Civic Intelligence

Walton Education Foundation Inc.

990 • Fiscal year 2021 • EIN 31-1483755

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 03, 2021

Organization ProfileWWW.WALTONEDFOUNDATION.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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

50th percentile

8.5%

Higher net margin than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

88th percentile

$32,932

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

17%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-27%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$136,006

Up $19,939 (+17%) from 2020

Net Assets

Up

$136,006

Up $19,939 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin50th percentile

Revenue

Down

$235,927

Down $85,842 (-27%) from 2020

Expenses

Down

$215,988

Down $100,344 (-32%) from 2020

Net Income

Up

$19,939

Up $14,502 (+267%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2021

Assets$136,006
Liabilities$0
Net Assets$136,006
Open 2021 Filing

Operations Trend

Revenue Growth27th 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

2021

Revenue$235,927
Expenses$215,988
Net Income$19,939
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 3, 2021
Return Version
2020v4.0
Gross Receipts
$235,927
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$115,567$128,506▲ $12,939
Pledges and Grants Receivable$500$7,500▲ $7,000
Total Assets$116,067$136,006▲ $19,939
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$88,128$95,061▲ $6,933
Net Assets With Donor Restrictions$27,939$40,945▲ $13,006
Total Net Assets Fund Balance$116,067$136,006▲ $19,939
Total Liabilities and Net Assets / Fund Balance$116,067$136,006▲ $19,939
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mh CarrCEOFT$32,932$32,932

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
$235,865
Program Service Revenue
$0
Investment Income
$62
Other Revenue
$0
All Other Contributions
$235,865
Change in Net Assets
$19,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$173,084
Salaries, Compensation, and Employee Benefits$32,932
Other Expenses$9,972
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$173,084--$173,084
Current Officers, Directors, Trustees, and Key Employees-$32,932-$32,932
Fees for Services Accounting-$6,500-$6,500
Other Expenses-$1,605-$1,605
Office Expenses$476$626-$1,102
Total Functional Expenses$173,560$42,428$0$215,988
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
Signed
2021-12-03
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
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsEOYAmt0136006
IRS990/TotalAssetsGrp/BOYAmt0116067
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IRS990/TotalContributionsAmt0235865
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0173560
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215988
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0136006
IRS990/TotalProgramServiceExpensesAmt0173560
IRS990/TotalReportableCompFromOrgAmt032932
IRS990/TotalRevenueGrp/ExclusionAmt062
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235927
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0136006
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0145 PARK STREET STE 3
IRS990/USAddress/CityNm0DEFUNIAK SPRINGS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032435
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.WALTONEDFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSEY HARP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-03
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
ReturnHeader/Filer/USAddress/ZIPCd032435
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/PreparationDt02021-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUSSELL CASH III CPA
ReturnHeader/ReturnTs02021-12-20T15:11:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDSEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARP
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,006
Liabilities
$0
Net assets
$136,006
Revenue
$235,927
Expenses
$215,988
Net income
$19,939
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits