Civic Intelligence

The Walters Family Foundation

EIN 47-6667269 • Charlotte, VT

Pub. 78 Eligible
250 Sanctuary LaneCharlotte, VT 05445-6312
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

55th percentile

3.8%

Faster asset growth than 55% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

48%

Faster revenue growth than 79% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$850,931

Up $31,035 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$850,931

Up $31,035 (+3.8%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin95th percentile

Revenue

Up

$39,463

Up $12,807 (+48%) from 2023

Expenses

Down

$8,428

Down $4,858 (-37%) from 2023

Net Income

Up

$31,035

Up $17,665 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2014: $338,488Liabilities 2014: $02014Assets 2015: $389,927Liabilities 2015: $0Net Assets 2015: $389,9272015Assets 2019: $453,217Liabilities 2019: $0Net Assets 2019: $453,2182019Assets 2020: $429,398Liabilities 2020: $0Net Assets 2020: $429,3982020Assets 2021: $559,458Liabilities 2021: $0Net Assets 2021: $559,4582021Assets 2022: $806,526Liabilities 2022: $0Net Assets 2022: $806,5262022Assets 2023: $819,896Liabilities 2023: $0Net Assets 2023: $819,8962023Assets 2024: $850,931Liabilities 2024: $0Net Assets 2024: $850,9312024

Highlighted filing

2024

Assets$850,931
Liabilities$0
Net Assets$850,931
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2014: $414,090Expenses 2014: $5,875Net Income 2014: $408,2152014Revenue 2015: $145,008Expenses 2015: $75,385Net Income 2015: $69,6232015Revenue 2019: $30,736Expenses 2019: $117,783Net Income 2019: -$87,0472019Revenue 2020: $10,843Expenses 2020: $114,480Net Income 2020: -$103,6372020Revenue 2021: $464,695Expenses 2021: $4,273Net Income 2021: $460,4222021Revenue 2022: $252,779Expenses 2022: $5,711Net Income 2022: $247,0682022Revenue 2023: $26,656Expenses 2023: $13,286Net Income 2023: $13,3702023Revenue 2024: $39,463Expenses 2024: $8,428Net Income 2024: $31,0352024

Highlighted filing

2024

Revenue$39,463
Expenses$8,428
Net Income$31,035
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$850,931
Liabilities
$0
Net assets
$850,931
Revenue
$39,463
Expenses
$8,428
Net income
$31,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.39$0.08$0.31
2023Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.27$0.13$0.13
2022Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$2.53$0.06$2.47
2021Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$4.65$0.04$4.60
2020Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.11$1.14$1.04
2019Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.31$1.18$0.87
2015Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$1.45$0.75$0.70
2014Summary only. Only limited summary data is available for this year.$3.38$0.00$4.14$0.06$4.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRK W WALTERSTrustee, As Req'D-$0--
LORETTA M WALTERSTrustee, As Req'D-$0--
Filing and Contact Details

Filer

Filer Name
The Walters Family Foundation
EIN
47-6667269
In Care Of
% KIRK W & LORETTA M WALTERS
Phone
8024257001
Address
250 Sanctuary Lane, Charlotte, VT 05445-6312

Signing Officer

Name
Kirk Walters
Title
Trustee
Phone
8024257001
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Danaher Attig & Plante PLC
Address
41 Rye Cr POB 2166, S Burlington, VT 05407-2166
Preparer
Cathy H Attig
Phone
8023830399
Raw XML Appendix257 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/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02325
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016641
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt069181
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05913
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05913
TaxesSchedule/TaxesDetail/Amt0190
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0190
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK WALTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08024257001
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Walters Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0476667269
ReturnHeader/Filer/InCareOfNm0% KIRK W & LORETTA M WALTERS
ReturnHeader/Filer/PhoneNum08024257001
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 Sanctuary Lane
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd0054456312
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Danaher Attig & Plante PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 Rye Cr POB 2166
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0S Burlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0054072166
ReturnHeader/PreparerPersonGrp/PhoneNum08023830399
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY H ATTIG
ReturnHeader/ReturnTs02025-05-06T07:09:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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