Civic Intelligence

Walton Frank S Foundation Archer&Greiner %Jlmarziano

990PF • Fiscal year 2021 • EIN 23-6256391

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

Organization Profile
1717 Arch Street-suite 3500Philadelphia, PA 19103

(215) 246-3145

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

72nd percentile

31%

Higher net margin than 72% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

41st percentile

3.4%

Faster asset growth than 41% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$619,985

Up $20,148 (+3.4%) from 2020

Net Assets

Up

$619,985

Up $20,148 (+3.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin72nd percentile

Revenue

Down

$65,187

Down $27,689 (-30%) from 2020

Expenses

Up

$45,039

Up $16,128 (+56%) from 2020

Net Income

Down

$20,148

Down $43,817 (-69%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$800K$600K$400K$200K$0Assets 2014: $498,074Liabilities 2014: $0Net Assets 2014: $498,0742014Assets 2015: $506,085Liabilities 2015: $0Net Assets 2015: $506,0852015Assets 2016: $497,875Liabilities 2016: $0Net Assets 2016: $497,8752016Assets 2017: $528,961Liabilities 2017: $0Net Assets 2017: $528,9612017Assets 2018: $554,667Liabilities 2018: $0Net Assets 2018: $554,6672018Assets 2019: $535,852Liabilities 2019: $0Net Assets 2019: $535,8522019Assets 2020: $599,837Liabilities 2020: $0Net Assets 2020: $599,8372020Assets 2021: $619,985Liabilities 2021: $0Net Assets 2021: $619,9852021Assets 2022: $635,442Liabilities 2022: $0Net Assets 2022: $635,4422022Assets 2023: $536,863Liabilities 2023: $0Net Assets 2023: $536,8632023Assets 2024: $480,949Liabilities 2024: $0Net Assets 2024: $480,9492024

Highlighted filing

2021

Assets$619,985
Liabilities$0
Net Assets$619,985
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2014: $33,975Expenses 2014: $60,613Net Income 2014: -$26,6382014Revenue 2015: $48,612Expenses 2015: $55,926Net Income 2015: -$7,3142015Revenue 2016: $39,810Expenses 2016: $53,824Net Income 2016: -$14,0142016Revenue 2017: $62,011Expenses 2017: $56,516Net Income 2017: $5,4952017Revenue 2018: $83,389Expenses 2018: $57,683Net Income 2018: $25,7062018Revenue 2019: $52,472Expenses 2019: $70,240Net Income 2019: -$17,7682019Revenue 2020: $92,876Expenses 2020: $28,911Net Income 2020: $63,9652020Revenue 2021: $65,187Expenses 2021: $45,039Net Income 2021: $20,1482021Revenue 2022: $55,765Expenses 2022: $42,071Net Income 2022: $13,6942022Revenue 2023: $22,761Expenses 2023: $121,151Net Income 2023: -$98,3902023Revenue 2024: $103,812Expenses 2024: $159,366Net Income 2024: -$55,5542024

Highlighted filing

2021

Revenue$65,187
Expenses$45,039
Net Income$20,148
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER STOUFFERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Frank S Walton Foundation
EIN
23-6256391
Phone
2152463145
Address
1717 ARCH STREET-SUITE 3500, PHILADELPHIA, PA 19103

Signing Officer

Name
Christopher F Stouffer
Title
Trustee
Phone
2155461007
Signed
2022-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Archer & Greiner Pc
Address
1717 ARCH STREET/SUITE 3500, PHILADELPHIA, PA 19103
Preparer
Kenneth Ahl
Phone
2159633300
Raw XML Appendix316 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01309011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0210029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0225386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt038543
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1279
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt020148
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0619985
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt073044
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt073044
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt073044
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt073930
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0394
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027316
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt031816
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt027209
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt027209
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031816
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt028901
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt027209
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt073044
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt060717
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ARCHER & GREINER PC-LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01441
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PNC BANK-INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01441
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt11034
TaxesSchedule/TaxesDetail/Amt21280
TaxesSchedule/TaxesDetail/Amt38163
TaxesSchedule/TaxesDetail/Amt41280
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt12019 FORM 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt22020 FORM 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt32020 FORM 4720
TaxesSchedule/TaxesDetail/CategoryTxt42021 FORM 990-PF ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt40
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER F STOUFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02155461007
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK S WALTON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ARCHER & GREINER PC
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0236256391
ReturnHeader/Filer/PhoneNum02152463145
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 ARCH STREET-SUITE 3500
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222092948
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARCHER & GREINER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01717 ARCH STREET/SUITE 3500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02159633300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH AHL
ReturnHeader/ReturnTs02022-05-04T10:27:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTOPHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOUFFER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$619,985
Liabilities
$0
Net assets
$619,985
Revenue
$65,187
Expenses
$45,039
Net income
$20,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$1.04$1.59$0.56
2023Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.23$1.21$0.98
2022Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.56$0.42$0.14
2021Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.65$0.45$0.20
2020Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.93$0.29$0.64
2019Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.52$0.70$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.83$0.58$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.62$0.57$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.40$0.54$0.14
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.49$0.56$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.34$0.61$0.27