Civic Intelligence

Walker Die Casting Inc Emp Benefit Plan

990 • Fiscal year 2021 • EIN 58-1408630

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 26, 2022

PO Box 1248Lewisburg, TN 37091-1248

(931) 359-6206

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-91%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-100%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$16,083

Down $161,365 (-91%) from 2020

Net Assets

Down

$16,083

Down $148,214 (-90%) from 2020

Liabilities

Down

$0

Down $13,151 (-100%) from 2020

Revenue

Down

$0

Down $121,126 (-100%) from 2020

Expenses

Down

$148,214

Down $87,611 (-37%) from 2020

Net Income

Down

-$148,214

Down $33,515 (-29%) from 2020

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: $1,443,543Liabilities 2011: $29,896Net Assets 2011: $1,413,6472011Assets 2012: $1,391,455Liabilities 2012: $932Net Assets 2012: $1,390,5232012Assets 2013: $1,373,718Liabilities 2013: $543Net Assets 2013: $1,373,1752013Assets 2014: $1,218,964Liabilities 2014: $559Net Assets 2014: $1,218,4052014Assets 2015: $1,066,407Liabilities 2015: $1,455Net Assets 2015: $1,064,9522015Assets 2016: $1,046,822Liabilities 2016: $1,413Net Assets 2016: $1,045,4092016Assets 2017: $1,150,988Liabilities 2017: $3,193Net Assets 2017: $1,147,7952017Assets 2018: $1,114,138Liabilities 2018: $2,209Net Assets 2018: $1,111,9292018Assets 2019: $309,376Liabilities 2019: $30,380Net Assets 2019: $278,9962019Assets 2020: $177,448Liabilities 2020: $13,151Net Assets 2020: $164,2972020Assets 2021: $16,083Liabilities 2021: $0Net Assets 2021: $16,0832021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$16,083
Liabilities$0
Net Assets$16,083

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,971,992Expenses 2011: $3,524,257Net Income 2011: $447,7352011Revenue 2012: $3,085,228Expenses 2012: $3,108,352Net Income 2012: -$23,1242012Revenue 2013: $3,485,618Expenses 2013: $3,502,966Net Income 2013: -$17,3482013Revenue 2014: $3,430,583Expenses 2014: $3,585,353Net Income 2014: -$154,7702014Revenue 2015: $4,391,226Expenses 2015: $4,544,679Net Income 2015: -$153,4532015Revenue 2016: $6,389,005Expenses 2016: $6,408,548Net Income 2016: -$19,5432016Revenue 2017: $7,054,662Expenses 2017: $6,952,276Net Income 2017: $102,3862017Revenue 2018: $7,016,342Expenses 2018: $7,052,208Net Income 2018: -$35,8662018Revenue 2019: $4,229,096Expenses 2019: $5,062,029Net Income 2019: -$832,9332019Revenue 2020: $121,126Expenses 2020: $235,825Net Income 2020: -$114,6992020Revenue 2021: $0Expenses 2021: $148,214Net Income 2021: -$148,2142021Revenue 2022: $24,837Expenses 2022: $40,920Net Income 2022: -$16,0832022

Highlighted filing

2021

Revenue$0
Expenses$148,214
Net Income-$148,214
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 26, 2022
Return Version
2021v4.0
Gross Receipts
$0
Mission and Program Overview

Mission

To provide health and disability benefits to employees of walker die casting inc.

To provide health and disability benefits to employees of walker die casting, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$177,448$16,083▼ $161,365
Rtn Earn Endowment Incm Other Fnds$164,297$16,083▼ $148,214
Total Assets$177,448$16,083▼ $161,365
Liabilities
Accounts Payable and Accrued Expenses$13,151--
Total Liabilities$13,151$0▼ $13,151
Net Assets / Fund Balance
Total Net Assets Fund Balance$164,297$16,083▼ $148,214
Total Liabilities and Net Assets / Fund Balance$177,448$16,083▼ $161,365
Compensation and Service Providers

Board Members and Trustees

NameTitle
John R WalkerTrustee
Robert H WalkerTrustee
James CrossAdministrato
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-148,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,214
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$44,214--$44,214
Total Functional Expenses$148,214$0$0$148,214
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The plan administrator reviews and signs the 990 before it is filed.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Walker Die Casting Inc Employee
EIN
58-1408630
Phone
9313596206
Address
PO BOX 1248, LEWISBURG, TN 37091-1248

Signing Officer

Name
James Cross
Title
Administrator
Phone
9313596206
Signed
2022-07-26

Organization Details

Principal Officer
James Cross
Formed
1978
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Segars & Co Pc
Address
517 NELSON ST NW, HARTSELLE, AL 35640
Preparer
Steven H Emerson CPA
Phone
2567514900
Raw XML Appendix222 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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IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01978
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IRS990/FSAuditedInd0true
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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0176476
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09313596206
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALKER DIE CASTING INC EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0581408630
ReturnHeader/Filer/PhoneNum09313596206
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN H EMERSON CPA
ReturnHeader/ReturnTs02022-07-26T20:08:24-05:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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