Walnut Education Foundation

990EZ • Fiscal year 2013 • EIN 31-1498834

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 29, 2014

Organization Profile

Box 54351577

(712) 784-3488

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

96%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

14%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-19%

Faster revenue growth than 23% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$178,889

Up $22,593 (+14%) from 2012

Net Assets

$178,889

Up $22,593 (+14%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin98th percentile

Revenue

Down

$3,268

Down $747 (-19%) from 2012

Expenses

Flat

$135

Flat from 2012

Net Income

Down

$3,133

Down $747 (-19%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

Highlighted filing

2013

Assets$178,889

Liabilities$0

Net Assets$178,889

Open 2013 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$3,268

Expenses$135

Net Income$3,133

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Mar 29, 2014
Return Version: 2013v3.1
Gross Receipts: $3,268

Mission and Program Overview

Mission

PROMOTING EDUCATION

Program Services

Description	Grants	Expenses
ESTABLISHED FOR THE PURPOSE OF PROMOTION AND SUPPORT PUBLIC EDUCATION AND IMPROVE THE STANDARDS OF EDUCA- TION IN THE WALNUT COMMUNITY SCHOOL DISTRICT	-	-

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LOLETA HANSEN	Treasurer	-	$0	-	-
LORI BLUM	Director	-	$0	-	-
CINDY JENSEN	Secretary	-	$0	-	-
MIKE MARTIN	Director	-	$0	-	-
DAVID KRUEGER	Director	-	$0	-	-
GREG MERTZ	President	-	$0	-	-
TREY BRIX	Director	-	$0	-	-
GLORIA MYERS	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 31-1498834

Signing Officer

Name: Loletta Hansen
Title: Treasurer
Phone: 7127843488
Signed: 2014-03-29
Discuss with paid preparer: Yes

Preparer

Preparer: Rebecca Power
Phone: 7122435028

Supplemental Narrative

Additional Explanations

Other changes in net assets or fund balances Part I line 20

“Description AmountINCREASE IN INVESTMENT VALUE 19,460INCREASE IN VALUE OF INVESTMENTS AT TRANSAMERICA”

Raw XML Appendix167 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LOLETA HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	LORI BLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	CINDY JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	MIKE MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	DAVID KRUEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	GREG MERTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	TREY BRIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	GLORIA MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	DIRECTOR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	19460
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	PROMOTING EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	ESTABLISHED FOR THE PURPOSE OF PROMOTION AND SUPPORT PUBLIC EDUCATION AND IMPROVE THE STANDARDS OF EDUCA- TION IN THE WALNUT COMMUNITY SCHOOL DISTRICT
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	IA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	135
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	3268
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	90
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	30
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	7165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	8547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	5522
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	3985
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	842
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	17613
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.32670
IRS990ScheduleA/PublicSupportPY170Pct	0	0.41230
IRS990ScheduleA/PublicSupportTotal170Amt	0	8547
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	90
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	30
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IRS990ScheduleC/MailingsMembersInd	0	false
IRS990ScheduleC/MediaAdvertisementsInd	0	false
IRS990ScheduleC/PaidStaffOrManagementInd	0	false
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7127843488
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	WALNUT EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WALN
ReturnHeader/Filer/EIN	0	311498834
ReturnHeader/Filer/USAddress/AddressLine1	0	BOX 543
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ReturnHeader/Filer/USAddress/State	0	IA
ReturnHeader/Filer/USAddress/ZIPCode	0	51577
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	421308547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	J & R Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	8 East 5th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Atlantic
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	50022
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7122435028
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Rebecca Power
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-05-12T15:17:11-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $178,889
Liabilities: $0
Net assets: $178,889
Revenue: $3,268
Expenses: $135
Net income: $3,133

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2016Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65	$0.03	$0.00	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$1.62	$0.00	$1.62	$0.07	$0.07	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$1.73	$0.00	$1.73	$0.19	$0.08	$0.11
2013Detailed filing. Detailed filing data is available for this year.	$1.79	$0.00	$1.79	$0.03	$0.00	$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.56	$0.00	$1.56	$0.04	$0.00	$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.37	$0.00	$1.37	$0.04	$0.07	$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.50	$0.00	$1.50	$0.04	$0.00	$0.04