Civic Intelligence

Walton Education Foundation Inc.

990 • Fiscal year 2018 • EIN 31-1483755

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization ProfileWALTONEDFOUNDATION.ORG

Refreshing map…

145 Park Street Suite 3Defuniak Springs, FL 32435

(850) 892-1153

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

35th percentile

-2.6%

Higher net margin than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$96,177

Up $36,446 (+61%) from 2016

Net Assets

Up

$96,177

Up $36,446 (+61%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin35th percentile

Revenue

Up

$217,696

Up $135,560 (+165%) from 2016

Expenses

Up

$223,299

Up $127,523 (+133%) from 2016

Net Income

Up

-$5,603

Up $8,037 (+59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2018

Assets$96,177
Liabilities$0
Net Assets$96,177
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

2018

Revenue$217,696
Expenses$223,299
Net Income-$5,603
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$222,880
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 and fundraising events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$101,780$96,177▼ $5,603
Rtn Earn Endowment Incm Other Fnds$101,780$96,177▼ $5,603
Total Assets$101,780$96,177▼ $5,603
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$101,780$96,177▼ $5,603
Total Liabilities and Net Assets / Fund Balance$101,780$96,177▼ $5,603
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Kristina MackenziePresident
Bryan GilbertDirector
Davidica McconnellDirector
Juliet MilamDirector
Lauren JustissSecretary
Letha HinoteTreasurer
Megan HarrisonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$202,190
Program Service Revenue
$0
Investment Income
$73
Other Revenue
$15,433
All Other Contributions
$202,190
Change in Net Assets
$-5,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$188,432
Salaries, Compensation, and Employee Benefits$26,000
Other Expenses$8,867
Total Fundraising Expense$8,666
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$188,432--$188,432
Current Officers, Directors, Trustees, and Key Employees$8,667$8,667$8,666$26,000
Fees for Services Accounting-$3,000-$3,000
Office Expenses-$1,029-$1,029
Travel-$50-$50
Other Expenses-$23-$23
Total Functional Expenses$197,099$17,534$8,666$223,299
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,617
Fundraising Direct Expenses$5,184
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apple Run$20,617$20,617$5,184$15,433
Total Events$20,617$20,617$5,184$15,433
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, Page 6, 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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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
Address
145 PARK STREET SUITE 3, DEFUNIAK SPRINGS, FL 32435

Signing Officer

Name
Mh Carr
Title
Executive Director
Phone
8508921100
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristina Mackenzie
Formed
1995
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
75

Preparer

Firm
Warren Sasser & Associates
Address
PO BOX 819, GENEVA, AL 36340-0819
Preparer
Letha B Hinote CPA
Phone
3346843545
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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/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. ALL GRANT PURCHASES ARE MADE BY THE SCHOOL.
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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.
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IRS990/TotalVolunteersCnt075
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt096177
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ReturnHeader/BusinessOfficerGrp/PhoneNum08508921100
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ReturnHeader/FilingSecurityInformation/IPTm012:04:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631158487
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ReturnHeader/ReturnTs02018-11-14T12:04:21-06:00
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ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,177
Liabilities
$0
Net assets
$96,177
Revenue
$217,696
Expenses
$223,299
Net income
-$5,603
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
2018Detailed filing. Detailed filing data is available for this year.$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