Civic Intelligence

Walton Forward Inc.

990EZ • Fiscal year 2021 • EIN 46-5393783

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 31, 2021

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

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.18x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

97th percentile

466%

Faster asset growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

382%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$74,341

Up $61,215 (+466%) from 2020

Net Assets

Up

$64,576

Up $51,450 (+392%) from 2020

Liabilities

$9,765

No earlier filing loaded for comparison.

Revenue

Up

$54,635

Up $43,300 (+382%) from 2020

Expenses

Down

$3,185

Down $8,977 (-74%) from 2020

Net Income

Up

$51,450

Up $52,277 (+6321%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$74,341
Liabilities$9,765
Net Assets$64,576

Operations Trend

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

2021

Revenue$54,635
Expenses$3,185
Net Income$51,450
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 31, 2021
Return Version
2020v4.0
Gross Receipts
$92,404
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.-$3,185
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERI SMILEYPresidentPT$0--
NED BUTLERVice Preside-$0--
AMMIE ELLIOTSecretary/Tr-$0--
NATHAN FRANKLINBoard Member-$0--
LESLIE WATSONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Capital Campaig$34,218$34,218$9,398$24,820
Leadership Walt$19,710$19,710$18,901$809
Total Events$69,728$69,728$34,436$35,292
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
2021-07-31

Preparer

Firm
The Houston Group CPA
Address
1994 NEW HOPE CHURCH RD, MONROE, GA 30655
Preparer
Catherine Houston
Phone
7708131033
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses supplies 64 business registration fees 50 insurance - liability, d and 206 travel 40 total 360

Form 990-ez, Part II, Line 26

PREPAID - LW 0 9,765

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.

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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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/PrimaryExemptPurposeTxt0WALTON FORWARD WILL SERVE THE EDUCATIONAL NEEDS OF THE CITIZENS OF WALTON COUNTY, GEORGIA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 64 BUSINESS REGISTRATION FEES 50 INSURANCE - LIABILITY, D AND 206 TRAVEL 40 TOTAL 360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID - LW 0 9,765
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERI SMILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07702676594
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTON FORWARD INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WALTON FORWARD INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0465393783
ReturnHeader/Filer/PhoneNum07702676594
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 89
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030655
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821508133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE HOUSTON GROUP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01994 NEW HOPE CHURCH RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030655
ReturnHeader/PreparerPersonGrp/PhoneNum07708131033
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE HOUSTON
ReturnHeader/ReturnTs02021-08-11T08:04:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMILEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings