Civic Intelligence

Rob and Melani Walton Foundation Inc

990PF • Fiscal year 2019 • EIN 47-4259772

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization Profile
PO Box 1860Bentonville, AR 72712

(479) 464-1570

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2019 filings • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

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

2019 filings • $250M-$1B nonprofits • Source year 2019

Net Margin

98th percentile

87%

Higher net margin than 98% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2019 filings • $250M-$1B nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$393,229,764

Up $291,173,916 (+285%) from 2015

Net Assets

$393,229,764

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $10,000,000 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin98th percentile

Revenue

Down

$79,800,740

Down $12,271,760 (-13%) from 2015

Expenses

Up

$10,057,796

Up $10,041,144 (+60300%) from 2015

Net Income

Down

$69,742,944

Down $22,312,904 (-24%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600M$400M$200M$0Assets 2015: $102,055,848Liabilities 2015: $10,000,0002015Assets 2019: $393,229,764Liabilities 2019: $0Net Assets 2019: $393,229,7642019Assets 2020: $464,868,790Liabilities 2020: $0Net Assets 2020: $464,868,7902020Assets 2021: $541,056,642Liabilities 2021: $0Net Assets 2021: $541,056,6422021Assets 2022: $470,822,935Liabilities 2022: $0Net Assets 2022: $470,822,9352022Assets 2023: $430,040,308Liabilities 2023: $0Net Assets 2023: $430,040,3082023Assets 2024: $441,215,835Liabilities 2024: $0Net Assets 2024: $441,215,8352024

Highlighted filing

2019

Assets$393,229,764
Liabilities$0
Net Assets$393,229,764
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50M-$100MRevenue 2015: $92,072,500Expenses 2015: $16,652Net Income 2015: $92,055,8482015Revenue 2019: $79,800,740Expenses 2019: $10,057,796Net Income 2019: $69,742,9442019Revenue 2020: $107,521,595Expenses 2020: $35,882,569Net Income 2020: $71,639,0262020Revenue 2021: $120,568,910Expenses 2021: $44,381,058Net Income 2021: $76,187,8522021Revenue 2022: -$6,803,881Expenses 2022: $63,429,826Net Income 2022: -$70,233,7072022Revenue 2023: $44,639,680Expenses 2023: $85,422,307Net Income 2023: -$40,782,6272023Revenue 2024: $125,815,076Expenses 2024: $114,639,549Net Income 2024: $11,175,5272024

Highlighted filing

2019

Revenue$79,800,740
Expenses$10,057,796
Net Income$69,742,944
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
S ROBSON WALTONDirector/Co-PresidentPT$0--
MELANI WALTONDirector/Co-PresidentPT$0--
NACCAMAN WILLIAMSSecretaryPT$0--
RICHARD D CHAPMANTreasurer-$0--
ROBERT A SMITHAssistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rob and Melani Walton Foundation
EIN
47-4259772
In Care Of
% TIM KEITH
Phone
4794641570
Address
PO BOX 1860, BENTONVILLE, AR 72712

Signing Officer

Name
Robert a Smith
Title
Asst. Treasurer
Phone
4794641500
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Walton Enterprises LLC
Address
PO BOX 1860, BENTONVILLE, AR 72712
Preparer
Kent C Crouch
Phone
4794641500
Raw XML AppendixShowing 400 of 427 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01526921
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt016652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.023585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.028637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.008152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.001826
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt068065
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0311248451
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09121646
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.094339
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08712108
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08780173
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt068065
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08780173
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd0CA
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd1DA
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd2UK
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd3IS
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd4JA
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2030
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BENTONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd072712
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TIM KEITH
IRS990PF/StatementsRegardingActyGrp/PhoneNum04794641570
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0S ROBSON WALTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08527601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT 13
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08527601
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01343948
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07436225
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017750230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08780173
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016406282
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07436225
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0S ROBSON WALTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 1860
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BENTONVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd072712
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt071755500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt071755500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0600,000 SHARES OF WALMART STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CORPORATE AGENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FRANCHISE TAX FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PASS-THRU OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0465
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt138
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2549
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt343
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt455
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0229011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0465
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt138
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2549
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt455
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5230635
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PASS THROUGH OTHER INCOME (LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NT - SECTION 988 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NT - FX CURRENCY TRANSLATION LOSSES
OtherIncomeSchedule2/OtherIncomeDetail/Desc3NT - OTHER INCOME (LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-17198
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt18921
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-14879
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-21787
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-17198
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18921
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-14879
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-21787
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0300117
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1123789
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2118674
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0123789
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1118674
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0300117
TaxesSchedule/TaxesDetail/Amt035000
TaxesSchedule/TaxesDetail/Amt1337661
TaxesSchedule/TaxesDetail/Amt222850
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NT - FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PASS-THROUGH FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0337661
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt122850
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST. TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04794641500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,229,764
Liabilities
$0
Net assets
$393,229,764
Revenue
$79,800,740
Expenses
$10,057,796
Net income
$69,742,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$441$0.00$441$126$115$11.2
2023Detailed filing. Detailed filing data is available for this year.$430$0.00$430$44.6$85.4$40.8
2022Detailed filing. Detailed filing data is available for this year.$471$0.00$471$6.80$63.4$70.2
2021Detailed filing. Detailed filing data is available for this year.$541$0.00$541$121$44.4$76.2
2020Detailed filing. Detailed filing data is available for this year.$465$0.00$465$108$35.9$71.6
2019Detailed filing. Detailed filing data is available for this year.$393$0.00$393$79.8$10.1$69.7
2015Summary only. Only limited summary data is available for this year.$102$10.0$92.1$0.02$92.1