Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
17th percentile
Faster asset growth than 17% of similar nonprofits.
Revenue Growth
Score unavailable
A valid growth rate could not be computed from the available filing history.
Balance Sheet
Assets
Down$13,875
Down $6,587 (-32%) from 2023
Net Assets
Up$13,875
Up $4,434 (+47%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$6,785
Up $66,718 (+111%) from 2023
Expenses
Up$2,351
Up $474 (+25%) from 2023
Net Income
Up$4,434
Up $66,244 (+107%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Aug 8, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $49,694
Mission and Program Overview
Mission
Walton forward will serve the educational needs of the citizens of walton county, georgia.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | $2,351 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TERI SMILEY | President | PT | $0 | - | - |
| NATHAN FRANKLIN | Vice Preside | - | $0 | - | - |
| SUSAN SYKES | Secretary/Tr | - | $0 | - | - |
| CARRIE BOOHER | Board Member | - | $0 | - | - |
| BETH MORGAN | Board Member | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Leadership Walt | $35,087 | $35,087 | $24,995 | $10,092 |
| Leadership Walt | $7,372 | $7,372 | $2,234 | $5,138 |
| Total Events | $42,459 | $42,459 | $27,229 | $15,230 |
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
- 2024-08-08
- Discuss with paid preparer
- Yes
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 business registration fees 250 insurance - liability, d and 206 travel 195 total 651”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 1,701 0 prepaid - lw 9,320 0”
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 Appendix146 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 |
|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TERI SMILEY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7702676594 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 89 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MONROE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 30655 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 20462 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 13875 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 738 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4434 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1700 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 20462 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 13875 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 48956 |
| IRS990EZ/GrossReceiptsAmt | 0 | 49694 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 9441 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 13875 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 9441 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 13875 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TERI SMILEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | NATHAN FRANKLIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SUSAN SYKES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CARRIE BOOHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | BETH MORGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY/TR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 651 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | WALTON FORWARD WILL SERVE THE EDUCATIONAL NEEDS OF THE CITIZENS OF WALTON COUNTY, GEORGIA. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 2351 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 42909 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 6047 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | GA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 11021 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 2351 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 2351 |
| IRS990EZ/TotalRevenueAmt | 0 | 6785 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 738 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 20500 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 875 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 22113 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 463776 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 22113 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 738 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 20500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 875 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 22113 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 22113 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 27229 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | LEADERSHIP WALT |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | LEADERSHIP WALT |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 35087 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 7372 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 42459 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 35087 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 7372 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 42459 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 15230 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 27229 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 24995 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 2234 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES BUSINESS REGISTRATION FEES 250 INSURANCE - LIABILITY, D AND 206 TRAVEL 195 TOTAL 651 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,701 0 PREPAID - LW 9,320 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | WALTON FORWARD WILL SERVE THE EDUCATIONAL NEEDS OF THE CITIZENS OF WALTON COUNTY, GEORGIA. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TERI SMILEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7702676594 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-08-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WALTON FORWARD INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WALT |
| ReturnHeader/Filer/EIN | 0 | 465393783 |
| ReturnHeader/Filer/PhoneNum | 0 | 7702676594 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 89 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MONROE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 30655 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 821508133 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | THE HOUSTON GROUP CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1994 NEW HOPE CHURCH RD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MONROE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 30655 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7708131033 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-08-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CATHERINE HOUSTON |
| ReturnHeader/ReturnTs | 0 | 2024-08-19T13:25:11-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $13,875
- Liabilities
- -
- Net assets
- $13,875
- Revenue
- $6,785
- Expenses
- $2,351
- Net income
- $4,434