Civic Intelligence

Walker-Grant Alumni Association Inc.

990EZ • Fiscal year 2020 • EIN 54-1491002

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 29, 2022

PO Box 3865Fredericksburg, VA 22402

(540) 972-2868

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

Up

$133,980

Up $66,010 (+97%) from 2015

Net Assets

Up

$133,980

Up $66,010 (+97%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$48,030

Down $26,801 (-36%) from 2015

Expenses

Down

$40,173

Down $23,970 (-37%) from 2015

Net Income

Down

$7,857

Down $2,831 (-26%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $68,666Liabilities 2010: $0Net Assets 2010: $68,6662010Assets 2011: $51,346Liabilities 2011: $0Net Assets 2011: $51,3462011Assets 2012: $63,516Liabilities 2012: $0Net Assets 2012: $63,5162012Assets 2013: $52,382Liabilities 2013: $0Net Assets 2013: $52,3822013Assets 2014: $57,282Liabilities 2014: $0Net Assets 2014: $57,2822014Assets 2015: $67,970Liabilities 2015: $0Net Assets 2015: $67,9702015Assets 2020: $133,980Liabilities 2020: $0Net Assets 2020: $133,9802020Assets 2021: $215,082Liabilities 2021: $0Net Assets 2021: $215,0822021Assets 2022: $252,281Liabilities 2022: $0Net Assets 2022: $252,2812022Assets 2023: $196,921Liabilities 2023: $0Net Assets 2023: $196,9212023Assets 2024: $171,952Liabilities 2024: $0Net Assets 2024: $171,9522024

Highlighted filing

2020

Assets$133,980
Liabilities$0
Net Assets$133,980

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $45,072Expenses 2010: $63,230Net Income 2010: -$18,1582010Revenue 2011: $56,468Expenses 2011: $73,788Net Income 2011: -$17,3202011Revenue 2012: $61,790Expenses 2012: $49,620Net Income 2012: $12,1702012Revenue 2013: $44,211Expenses 2013: $55,345Net Income 2013: -$11,1342013Revenue 2014: $58,023Expenses 2014: $53,123Net Income 2014: $4,9002014Revenue 2015: $74,831Expenses 2015: $64,143Net Income 2015: $10,6882015Revenue 2020: $48,030Expenses 2020: $40,173Net Income 2020: $7,8572020Revenue 2021: $121,355Expenses 2021: $40,254Net Income 2021: $81,1012021Revenue 2022: $67,067Expenses 2022: $29,868Net Income 2022: $37,1992022Revenue 2023: $22,565Expenses 2023: $77,925Net Income 2023: -$55,3602023Revenue 2024: $8,017Expenses 2024: $32,986Net Income 2024: -$24,9692024

Highlighted filing

2020

Revenue$48,030
Expenses$40,173
Net Income$7,857
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 29, 2022
Return Version
2020v4.2
Gross Receipts
$48,180
Mission and Program Overview

Mission

To provide educational training to assist students to continue on to higher education.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL TRAINING PROGRAMS: COMPUTER AND ARTS AND CRAFTS CLASSES FOR AGES 14-18, TUTORIALS FOR GRADES 1-12 WITH NUMEROUS ATTENDING.$0$24,971
SAT TRAINING AND SUPPLIES PROVIDED TO HIGH SCHOOL JUNIORS AND SENIORS TO PREPARE FOR SAT EXAM.$0$4,825
FREE SAT PREP PROGRAM, EXPOSING HIGH SCHOOL JUNIOR AND SENIORS TO CULTURAL, EDUCATIONAL AND TRAVEL EXPERIENCES. PARENT WORKSHOPS WITH NUMEROUS ATTENDING.$0$257
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMARA ROBINSONPresidentPT$0--
ANNYOZ HAMMVice President-$0--
MARIE WILSONSecretary-$0--
RICHARD FORTUNETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Reunion--$150-
Total Events$3,709$3,709$150$3,559
Filing and Contact Details

Filer

Filer Name
Walker Grant Alumni Association
EIN
54-1491002
Phone
5409722868
Address
PO BOX 3865, FREDERICKSBURG, VA 22402

Signing Officer

Name
Richard Fortune
Title
Treasurer
Phone
5409722868
Signed
2022-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Pbmares Llp
Address
725 JACKSON STREET SUITE 210, FREDERICKSBURG, VA 22401
Preparer
Edward T Yoder CPA
Phone
5403713566
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: misc. Amount: 237.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: travel. Amount: 257. Description: office expenses. Amount: 25. Description: sat program supplies. Amount: 4,825. Description: education materials. Amount: 27,860. Description: miscellaneous. Amount: 625. Description: professor fees. Amount: 3,386. Description: insurance. Amount: 533. Total to form 990-ez, line 16: 37,511.

Raw XML Appendix176 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAMARA ROBINSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD FORTUNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037511
IRS990EZ/OtherRevenueTotalAmt0237
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL TRAINING TO ASSIST STUDENTS TO CONTINUE ON TO HIGHER EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt0113
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SAT TRAINING AND SUPPLIES PROVIDED TO HIGH SCHOOL JUNIORS AND SENIORS TO PREPARE FOR SAT EXAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FREE SAT PREP PROGRAM, EXPOSING HIGH SCHOOL JUNIOR AND SENIORS TO CULTURAL, EDUCATIONAL AND TRAVEL EXPERIENCES. PARENT WORKSHOPS WITH NUMEROUS ATTENDING.
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03709
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISC. AMOUNT: 237.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRAVEL. AMOUNT: 257. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 25. DESCRIPTION: SAT PROGRAM SUPPLIES. AMOUNT: 4,825. DESCRIPTION: EDUCATION MATERIALS. AMOUNT: 27,860. DESCRIPTION: MISCELLANEOUS. AMOUNT: 625. DESCRIPTION: PROFESSOR FEES. AMOUNT: 3,386. DESCRIPTION: INSURANCE. AMOUNT: 533. TOTAL TO FORM 990-EZ, LINE 16: 37,511.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD FORTUNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05409722868
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALKER GRANT ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0541491002
ReturnHeader/Filer/PhoneNum05409722868
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ReturnHeader/Filer/USAddress/CityNm0FREDERICKSBURG
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ReturnHeader/Filer/USAddress/ZIPCd022402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540737372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBMARES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0725 JACKSON STREET SUITE 210
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ReturnHeader/PreparerPersonGrp/PhoneNum05403713566
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD T YODER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-12-07T15:43:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORTUNE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings