Civic Intelligence

Walnut Grove Homes Association Inc

EIN 39-1328717 • 501(c)4 • Middleton, WI

Profile

Administer Deed Covenants, Maintain Greenways

PO Box 620251Middleton, WI 53562

walnutgrovemadison.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$71,612

Up $56,050 (+360%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

$71,612

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin84th percentile

Revenue

Up

$55,202

Up $29,578 (+115%) from 2019

Expenses

Down

$39,566

Down $5,049 (-11%) from 2019

Net Income

Up

$15,636

Up $34,627 (+182%) from 2019

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2008: $27,272Liabilities 2008: $02008Assets 2009: $38,846Liabilities 2009: $02009Assets 2010: $41,622Liabilities 2010: $02010Assets 2011: $30,154Liabilities 2011: $02011Assets 2012: $34,578Liabilities 2012: $02012Assets 2013: $28,178Liabilities 2013: $02013Assets 2014: $31,380Liabilities 2014: $02014Assets 2015: $27,642Liabilities 2015: $02015Assets 2016: $30,117Liabilities 2016: $02016Assets 2017: $31,583Liabilities 2017: $02017Assets 2018: $34,553Liabilities 2018: $02018Assets 2019: $15,562Liabilities 2019: $02019Assets 2024: $71,612Liabilities 2024: $0Net Assets 2024: $71,6122024

Highlighted filing

2024

Assets$71,612
Liabilities$0
Net Assets$71,612
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2008: $22,586Expenses 2008: $15,966Net Income 2008: $6,6202008Revenue 2009: $23,577Expenses 2009: $12,003Net Income 2009: $11,5742009Revenue 2010: $20,214Expenses 2010: $17,438Net Income 2010: $2,7762010Revenue 2011: $18,837Expenses 2011: $30,315Net Income 2011: -$11,4782011Revenue 2012: $18,791Expenses 2012: $14,367Net Income 2012: $4,4242012Revenue 2013: $19,898Expenses 2013: $26,298Net Income 2013: -$6,4002013Revenue 2014: $21,773Expenses 2014: $18,571Net Income 2014: $3,2022014Revenue 2015: $20,918Expenses 2015: $24,656Net Income 2015: -$3,7382015Revenue 2016: $22,329Expenses 2016: $19,854Net Income 2016: $2,4752016Revenue 2017: $22,903Expenses 2017: $21,437Net Income 2017: $1,4662017Revenue 2018: $21,355Expenses 2018: $18,385Net Income 2018: $2,9702018Revenue 2019: $25,624Expenses 2019: $44,615Net Income 2019: -$18,9912019Revenue 2024: $55,202Expenses 2024: $39,566Net Income 2024: $15,6362024

Highlighted filing

2024

Revenue$55,202
Expenses$39,566
Net Income$15,636
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,612
Liabilities
$0
Net assets
$71,612
Revenue
$55,202
Expenses
$39,566
Net income
$15,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$71.6$0.00$71.6$55.2$39.6$15.6
2019Summary only. Only limited summary data is available for this year.$15.6$0.00$25.6$44.6$19.0
2018Summary only. Only limited summary data is available for this year.$34.6$0.00$21.4$18.4$2.97
2017Summary only. Only limited summary data is available for this year.$31.6$0.00$22.9$21.4$1.47
2016Summary only. Only limited summary data is available for this year.$30.1$0.00$22.3$19.9$2.48
2015Summary only. Only limited summary data is available for this year.$27.6$0.00$20.9$24.7$3.74
2014Summary only. Only limited summary data is available for this year.$31.4$0.00$21.8$18.6$3.20
2013Summary only. Only limited summary data is available for this year.$28.2$0.00$19.9$26.3$6.40
2012Summary only. Only limited summary data is available for this year.$34.6$0.00$18.8$14.4$4.42
2011Summary only. Only limited summary data is available for this year.$30.2$0.00$18.8$30.3$11.5
2010Summary only. Only limited summary data is available for this year.$41.6$0.00$20.2$17.4$2.78
2009Summary only. Only limited summary data is available for this year.$38.8$0.00$23.6$12.0$11.6
2008Summary only. Only limited summary data is available for this year.$27.3$0.00$22.6$16.0$6.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 15, 2025
Return Version
2024v5.1
Gross Receipts
$55,202
Mission and Program Overview

Mission

Administer Deed Covenants Maintain Areas

Administer Deed Covenants, Maintain Greenways

Program Services

DescriptionGrantsExpenses
Maintain neighborhood greenways, paths, and natural areas-$35,630
Administer neighborhood covenants and restrictions-$3,936
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG HYANTPresident-$0--
CHARLIE MORGANVice President-$0--
PHILLIP KENTSecretary-$0--
MICHAEL CASEYTreasurer-$0--
DEBRA STUARTArchitectural Control-$0--
HAYDEN MCCANNGreenway Servicing-$0--
LAURIE HOWARDBlock Captain Chair-$0--
CHRIS DELAMARTERAt Large Board Member-$0--
Filing and Contact Details

Filer

Filer Name
Walnut Grove Homes Association Inc
EIN
39-1328717
In Care Of
% Michael Casey
Phone
6088436315
Address
PO Box 620251, Middleton, WI 53562

Signing Officer

Name
Michael Casey
Title
Treasurer
Phone
6088436315
Signed
2025-06-15
Discuss with paid preparer
Yes

Preparer

Firm
JZ Accounting Solutions LLC
Address
6203 Hawk Crossing, McFarland, WI 53558
Preparer
Joe Zimdars
Phone
6087125679
Raw XML Appendix149 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1CHARLIE MORGAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2PHILLIP KENT
CompensationExplanation/CompensationExplanationGrp/PersonNm3MICHAEL CASEY
CompensationExplanation/CompensationExplanationGrp/PersonNm4DEBRA STUART
CompensationExplanation/CompensationExplanationGrp/PersonNm5HAYDEN MCCANN
CompensationExplanation/CompensationExplanationGrp/PersonNm6LAURIE HOWARD
CompensationExplanation/CompensationExplanationGrp/PersonNm7CHRIS DELAMARTER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0No compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1No Compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2No compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3No compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4No compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt5No compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt6No Compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt7No Compensation
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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IRS990EZ/BooksInCareOfDetail/PhoneNum06088436315
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013 Oxwood Circle
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053717
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071612
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01289
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015636
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
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IRS990EZ/InvestmentIncomeAmt02362
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051551
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015636
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071612
IRS990EZ/OccupancyRentUtltsAndMaintAmt039566
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG HYANT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Block Captain Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7At Large Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt055202
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0walnutgrovemadison.org
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum06088436315
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853334529
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ReturnHeader/PreparerPersonGrp/PhoneNum06087125679
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE ZIMDARS
ReturnHeader/ReturnTs02025-06-15T16:34:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits