Civic Intelligence

John M & Sara R Walton Foundation

990PF • Fiscal year 2013 • EIN 52-1591823

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

7608 Woodyard RoadClinton, MD 20735-1955

(301) 868-4607

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.08x

Higher debt load relative to revenue than 57% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

8th percentile

-59%

Higher net margin than 8% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$8,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

22nd percentile

-3.8%

Faster asset growth than 22% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$1,193,390

Down $46,808 (-3.8%) from 2012

Net Assets

Down

$1,186,754

Down $46,808 (-3.8%) from 2012

Liabilities

Flat

$6,636

Flat from 2012

Revenue

$78,863

No earlier filing loaded for comparison.

Expenses

Down

$125,671

Down $20,420 (-14%) from 2012

Net Income

-$46,808

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,265,493Liabilities 2011: $6,953Net Assets 2011: $1,258,5402011Assets 2012: $1,240,198Liabilities 2012: $6,636Net Assets 2012: $1,233,5622012Assets 2013: $1,193,390Liabilities 2013: $6,636Net Assets 2013: $1,186,7542013Assets 2014: $1,160,232Liabilities 2014: $4,560Net Assets 2014: $1,155,6722014Assets 2015: $1,134,704Liabilities 2015: $8,152Net Assets 2015: $1,126,5522015Assets 2016: $1,455,824Liabilities 2016: $5,376Net Assets 2016: $1,450,4482016Assets 2017: $1,390,292Liabilities 2017: $5,472Net Assets 2017: $1,384,8202017Assets 2018: $1,295,055Liabilities 2018: $3,793Net Assets 2018: $1,291,2622018Assets 2019: $1,199,605Liabilities 2019: $4,826Net Assets 2019: $1,194,7792019Assets 2020: $1,174,084Liabilities 2020: $5,772Net Assets 2020: $1,168,3122020Assets 2021: $1,106,416Liabilities 2021: $4,186Net Assets 2021: $1,102,2302021Assets 2022: $1,055,839Liabilities 2022: $9,806Net Assets 2022: $1,046,0332022Assets 2023: $1,019,633Liabilities 2023: $5,867Net Assets 2023: $1,013,7662023Assets 2024: $961,365Liabilities 2024: $5,262Net Assets 2024: $956,1032024

Highlighted filing

2013

Assets$1,193,390
Liabilities$6,636
Net Assets$1,186,754

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $165,2012011Expenses 2012: $146,0912012Revenue 2013: $78,863Expenses 2013: $125,671Net Income 2013: -$46,8082013Revenue 2014: $80,172Expenses 2014: $111,254Net Income 2014: -$31,0822014Revenue 2015: $75,061Expenses 2015: $104,181Net Income 2015: -$29,1202015Revenue 2016: $462,351Expenses 2016: $138,455Net Income 2016: $323,8962016Revenue 2017: $72,644Expenses 2017: $138,272Net Income 2017: -$65,6282017Revenue 2018: $54,672Expenses 2018: $148,230Net Income 2018: -$93,5582018Revenue 2019: $50,061Expenses 2019: $146,544Net Income 2019: -$96,4832019Revenue 2020: $88,930Expenses 2020: $115,397Net Income 2020: -$26,4672020Revenue 2021: $112,316Expenses 2021: $178,398Net Income 2021: -$66,0822021Revenue 2022: $66,742Expenses 2022: $122,939Net Income 2022: -$56,1972022Revenue 2023: $121,607Expenses 2023: $153,874Net Income 2023: -$32,2672023Revenue 2024: $138,351Expenses 2024: $196,014Net Income 2024: -$57,6632024

Highlighted filing

2013

Revenue$78,863
Expenses$125,671
Net Income-$46,808
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John M Walton JrPresident SecPT$8,000-$8,000
W Dickerson CharltonTreasurer-$0--
Julia Marie WaltonDirector-$0--
James F HarleyDirector-$0--
Ann FergusonDirector-$0--
Filing and Contact Details

Filer

EIN
52-1591823
Phone
3018684607

Signing Officer

Name
John M Walton Jr
Title
President
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Sharon Jacob
Phone
3018881882
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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/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt079458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0125671
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt074255
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt078863
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0102841
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022830
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt079458
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0125671
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-46808
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01186754
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01233562
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01186754
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt01193390
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt027035
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05706
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05706
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0375779
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0761678
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0264607
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01064200
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0390139
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0385899
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0385899
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0820834
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0799593
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0799593
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt06636
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt06636
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02190
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02192
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02192
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01240198
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01193390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01193390
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06636
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06636
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01240198
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01193390
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01233562
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01186754
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01233562
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01186754
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0404460
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018561
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06067
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0385899
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019920
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0398393
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0404460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt08000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John M Walton Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1W Dickerson Charlton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Julia Marie Walton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3James F Harley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Ann Ferguson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine107606 Woodyard Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine114703 Annapolis Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine124880 Manley Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine137703 Canberra Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14310 Malvern Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Clinton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Bladensburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3Clinton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4Madison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0207351955
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1207101201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode2921242517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode3207352017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode4227274300
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01989-02-06
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt022830
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0118105
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt029090
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt035577
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt030608
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt022830
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0118105
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt029090
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt035577
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt030608
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt013280
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt058208
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt013565
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt014796
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt016567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt038371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt038371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt029090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt035577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt030608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt087299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt088955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.096315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.071484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.080150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.061586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.163501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.104855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0398393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0406947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0443878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0496995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0533937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0848359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt022830

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.96$0.14$0.20$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.12$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$0.07$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.10$0.11$0.18$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.17$0.09$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.19$0.05$0.15$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.29$0.05$0.15$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.07$0.14$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.01$1.45$0.46$0.14$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.13$0.08$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.08$0.11$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.19$0.08$0.13$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.23$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$0.17