Civic Intelligence

Walton Options for Independent Living Inc.

990 • Fiscal year 2015 • EIN 58-2132383

Oct 01, 2014 to Sep 30, 2015 • Filed on May 16, 2016

Organization Profilewww.waltonoptions.org

View Organization Page

948 Walton WayAugusta, GA 30901

(706) 724-6262

Siviq Scores

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

Liabilities / Assets

64th percentile

0.24x

Higher debt load relative to assets than 64% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.15x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

70th percentile

$100,900

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

86th percentile

30%

Faster asset growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

17%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$1,260,696

Up $289,291 (+30%) from 2014

Net Assets

Up

$963,481

Up $248,523 (+35%) from 2014

Liabilities

Up

$297,215

Up $40,768 (+16%) from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin71st percentile

Revenue

Up

$1,977,423

Up $289,343 (+17%) from 2014

Expenses

Up

$1,728,900

Up $119,301 (+7.4%) from 2014

Net Income

Up

$248,523

Up $170,042 (+217%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$10M$5.0M$0Assets 2010: $655,069Liabilities 2010: $155,908Net Assets 2010: $499,1612010Assets 2011: $712,291Liabilities 2011: $166,834Net Assets 2011: $545,4572011Assets 2012: $746,805Liabilities 2012: $152,181Net Assets 2012: $594,6242012Assets 2013: $887,688Liabilities 2013: $251,211Net Assets 2013: $636,4772013Assets 2014: $971,405Liabilities 2014: $256,447Net Assets 2014: $714,9582014Assets 2015: $1,260,696Liabilities 2015: $297,215Net Assets 2015: $963,4812015Assets 2016: $1,353,418Liabilities 2016: $179,756Net Assets 2016: $1,173,6622016Assets 2017: $1,787,467Liabilities 2017: $249,346Net Assets 2017: $1,538,1212017Assets 2018: $2,067,675Liabilities 2018: $194,320Net Assets 2018: $1,873,3552018Assets 2019: $2,627,858Liabilities 2019: $163,709Net Assets 2019: $2,464,1492019Assets 2020: $3,080,574Liabilities 2020: $357,548Net Assets 2020: $2,723,0262020Assets 2021: $4,007,572Liabilities 2021: $129,612Net Assets 2021: $3,877,9602021Assets 2022: $5,568,813Liabilities 2022: $692,296Net Assets 2022: $4,876,5172022Assets 2023: $5,831,103Liabilities 2023: $587,828Net Assets 2023: $5,243,2752023Assets 2024: $8,228,143Liabilities 2024: $570,176Net Assets 2024: $7,657,9672024

Highlighted filing

2015

Assets$1,260,696
Liabilities$297,215
Net Assets$963,481
Open 2015 Filing

Operations Trend

Revenue Growth73rd percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $999,7052010Revenue 2011: $1,395,386Expenses 2011: $1,349,090Net Income 2011: $46,2962011Expenses 2012: $1,140,1892012Expenses 2013: $1,179,6032013Revenue 2014: $1,688,080Expenses 2014: $1,609,599Net Income 2014: $78,4812014Revenue 2015: $1,977,423Expenses 2015: $1,728,900Net Income 2015: $248,5232015Revenue 2016: $1,771,791Expenses 2016: $1,650,400Net Income 2016: $121,3912016Revenue 2017: $2,225,634Expenses 2017: $1,861,175Net Income 2017: $364,4592017Revenue 2018: $2,227,610Expenses 2018: $1,892,376Net Income 2018: $335,2342018Revenue 2019: $2,564,323Expenses 2019: $1,981,282Net Income 2019: $583,0412019Revenue 2020: $2,323,250Expenses 2020: $2,067,384Net Income 2020: $255,8662020Revenue 2021: $3,784,539Expenses 2021: $2,629,605Net Income 2021: $1,154,9342021Revenue 2022: $3,482,713Expenses 2022: $2,484,156Net Income 2022: $998,5572022Revenue 2023: $3,050,546Expenses 2023: $2,683,788Net Income 2023: $366,7582023Revenue 2024: $4,498,088Expenses 2024: $2,243,922Net Income 2024: $2,254,1662024

Highlighted filing

2015

Revenue$1,977,423
Expenses$1,728,900
Net Income$248,523
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$1,977,423
Mission and Program Overview

Mission

Walton Options for Independent Living, Inc., advocates and promotes community inclusion for people living with disabilities by providing education, skills and employment services as set forth in the Rehabilitation Act of 1973.

To provide supportive and educational services to people of all ages with severe disabilities as set forth in the Rehabilitation Act of 1973.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$462,903$775,018▲ $312,115
Pledges and Grants Receivable$328,659$236,875▼ $91,784
Land, Buildings, and Equipment, Net$114,244$141,625▲ $27,381
Other Notes and Loans Receivable, Net$54,337$54,337→ $0
Accounts Receivable$5,904$39,627▲ $33,723
Prepaid Expenses and Deferred Charges$2,623$2,422▼ $201
Savings and Temporary Cash Investments-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$971,405$1,260,696▲ $289,291
Other Assets Total$2,735$10,792▲ $8,057
Liabilities
Mortgage Notes Payable Secured by Investment Property$96,200$92,920▼ $3,280
Other Liabilities$21,735$70,179▲ $48,444
Deferred Revenue$67,679$67,679→ $0
Accounts Payable and Accrued Expenses$70,833$50,702▼ $20,131
Unsecured Notes Loans Payable-$15,735-
Total Liabilities$256,447$297,215▲ $40,768
Net Assets / Fund Balance
Unrestricted Net Assets$714,958$963,481▲ $248,523
Total Net Assets Fund Balance$714,958$963,481▲ $248,523
Total Liabilities and Net Assets / Fund Balance$971,405$1,260,696▲ $289,291

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$100,379$9,621$110,000
Equipment$38,515$68,824$107,339
Leasehold Improvements$2,731$24,779$27,510
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tiffany CliffordExecutive DirectorFT$88,943$11,957$100,900

Board Members and Trustees

NameTitle
Beth MorrisonBoard Chair
Lisa Sistare-HarkinsVice Chair
Colette HughesBoard Member
Dennis SkelleyBoard Member
James HeffnerBoard Member
Jeff ErnstBoard Member
Joy EllenbergerBoard Member
Rose Lawas-SmithBoard Member
Victor RattnerBoard Member
Arthur ShealySecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$1,884,749
Program Service Revenue
$92,674
Investment Income
$0
Other Revenue
$0
All Other Contributions
$121,339
Change in Net Assets
$248,523

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,977,423
Total Revenue per Audited Statements
$1,977,423
Total Revenue per Form 990
$1,977,423
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$877,330
Salaries, Compensation, and Employee Benefits$851,570
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$552,383$59,207-$611,590
Payroll Taxes$123,430$12,267-$135,697
Occupancy$80,669$25,434-$106,103
Other Expenses$59,997$36,427-$96,424
Current Officers, Directors, Trustees, and Key Employees$80,333$8,610-$88,943
Travel$67,168$1,000-$68,168
Pension Plan Contributions$13,953$1,387-$15,340
All Other Expenses-$11,518-$11,518
Office Expenses-$9,859-$9,859
Insurance-$9,304-$9,304
Depreciation Depletion-$7,621-$7,621
Total Functional Expenses$1,517,183$211,717$0$1,728,900

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,728,900
Total Expenses per Audited Statements$1,728,900
Total Expenses per Form 990$1,728,900
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$70,179
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is presented in draft form to the board of directors prior to its submission. The board of directors is required to review the Form 990. After review, the meeting is open to discussion of the Form 990. After all comments and questions are settled, the board is asked to approve the Form 990 for submission. After approval, the Form 990 is finalized, signed and submitted.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Walton Options has a Conflict of Interest Policy that addresses both governing decisions and service delivery. The organization recognizes that for a conflict policy to be effective a certain level of self monitoring and professional ethics must exist within the governing body and employees themselves. As a small organization, it is typically recognized when a governing decision may have personal impact and the executive director and board president take the intiitiative to disclose such and note that the potential director to whom it relates will abstain from any vote. Service delivery relies much more on the employee integrity because of the nature of the staff who provide service, people who also have disabilities, and therefore may at times request to access service opportunities such as peer support, information, and referral sources. Historically, the same application process is completed for all applicants for services including employees and therefore they are subject to the same wait time. In addition, routinely HR addresses policies and gives examples of potential conflicts in our HR Bits and Pieces that is sent to employees each week.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board investigates outside 990's for comparison of compensation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents of the organization, conflict of interest policy, and financial statements are available upon written request approved by the Executive, a member of the board of directors, or a member of management.”

Filing and Contact Details

Filer

Filer Name
Walton Options For Independent
EIN
58-2132383
Phone
7067246262
Address
948 Walton Way, Augusta, GA 30901

Signing Officer

Name
Tiffany Clifford
Title
Executive Director
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Ga
Voting Board Members
11
Independent Board Members
11
Employees
33
Volunteers
11

Preparer

Firm
Cleveland Group CPAS & Business Advisors LLC
Address
3740 Executive Center Drive, Martinez, GA 30907
Preparer
B William Cleveland
Phone
7062882800
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IRS990/MissionDesc0To provide supportive and educational services to people of all ages with severe disabilities as set forth in the Rehabilitation Act of 1973.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt136427
IRS990/OtherExpensesGrp/ProgramServicesAmt0281212
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IRS990/OtherExpensesGrp/ProgramServicesAmt297387
IRS990/OtherExpensesGrp/ProgramServicesAmt359997
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IRS990/OtherExpensesGrp/TotalAmt1160651
IRS990/OtherExpensesGrp/TotalAmt297387
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt059207
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0552383
IRS990/OtherSalariesAndWagesGrp/TotalAmt0611590
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt054337
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt054337
IRS990/PartialLiquidationInd0false
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012267
IRS990/PayrollTaxesGrp/ProgramServicesAmt0123430
IRS990/PayrollTaxesGrp/TotalAmt0135697
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01387
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013953
IRS990/PensionPlanContributionsGrp/TotalAmt015340
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0717461
IRS990/PYOtherRevenueAmt0757
IRS990/PYProgramServiceRevenueAmt0119643
IRS990/PYRevenuesLessExpensesAmt078481
IRS990/PYSalariesCompEmpBnftPaidAmt0892138
IRS990/PYTotalExpensesAmt01609599
IRS990/PYTotalRevenueAmt01688080
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0248523
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt092674
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01687323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01218316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01111483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01323543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07318036
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0757
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03140
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04666
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05068
IRS990ScheduleA/OtherIncome170Grp/TotalAmt013631
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01323543
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07318036
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt068824
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IRS990ScheduleD/TotalLiabilityAmt070179
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is presented in draft form to the board of directors prior to its submission. The board of directors is required to review the Form 990. After review, the meeting is open to discussion of the Form 990. After all comments and questions are settled, the board is asked to approve the Form 990 for submission. After approval, the Form 990 is finalized, signed and submitted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Walton Options has a Conflict of Interest Policy that addresses both governing decisions and service delivery. The organization recognizes that for a conflict policy to be effective a certain level of self monitoring and professional ethics must exist within the governing body and employees themselves. As a small organization, it is typically recognized when a governing decision may have personal impact and the executive director and board president take the intiitiative to disclose such and note that the potential director to whom it relates will abstain from any vote. Service delivery relies much more on the employee integrity because of the nature of the staff who provide service, people who also have disabilities, and therefore may at times request to access service opportunities such as peer support, information, and referral sources. Historically, the same application process is completed for all applicants for services including employees and therefore they are subject to the same wait time. In addition, routinely HR addresses policies and gives examples of potential conflicts in our HR Bits and Pieces that is sent to employees each week.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board investigates outside 990's for comparison of compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All governing documents of the organization, conflict of interest policy, and financial statements are available upon written request approved by the Executive, a member of the board of directors, or a member of management.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,260,696
Liabilities
$297,215
Net assets
$963,481
Revenue
$1,977,423
Expenses
$1,728,900
Net income
$248,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.23$0.57$7.66$4.50$2.24$2.25
2023Detailed filing. Detailed filing data is available for this year.$5.83$0.59$5.24$3.05$2.68$0.37
2022Detailed filing. Detailed filing data is available for this year.$5.57$0.69$4.88$3.48$2.48$1.00
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.13$3.88$3.78$2.63$1.15
2020Detailed filing. Detailed filing data is available for this year.$3.08$0.36$2.72$2.32$2.07$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.63$0.16$2.46$2.56$1.98$0.58
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.19$1.87$2.23$1.89$0.34
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.25$1.54$2.23$1.86$0.36
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.18$1.17$1.77$1.65$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.30$0.96$1.98$1.73$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.26$0.71$1.69$1.61$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.25$0.64$1.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.15$0.59$1.14
2011Summary only. Only limited summary data is available for this year.$0.71$0.17$0.55$1.40$1.35$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.16$0.50$1.00
Peer Organizations

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