Civic Intelligence

Walton Forward Inc.

990EZ • Fiscal year 2022 • EIN 46-5393783

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 12, 2022

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

0.09x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

0.76x

Higher debt load relative to revenue than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

56th percentile

5.3%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-83%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$78,251

Up $3,910 (+5.3%) from 2021

Net Assets

Up

$71,251

Up $6,675 (+10%) from 2021

Liabilities

Down

$7,000

Down $2,765 (-28%) from 2021

Revenue

Down

$9,183

Down $45,452 (-83%) from 2021

Expenses

Down

$2,508

Down $677 (-21%) from 2021

Net Income

Down

$6,675

Down $44,775 (-87%) from 2021

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

2022

Assets$78,251
Liabilities$7,000
Net Assets$71,251

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

2022

Revenue$9,183
Expenses$2,508
Net Income$6,675
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 12, 2022
Return Version
2021v4.0
Gross Receipts
$56,311
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.-$2,508
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERI SMILEYPresidentPT$0--
AMMIE ELLIOTTVice Preside-$0--
BONNIE HAYNESSecretary/Tr-$0--
NATHAN FRANKLINBoard Member-$0--
BETH MORGANBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Capital Campaig$18,260$18,260$9,104$9,156
Leadership Walt$17,337$17,337$16,710$627
Total Events$51,660$51,660$40,020$11,640
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
2022-07-12

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 8

Public & private donations 255 total 255

Form 990-ez, Part I, Line 16

Expenses supplies 226 business registration fees 50 insurance - liability, d and 206 travel 51 total 533

Form 990-ez, Part II, Line 26

PREPAID - LW 9,765 7,000

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PUBLIC & PRIVATE DONATIONS 255 TOTAL 255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 226 BUSINESS REGISTRATION FEES 50 INSURANCE - LIABILITY, D AND 206 TRAVEL 51 TOTAL 533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID - LW 9,765 7,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WALTON FORWARD WILL SERVE THE EDUCATIONAL NEEDS OF THE CITIZENS OF WALTON COUNTY, GEORGIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/SignatureDt02022-07-12
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/PreparationDt02022-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE HOUSTON
ReturnHeader/ReturnTs02022-08-12T15:35:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMILEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings