Civic Intelligence

Walton Foundation for Independence Inc.

990 • Fiscal year 2020 • EIN 58-2408395

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization ProfileWWW.WALTONFOUNDATION.NET
P O Box 637Augusta, GA 30903

(706) 823-8559

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.27x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$1,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

24th percentile

-2.2%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-46%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,925,845

Down $65,099 (-2.2%) from 2019

Net Assets

Down

$2,857,494

Down $66,318 (-2.3%) from 2019

Liabilities

Up

$68,351

Up $1,219 (+1.8%) from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin85th percentile

Revenue

Down

$255,651

Down $221,409 (-46%) from 2019

Expenses

Down

$162,290

Down $151,642 (-48%) from 2019

Net Income

Down

$93,361

Down $69,767 (-43%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$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

2020

Assets$2,925,845
Liabilities$68,351
Net Assets$2,857,494
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$255,651
Expenses$162,290
Net Income$93,361
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$279,532
Mission and Program Overview

Mission

Charitable fund raising for affiliated nonprofit corporations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,592,133$2,511,104▼ $81,029
Cash and Non-Interest-Bearing Accounts$85,658$161,620▲ $75,962
Land, Buildings, and Equipment, Net$169,907$151,355▼ $18,552
Savings and Temporary Cash Investments$77,090$80,976▲ $3,886
Accounts Receivable$62,705$18,254▼ $44,451
Prepaid Expenses and Deferred Charges$1,751$836▼ $915
Total Assets$2,990,944$2,925,845▼ $65,099
Other Assets Total$1,700$1,700→ $0
Liabilities
Other Liabilities$60,000$60,000→ $0
Accounts Payable and Accrued Expenses$7,132$8,351▲ $1,219
Total Liabilities$67,132$68,351▲ $1,219
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,638,974$1,572,656▼ $66,318
Net Assets With Donor Restrictions$1,284,838$1,284,838→ $0
Total Net Assets Fund Balance$2,923,812$2,857,494▼ $66,318
Total Liabilities and Net Assets / Fund Balance$2,990,944$2,925,845▼ $65,099

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$99,892$179,148$279,040
Equipment$0$59,734$59,734
Land$51,463-$51,463
Other Land Buildings$0$12,000$12,000
Other Securities$2,511,104--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,029,662---$1,029,662
2018$1,027,668$1,994--$1,029,662
2017$1,023,760$3,908--$1,027,668
2016$831,508$16,403▲ $175,849-$1,023,760
2015$785,138$45,491▲ $879-$831,508
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
Donald L ShapiroDirector$1,000$1,000

Board Members and Trustees

NameTitle
Phil BrighamChairman
Clay WardImmediate Past Chairman
Brad MerryVice Chairman
Condor F MccollumDirector
Dawn C JonesDirector
Devane BatchelorDirector
Jim ThompsonDirector
Judy SmithDirector
Michael ThurmanDirector
Nicholas C Dickinson IiDirector
Phil S Harison JrDirector
Rick D BusbyDirector
Valerie KimmelDirector
Cara KnollenbergExecutive Director
Tiffany CliffordAuxilary Member
Revenue and Support

Revenue Composition

Contributions and Grants
$113,354
Program Service Revenue
$0
Investment Income
$94,248
Other Revenue
$48,049
All Other Contributions
$113,354
Change in Net Assets
$93,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$161,290
Salaries, Compensation, and Employee Benefits$1,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$86,984$663-$87,647
Occupancy-$20,419-$20,419
Depreciation Depletion-$18,552-$18,552
Fees for Service Investment Mgmnt Fees-$11,682-$11,682
Fees for Services Accounting-$7,900-$7,900
Office Expenses$152$4,633-$4,785
Fees for Services Other-$3,714-$3,714
Advertising-$2,867-$2,867
Insurance-$2,278-$2,278
Travel$887$559-$1,446
Current Officers, Directors, Trustees, and Key Employees$1,000--$1,000
Total Functional Expenses$89,023$73,267$0$162,290
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,780
Fundraising Direct Expenses$23,881
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf$25,840$25,840$9,328$16,512
Undercover Art$16,940$16,940$14,553$2,387
Total Events$42,780$42,780$23,881$18,899
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Walton Options for Independent Living, Inc.$60,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Part VI, Section B, Line 11B

“An independent accounting firm prepares the form 990 with assistance 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, Part VI, Section B, Line 12C

“Walton foundation for independence, inc. Has no employees. The organization follows georgia rehabilitation institute, inc.'s conflict of interest policy, whistleblower policy and record retention policy. 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, Part VI, Section B, Line 15

“Walton foundation for independence, inc. Has no employees. The organization follows georgia rehabilitation institute, inc's compensation policy.”

Form 990, Part VI, Section C, Line 18

“Form 1023 and form 990 are available upon request at the adminstration office.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Walton Foundation for Independence Inc
EIN
58-2408395
Phone
7068238559
Address
P O BOX 637, AUGUSTA, GA 30903

Signing Officer

Name
Tiffany Clifford
Title
Director
Phone
7064341240
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cara Knollenberg
Formed
1986
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Firm
Cherry Bekaert Llp
Address
1029 GREENE STREET, AUGUSTA, GA 30901
Preparer
Elizabeth Morrison
Phone
7067243557
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation reports gifts of cash or other assets as temporarily or permanently restricted net assets if such assets are received with donor restrictions. Temporarily restricted net assets are those funds presently available for use by the foundation for the purposes specified by a donor at the time a contribution is made to the foundation. Those specified purposes are consistent with the purpose and objectives of the foundation. Temporarily restricted funds also include interest and dividends, and growth of the permanently restricted funds where the donor has instructed the foundation that such earnings must be utilized in a specific manner. Permanently restricted net assets are those funds for which the donor has instructed the foundation to maintain the contribution in perpetuity as an endowment or life income arrangement. These funds are not available for use in the activities of the foundation. The foundation's practice is to maintain the permanently restricted funds at the historical dollar value of the contribution increased by investment growth, both realized and unrealized. As needed, the foundation may transfer this growth to the unrestricted fund for use in funding the programs of the foundation.”

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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010660
IRS990/GrossReceiptsAmt0279532
IRS990/GrossRentsGrp/RealAmt029150
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02278
IRS990/InsuranceGrp/TotalAmt02278
IRS990/InvestmentIncomeGrp/ExclusionAmt083588
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083588
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02592133
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02511104
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0250882
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0169907
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0151355
IRS990/LandBldgEquipCostOrOtherBssAmt0402237
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CHARITABLE FUND RAISING FOR AFFILIATED NONPROFIT CORPORATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02923812
IRS990/NetAssetsOrFundBalancesEOYAmt02857494
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010660
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010660
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt018899
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018899
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt029150
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt029150
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-159679
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01638974
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01572656
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt020419
IRS990/OccupancyGrp/TotalAmt020419
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04633
IRS990/OfficeExpensesGrp/ProgramServicesAmt0152
IRS990/OfficeExpensesGrp/TotalAmt04785
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01700
IRS990/OtherAssetsTotalGrp/EOYAmt01700
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0663
IRS990/OtherExpensesGrp/ProgramServicesAmt086984
IRS990/OtherExpensesGrp/TotalAmt087647
IRS990/OtherLiabilitiesGrp/BOYAmt060000
IRS990/OtherLiabilitiesGrp/EOYAmt060000
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01751
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0836
IRS990/PrincipalOfficerNm0CARA KNOLLENBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0342668
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06854
IRS990/PYInvestmentIncomeAmt092849
IRS990/PYOtherExpensesAmt0183754
IRS990/PYOtherRevenueAmt041543
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0163128
IRS990/PYSalariesCompEmpBnftPaidAmt0123324
IRS990/PYTotalExpensesAmt0313932
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0477060
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt093361
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt029150
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt077090
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0113354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0342267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0196482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0407918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0260746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01320767
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt094248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt092849
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt067836
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038704
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0330922
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0401832
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79960
IRS990ScheduleA/PublicSupportPY170Pct00.84470
IRS990ScheduleA/PublicSupportTotal170Amt01320767
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0113354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0342267
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0196482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0407918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0260746
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01320767
IRS990ScheduleA/TotalSupportAmt01651689
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt099892
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0179148
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0279040
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01029662
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01029662
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01027668
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01994
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01029662
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01023760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03908
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01027668
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0831508
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016403
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01023760
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0175849
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0785138
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt045491
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0831508
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0879
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt059734
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059734
IRS990ScheduleD/LandGrp/BookValueAmt051463
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt051463
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO WALTON OPTIONS FOR INDEPENDENT LIVING, INC.
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02511104
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY SECURITIES AND EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION REPORTS GIFTS OF CASH OR OTHER ASSETS AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF SUCH ASSETS ARE RECEIVED WITH DONOR RESTRICTIONS. TEMPORARILY RESTRICTED NET ASSETS ARE THOSE FUNDS PRESENTLY AVAILABLE FOR USE BY THE FOUNDATION FOR THE PURPOSES SPECIFIED BY A DONOR AT THE TIME A CONTRIBUTION IS MADE TO THE FOUNDATION. THOSE SPECIFIED PURPOSES ARE CONSISTENT WITH THE PURPOSE AND OBJECTIVES OF THE FOUNDATION. TEMPORARILY RESTRICTED FUNDS ALSO INCLUDE INTEREST AND DIVIDENDS, AND GROWTH OF THE PERMANENTLY RESTRICTED FUNDS WHERE THE DONOR HAS INSTRUCTED THE FOUNDATION THAT SUCH EARNINGS MUST BE UTILIZED IN A SPECIFIC MANNER. PERMANENTLY RESTRICTED NET ASSETS ARE THOSE FUNDS FOR WHICH THE DONOR HAS INSTRUCTED THE FOUNDATION TO MAINTAIN THE CONTRIBUTION IN PERPETUITY AS AN ENDOWMENT OR LIFE INCOME ARRANGEMENT. THESE FUNDS ARE NOT AVAILABLE FOR USE IN THE ACTIVITIES OF THE FOUNDATION. THE FOUNDATION'S PRACTICE IS TO MAINTAIN THE PERMANENTLY RESTRICTED FUNDS AT THE HISTORICAL DOLLAR VALUE OF THE CONTRIBUTION INCREASED BY INVESTMENT GROWTH, BOTH REALIZED AND UNREALIZED. AS NEEDED, THE FOUNDATION MAY TRANSFER THIS GROWTH TO THE UNRESTRICTED FUND FOR USE IN FUNDING THE PROGRAMS OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0151355
IRS990ScheduleD/TotalBookValueSecuritiesAmt02511104
IRS990ScheduleD/TotalLiabilityAmt060000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023881
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0UNDERCOVER ART
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042780
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018899
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023881
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09328
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014553
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990/ScheduleJRequiredInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,925,845
Liabilities
$68,351
Net assets
$2,857,494
Revenue
$255,651
Expenses
$162,290
Net income
$93,361
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