Civic Intelligence

Walton Forward Inc.

990EZ • Fiscal year 2016 • EIN 46-5393783

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

Organization ProfileN/A
PO Box 89Monroe, GA 30655

(770) 267-6594

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.73x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.08x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

30th percentile

-5.1%

Higher net margin than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

40%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

265%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$4,203

Up $1,193 (+40%) from 2015

Net Assets

$1,132

No earlier filing loaded for comparison.

Liabilities

Up

$3,071

Up $3,071 from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin30th percentile

Revenue

Up

$36,749

Up $26,683 (+265%) from 2015

Expenses

Up

$38,627

Up $31,571 (+447%) from 2015

Net Income

Down

-$1,878

Down $4,888 (-162%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$80K$60K$40K$20K$0Assets 2015: $3,010Liabilities 2015: $02015Assets 2016: $4,203Liabilities 2016: $3,071Net Assets 2016: $1,1322016Assets 2017: $6,279Liabilities 2017: $5,400Net Assets 2017: $8792017Assets 2020: $13,126Net Assets 2020: $13,1262020Assets 2021: $74,341Liabilities 2021: $9,765Net Assets 2021: $64,5762021Assets 2022: $78,251Liabilities 2022: $7,000Net Assets 2022: $71,2512022Assets 2023: $20,462Liabilities 2023: $11,021Net Assets 2023: $9,4412023Assets 2024: $13,875Net Assets 2024: $13,8752024Assets 2025: $25,305Net Assets 2025: $25,3052025

Highlighted filing

2016

Assets$4,203
Liabilities$3,071
Net Assets$1,132
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50K-$100KRevenue 2015: $10,066Expenses 2015: $7,056Net Income 2015: $3,0102015Revenue 2016: $36,749Expenses 2016: $38,627Net Income 2016: -$1,8782016Revenue 2017: $31,272Expenses 2017: $31,525Net Income 2017: -$2532017Revenue 2020: $11,335Expenses 2020: $12,162Net Income 2020: -$8272020Revenue 2021: $54,635Expenses 2021: $3,185Net Income 2021: $51,4502021Revenue 2022: $9,183Expenses 2022: $2,508Net Income 2022: $6,6752022Revenue 2023: -$59,933Expenses 2023: $1,877Net Income 2023: -$61,8102023Revenue 2024: $6,785Expenses 2024: $2,351Net Income 2024: $4,4342024Revenue 2025: $13,794Expenses 2025: $2,364Net Income 2025: $11,4302025

Highlighted filing

2016

Revenue$36,749
Expenses$38,627
Net Income-$1,878
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$38,939
Mission and Program Overview

Mission

Walton forward will serve the educational needs of the citizens of walton county, georgia.

Program Services

DescriptionGrantsExpenses
TO SOLICIT DONATIONS FROM INDIVIDUALS, AS WELL AS PUBLIC AND PRIVATE ENTITIES TO SUPPORT LOCAL EDUCATIONAL PROGRAMS IN WALTON COUNTY, GEORGIA FOR YOUTHS AND ADULTS. THESE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, THE REALITY CHECK PROGRAM, THE STAR STUDENT/TEACHER PROGRAM, COLLEGE PROBE FAIR, YOUTH LEADERSHIP WALTON, LEADERSHIP WALTON, WALTON PROUD, AND MANY OTHER EDUCATIONAL PROGRAMS AND SERVICES. DONATIONS SHALL BE UTILIZED BY WALTON FORWARD IN ORDER TO PROVIDE FOR THE FURTHERANCE OF THE EDUCATIONAL NEEDS AND TRAINING OF THE CITIZENS OF WALTON COUNTY INCLUDING SCHOLARSHIPS FOR POST-SECONDARY AND VOCATIONAL EDUCATION, AS WELL AS LEADERSHIP TRAINING FOR BOTH YOUTH AND ADULTS IN WALTON COUNTY.-$38,627
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERI SMILEYPresidentPT$0--
GARY HOBBSVice-Preside-$0--
HAL BREEDLOVESecretary/Tr-$0--
TERRI BRASWELLBoard Member-$0--
PATTI SOUTHERBoard Member-$0--
BILL INABINETBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Walton Forward Inc
EIN
46-5393783
Phone
7702676594
Address
PO BOX 89, MONROE, GA 30655

Signing Officer

Name
Teri Smiley
Title
President
Phone
7702676594
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Jennings & Associates LLC
Address
208 BROOKSTONE PLACE, SOCIAL CIRCLE, GA 30025
Preparer
Tammy P Baker
Phone
7704649656
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 230 education program expense 37,944 total 38,174”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 796 program attendee deposits 0 2,275”

Form 990-ez, Part III

“Walton forward will serve the educational needs of the citizens of walton county, georgia.”

Form 990-ez, Part III, Line 28

“To solicit donations from individuals, as well as public and private entities to support local educational programs in walton county, georgia for youths and adults. These programs include, but are not limited to, the reality check program, the star student/teacher program, college probe fair, youth leadership walton, leadership walton, walton proud, and many other educational programs and services. Donations shall be utilized by walton forward in order to provide for the furtherance of the educational needs and training of the citizens of walton county including scholarships for post-secondary and vocational education, as well as leadership training for both youth and adults in walton county.”

Raw XML Appendix133 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 230 EDUCATION PROGRAM EXPENSE 37,944 TOTAL 38,174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 796 PROGRAM ATTENDEE DEPOSITS 0 2,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WALTON FORWARD WILL SERVE THE EDUCATIONAL NEEDS OF THE CITIZENS OF WALTON COUNTY, GEORGIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO SOLICIT DONATIONS FROM INDIVIDUALS, AS WELL AS PUBLIC AND PRIVATE ENTITIES TO SUPPORT LOCAL EDUCATIONAL PROGRAMS IN WALTON COUNTY, GEORGIA FOR YOUTHS AND ADULTS. THESE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, THE REALITY CHECK PROGRAM, THE STAR STUDENT/TEACHER PROGRAM, COLLEGE PROBE FAIR, YOUTH LEADERSHIP WALTON, LEADERSHIP WALTON, WALTON PROUD, AND MANY OTHER EDUCATIONAL PROGRAMS AND SERVICES. DONATIONS SHALL BE UTILIZED BY WALTON FORWARD IN ORDER TO PROVIDE FOR THE FURTHERANCE OF THE EDUCATIONAL NEEDS AND TRAINING OF THE CITIZENS OF WALTON COUNTY INCLUDING SCHOLARSHIPS FOR POST-SECONDARY AND VOCATIONAL EDUCATION, AS WELL AS LEADERSHIP TRAINING FOR BOTH YOUTH AND ADULTS IN WALTON COUNTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
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ReturnHeader/PreparerPersonGrp/PhoneNum07704649656
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY P BAKER
ReturnHeader/ReturnTs02016-11-14T14:04:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,203
Liabilities
$3,071
Net assets
$1,132
Revenue
$36,749
Expenses
$38,627
Net income
-$1,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.3$25.3$13.8$2.36$11.4
2024Detailed filing. Detailed filing data is available for this year.$13.9$13.9$6.79$2.35$4.43
2023Detailed filing. Detailed filing data is available for this year.$20.5$11.0$9.44$59.9$1.88$61.8
2022Detailed filing. Detailed filing data is available for this year.$78.3$7.00$71.3$9.18$2.51$6.68
2021Detailed filing. Detailed filing data is available for this year.$74.3$9.77$64.6$54.6$3.19$51.5
2020Detailed filing. Detailed filing data is available for this year.$13.1$13.1$11.3$12.2$0.83
2017Detailed filing. Detailed filing data is available for this year.$6.28$5.40$0.88$31.3$31.5$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.20$3.07$1.13$36.7$38.6$1.88
2015Summary only. Only limited summary data is available for this year.$3.01$0.00$10.1$7.06$3.01