Civic Intelligence

Walnut Education Foundation

990EZ • Fiscal year 2014 • EIN 31-1498834

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
Box 543Walnut, IA 51577

(712) 784-3488

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

94th percentile

57%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-3.4%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

481%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$172,736

Down $6,153 (-3.4%) from 2013

Net Assets

Down

$172,736

Down $6,153 (-3.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Up

$18,977

Up $15,709 (+481%) from 2013

Expenses

Up

$8,072

Up $7,937 (+5879%) from 2013

Net Income

Up

$10,905

Up $7,772 (+248%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$200K$150K$100K$50K$0Assets 2010: $149,760Liabilities 2010: $0Net Assets 2010: $149,7602010Assets 2011: $137,255Liabilities 2011: $0Net Assets 2011: $137,2552011Assets 2012: $156,296Liabilities 2012: $0Net Assets 2012: $156,2962012Assets 2013: $178,889Liabilities 2013: $0Net Assets 2013: $178,8892013Assets 2014: $172,736Liabilities 2014: $0Net Assets 2014: $172,7362014Assets 2015: $161,605Liabilities 2015: $0Net Assets 2015: $161,6052015Assets 2016: $164,642Liabilities 2016: $0Net Assets 2016: $164,6422016

Highlighted filing

2014

Assets$172,736
Liabilities$0
Net Assets$172,736
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$20K$10K$0-$10KRevenue 2010: $4,269Expenses 2010: $125Net Income 2010: $4,1442010Revenue 2011: $4,220Expenses 2011: $7,300Net Income 2011: -$3,0802011Revenue 2012: $4,015Expenses 2012: $135Net Income 2012: $3,8802012Revenue 2013: $3,268Expenses 2013: $135Net Income 2013: $3,1332013Revenue 2014: $18,977Expenses 2014: $8,072Net Income 2014: $10,9052014Revenue 2015: $7,466Expenses 2015: $7,173Net Income 2015: $2932015Revenue 2016: $3,237Expenses 2016: $200Net Income 2016: $3,0372016

Highlighted filing

2014

Revenue$18,977
Expenses$8,072
Net Income$10,905
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$64,913
Mission and Program Overview

Mission

PROMOTING EDUCATION

Program Services

DescriptionGrantsExpenses
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 Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUKE LARSENTreasurer-$0--
LORI BLUMDirector-$0--
DAVID KRUEGERSecretary-$0--
TREY BRIXDirector-$0--
GREG MERTZPresident-$0--
LINDA SIECKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Walnut Education Foundation
EIN
31-1498834
Address
BOX 543, WALNUT, IA 51577

Signing Officer

Name
Luke Larsen
Title
Treasurer
Phone
7127843488
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
J & R Tax Service
Address
8 East 5th Street, Atlantic, IA 50022
Preparer
Rebecca Power
Phone
7122435028
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBOOKS PURCHASED 520SPECIAL ED PROGRAM FEES 7,412”

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

“Description AmountINCREASE IN INVESTMENT VALUE (17,058)INCREASE IN VALUE OF INVESTMENTS AT TRANSAMERICA”

Raw XML Appendix159 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Walnut
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd051577
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUKE LARSEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TREY BRIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREG MERTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA SIECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-17058
IRS990EZ/OtherExpensesTotalAmt07932
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTING EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ESTABLISHED FOR THE PURPOSE OF PROMOTION AND SUPPORT PUBLIC EDUCATION AND IMPROVE THE STANDARDS OF EDUCA- TION IN THE WALNUT COMMUNITY SCHOOL DISTRICT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt054202
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08072
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt018977
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0150
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0570
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010561
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03699
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027332
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.22650
IRS990ScheduleA/PublicSupportPY170Pct00.32670
IRS990ScheduleA/PublicSupportTotal170Amt08005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0150
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IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBOOKS PURCHASED 520SPECIAL ED PROGRAM FEES 7,412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountINCREASE IN INVESTMENT VALUE (17,058)INCREASE IN VALUE OF INVESTMENTS AT TRANSAMERICA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07127843488
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
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ReturnHeader/Filer/EIN0311498834
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ReturnHeader/PreparerPersonGrp/PhoneNum07122435028
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca Power
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-15T10:33:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,736
Liabilities
$0
Net assets
$172,736
Revenue
$18,977
Expenses
$8,072
Net income
$10,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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