Civic Intelligence

Walton Academy Inc.

990 • Fiscal year 2016 • EIN 59-3656137

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileN/A
101-a Business Centre DriveMiramar Beach, FL 32550

(877) 585-0356

Siviq Scores

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

Liabilities / Assets

88th percentile

0.82x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.25x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

48th percentile

1.7%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$526,085

Up $2,536 (+0.5%) from 2015

Net Assets

Up

$92,493

Up $28,964 (+46%) from 2015

Liabilities

Down

$433,592

Down $26,428 (-5.7%) from 2015

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin48th percentile

Revenue

Up

$1,731,103

Up $201,715 (+13%) from 2015

Expenses

Up

$1,702,139

Up $295,794 (+21%) from 2015

Net Income

Down

$28,964

Down $94,079 (-76%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $456,067Liabilities 2010: $69,114Net Assets 2010: $386,9532010Assets 2011: $311,227Liabilities 2011: $33,858Net Assets 2011: $277,3692011Assets 2012: $412,987Liabilities 2012: $27,061Net Assets 2012: $385,9262012Assets 2013: $512,873Liabilities 2013: $37,644Net Assets 2013: $475,2292013Assets 2014: $532,626Liabilities 2014: $104,968Net Assets 2014: $427,6582014Assets 2015: $523,549Liabilities 2015: $460,020Net Assets 2015: $63,5292015Assets 2016: $526,085Liabilities 2016: $433,592Net Assets 2016: $92,4932016Assets 2017: $974,003Liabilities 2017: $827,422Net Assets 2017: $146,5812017Assets 2018: $1,286,381Liabilities 2018: $1,027,571Net Assets 2018: $258,8102018Assets 2019: $1,235,363Liabilities 2019: $1,058,162Net Assets 2019: $177,2012019Assets 2020: $1,442,684Liabilities 2020: $1,414,785Net Assets 2020: $27,8992020Assets 2021: $1,619,055Liabilities 2021: $1,319,078Net Assets 2021: $299,9772021Assets 2022: $1,667,354Liabilities 2022: $1,162,538Net Assets 2022: $504,8162022Assets 2023: $1,840,258Liabilities 2023: $1,176,807Net Assets 2023: $663,4512023Assets 2024: $1,981,993Liabilities 2024: $1,347,681Net Assets 2024: $634,3122024Assets 2025: $1,805,790Liabilities 2025: $1,277,628Net Assets 2025: $528,1622025

Highlighted filing

2016

Assets$526,085
Liabilities$433,592
Net Assets$92,493
Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,355,9552010Expenses 2011: $1,467,7722011Expenses 2012: $1,300,0932012Revenue 2013: $1,626,427Expenses 2013: $1,537,124Net Income 2013: $89,3032013Revenue 2014: $1,327,067Expenses 2014: $1,347,225Net Income 2014: -$20,1582014Revenue 2015: $1,529,388Expenses 2015: $1,406,345Net Income 2015: $123,0432015Revenue 2016: $1,731,103Expenses 2016: $1,702,139Net Income 2016: $28,9642016Revenue 2017: $2,101,147Expenses 2017: $2,047,059Net Income 2017: $54,0882017Revenue 2018: $2,296,822Expenses 2018: $2,184,593Net Income 2018: $112,2292018Revenue 2019: $2,188,844Expenses 2019: $2,270,453Net Income 2019: -$81,6092019Revenue 2020: $2,021,289Expenses 2020: $2,170,591Net Income 2020: -$149,3022020Revenue 2021: $2,564,088Expenses 2021: $2,292,010Net Income 2021: $272,0782021Revenue 2022: $2,578,397Expenses 2022: $2,373,713Net Income 2022: $204,6842022Revenue 2023: $2,869,218Expenses 2023: $2,710,583Net Income 2023: $158,6352023Revenue 2024: $3,076,075Expenses 2024: $3,105,214Net Income 2024: -$29,1392024Revenue 2025: $2,020,990Expenses 2025: $2,127,140Net Income 2025: -$106,1502025

Highlighted filing

2016

Revenue$1,731,103
Expenses$1,702,139
Net Income$28,964
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$1,731,103
Mission and Program Overview

Mission

To provide educational services

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$335,678$330,395▼ $5,283
Land, Buildings, and Equipment, Net$159,672$170,059▲ $10,387
Prepaid Expenses and Deferred Charges$8,504$15,007▲ $6,503
Accounts Receivable$148$148→ $0
Total Assets$523,549$526,085▲ $2,536
Other Assets Total$19,547$10,476▼ $9,071
Liabilities
Other Liabilities$445,049$411,887▼ $33,162
Accounts Payable and Accrued Expenses$14,971$21,705▲ $6,734
Total Liabilities$460,020$433,592▼ $26,428
Net Assets / Fund Balance
Temporarily Rstr Net Assets$192,853$184,002▼ $8,851
Unrestricted Net Assets$-129,324$-91,509▲ $37,815
Total Net Assets Fund Balance$63,529$92,493▲ $28,964
Total Liabilities and Net Assets / Fund Balance$523,549$526,085▲ $2,536

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$103,406$194,059$297,465
Buildings$49,239$160,754$209,993
Equipment$4,001$65,844$69,845
Land$13,413-$13,413
Other Land Buildings-$9,750$9,750
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Rachel GillisChair
Joel PaulVice Chair
Brian HowardBoard Member
Rhonda SkipperBoard Member
-Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,430,972
Program Service Revenue
$299,870
Investment Income
$0
Other Revenue
$261
All Other Contributions
$500
Change in Net Assets
$28,964

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,421,881
Revenue Not Reported on Financial Statements
$309,222
Other Revenue Adjustments
$309,222
Total Revenue per Audited Statements
$1,421,881
Total Revenue per Form 990
$1,731,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,051,086
Other Expenses$651,053
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$646,754$207,319-$854,073
Fees for Services Management-$253,500-$253,500
Other Employee Benefits$68,751$25,659-$94,410
Office Expenses$35,860$41,422-$77,282
Payroll Taxes$57,734$17,322-$75,056
Fees for Services Other$30,636$44,001-$74,637
Depreciation Depletion$1,100$46,487-$47,587
Information Technology$33,156$13,550-$46,706
Occupancy-$45,622-$45,622
Pension Plan Contributions-$27,547-$27,547
Insurance$1,727$21,560-$23,287
Fees for Services Accounting-$12,600-$12,600
Other Expenses$5,700$13,726-$5,700
Travel$3,308$2,200-$5,508
All Other Expenses$158$3,423-$3,581
Advertising$135--$135
Total Functional Expenses$923,966$778,173$0$1,702,139

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,702,139
Expenses per Audited Statements$1,435,737
Total Expenses per Audited Statements$1,435,737
Expenses Not Reported on Financial Statements$266,402
Other Expense Adjustments$266,402
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
Pension Liability$403,064
Net Inflows/outflows Statepension$8,823
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The management of school operations is delegated to the rader group, inc. The board contiues to be vested with ultimate managerial control on all matters involving the school.”

Form 990, Page 6, Part VI, Line 11B

“A draft of the form 990 is reviewed by the board of directors prior to filing.”

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

“All purchases require authorization from both the director and the cfo, which includes a review of any potential conflicts of interest.”

Form 990, Page 6, Part VI, Line 15A

“Compensation subject to board approval.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Walton Academy Inc
EIN
59-3656137
Phone
8775850356
Address
101-A BUSINESS CENTRE DRIVE, MIRAMAR BEACH, FL 32550

Signing Officer

Name
Rachel Gillis
Title
Chair
Phone
8775850356
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Gillis
Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
43
Volunteers
10

Preparer

Firm
Berman Hopkins Wright Laham Cpas & Assoc
Address
8035 SPYGLASS HILL RD, MELBOURNE, FL 32940
Preparer
Brian Nemeroff
Phone
3217572020
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The school is exempt from income taxes under section 501(c)(3) of the internal revenue code and applicable state law. The school recognizes the financial statement effects from a tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the school and various positions related to the potential sources of unrelated business taxable income. The assessment of the technical merits of a tax position is a matter of judgment. The school believes that all of its tax positions are more likely than not to be sustained upon examination. The school files form 990 in the u.s. Federal jurisdiction. The school is generally no longer subject to examination by the internal revenue service three years after a return was due or filed.”

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

“Walton learning center - title i 9,352 contract services - department of jj 299,870”

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

“Walton learning center - expenses 266,402”

Raw XML Appendix398 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/SchoolInd0X
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt049239
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0160754
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0209993
IRS990ScheduleD/EquipmentGrp/BookValueAmt04001
IRS990ScheduleD/EquipmentGrp/DepreciationAmt065844
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt069845
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0266402
IRS990ScheduleD/ExpensesSubtotalAmt01435737
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt013413
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt013413
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0103406
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0194059
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0297465
IRS990ScheduleD/OtherExpensesNotIncludedAmt0266402
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09750
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0403064
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET INFLOWS/OUTFLOWS STATEPENSION
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0309222
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0309222
IRS990ScheduleD/RevenueSubtotalAmt01421881
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE SCHOOL RECOGNIZES THE FINANCIAL STATEMENT EFFECTS FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE SCHOOL AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE ASSESSMENT OF THE TECHNICAL MERITS OF A TAX POSITION IS A MATTER OF JUDGMENT. THE SCHOOL BELIEVES THAT ALL OF ITS TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE SCHOOL FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE SCHOOL IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE THREE YEARS AFTER A RETURN WAS DUE OR FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1WALTON LEARNING CENTER - TITLE I 9,352 CONTRACT SERVICES - DEPARTMENT OF JJ 299,870
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2WALTON LEARNING CENTER - EXPENSES 266,402
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0170059
IRS990ScheduleD/TotalExpensesPerForm990Amt01702139
IRS990ScheduleD/TotalLiabilityAmt0411887
IRS990ScheduleD/TotalRevenuePerForm990Amt01731103
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01421881
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01435737
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICIES ARE PUBLISHED IN SCHOOL HANDBOOKS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1FUNDING IS PROVIDED BY THE FLORIDA DEPARTMENT OF EDUCATION AND THE U.S. DEPARTMENT OF EDUCATION THROUGH THE SCHOOL BOARD OF WALTON COUNTY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MANAGEMENT OF SCHOOL OPERATIONS IS DELEGATED TO THE RADER GROUP, INC. THE BOARD CONTIUES TO BE VESTED WITH ULTIMATE MANAGERIAL CONTROL ON ALL MATTERS INVOLVING THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL PURCHASES REQUIRE AUTHORIZATION FROM BOTH THE DIRECTOR AND THE CFO, WHICH INCLUDES A REVIEW OF ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION SUBJECT TO BOARD APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0192853
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0184002
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0523549
IRS990/TotalAssetsEOYAmt0526085
IRS990/TotalAssetsGrp/BOYAmt0523549
IRS990/TotalAssetsGrp/EOYAmt0526085
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01430972
IRS990/TotalEmployeeCnt043
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0778173
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0923966
IRS990/TotalFunctionalExpensesGrp/TotalAmt01702139
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0460020
IRS990/TotalLiabilitiesEOYAmt0433592
IRS990/TotalLiabilitiesGrp/BOYAmt0460020
IRS990/TotalLiabilitiesGrp/EOYAmt0433592
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063529
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt092493
IRS990/TotalProgramServiceExpensesAmt0923966
IRS990/TotalProgramServiceRevenueAmt0299870
IRS990/TotalRevenueGrp/ExclusionAmt016
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0300115
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01731103
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0523549
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0526085
IRS990/TravelGrp/ManagementAndGeneralAmt02200
IRS990/TravelGrp/ProgramServicesAmt03308
IRS990/TravelGrp/TotalAmt05508
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-129324
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-91509
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL GILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08775850356
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTON ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0593656137
ReturnHeader/Filer/PhoneNum08775850356
ReturnHeader/Filer/USAddress/AddressLine1Txt0101-A BUSINESS CENTRE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MIRAMAR BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032550
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591152714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERMAN HOPKINS WRIGHT LAHAM CPAS & ASSOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08035 SPYGLASS HILL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELBOURNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032940
ReturnHeader/PreparerPersonGrp/PhoneNum03217572020
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN NEMEROFF
ReturnHeader/ReturnTs02016-12-01T12:01:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$526,085
Liabilities
$433,592
Net assets
$92,493
Revenue
$1,731,103
Expenses
$1,702,139
Net income
$28,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.81$1.28$0.53$2.02$2.13$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$1.35$0.63$3.08$3.11$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$1.18$0.66$2.87$2.71$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.67$1.16$0.50$2.58$2.37$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.62$1.32$0.30$2.56$2.29$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.44$1.41$0.03$2.02$2.17$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.24$1.06$0.18$2.19$2.27$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.29$1.03$0.26$2.30$2.18$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.83$0.15$2.10$2.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.43$0.09$1.73$1.70$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.46$0.06$1.53$1.41$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.10$0.43$1.33$1.35$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.04$0.48$1.63$1.54$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.03$0.39$1.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.03$0.28$1.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.07$0.39$1.36