Civic Intelligence

Walton Electric Trust Inc

EIN 58-2351746 • 501(c)3 • Monroe, GA

Monroe, GA
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

36th percentile

-0.3%

Higher net margin than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

35th percentile

-0.1%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-3.3%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$5,402,817

Down $5,406 (-0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,402,817

Down $5,406 (-0.1%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin36th percentile

Revenue

Down

$1,651,566

Down $56,785 (-3.3%) from 2023

Expenses

Up

$1,656,972

Up $333,943 (+25%) from 2023

Net Income

Down

-$5,406

Down $390,728 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,420,566Liabilities 2011: $0Net Assets 2011: $3,420,5662011Assets 2012: $4,059,098Liabilities 2012: $0Net Assets 2012: $4,059,0982012Assets 2013: $4,527,127Liabilities 2013: $0Net Assets 2013: $4,527,1272013Assets 2014: $4,984,436Liabilities 2014: $0Net Assets 2014: $4,984,4362014Assets 2015: $5,333,976Liabilities 2015: $0Net Assets 2015: $5,333,9762015Assets 2016: $6,010,858Liabilities 2016: $0Net Assets 2016: $6,010,8582016Assets 2017: $5,873,869Liabilities 2017: $0Net Assets 2017: $5,873,8692017Assets 2018: $5,676,346Liabilities 2018: $0Net Assets 2018: $5,676,3462018Assets 2020: $5,468,359Liabilities 2020: $0Net Assets 2020: $5,468,3592020Assets 2021: $5,338,191Liabilities 2021: $0Net Assets 2021: $5,338,1912021Assets 2022: $5,022,901Liabilities 2022: $0Net Assets 2022: $5,022,9012022Assets 2023: $5,408,223Liabilities 2023: $0Net Assets 2023: $5,408,2232023Assets 2024: $5,402,817Liabilities 2024: $0Net Assets 2024: $5,402,8172024

Highlighted filing

2024

Assets$5,402,817
Liabilities$0
Net Assets$5,402,817
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $857,584Expenses 2011: $410,915Net Income 2011: $446,6692011Revenue 2012: $1,013,674Expenses 2012: $375,142Net Income 2012: $638,5322012Revenue 2013: $976,018Expenses 2013: $507,989Net Income 2013: $468,0292013Revenue 2014: $1,156,696Expenses 2014: $699,387Net Income 2014: $457,3092014Revenue 2015: $1,074,182Expenses 2015: $724,642Net Income 2015: $349,5402015Revenue 2016: $1,491,533Expenses 2016: $814,651Net Income 2016: $676,8822016Revenue 2017: $1,183,738Expenses 2017: $1,320,727Net Income 2017: -$136,9892017Revenue 2018: $1,221,556Expenses 2018: $1,419,079Net Income 2018: -$197,5232018Revenue 2020: $1,428,507Expenses 2020: $1,447,990Net Income 2020: -$19,4832020Revenue 2021: $1,078,345Expenses 2021: $1,208,513Net Income 2021: -$130,1682021Revenue 2022: $2,337,063Expenses 2022: $2,652,353Net Income 2022: -$315,2902022Revenue 2023: $1,708,351Expenses 2023: $1,323,029Net Income 2023: $385,3222023Revenue 2024: $1,651,566Expenses 2024: $1,656,972Net Income 2024: -$5,4062024

Highlighted filing

2024

Revenue$1,651,566
Expenses$1,656,972
Net Income-$5,406
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,402,817
Liabilities
$0
Net assets
$5,402,817
Revenue
$1,651,566
Expenses
$1,656,972
Net income
-$5,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$1.65$1.66$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$0.00$5.41$1.71$1.32$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$2.34$2.65$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$1.08$1.21$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$1.43$1.45$0.02
2018Summary only. Only limited summary data is available for this year.$5.68$0.00$5.68$1.22$1.42$0.20
2017Summary only. Only limited summary data is available for this year.$5.87$0.00$5.87$1.18$1.32$0.14
2016Summary only. Only limited summary data is available for this year.$6.01$0.00$6.01$1.49$0.81$0.68
2015Summary only. Only limited summary data is available for this year.$5.33$0.00$5.33$1.07$0.72$0.35
2014Summary only. Only limited summary data is available for this year.$4.98$0.00$4.98$1.16$0.70$0.46
2013Summary only. Only limited summary data is available for this year.$4.53$0.00$4.53$0.98$0.51$0.47
2012Summary only. Only limited summary data is available for this year.$4.06$0.00$4.06$1.01$0.38$0.64
2011Summary only. Only limited summary data is available for this year.$3.42$0.00$3.42$0.86$0.41$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 17, 2025
Return Version
2023v6.0
Gross Receipts
$1,651,566
Mission and Program Overview

Mission

The purpose of the trust is to accumulate and disburse funds for charitable purposes in the service area of walton emc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$4,800,000-
Cash and Non-Interest-Bearing Accounts$5,373,044$445,938▼ $4,927,106
Accounts Receivable-$120,857-
Pledges and Grants Receivable$35,179$36,022▲ $843
Total Assets$5,408,223$5,402,817▼ $5,406
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,408,223$5,402,817▼ $5,406
Total Net Assets Fund Balance$5,408,223$5,402,817▼ $5,406
Total Liabilities and Net Assets / Fund Balance$5,408,223$5,402,817▼ $5,406

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,800,000--
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
David FoyVice Chairma
Bill RossDirector
Cindy HaddonDirector
Debbie FowlerDirector
Deedra LeachDirector
Glenn GeorgeDirector
Henry HibbsDirector
Janice KnightDirector
Nancy AbbottDirector
Penny WarrenDirector
William FeldkampDirector - R
Ed PollardSecretary
Patti RuizTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,373,419
Program Service Revenue
$157,290
Investment Income
$120,857
Other Revenue
$0
All Other Contributions
$1,373,419
Change in Net Assets
$-5,406

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,651,566
Revenue Not Reported on Form 990
$68,671
Total Revenue per Audited Statements
$1,720,237
Total Revenue per Form 990
$1,651,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,623,954
Other Expenses$33,018
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,161,405--$1,161,405
Grants to Domestic Individuals$462,549--$462,549
Fees for Services Other$33,018--$33,018
Total Functional Expenses$1,656,972$0$0$1,656,972

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,725,643
Expenses per Audited Statements$1,656,972
Total Expenses per Form 990$1,656,972
Expenses Not Reported on Form 990$68,671
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Other Charitable Less Than 5000Madison, GAGov-$263,682
Walton County Boys and Girls ClubStatham, GAGov-$94,000
Georgia ClubStatham, GAGov-$23,768
Dove Creek Middle SchoolWatkinsville, GAGov-$20,300
Extra Special PeopleMonroe, GAGov-$19,100
Faith in Serving HumanityMonroe, GAGov-$18,000
Faith in Serving Humanity MedicalStone Mountain, GAGov-$18,000
Friends of Disabled Adults and ChilLawrenceville, GAGov-$18,000
Mending the GapLawrencevile, GAGov-$18,000
SHEPARD'S STAFF MINISTRIESWatkinsville, GAGov-$18,000
Salvation Army - GwinnettLoganville, GAGov-$18,000
American Red Cross of NegaLawrenceville, GAGov-$15,000
Lawrenceville Cooperative MinWinder, GAGov-$15,000
Project Adam Community AssistanceLawrencevile, GAGov-$15,000
Step by Step RecoveryLawrencevile, GAGov-$15,000
Streetwise GeorgiaAthens, GAGov-$15,000
The Cancer FoundationNorcorss, GAGov-$15,000
Walton County Special OlympicsLilburn, GAGov-$14,700
Lilburn Elementary SchoolSocial Circle, GAGov-$14,367
A Childs Voice Advocacy CenterAtlanta, GAGov-$12,500
Goodwill of North GeorgiaRoswell, GAGov-$12,500
Skye Precious KidsAtlanta, GAGov-$12,500
Camp Twin LakesLawrenceville, GAGov-$12,100
Hi-hope Service CenterLoganville, GAGov-$12,000
Victory Baptist SchoolAthens, GA--$10,500
Acceptance Recovery CenterWinder, GA--$10,000
Adventure BagsCovington, GA--$10,000
Alcovy CasaSandy Springs, GA--$10,000
Als United of GeorgiaAtlanta, GA--$10,000
Atlanta Community Food BankAugusta, GA--$10,000
Burn Foundation of AmericaAtlanta, GA--$10,000
Camp KudzuGrayson, GA--$10,000
Couch Middle SchoolAthens, GA--$10,000
Family Counseling Service of AthensAthens, GA--$10,000
Family Promise of AthensAthens, GA--$10,000
Food Bank of Northeast GeorgiaLawrencevile, GA--$10,000
Gwinett School of Math Science&Lawrenceville, GA--$10,000
Hope ClinicBrookhaven, GA--$10,000
KATE'S CLUBMonroe, GA--$10,000
Monroe Elementary SchoolHiawassee, GA--$10,000
Operation AppreciationAthens, GA--$10,000
Palm House Recovery CentersUnion Point, GA--$10,000
Penfield Addiction MinistriesSuwanee, GA--$10,000
ST MARY'S INDEPENDENT LIVING EXTBogart, GA--$10,000
Spectrum Autism Support GroupLawrencevile, GA--$10,000
Sudie Clark Hanger Missionary CareMonroe, GA--$10,000
Team Up MentoringAthens, GA--$10,000
Wheels of HopeAthens, GA--$10,000
Ymca of AthensWatkinsville, GA--$10,000
Oconee County Middle SchoolMonroe, GA--$9,390
Monroe Area High SchoolAthens, GA--$9,005
Boys & Girls ClubGrayson, GA--$9,000
Grayson Elementary SchoolLoganville, GA--$9,000
Loganville Christian AcademyAthens, GA--$8,750
Downtown MinistriesLilburn, GA--$8,726
Knight Elementary SchoolLilburn, GA--$8,700
R D Head ElementarySocial Circle, GA--$8,641
Social Circle Middle-high SchoolLawrencevile, GA--$8,014
Gwin Oaks Elementary SchoolAthens, GA--$7,800
Mercy Health CenterWatkinsville, GA--$7,800
Oconee County Primary SchoolBogart, GA--$7,529
Malcom Bridge Elementary SchoolLoganville, GA--$7,500
Bay Creek Elementary SchoolBishop, GA--$7,248
High Shoals ElementaryFlowery Branch, GA--$7,073
Eagle RanchLoganville, GA--$7,000
Friends of the Okelly Mem LibraryWatkinsville, GA--$7,000
Colham Ferry Elementary SchoolStatham, GA--$6,529
Dove Creek Elementary SchoolWatkinsville, GA--$6,400
Westminister Christian AcademyMadison, GA--$6,263
Morgan County High SchoolMadison, GA--$6,100
Morgan County Middle SchoolAthens, GA--$6,000
The Bigger Version of AthensLilburn, GA--$6,000
Parkview High SchoolWatkinsville, GA--$5,379
Oconnee County Elementary SchoolAthens, GA--$5,302
Whit Davis Elementary SchoolGainesville, GA--$5,130
Angel House of GeorgiaLoganville, GA--$5,100
Rosebud Elementary School---$5,009
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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

“Form 990 is reviewed by the board with all supporting documentation made available to them.”

Form 990, Page 6, Part VI, Line 12C

“Directors and consultants of the walton electric trust are to adhere to th e highest legal, moral and ethical standards of society in all areas of bu siness conduct. Conflicts of interest are to be avoided. Upon appointmen t, new directors will read and sign the conflict of interest certification and disclosure form. Existing directors will read and sign the conflict of interest certification and disclosure form annually. The form will be signed at the first regular board meeting of each year. The forms will be maintained in a confidential manner by the accounting department of walton emc.”

Form 990, Page 6, Part VI, Line 19

“The trust makes its bylaws and financial statements available to the publi c as part of its form 990. The form 990 is available upon request as refl ected in part vi section c line 18.”

Filing and Contact Details

Filer

Filer Name
Walton Electric Trust Inc
EIN
58-2351746
Phone
7702672505
Address
PO BOX 260, MONROE, GA 30655-0260

Signing Officer

Name
Darlene Butler
Title
VP of Finance
Phone
7702662379
Signed
2025-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Foy
Formed
1997
Legal Domicile
Ga
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Mcnair Mclemore Middlebrooks & Co LLC
Address
POST OFFICE BOX ONE, MACON, GA 31202-0001
Preparer
H Terrell Mcmichael Jr
Phone
4787466277
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Contributed services 68,671 contributed services -68,671”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Contributed services 68,671”

Schedule D, Page 4, Part XII, Line 2D

“Contributed services 68,671”

Raw XML AppendixShowing 400 of 899 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.

Path#Value
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CHARITABLE ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OTHER CHARITABLE LESS THAN 5000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WALTON COUNTY BOYS AND GIRLS CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GEORGIA CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DOVE CREEK MIDDLE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4EXTRA SPECIAL PEOPLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5FAITH IN SERVING HUMANITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6FAITH IN SERVING HUMANITY MEDICAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7FRIENDS OF DISABLED ADULTS AND CHIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8MENDING THE GAP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9SALVATION ARMY - GWINNETT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10SHEPARD'S STAFF MINISTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11AMERICAN RED CROSS OF NEGA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12LAWRENCEVILLE COOPERATIVE MIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13PROJECT ADAM COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14STEP BY STEP RECOVERY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15STREETWISE GEORGIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16THE CANCER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17WALTON COUNTY SPECIAL OLYMPICS

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