$20KRevenue 2015: $11,917Expenses 2015: $13,640Net Income 2015: -$1,7232015Revenue 2016: $14,422Expenses 2016: $17,041Net Income 2016: -$2,6192016Revenue 2017: $23,960Expenses 2017: $10,958Net Income 2017: $13,0022017Revenue 2019: $14,410Expenses 2019: $12,373Net Income 2019: $2,0372019Revenue 2020: $11,481Expenses 2020: $10,329Net Income 2020: $1,1522020Revenue 2021: $10,917Expenses 2021: $14,899Net Income 2021: -$3,9822021Revenue 2022: $17,084Expenses 2022: $21,840Net Income 2022: -$4,7562022Revenue 2023: $26,307Expenses 2023: $15,421Net Income 2023: $10,8862023Revenue 2024: $38,526Expenses 2024: $23,235Net Income 2024: $15,2912024

Highlighted filing

2024

Revenue$38,526
Expenses$23,235
Net Income$15,291
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$122,732
Liabilities
-
Net assets
$125,276
Revenue
$38,526
Expenses
$23,235
Net income
$15,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$1.25$0.39$0.23$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.10$1.25$0.26$0.15$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.17$0.22$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.19$1.18$0.11$0.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.11$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.21$1.24$0.14$0.12$0.02
2017Summary only. Only limited summary data is available for this year.$1.12$0.00$0.24$0.11$0.13
2016Summary only. Only limited summary data is available for this year.$0.99$0.00$0.14$0.17$0.03
2015Summary only. Only limited summary data is available for this year.$1.01$0.00$0.12$0.14$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 12, 2025
Return Version
2024v5.1
Gross Receipts
$38,526
Mission and Program Overview

Mission

Preserve the history of walton through preservation of documents photos genealogy artifacts. The society publishes of local history interets related to the history of walton ny

Program Services

DescriptionGrantsExpenses
TO BENEFIT AND PERSERVE THE HISTORY OF WALTON--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON SCHWARTZPresident-$0--
BRUCE E DOLPHTreasury-$0--
Filing and Contact Details

Filer

Filer Name
Walton Historical Society
EIN
22-3301369
Phone
6078655895
Address
9 TOWNSEND STREET, WALTON, NY 13856

Signing Officer

Name
Bruce E Dolph
Title
Treasurer
Phone
6078655895
Signed
2025-04-12
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
142 DELAWARE ST, WALTON, NY 13856
Preparer
Bruce Dolph
Phone
8004725625
Supplemental Narrative

Additional Explanations

No Lines

“NO INFORMATION”

Raw XML Appendix134 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Walton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013856
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09985
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022732
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/EOYAmt0100000
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt02260
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109985
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010028
IRS990EZ/OtherRevenueTotalAmt016548
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE THE HISTORY OF WALTON THROUGH PRESERVATION OF DOCUMENTS PHOTOS GENEALOGY ARTIFACTS. THE SOCIETY PUBLISHES OF LOCAL HISTORY INTERETS RELATED TO THE HISTORY OF WALTON NY
IRS990EZ/PrintingPublicationsPostageAmt02354
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO BENEFIT AND PERSERVE THE HISTORY OF WALTON
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt06687
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023235
IRS990EZ/TotalRevenueAmt038526
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016927
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
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IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01479
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0NO LINES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0223301369
ReturnHeader/Filer/PhoneNum06078655895
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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