Civic Intelligence

Walton Education Foundation Inc.

990 • Fiscal year 2022 • EIN 31-1483755

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

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

89th percentile

0.62x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

80th percentile

0.29x

Higher debt load relative to revenue than 80% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

45th percentile

3.6%

Higher net margin than 45% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$30,932

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

97th percentile

235%

Faster asset growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

312%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$455,320

Up $319,314 (+235%) from 2021

Net Assets

Up

$171,331

Up $35,325 (+26%) from 2021

Liabilities

Up

$283,989

Up $283,989 from 2021

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin45th percentile

Revenue

Up

$970,873

Up $734,946 (+312%) from 2021

Expenses

Up

$935,548

Up $719,560 (+333%) from 2021

Net Income

Up

$35,325

Up $15,386 (+77%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2022

Assets$455,320
Liabilities$283,989
Net Assets$171,331
Open 2022 Filing

Operations Trend

Revenue Growth96th 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

2022

Revenue$970,873
Expenses$935,548
Net Income$35,325
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$970,873
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$128,506$455,320▲ $326,814
Pledges and Grants Receivable$7,500--
Total Assets$136,006$455,320▲ $319,314
Liabilities
Accounts Payable and Accrued Expenses-$283,989-
Total Liabilities$0$283,989▲ $283,989
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$95,061$131,108▲ $36,047
Net Assets With Donor Restrictions$40,945$40,223▼ $722
Total Net Assets Fund Balance$136,006$171,331▲ $35,325
Total Liabilities and Net Assets / Fund Balance$136,006$455,320▲ $319,314
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary CarrExec DirectorFT$30,932$30,932

Board Members and Trustees

NameTitle
Juliet MilamPresident
S PhaneufVice President
Bryan GilbertDirector
G KilgoreDirector
L KauffmanDirector
Dr J HawthorneLiason
Lauren BryanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$970,807
Program Service Revenue
$0
Investment Income
$66
Other Revenue
$0
All Other Contributions
$970,807
Change in Net Assets
$35,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$871,687
Salaries, Compensation, and Employee Benefits$41,496
Other Expenses$22,365
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$871,687--$871,687
Current Officers, Directors, Trustees, and Key Employees-$41,496-$41,496
Fees for Services Accounting-$8,000-$8,000
Office Expenses$192$2,277-$2,469
Other Expenses-$1,607-$1,607
Insurance-$768-$768
Total Functional Expenses$871,879$63,669$0$935,548
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
2022-11-15
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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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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ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$455,320
Liabilities
$283,989
Net assets
$171,331
Revenue
$970,873
Expenses
$935,548
Net income
$35,325
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
2022Detailed filing. Detailed filing data is available for this year.$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