Civic Intelligence

Walton Education Foundation In

EIN 31-1483755 • 501(c)3 • Defuniak Springs, FL

Profile

Our mission is to serve the educational community of walton county, florida by mobilizing support and resources through alliances, grants, and fundraising events.

Refreshing map…

145 Park Street Suite 3Defuniak Springs, FL 32435

www.waltonedfoundation.org

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.37x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.22x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$52,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

87th percentile

46%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

66th percentile

18%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$462,596

Up $245,452 (+113%) from 2023

Liabilities

Up

$171,409

Up $136,098 (+385%) from 2023

Net Assets

Up

$291,187

Up $109,354 (+60%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin42nd percentile

Revenue

Up

$765,570

Up $218,057 (+40%) from 2023

Expenses

Up

$760,115

Up $223,104 (+42%) from 2023

Net Income

Down

$5,455

Down $5,047 (-48%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$600K$400K$200K$0Assets 2016: $59,731Liabilities 2016: $0Net Assets 2016: $59,7312016Assets 2018: $96,177Liabilities 2018: $0Net Assets 2018: $96,1772018Assets 2020: $116,067Liabilities 2020: $0Net Assets 2020: $116,0672020Assets 2021: $136,006Liabilities 2021: $0Net Assets 2021: $136,0062021Assets 2022: $455,320Liabilities 2022: $283,989Net Assets 2022: $171,3312022Assets 2023: $217,144Liabilities 2023: $35,311Net Assets 2023: $181,8332023Assets 2025: $462,596Liabilities 2025: $171,409Net Assets 2025: $291,1872025

Highlighted filing

2025

Assets$462,596
Liabilities$171,409
Net Assets$291,187
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $82,136Expenses 2016: $95,776Net Income 2016: -$13,6402016Revenue 2018: $217,696Expenses 2018: $223,299Net Income 2018: -$5,6032018Revenue 2020: $321,769Expenses 2020: $316,332Net Income 2020: $5,4372020Revenue 2021: $235,927Expenses 2021: $215,988Net Income 2021: $19,9392021Revenue 2022: $970,873Expenses 2022: $935,548Net Income 2022: $35,3252022Revenue 2023: $547,513Expenses 2023: $537,011Net Income 2023: $10,5022023Revenue 2025: $765,570Expenses 2025: $760,115Net Income 2025: $5,4552025

Highlighted filing

2025

Revenue$765,570
Expenses$760,115
Net Income$5,455
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$462,596
Liabilities
$171,409
Net assets
$291,187
Revenue
$765,570
Expenses
$760,115
Net income
$5,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$1.71$2.91$7.66$7.60$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.35$1.82$5.48$5.37$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$2.84$1.71$9.71$9.36$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$2.36$2.16$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$3.22$3.16$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$2.18$2.23$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.82$0.96$0.14
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 26, 2023
Return Version
2022v5.0
Gross Receipts
$547,513
Mission and Program Overview

Mission

Our mission is to serve the educational community of walton county, florida by mobilizing support and resources through alliances, grants, and fundraising events.

Our mission is to serve the educational community of walton county, florida by mobilizing support and resources through alliances/grants & fundraising events

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$455,320$198,681▼ $256,639
Pledges and Grants Receivable-$18,463-
Total Assets$455,320$217,144▼ $238,176
Liabilities
Accounts Payable and Accrued Expenses$283,989$35,311▼ $248,678
Total Liabilities$283,989$35,311▼ $248,678
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$131,108$110,610▼ $20,498
Net Assets With Donor Restrictions$40,223$71,223▲ $31,000
Total Net Assets Fund Balance$171,331$181,833▲ $10,502
Total Liabilities and Net Assets / Fund Balance$455,320$217,144▼ $238,176
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lindsey HarpExec DirectorFT$52,000$52,000

Board Members and Trustees

NameTitle
S PhaneeufPresident
Bryan GilbertDirector
G KilgoreDirector
L KauffmanDirector
M SpenceDirector
Dr J HawthorneLiason
Lauren BryanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$547,057
Program Service Revenue
$0
Investment Income
$456
Other Revenue
$0
All Other Contributions
$547,057
Change in Net Assets
$10,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$355,447
Other Expenses$129,564
Salaries, Compensation, and Employee Benefits$52,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$355,447--$355,447
Current Officers, Directors, Trustees, and Key Employees-$52,000-$52,000
Other Expenses$85$9,085-$9,085
Fees for Services Accounting-$7,836-$7,836
Insurance-$1,362-$1,362
Travel-$1,263-$1,263
Office Expenses-$866-$866
Total Functional Expenses$355,532$181,479$0$537,011
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 Part VI Line 8B

“There are no committees of the walton education foundation with authority to make decisions on behalf of the board.”

Form 990 Part VI Line 11B

“The board is provided with a copy of form 990 for review and questions prior to filing.”

Form 990 Part VI Line 19

“Governing documents, conflict of interest policy & financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Walton Education Foundation in
EIN
31-1483755
Address
145 PARK STREET SUITE 3, DEFUNIAK SPRINGS, FL 32435

Signing Officer

Name
Lindsey Harp
Title
Executive Director
Phone
8506929961
Signed
2023-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsey Harp
Formed
1995
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Coastal Accounting of Nw Fl
Address
1150 AIRPORT RD UNIT 172, DESTIN, FL 32541
Preparer
Russell Cash Iii CPA
Phone
8506549235
Raw XML Appendix368 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.

Path#Value
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IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm5L KAUFFMAN
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IRS990/Form990PartVIISectionAGrp/PersonNm7Lindsey Harp
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Liason
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXEC DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt16
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS. THE WALTON EDUCATION FOUNDATION BOARD REVIEWS GRANT APPLICATIONS AND VOTES ON ALL GRANT AWARDS, CRITERIA FOR GRANTS ARE CLEARLY OUTLINED ON THE APPLICATIONS. APPLICATIONS ARE NOT CONSIDERED IF CRITERIA ARE NOT MET.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES OF THE WALTON EDUCATION FOUNDATION WITH AUTHORITY TO MAKE DECISIONS ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS PROVIDED WITH A COPY OF FORM 990 FOR REVIEW AND QUESTIONS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0355532
IRS990/TotalFunctionalExpensesGrp/TotalAmt0537011
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0283989
IRS990/TotalLiabilitiesEOYAmt035311
IRS990/TotalLiabilitiesGrp/BOYAmt0283989
IRS990/TotalLiabilitiesGrp/EOYAmt035311
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IRS990/TotalProgramServiceExpensesAmt0355532
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IRS990/TotalRevenueGrp/ExclusionAmt0456
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0547513
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0455320
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0217144
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IRS990/TravelGrp/TotalAmt01263
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0145 PARK STREET STE 3
IRS990/USAddress/CityNm0DEFUNIAK SPRINGS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032435
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IRS990/WebsiteAddressTxt0WWW.WALTONEDFOUNDATION.ORG
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSEY HARP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08506929961
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTON EDUCATION FOUNDATION IN
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0311483755
ReturnHeader/Filer/USAddress/AddressLine1Txt0145 PARK STREET SUITE 3
ReturnHeader/Filer/USAddress/CityNm0DEFUNIAK SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203857349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COASTAL ACCOUNTING OF NW FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 AIRPORT RD UNIT 172
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DESTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032541
ReturnHeader/PreparerPersonGrp/PhoneNum08506549235
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUSSELL CASH III CPA
ReturnHeader/ReturnTs02023-11-06T14:21:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lindsey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harp
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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