Civic Intelligence

Walters Private Charitable Foundation Inc.

990PF • Fiscal year 2016 • EIN 46-5544184

Jan 01, 2016 to Dec 31, 2016 • Filed on May 22, 2017

5266 Old Hwy 11 Suite 70-203Hattiesburg, MS 39402

(601) 307-5014

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

80th percentile

$4,800

Higher top officer pay than 80% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$109,624

Down $4,800 (-4.2%) from 2015

Net Assets

Down

$109,624

Down $4,800 (-4.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$0

Down $285,000 (-100%) from 2015

Expenses

Down

$4,800

Down $222,508 (-98%) from 2015

Net Income

Down

-$4,800

Down $62,492 (-108%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2014: $57,582Liabilities 2014: $02014Assets 2015: $114,424Liabilities 2015: $0Net Assets 2015: $114,4242015Assets 2016: $109,624Liabilities 2016: $0Net Assets 2016: $109,6242016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $98,598Liabilities 2018: $0Net Assets 2018: $98,5982018Assets 2019: $98,598Liabilities 2019: $0Net Assets 2019: $98,5982019Assets 2020: $83,298Liabilities 2020: $0Net Assets 2020: $83,2982020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$109,624
Liabilities$0
Net Assets$109,624

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2014: $456,582Expenses 2014: $399,000Net Income 2014: $57,5822014Revenue 2015: $285,000Expenses 2015: $227,308Net Income 2015: $57,6922015Revenue 2016: $0Expenses 2016: $4,800Net Income 2016: -$4,8002016Revenue 2017: $19,000Expenses 2017: $22,300Net Income 2017: -$3,3002017Revenue 2018: $0Expenses 2018: $202,726Net Income 2018: -$202,7262018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $15,300Net Income 2020: -$15,3002020Revenue 2022: $0Expenses 2022: $4,800Net Income 2022: -$4,8002022

Highlighted filing

2016

Revenue$0
Expenses$4,800
Net Income-$4,800
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 22, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN MCFADDENSecretary-$4,800-$4,800
BRAD TRUSSELLPresident-$0--
Filing and Contact Details

Filer

Filer Name
Walters Private Charitable Foundation
EIN
46-5544184
Address
5266 OLD HWY 11 SUITE 70-203, HATTIESBURG, MS 39402

Signing Officer

Name
Jonathan Mcfadden
Title
Secretary
Phone
6013075014
Signed
2017-05-22
Discuss with paid preparer
Yes

Preparer

Firm
McFadden CPA Firm PLLC
Address
29 Crystal Crk, Hattiesburg, MS 39402
Preparer
Jonathan M McFadden
Phone
6013075014
Raw XML Appendix180 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CompensationExplanation/CompensationExplanationGrp/PersonNm0JONATHAN MCFADDEN
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0ACCOUNTING FEES ARE REPRESENTED BY THE COMPENSATION.
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0114424
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0112033
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0112033
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01680
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05518
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0110353
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0112033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt14800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09 PIRATE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt129 CRYSTAL CRK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HATTIESBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HATTIESBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd039402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd139402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MCFADDEN CPA FIRM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HATTIESBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd039402
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06013075014
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION SERVES SMALL COMMUNITIES TO IMPROVE EDUCATION AND HEALTH CARE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04800
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0DONATIONS TO EDUCATION PROVIDERS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0For improving education and health care in rural communities.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Jonathan McFadden
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06013075014
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05266 US Hwy 11 Suite 70-203
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd039402
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0See Application
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0137493
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05518
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0131975
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0131975
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0137493
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN MCFADDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06013075014
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTERS PRIVATE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0465544184
ReturnHeader/Filer/USAddress/AddressLine1Txt05266 OLD HWY 11 SUITE 70-203
ReturnHeader/Filer/USAddress/CityNm0HATTIESBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039402
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C5B0621A6C8D5077471E6C83B03E108AC43CD135
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C5B0621A6C8D5077471E6C83B03E108AC43CD135
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06455072017261guxnpie
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-09-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.2.232.214
ReturnHeader/FilingSecurityInformation/IPDt02017-09-18
ReturnHeader/FilingSecurityInformation/IPTm018:49:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463051161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McFadden CPA Firm PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 Crystal Crk
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hattiesburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039402
ReturnHeader/PreparerPersonGrp/PhoneNum06013075014
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan M McFadden
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-18T18:46:17-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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