Civic Intelligence

Walton Education Foundation Inc.

990 • Fiscal year 2020 • EIN 31-1483755

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

Organization ProfileWWW.WALTONEDFOUNDATION.ORG

Refreshing map…

145 Park Street Suite 3Defuniak Springs, FL 32435

(850) 692-9961

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

44th percentile

1.7%

Higher net margin than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

87th percentile

$33,387

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

9.9%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$116,067

Up $19,890 (+21%) from 2018

Net Assets

Up

$116,067

Up $19,890 (+21%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin44th percentile

Revenue

Up

$321,769

Up $104,073 (+48%) from 2018

Expenses

Up

$316,332

Up $93,033 (+42%) from 2018

Net Income

Up

$5,437

Up $11,040 (+197%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$116,067
Liabilities$0
Net Assets$116,067
Open 2020 Filing

Operations Trend

Revenue Growth80th 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

2020

Revenue$321,769
Expenses$316,332
Net Income$5,437
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$328,035
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$110,630$115,567▲ $4,937
Pledges and Grants Receivable-$500-
Total Assets$110,630$116,067▲ $5,437
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$87,352$88,128▲ $776
Net Assets With Donor Restrictions$23,278$27,939▲ $4,661
Total Net Assets Fund Balance$110,630$116,067▲ $5,437
Total Liabilities and Net Assets / Fund Balance$110,630$116,067▲ $5,437
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mh CarrCEOFT$33,387$33,387

Board Members and Trustees

NameTitle
B GilbertPresident
M HarrisonVice President
D McconnellDirector
L JustissDirector
S PhaneufDirector
Dr J HawthorneLiason
J MilamSecretary
Robin ShawTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$304,762
Program Service Revenue
$0
Investment Income
$95
Other Revenue
$16,912
All Other Contributions
$304,762
Change in Net Assets
$5,437
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$268,534
Salaries, Compensation, and Employee Benefits$34,931
Other Expenses$12,867
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$268,534--$268,534
Current Officers, Directors, Trustees, and Key Employees-$34,931-$34,931
Fees for Services Accounting-$6,500-$6,500
Office Expenses$450$1,447-$1,897
Other Expenses-$1,344-$1,344
Fees for Services Legal-$950-$950
Conferences and Meetings-$642-$642
Total Functional Expenses$268,984$47,348$0$316,332
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,178
Fundraising Direct Expenses$6,266
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apple Run$23,178$23,178$6,266$16,912
Total Events$23,178$23,178$6,266$16,912
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
Phone
8506929961
Address
145 PARK STREET SUITE 3, DEFUNIAK SPRINGS, FL 32435

Signing Officer

Name
Mh Carr
Title
Executive Director
Signed
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mh Carr
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
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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/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.
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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.
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ReturnHeader/ReturnTs02020-11-12T15:36:34-06:00
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ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,067
Liabilities
$0
Net assets
$116,067
Revenue
$321,769
Expenses
$316,332
Net income
$5,437
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits