Civic Intelligence

Walton Forward Inc.

990 • Fiscal year 2023 • EIN 46-5393783

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 28, 2023

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

90th percentile

0.54x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

103%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

6th percentile

-74%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$20,462

Down $57,789 (-74%) from 2022

Net Assets

Down

$9,441

Down $61,810 (-87%) from 2022

Liabilities

Up

$11,021

Up $4,021 (+57%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$59,933

Down $69,116 (-753%) from 2022

Expenses

Down

$1,877

Down $631 (-25%) from 2022

Net Income

Down

-$61,810

Down $68,485 (-1026%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2023

Assets$20,462
Liabilities$11,021
Net Assets$9,441
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$59,933
Expenses$1,877
Net Income-$61,810
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 28, 2023
Return Version
2022v5.0
Gross Receipts
$252,274
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$78,251$20,462▼ $57,789
Total Assets$78,251$20,462▼ $57,789
Liabilities
Other Liabilities$7,000$9,320▲ $2,320
Accounts Payable and Accrued Expenses-$1,701-
Total Liabilities$7,000$11,021▲ $4,021
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$71,251$9,441▼ $61,810
Total Net Assets Fund Balance$71,251$9,441▼ $61,810
Total Liabilities and Net Assets / Fund Balance$78,251$20,462▼ $57,789
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Teri SmileyPresident
Beth MorganBoard Member
Carrie BooherBoard Member
Nathan FranklinSecretary/tr
Bonnie HaynesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-59,933
Change in Net Assets
$-61,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,877
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$875--$875
Office Expenses$489--$489
Insurance$412--$412
Other Expenses$101--$101
Total Functional Expenses$1,877$0$0$1,877
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$312,207
Fundraising Gross Income$252,274
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Capital Campaig$221,655$221,655$274,482$-52,827
Leadership Walt$18,786$18,786$17,208$1,578
Total Events$247,291$247,291$292,690$-45,399
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid - Lw$9,320
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Organization's board reviews a copy of the 990 prior to filing the return.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

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
2023-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teri Smiley
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
The Houston Group CPA
Address
1994 NEW HOPE CHURCH RD, MONROE, GA 30655
Preparer
Catherine Houston
Phone
7708131033
Raw XML Appendix303 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01701
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0WALTON FORWARD WILL SERVE THE EDUCATIONAL NEEDS OF THE CITIZENS OF WALTON COUNTY, GEORGIA.
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0TERI SMILEY
IRS990/BooksInCareOfDetail/PhoneNum07702676594
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 89
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030655
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt078251
IRS990/CashNonInterestBearingGrp/EOYAmt020462
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01877
IRS990/CYOtherRevenueAmt0-59933
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-61810
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01877
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-59933
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01877
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0875
IRS990/FeesForServicesAccountingGrp/TotalAmt0875
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0CARRIE BOOHER
IRS990/Form990PartVIISectionAGrp/PersonNm1NATHAN FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm2BONNIE HAYNES
IRS990/Form990PartVIISectionAGrp/PersonNm3BETH MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4TERI SMILEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0312207
IRS990/FundraisingGrossIncomeAmt0252274
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0252274
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0412
IRS990/InsuranceGrp/TotalAmt0412
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WALTON FORWARD WILL SERVE THE EDUCATIONAL NEEDS OF THE CITIZENS OF WALTON COUNTY, GEORGIA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt071251
IRS990/NetAssetsOrFundBalancesEOYAmt09441
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-59933
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt071251
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09441
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0489
IRS990/OfficeExpensesGrp/TotalAmt0489
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0TRAVEL
IRS990/OtherExpensesGrp/ProgramServicesAmt0101
IRS990/OtherExpensesGrp/TotalAmt0101
IRS990/OtherLiabilitiesGrp/BOYAmt07000
IRS990/OtherLiabilitiesGrp/EOYAmt09320
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TERI SMILEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt0-61810
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021375
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0414820
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt021375
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0875
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021375
IRS990ScheduleA/TotalSupportAmt021375
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID - LW
IRS990ScheduleD/TotalLiabilityAmt09320
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0292690
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CAPITAL CAMPAIG
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LEADERSHIP WALT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0221655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018786
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0247291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0221655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018786
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0247291
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-45399
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0292690
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0274482
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017208
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S BOARD REVIEWS A COPY OF THE 990 PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WALTON COUNTY CHAMBER OF COMMERCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581185309
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHAMBER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 89
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MONROE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd030655
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt078251
IRS990/TotalAssetsEOYAmt020462
IRS990/TotalAssetsGrp/BOYAmt078251
IRS990/TotalAssetsGrp/EOYAmt020462
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01877
IRS990/TotalFunctionalExpensesGrp/TotalAmt01877
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07000
IRS990/TotalLiabilitiesEOYAmt011021
IRS990/TotalLiabilitiesGrp/BOYAmt07000
IRS990/TotalLiabilitiesGrp/EOYAmt011021
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt071251
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09441
IRS990/TotalProgramServiceExpensesAmt01877
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-59933
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt078251
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020462
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 89
IRS990/USAddress/CityNm0MONROE
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030655
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERI SMILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07702676594
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTON 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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE HOUSTON
ReturnHeader/ReturnTs02023-08-10T14:15:51-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMILEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,462
Liabilities
$11,021
Net assets
$9,441
Revenue
-$59,933
Expenses
$1,877
Net income
-$61,810
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