Civic Intelligence

Walker Charitable Trust C/O Michael D Willis Trustee

EIN 27-1036148 • Venice, FL

165 Braemar AveVenice, FL 34293-8218
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

8th percentile

-50%

Higher net margin than 8% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$800

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

16th percentile

-5.1%

Faster asset growth than 16% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$13,585,215

Down $732,241 (-5.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$13,585,215

Down $732,241 (-5.1%) from 2023

Revenue

Down

$866,881

Down $1,647,749 (-66%) from 2023

Expenses

Up

$1,296,221

Up $185,844 (+17%) from 2023

Net Income

Down

-$429,340

Down $1,833,593 (-131%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2013: $13,768,454Liabilities 2013: $0Net Assets 2013: $13,768,4542013Assets 2014: $14,090,926Liabilities 2014: $0Net Assets 2014: $14,090,9262014Assets 2015: $14,652,591Liabilities 2015: $0Net Assets 2015: $14,652,5912015Assets 2016: $14,422,429Liabilities 2016: $0Net Assets 2016: $14,422,4292016Assets 2017: $14,058,728Liabilities 2017: $0Net Assets 2017: $14,058,7282017Assets 2018: $14,000,594Liabilities 2018: $0Net Assets 2018: $14,000,5942018Assets 2019: $13,562,236Liabilities 2019: $0Net Assets 2019: $13,562,2362019Assets 2020: $13,217,149Liabilities 2020: $0Net Assets 2020: $13,217,1492020Assets 2021: $13,304,990Liabilities 2021: $0Net Assets 2021: $13,304,9902021Assets 2022: $12,620,414Liabilities 2022: $0Net Assets 2022: $12,620,4142022Assets 2023: $14,317,456Liabilities 2023: $0Net Assets 2023: $14,317,4562023Assets 2024: $13,585,215Liabilities 2024: $0Net Assets 2024: $13,585,2152024

Highlighted filing

2024

Assets$13,585,215
Liabilities$0
Net Assets$13,585,215

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $667,2352013Revenue 2014: $879,160Expenses 2014: $556,688Net Income 2014: $322,4722014Revenue 2015: $1,195,505Expenses 2015: $633,840Net Income 2015: $561,6652015Revenue 2016: $529,253Expenses 2016: $759,415Net Income 2016: -$230,1622016Revenue 2017: $323,595Expenses 2017: $687,297Net Income 2017: -$363,7022017Revenue 2018: $779,440Expenses 2018: $837,574Net Income 2018: -$58,1342018Revenue 2019: $547,924Expenses 2019: $986,282Net Income 2019: -$438,3582019Revenue 2020: $545,897Expenses 2020: $890,984Net Income 2020: -$345,0872020Revenue 2021: $979,619Expenses 2021: $891,778Net Income 2021: $87,8412021Revenue 2022: $634,841Expenses 2022: $1,080,474Net Income 2022: -$445,6332022Revenue 2023: $2,514,630Expenses 2023: $1,110,377Net Income 2023: $1,404,2532023Revenue 2024: $866,881Expenses 2024: $1,296,221Net Income 2024: -$429,3402024

Highlighted filing

2024

Revenue$866,881
Expenses$1,296,221
Net Income-$429,340

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 4, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D WILLISTrustee-$800-$800
LORI SCHULZTrustee-$0--
MARCUS SCHULZTrustee-$0--
CRAIG ROBBINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Walker Charitable Trust
EIN
27-1036148
Phone
9203669403
Address
165 BRAEMAR AVE, VENICE, FL 34293-8218

Signing Officer

Name
Michael D Willis
Title
Trustee
Phone
9203669403
Signed
2025-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Jay Kramer CPA
Phone
9203369850
Raw XML AppendixShowing 400 of 443 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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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt090938
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP DIST. NOT APPLIED TO BASIS

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