Civic Intelligence

Walton Forward Inc.

990EZ • Fiscal year 2017 • EIN 46-5393783

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

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

93rd percentile

0.86x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

38th percentile

-0.8%

Higher net margin than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$6,279

Up $2,076 (+49%) from 2016

Net Assets

Down

$879

Down $253 (-22%) from 2016

Liabilities

Up

$5,400

Up $2,329 (+76%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin38th percentile

Revenue

Down

$31,272

Down $5,477 (-15%) from 2016

Expenses

Down

$31,525

Down $7,102 (-18%) from 2016

Net Income

Up

-$253

Up $1,625 (+87%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2017

Assets$6,279
Liabilities$5,400
Net Assets$879
Open 2017 Filing

Operations Trend

Revenue Growth28th 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

2017

Revenue$31,272
Expenses$31,525
Net Income-$253
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$32,945
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.-$31,525
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERI SMILEYPresidentPT$0--
BROCK TOOLEVice-Preside-$0--
TERRI BRASWELLSecretary/Tr-$0--
MEREDITH MALCOMBoard Member-$0--
PATTI SOUTHERBoard 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
2017-11-06
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 1,583 education program expense 29,942 total 31,525”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 796 0 program attendee deposits 2,275 5,400”

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 Appendix130 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/BooksInCareOfDetail/USAddress/CityNm0MONROE
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031525
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IRS990EZ/ProgramServiceRevenueAmt022330
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031525
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt01673
IRS990EZ/SpecialEventsNetIncomeLossAmt08942
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,583 EDUCATION PROGRAM EXPENSE 29,942 TOTAL 31,525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 796 0 PROGRAM ATTENDEE DEPOSITS 2,275 5,400
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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07702676594
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ReturnHeader/Filer/PhoneNum07702676594
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582392101
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0208 BROOKSTONE PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOCIAL CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030025
ReturnHeader/PreparerPersonGrp/PhoneNum07704649656
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY P BAKER
ReturnHeader/ReturnTs02017-11-13T16:43:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,279
Liabilities
$5,400
Net assets
$879
Revenue
$31,272
Expenses
$31,525
Net income
-$253
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