Civic Intelligence

Walton Wellness Inc.

990EZ • Fiscal year 2016 • EIN 27-3659660

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 22, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

61st percentile

8.1%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

90th percentile

$42,001

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 39.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-3.6%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$47,949

Up $8,619 (+22%) from 2015

Net Assets

Up

$47,949

Up $8,619 (+22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$106,546

Down $4,033 (-3.6%) from 2015

Expenses

Down

$97,927

Down $19,668 (-17%) from 2015

Net Income

Up

$8,619

Up $15,635 (+223%) from 2015

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

2016

Assets$47,949
Liabilities$0
Net Assets$47,949

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

2016

Revenue$106,546
Expenses$97,927
Net Income$8,619
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 22, 2017
Return Version
2016v3.0
Gross Receipts
$106,546
Mission and Program Overview

Mission

Promote health of citizens of walton co

Program Services

DescriptionGrantsExpenses
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-$14,827
A NUTRITION BASED PROGRAM CALLED GET CHARMED IS GEARED TOWARD ELEMENTARY SCHOOL AGE CHILDREN IT FOCUSES ON EATING HEALTHY DRINKING WATER AND BEING ACTIVE-$11,879
Other program services-$2,217
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PARTHENA D HARRISExec DirectorFT$42,001-$42,001
JOYCE JONESChairman-$0--
SCOTT WHISENENTSecretary Treasurer-$0--
CHRISTY LUMPKINVice Chairman-$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
7703138107
Signed
2017-09-22
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 28,923various health related programs $2217

Description of other expenses Part I line 16

Description amountdepreciation from 4562 1,642internet & telephone 2,136bank fees 3insurance 1,693meals and meetings 1,538miscellaneous expense 140office supplies 250equipment rental 209taxes & licenses 55

Description of other assets Part II line 24

Category beginning of year end of yearfurn & fixtures 3,797 2,905

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 and project road share.

Raw XML Appendix175 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/BooksInCareOfDetail/USAddress/CityNm0MONROE
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047949
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOYCE JONES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT WHISENENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIRMAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03797
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02905
IRS990EZ/OtherExpensesTotalAmt07666
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE HEALTH OF CITIZENS OF WALTON CO
IRS990EZ/PrintingPublicationsPostageAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A 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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1A NUTRITION BASED PROGRAM CALLED GET CHARMED IS GEARED TOWARD ELEMENTARY SCHOOL AGE CHILDREN IT FOCUSES ON EATING HEALTHY DRINKING WATER AND BEING ACTIVE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014827
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111879
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22217
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY VARIOUS HEALTH RELATED PROGRAMS GRANTEE RESIDENTS OF WALTON COUNTY AMOUNT 28,923VARIOUS HEALTH RELATED PROGRAMS $2217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 1,642INTERNET & TELEPHONE 2,136BANK FEES 3INSURANCE 1,693MEALS AND MEETINGS 1,538MISCELLANEOUS EXPENSE 140OFFICE SUPPLIES 250EQUIPMENT RENTAL 209TAXES & LICENSES 55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARFURN & FIXTURES 3,797 2,905
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 AND PROJECT ROAD SHARE.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PARTHENA D HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07703138107
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-22
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.186.92.193
ReturnHeader/FilingSecurityInformation/IPDt02017-09-21
ReturnHeader/FilingSecurityInformation/IPTm016:46:58
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/PreparationDt02017-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kitty J Smith CPA
ReturnHeader/ReturnTs02017-09-21T16:45:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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