Civic Intelligence

Walnut Education Foundation

990EZ • Fiscal year 2015 • EIN 31-1498834

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

Organization Profile
608 Country StreetWalnut, IA 51577

(712) 404-8888

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

52nd percentile

3.9%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

33rd percentile

-6.4%

Faster asset growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$161,605

Down $11,131 (-6.4%) from 2014

Net Assets

Down

$161,605

Down $11,131 (-6.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin52nd percentile

Revenue

Down

$7,466

Down $11,511 (-61%) from 2014

Expenses

Down

$7,173

Down $899 (-11%) from 2014

Net Income

Down

$293

Down $10,612 (-97%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2015

Assets$161,605
Liabilities$0
Net Assets$161,605
Open 2015 Filing

Operations Trend

Revenue Growth7th 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

2015

Revenue$7,466
Expenses$7,173
Net Income$293
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$15,705
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-$6,973
Compensation and Service Providers
Top Officer Pay75th 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
608 COUNTRY STREET, WALNUT, IA 51577

Signing Officer

Name
Luke Larsen
Title
Treasurer
Phone
7124048888
Signed
2016-08-15
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 AmountSPECIAL ED PROGRAM FEES 6,973”

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

“Description AmountINCREASE IN INVESTMENT VALUE (11,424)INCREASE IN VALUE OF INVESTMENTS AT TRANSAMERICA”

Raw XML Appendix158 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/PersonNm0LUKE LARSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum07124048888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0608 COUNTRY ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Walnut
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd051577
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0172736
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161605
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt08239
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0293
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-256
IRS990EZ/GrossReceiptsAmt015705
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07722
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUKE LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI BLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID KRUEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TREY BRIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREG MERTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA SIECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-11424
IRS990EZ/OtherExpensesTotalAmt06973
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06973
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt07983
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07173
IRS990EZ/TotalProgramServiceExpensesAmt06973
IRS990EZ/TotalRevenueAmt07466
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010561
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05522
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03985
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03565
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt031355
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19170
IRS990ScheduleA/PublicSupportTotal170Amt07435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07165
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07435
IRS990ScheduleA/TotalSupportAmt038790
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSPECIAL ED PROGRAM FEES 6,973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountINCREASE IN INVESTMENT VALUE (11,424)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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUKE LARSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07124048888
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALNUT EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALN
ReturnHeader/Filer/EIN0311498834
ReturnHeader/Filer/USAddress/AddressLine1Txt0608 COUNTRY STREET
ReturnHeader/Filer/USAddress/CityNm0WALNUT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051577
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 East 5th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlantic
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050022
ReturnHeader/PreparerPersonGrp/PhoneNum07122435028
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca Power
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-31T18:06:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,605
Liabilities
$0
Net assets
$161,605
Revenue
$7,466
Expenses
$7,173
Net income
$293
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