Civic Intelligence

Walton Foundation for Independence Inc

EIN 58-2408395 • 501(c)3 • Augusta, GA

Profile

Charitable fund raising for affiliated nonprofit corporations.

948 Walton WayAugusta, GA 30901

www.waltonfoundation.net

Siviq Scores

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

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.39x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

4th percentile

-42%

Faster asset growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$2,134,201

Down $1,523,718 (-42%) from 2023

Liabilities

Flat

$60,000

Flat from 2023

Net Assets

Down

$2,074,201

Down $1,523,718 (-42%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin98th percentile

Revenue

Down

$152,814

Down $118,613 (-44%) from 2023

Expenses

Down

$11,585

Down $16,677 (-59%) from 2023

Net Income

Down

$141,229

Down $101,936 (-42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,515,280Liabilities 2010: $68,208Net Assets 2010: $1,447,0722010Assets 2011: $1,598,874Liabilities 2011: $64,549Net Assets 2011: $1,534,3252011Assets 2012: $1,786,729Liabilities 2012: $72,039Net Assets 2012: $1,714,6902012Assets 2013: $1,957,502Liabilities 2013: $63,147Net Assets 2013: $1,894,3552013Assets 2014: $2,174,296Liabilities 2014: $68,973Net Assets 2014: $2,105,3232014Assets 2015: $2,364,093Liabilities 2015: $102,021Net Assets 2015: $2,262,0722015Assets 2016: $2,469,039Liabilities 2016: $75,115Net Assets 2016: $2,393,9242016Assets 2017: $2,694,855Liabilities 2017: $76,350Net Assets 2017: $2,618,5052017Assets 2018: $2,669,707Liabilities 2018: $69,330Net Assets 2018: $2,600,3772018Assets 2019: $2,990,944Liabilities 2019: $67,132Net Assets 2019: $2,923,8122019Assets 2020: $2,925,845Liabilities 2020: $68,351Net Assets 2020: $2,857,4942020Assets 2021: $3,437,244Liabilities 2021: $60,000Net Assets 2021: $3,377,2442021Assets 2022: $3,397,608Liabilities 2022: $60,000Net Assets 2022: $3,337,6082022Assets 2023: $3,657,919Liabilities 2023: $60,000Net Assets 2023: $3,597,9192023Assets 2024: $2,134,201Liabilities 2024: $60,000Net Assets 2024: $2,074,2012024

Highlighted filing

2024

Assets$2,134,201
Liabilities$60,000
Net Assets$2,074,201
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $318,2302010Expenses 2011: $362,0502011Expenses 2012: $338,4222012Revenue 2013: $423,255Expenses 2013: $250,025Net Income 2013: $173,2302013Revenue 2014: $519,597Expenses 2014: $423,899Net Income 2014: $95,6982014Revenue 2015: $518,076Expenses 2015: $349,240Net Income 2015: $168,8362015Revenue 2016: $472,368Expenses 2016: $327,745Net Income 2016: $144,6232016Revenue 2017: $484,052Expenses 2017: $398,577Net Income 2017: $85,4752017Revenue 2018: $442,022Expenses 2018: $376,254Net Income 2018: $65,7682018Revenue 2019: $477,060Expenses 2019: $313,932Net Income 2019: $163,1282019Revenue 2020: $255,651Expenses 2020: $162,290Net Income 2020: $93,3612020Revenue 2021: $217,008Expenses 2021: $313,086Net Income 2021: -$96,0782021Revenue 2022: $288,559Expenses 2022: $68,895Net Income 2022: $219,6642022Revenue 2023: $271,427Expenses 2023: $28,262Net Income 2023: $243,1652023Revenue 2024: $152,814Expenses 2024: $11,585Net Income 2024: $141,2292024

Highlighted filing

2024

Revenue$152,814
Expenses$11,585
Net Income$141,229
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,134,201
Liabilities
$60,000
Net assets
$2,074,201
Revenue
$152,814
Expenses
$11,585
Net income
$141,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.06$2.07$0.15$0.01$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.66$0.06$3.60$0.27$0.03$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.06$3.34$0.29$0.07$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.06$3.38$0.22$0.31$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.93$0.07$2.86$0.26$0.16$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.07$2.92$0.48$0.31$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.07$2.60$0.44$0.38$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.08$2.62$0.48$0.40$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.08$2.39$0.47$0.33$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.10$2.26$0.52$0.35$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.07$2.11$0.52$0.42$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.06$1.89$0.42$0.25$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.07$1.71$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.06$1.53$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.07$1.45$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$452,711
Mission and Program Overview

Mission

Charitable fund raising for affiliated nonprofit corporations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,292,872$1,735,076▼ $1,557,796
Cash and Non-Interest-Bearing Accounts$288,581$320,635▲ $32,054
Savings and Temporary Cash Investments$74,666$76,690▲ $2,024
Accounts Receivable$100$100→ $0
Total Assets$3,657,919$2,134,201▼ $1,523,718
Other Assets Total$1,700$1,700→ $0
Liabilities
Other Liabilities$60,000$60,000→ $0
Total Liabilities$60,000$60,000→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,597,919$2,074,201▼ $1,523,718
Total Net Assets Fund Balance$3,597,919$2,074,201▼ $1,523,718
Total Liabilities and Net Assets / Fund Balance$3,657,919$2,134,201▼ $1,523,718

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,834$1,834
Other Securities$1,735,076--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,029,662---$1,026,662
2020$1,029,662---$1,029,662
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brad MerryChairman
Phil BrighamPast Chair
Clay WardPast Chairma
Nicholas C Dickinson IiVice Chairma
Devane BatchelorDirector
James HeffnerDirector
Phil S Harison JrDirector
Rose Lawas-smithDirector
Valerie KimmelDirector
Tiffany CliffordExecutive Di
Michael ThurmanSecretary-tr
Revenue and Support

Revenue Composition

Contributions and Grants
$32,053
Program Service Revenue
$0
Investment Income
$120,761
Other Revenue
$0
All Other Contributions
$32,053
Change in Net Assets
$141,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,585
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
Fees for Service Investment Mgmnt Fees-$11,585-$11,585
Total Functional Expenses$0$11,585$0$11,585
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$60,000
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

“An independent accounting firm prepares the form 990 with asssistance from the accounting department staff. The controller reviews a preliminary draft of the form 990 for accuracy and the final documents are reviewed by the cfo before signing.”

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

“Walton foundation for independence, inc. Has no employees. The organizaiton follows walton options for independent living, inc. Conflict of interest policy, whisteblower policy, and record retention policy, as it manages its administrative functions. All employees sign a conflict of interest statement at orientation. All questionable issues are reviewed by the cfo/corporate compliance officer. If further review is needed, the president/ceo will resolve.”

Form 990, Page 6, Part VI, Line 18

“Form 1023 and form 990 are available up request at the administration office.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and conflict of interest policy available upon request at the administration office. The financial statemetns are made available upon request at the administration or accounting office.”

Filing and Contact Details

Filer

Filer Name
Walton Foundation for Independence
EIN
58-2408395
Phone
7067246262
Address
948 WALTON WAY, AUGUSTA, GA 30901

Signing Officer

Name
Tiffany Clifford
Title
Executive Director
Phone
7068238559
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tiffany Clifford
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Fuller Frost & Associates Cpas Pc
Address
3638 WALTON WAY EXT STE 300, AUGUSTA, GA 30909-1833
Preparer
W Christian Etterlee Ii
Phone
7067242063
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Transfers to related entity -1,764,024”

Raw XML Appendix343 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/OtherSecuritiesGrp/Desc0EQUITY SECURITIES AND EQUITY FUNDS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN INDEPENDENT ACCOUNTING FIRM PREPARES THE FORM 990 WITH ASSSISTANCE FROM THE ACCOUNTING DEPARTMENT STAFF. THE CONTROLLER REVIEWS A PRELIMINARY DRAFT OF THE FORM 990 FOR ACCURACY AND THE FINAL DOCUMENTS ARE REVIEWED BY THE CFO BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WALTON FOUNDATION FOR INDEPENDENCE, INC. HAS NO EMPLOYEES. THE ORGANIZAITON FOLLOWS WALTON OPTIONS FOR INDEPENDENT LIVING, INC. CONFLICT OF INTEREST POLICY, WHISTEBLOWER POLICY, AND RECORD RETENTION POLICY, AS IT MANAGES ITS ADMINISTRATIVE FUNCTIONS. ALL EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT AT ORIENTATION. ALL QUESTIONABLE ISSUES ARE REVIEWED BY THE CFO/CORPORATE COMPLIANCE OFFICER. IF FURTHER REVIEW IS NEEDED, THE PRESIDENT/CEO WILL RESOLVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 1023 AND FORM 990 ARE AVAILABLE UP REQUEST AT THE ADMINISTRATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST AT THE ADMINISTRATION OFFICE. THE FINANCIAL STATEMETNS ARE MADE AVAILABLE UPON REQUEST AT THE ADMINISTRATION OR ACCOUNTING OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFERS TO RELATED ENTITY -1,764,024
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/TotalLiabilitiesEOYAmt060000
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IRS990/USAddress/AddressLine1Txt0948 WALTON WAY
IRS990/USAddress/CityNm0AUGUSTA
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IRS990/USAddress/ZIPCd030901
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IRS990/WebsiteAddressTxt0WWW.WALTONFOUNDATION.NET
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIFFANY CLIFFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07068238559
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTON FOUNDATION FOR INDEPENDENCE
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ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0582408395
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581631179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FULLER FROST & ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03638 WALTON WAY EXT STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUGUSTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0309091833
ReturnHeader/PreparerPersonGrp/PhoneNum07067242063
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W CHRISTIAN ETTERLEE II
ReturnHeader/ReturnTs02025-05-15T16:27:18-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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