Civic Intelligence

Walton Wellness Inc.

990EZ • Fiscal year 2014 • EIN 27-3659660

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

324 Edwards StMonroe, GA 30655

(770) 313-8107

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

90th percentile

$42,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 33.2% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

91st percentile

99%

Faster asset growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

43%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$46,346

Up $23,029 (+99%) from 2013

Net Assets

Up

$46,346

Up $23,029 (+99%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$126,342

Up $38,234 (+43%) from 2013

Expenses

Up

$103,313

Up $26,784 (+35%) from 2013

Net Income

Up

$23,029

Up $11,450 (+99%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $11,738Liabilities 2012: $0Net Assets 2012: $11,7382012Assets 2013: $23,317Liabilities 2013: $0Net Assets 2013: $23,3172013Assets 2014: $46,346Liabilities 2014: $0Net Assets 2014: $46,3462014Assets 2015: $39,330Liabilities 2015: $0Net Assets 2015: $39,3302015Assets 2016: $47,949Liabilities 2016: $0Net Assets 2016: $47,9492016Assets 2017: $29,342Liabilities 2017: $0Net Assets 2017: $29,3422017Assets 2018: $24,135Liabilities 2018: $2,000Net Assets 2018: $22,1352018Assets 2019: $47,803Liabilities 2019: $0Net Assets 2019: $47,8032019Assets 2020: $58,619Liabilities 2020: $0Net Assets 2020: $58,6192020Assets 2021: $64,608Liabilities 2021: $0Net Assets 2021: $64,6082021Assets 2022: $123,289Liabilities 2022: $0Net Assets 2022: $123,2892022Assets 2023: $129,692Liabilities 2023: $0Net Assets 2023: $129,6922023Assets 2024: $134,156Liabilities 2024: $0Net Assets 2024: $134,1562024

Highlighted filing

2014

Assets$46,346
Liabilities$0
Net Assets$46,346

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $70,725Expenses 2012: $68,538Net Income 2012: $2,1872012Revenue 2013: $88,108Expenses 2013: $76,529Net Income 2013: $11,5792013Revenue 2014: $126,342Expenses 2014: $103,313Net Income 2014: $23,0292014Revenue 2015: $110,579Expenses 2015: $117,595Net Income 2015: -$7,0162015Revenue 2016: $106,546Expenses 2016: $97,927Net Income 2016: $8,6192016Revenue 2017: $197,152Expenses 2017: $215,759Net Income 2017: -$18,6072017Revenue 2018: $159,593Expenses 2018: $166,800Net Income 2018: -$7,2072018Revenue 2019: $183,993Expenses 2019: $158,325Net Income 2019: $25,6682019Revenue 2020: $196,597Expenses 2020: $185,781Net Income 2020: $10,8162020Revenue 2021: $193,071Expenses 2021: $187,082Net Income 2021: $5,9892021Revenue 2022: $232,714Expenses 2022: $174,033Net Income 2022: $58,6812022Revenue 2023: $181,520Expenses 2023: $175,117Net Income 2023: $6,4032023Revenue 2024: $170,526Expenses 2024: $166,062Net Income 2024: $4,4642024

Highlighted filing

2014

Revenue$126,342
Expenses$103,313
Net Income$23,029
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$126,342
Mission and Program Overview

Mission

Promote health of citizens of walton co

Program Services

DescriptionGrantsExpenses
A NUTRITION BASED PROGRAM CALLED GET CHARMED IS GEARED TOWARD ELEMENTARY SCHOOL AGE CHILDREN IT FOCUSES ON EATING HEALTH DRINKING WATER AND BEING ACTIVE-$13,257
Other program services-$9,150
A GARDEN IS PLANTED HARVESTED AND MAINTAINED BY WALTON CO JAIL INMATES THE FOOD RAISED IS DONATED TO A VOUCHER BASED FARMERS MARKET FOR THOSE IN NEED IN THE COMMUNITY-$5,778
PROJECT ROADSHARE IS DESIGNED TO INCREASE THE NUMBER OF FAMILIES WHO RIDE THEIR BIKE FOR EXERCISE TRAILHEADS ARE MARKED TO PROVIDE SAFE ROUTES PARKING ETC FOR CYCLISTS-$4,655
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PARTHENA D HARRISExec DirectorFT$42,000-$42,000
MALLORY SANDERSChairman-$0--
COLLEEN BUTLERDirector-$0--
AUDREY ETCHINSONDirector-$0--
JOYCE JONESVice Chair-$0--
SCOTT WHISNANTSecretary Treasurer-$0--
JULIE TYREDirector-$0--
LYNN LAIRDirector-$0--
CHRISTY LUMPKINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Walton Wellness Inc
EIN
27-3659660
Address
324 EDWARDS ST, MONROE, GA 30655

Signing Officer

Name
Parthena D Harris
Title
Exec Director
Phone
7702665754
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
KS Accounting LLC
Address
PO Box 566, Monroe, GA 30655
Preparer
Kitty J Smith CPA
Phone
7702070019
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity various health related programs grantee residents of walton county amount 32,840

Description of other expenses Part I line 16

Description amountdepreciation from 4562 1,722auto expense 603internet & telephone 662bank fees 122insurance 2,657meals and entertainment 2,783miscellaneous expense 109office supplies 137travel 1,543taxes & licenses 60dues & subscriptions 34

Description of other assets Part II line 24

Category beginning of year end of yearfurn & fixtures 2,648 5,044

Other program services Part III line 31

Other health related programs such as cholesterol screening, health fairs, promoting healthy gardening projects, walking/running programs at local schools, and family cycle day.

Raw XML Appendix194 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MALLORY SANDERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOYCE JONES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXEC DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt05044
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1A NUTRITION BASED PROGRAM CALLED GET CHARMED IS GEARED TOWARD ELEMENTARY SCHOOL AGE CHILDREN IT FOCUSES ON EATING HEALTH DRINKING WATER AND BEING ACTIVE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROJECT ROADSHARE IS DESIGNED TO INCREASE THE NUMBER OF FAMILIES WHO RIDE THEIR BIKE FOR EXERCISE TRAILHEADS ARE MARKED TO PROVIDE SAFE ROUTES PARKING ETC FOR CYCLISTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY VARIOUS HEALTH RELATED PROGRAMS GRANTEE RESIDENTS OF WALTON COUNTY AMOUNT 32,840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 1,722AUTO EXPENSE 603INTERNET & TELEPHONE 662BANK FEES 122INSURANCE 2,657MEALS AND ENTERTAINMENT 2,783MISCELLANEOUS EXPENSE 109OFFICE SUPPLIES 137TRAVEL 1,543TAXES & LICENSES 60DUES & SUBSCRIPTIONS 34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARFURN & FIXTURES 2,648 5,044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER HEALTH RELATED PROGRAMS SUCH AS CHOLESTEROL SCREENING, HEALTH FAIRS, PROMOTING HEALTHY GARDENING PROJECTS, WALKING/RUNNING PROGRAMS AT LOCAL SCHOOLS, AND FAMILY CYCLE DAY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PARTHENA D HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07702665754
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTON WELLNESS INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0273659660
ReturnHeader/Filer/USAddress/AddressLine1Txt0324 EDWARDS ST
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030655
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274012075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KS Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 566
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monroe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030655
ReturnHeader/PreparerPersonGrp/PhoneNum07702070019
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kitty J Smith CPA
ReturnHeader/ReturnTs02015-11-12T15:45:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits