Civic Intelligence

George and Irene Walker Trust UW

EIN 27-0626301 • 501(c)3 • Rochester, MA

Profile

Exclusive benefit & support of the george and irene walker home for children (now known as "walker") and is a recognized 501(c)(3) type ii supporting organization

Boston Professional Tax PO Box 129Rochester, MA 02770

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-1306%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,144,462 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $2,144,462 (-100%) from 2021

Operations
Liabilities / Revenue19th percentileNet Margin1st percentile

Revenue

Up

$164,069

Up $71,562 (+77%) from 2021

Expenses

Up

$2,307,342

Up $2,284,023 (+9795%) from 2021

Net Income

Down

-$2,143,273

Down $2,212,461 (-3198%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,144,462Liabilities 2021: $0Net Assets 2021: $2,144,4622021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2021: $92,507Expenses 2021: $23,319Net Income 2021: $69,1882021Revenue 2022: $164,069Expenses 2022: $2,307,342Net Income 2022: -$2,143,2732022

Highlighted filing

2022

Revenue$164,069
Expenses$2,307,342
Net Income-$2,143,273
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$164,069
Expenses
$2,307,342
Net income
-$2,143,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$2.31$2.14
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.09$0.02$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$1,088,551
Mission and Program Overview

Mission

Exclusive benefit & support of the george and irene walker home for children (now known as "walker") and is a recognized 501(c)(3) type ii supporting organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,144,462$0▼ $2,144,462
Investments in Publicly Traded Securities$2,110,881$0▼ $2,110,881
Savings and Temporary Cash Investments$33,019$0▼ $33,019
Cash and Non-Interest-Bearing Accounts$562$0▼ $562
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,144,462$0▼ $2,144,462
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,144,462$0▼ $2,144,462
Total Liabilities and Net Assets / Fund Balance$2,144,462$0▼ $2,144,462
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Benjamin W ThorndikeTrustee
Michael B MoskowTrustee
Steven TannebaumTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$164,069
Other Revenue
$0
Change in Net Assets
$-2,143,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,283,183
Other Expenses$24,159
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,283,183--$2,283,183
Fees for Service Investment Mgmnt Fees-$24,158-$24,158
Other Expenses-$1-$1
Total Functional Expenses$2,283,183$24,159$0$2,307,342
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11 - Description of Process for Review

“The tax return is presented to the trustees for review and signature before it is filed”

FORM 990, PAGE 6, PART VI, LINE 12C

“The organization maintains and adheres to a conflict-of-interest policy, which sets forth procedures for identifyig and addressing conflicts of interest.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
George and Irene Walker Trust Uw
EIN
27-0626301
In Care Of
% BOSTON PROFESSIONAL TAX SVCS
Phone
7748465630
Address
BOSTON PROFESSIONAL TAX PO BOX 129, ROCHESTER, MA 02770

Signing Officer

Name
Steven Tannenbaum
Title
Trustee
Phone
7748495630
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Tannenbaum
Formed
1951
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Boston Professional Tax Services
Address
P O Box 129, Rochester, MA 02770
Preparer
Andrew D Correia
Phone
7748495630
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XI, Line 9

“Adjustment to the carrying value/cost basis of securities held after prior fiscal year end 6/30/2021”

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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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WALKER HOME FOR CHILDREN (NOW KNOW AS WALKER)
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt02283183
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0SEE ATTACHED HOLDINGS AS OF 6/30/2022
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-02-17
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0042171186
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt02876788
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0OTC - STOCK QUOTES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0WALKER INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01968 CENTRAL AVENUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0NEEDHAM
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd002492
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0ALL THREE TRUSTEES OF THE GEORGE AND IRENE WALKER TRUST U/W ALSO ARE DIRECTORS OF WALKER INC. GEORGE AND IRENE WALKER TRUST U/W TERMINATED AND ASSETS TRANSFERRED TO WALKER INC
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0WALKER INC -DIRECTORS
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURE BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAINTAINS AND ADHERES TO A CONFLICT-OF-INTEREST POLICY, WHICH SETS FORTH PROCEDURES FOR IDENTIFYIG AND ADDRESSING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADJUSTMENT TO THE CARRYING VALUE/COST BASIS OF SECURITIES HELD AFTER PRIOR FISCAL YEAR END 6/30/2021
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11 - DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 12, PART XI, LINE 9
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt02144462
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt02144462
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024159
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02283183
IRS990/TotalFunctionalExpensesGrp/TotalAmt02307342
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02144462
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02283183
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0164069
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0164069
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02144462
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015 NORTH PASTURE LANE
IRS990/USAddress/CityNm0NANTUCKET
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002554
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN TANNENBAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07748495630
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE AND IRENE WALKER TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0270626301
ReturnHeader/Filer/InCareOfNm0% BOSTON PROFESSIONAL TAX SVCS
ReturnHeader/Filer/PhoneNum07748465630
ReturnHeader/Filer/USAddress/AddressLine1Txt0BOSTON PROFESSIONAL TAX PO BOX 129
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boston Professional Tax Services

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