Civic Intelligence

Walton Foundation for Independence Inc.

990 • Fiscal year 2023 • EIN 58-2408395

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization ProfileWWW.WALTONFOUNDATION.NET
948 Walton WayAugusta, GA 30901

(706) 823-8559

Siviq Scores

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

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

67th percentile

0.22x

Higher debt load relative to revenue than 67% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

58th percentile

7.7%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-5.9%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$3,657,919

Up $260,311 (+7.7%) from 2022

Net Assets

Up

$3,597,919

Up $260,311 (+7.8%) from 2022

Liabilities

Flat

$60,000

Flat from 2022

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin98th percentile

Revenue

Down

$271,427

Down $17,132 (-5.9%) from 2022

Expenses

Down

$28,262

Down $40,633 (-59%) from 2022

Net Income

Up

$243,165

Up $23,501 (+11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2023

Assets$3,657,919
Liabilities$60,000
Net Assets$3,597,919
Open 2023 Filing

Operations Trend

Revenue Growth29th 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

2023

Revenue$271,427
Expenses$28,262
Net Income$243,165
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$921,444
Mission and Program Overview

Mission

Charitable fund raising for affiliated nonprofit corporations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,109,399$3,292,872▲ $183,473
Cash and Non-Interest-Bearing Accounts$207,402$288,581▲ $81,179
Savings and Temporary Cash Investments$75,457$74,666▼ $791
Accounts Receivable$3,650$100▼ $3,550
Total Assets$3,397,608$3,657,919▲ $260,311
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$3,337,608$3,597,919▲ $260,311
Total Net Assets Fund Balance$3,337,608$3,597,919▲ $260,311
Total Liabilities and Net Assets / Fund Balance$3,397,608$3,657,919▲ $260,311

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,292,872--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,029,662---$1,026,662
2019$1,029,662---$1,029,662
2018$1,027,668$1,994--$1,029,662
Compensation and Service Providers
Top Officer Pay39th percentile

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 CliffordAuxiliary Me
Cara KnollenbergExecutive Di
Michael ThurmanSecretary-tr
Revenue and Support

Revenue Composition

Contributions and Grants
$47,389
Program Service Revenue
$0
Investment Income
$180,319
Other Revenue
$43,719
All Other Contributions
$47,389
Change in Net Assets
$243,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,262
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-$14,784-$14,784
Other Expenses$13,478--$13,478
Total Functional Expenses$13,478$14,784$0$28,262
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,083
Fundraising Direct Expenses$14,364
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$52,808$52,808$14,364$38,444
Undercover Arti$5,275$5,275-$5,275
Total Events$58,083$58,083$14,364$43,719
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
7068238559
Address
948 WALTON WAY, AUGUSTA, GA 30901

Signing Officer

Name
Tiffany Clifford
Title
Auxiliary Member
Phone
7068238559
Signed
2023-11-15
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
Raw XML Appendix370 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0113354
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01029662
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01027668
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01994
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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/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
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/USAddress/AddressLine1Txt0948 WALTON WAY
IRS990/USAddress/CityNm0AUGUSTA
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IRS990/USAddress/ZIPCd030901
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IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.WALTONFOUNDATION.NET
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIFFANY CLIFFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUXILIARY MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum07068238559
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTON FOUNDATION FOR INDEPENDENCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0582408395
ReturnHeader/Filer/PhoneNum07068238559
ReturnHeader/Filer/USAddress/AddressLine1Txt0948 WALTON WAY
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W CHRISTIAN ETTERLEE II
ReturnHeader/ReturnTs02023-11-15T15:17:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIFFANY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLIFFORD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,657,919
Liabilities
$60,000
Net assets
$3,597,919
Revenue
$271,427
Expenses
$28,262
Net income
$243,165
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
Peer Organizations

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