Civic Intelligence

Walton Education Foundation Inc.

990 • Fiscal year 2016 • EIN 31-1483755

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 17, 2016

Organization Profilewaltonfoundation.org
145 Park Street No Ste 5DeFuniak Springs, FL 32435

(850) 892-1153

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

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$59,731

No earlier filing loaded for comparison.

Net Assets

$59,731

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin18th percentile

Revenue

$82,136

No earlier filing loaded for comparison.

Expenses

$95,776

No earlier filing loaded for comparison.

Net Income

-$13,640

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$59,731
Liabilities$0
Net Assets$59,731
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$82,136
Expenses$95,776
Net Income-$13,640
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 17, 2016
Return Version
2015v2.1
Gross Receipts
$88,190
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$73,371$59,731▼ $13,640
Rtn Earn Endowment Incm Other Fnds$73,371$59,731▼ $13,640
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$73,371$59,731▼ $13,640
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$73,371$59,731▼ $13,640
Total Liabilities and Net Assets / Fund Balance$73,371$59,731▼ $13,640
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Megan HarrisonPresident
Meg NorwoodVice President
Kellie Jo KilbergDirector
Lesa HarrisonDirector
Linda PresnellDirector
Melissa PilcherDirector
Wyndy CrozierDirector
Lauren JustissSecretary
Amy ColemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,774
Program Service Revenue
$0
Investment Income
$54
Other Revenue
$9,308
All Other Contributions
$72,774
Change in Net Assets
$-13,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,999
Salaries, Compensation, and Employee Benefits$24,400
Total Fundraising Expense$8,134
Other Expenses$6,377
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$64,999--$64,999
Current Officers, Directors, Trustees, and Key Employees$8,133$8,133$8,134$24,400
Conferences and Meetings-$803-$803
Office Expenses-$330-$330
Other Expenses-$97-$97
Total Functional Expenses$73,132$14,510$8,134$95,776
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,362
Fundraising Direct Expenses$6,054
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k-10k Run$15,362$15,362$6,054$9,308
Total Events$15,362$15,362$6,054$9,308
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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, Section A, 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, Section B, line 11

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

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

Filer Name
Walton Education Foundation Inc
EIN
31-1483755
Phone
8508921153
Address
145 Park Street No Ste 5, DeFuniak Springs, FL 32435

Signing Officer

Name
MH Carr
Title
Executive Director
Phone
8502313785
Signed
2016-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meg Norwood
Formed
1995
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
75

Preparer

Firm
Hill Coleman LLC
Address
278 Seabreeze Court, Inlet Beach, FL 32461
Phone
8506592375
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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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt18128
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt39000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Classroom grants awareded to Walton County, Florida school district teachers
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Take Stock in Children college scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Elevating and Celebrating Effective Teaching and Teachers Workshop
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Miscellaneous Teacher Grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt039
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt3137
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The 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. The Walton Education Foundation bookkeeper makes all purchases related to awarded grants to ensure compliance with grant requirements.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
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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 and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt073371
IRS990/TotalAssetsEOYAmt059731
IRS990/TotalAssetsGrp/BOYAmt073371
IRS990/TotalAssetsGrp/EOYAmt059731
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt072774
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08134
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014510
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt073132
IRS990/TotalFunctionalExpensesGrp/TotalAmt095776
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073371
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059731
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt073132
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09308
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt082136
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073371
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt059731
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0145 Park Street No Ste 5
IRS990/USAddress/CityNm0DeFuniak Springs
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032435
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0waltonfoundation.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MH Carr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08502313785
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walton Education Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0311483755
ReturnHeader/Filer/PhoneNum08508921153
ReturnHeader/Filer/USAddress/AddressLine1Txt0145 Park Street No Ste 5
ReturnHeader/Filer/USAddress/CityNm0DeFuniak Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032435
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812783259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hill Coleman LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0278 Seabreeze Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Inlet Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032461
ReturnHeader/PreparerPersonGrp/PhoneNum08506592375
ReturnHeader/ReturnTs02016-11-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,731
Liabilities
$0
Net assets
$59,731
Revenue
$82,136
Expenses
$95,776
Net income
-$13,640
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
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.82$0.96$0.14