Civic Intelligence

The Walker Family Foundation Blair Nichols - Trustee

EIN 59-7245253 • Macon, GA

Refreshing map…

121 Perimeter ParkwayMacon, GA 31210
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

34th percentile

-8.9%

Higher net margin than 34% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

-0.5%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$431,012

Down $2,086 (-0.5%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$27,986

Up $3,500 (+14%) from 2022

Expenses

Down

$30,486

Down $5,389 (-15%) from 2022

Net Income

Up

-$2,500

Up $8,889 (+78%) from 2022

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $420,465Liabilities 2011: $02011Assets 2012: $411,943Liabilities 2012: $02012Assets 2013: $429,957Liabilities 2013: $02013Assets 2014: $421,176Liabilities 2014: $02014Assets 2015: $444,513Liabilities 2015: $12015Assets 2016: $426,361Liabilities 2016: $0Net Assets 2016: $426,3612016Assets 2017: $423,025Liabilities 2017: $0Net Assets 2017: $423,0252017Assets 2018: $427,251Liabilities 2018: $0Net Assets 2018: $427,2512018Assets 2019: $428,227Liabilities 2019: $0Net Assets 2019: $428,2272019Assets 2020: $415,700Liabilities 2020: $0Net Assets 2020: $415,7002020Assets 2021: $444,865Liabilities 2021: $0Net Assets 2021: $444,8652021Assets 2022: $433,098Liabilities 2022: $12022Assets 2023: $431,012Liabilities 2023: $12023

Highlighted filing

2023

Assets$431,012
Liabilities$1
Net Assets-

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $31,471Expenses 2011: $25,596Net Income 2011: $5,8752011Revenue 2012: $18,803Expenses 2012: $26,989Net Income 2012: -$8,1862012Revenue 2013: $46,965Expenses 2013: $28,544Net Income 2013: $18,4212013Revenue 2014: $23,119Expenses 2014: $31,775Net Income 2014: -$8,6562014Revenue 2015: $53,934Expenses 2015: $30,846Net Income 2015: $23,0882015Revenue 2016: $13,408Expenses 2016: $31,564Net Income 2016: -$18,1562016Revenue 2017: $25,217Expenses 2017: $28,527Net Income 2017: -$3,3102017Revenue 2018: $37,250Expenses 2018: $32,985Net Income 2018: $4,2652018Revenue 2019: $29,529Expenses 2019: $28,311Net Income 2019: $1,2182019Revenue 2020: $17,907Expenses 2020: $30,614Net Income 2020: -$12,7072020Revenue 2021: $61,743Expenses 2021: $32,002Net Income 2021: $29,7412021Revenue 2022: $24,486Expenses 2022: $35,875Net Income 2022: -$11,3892022Revenue 2023: $27,986Expenses 2023: $30,486Net Income 2023: -$2,5002023

Highlighted filing

2023

Revenue$27,986
Expenses$30,486
Net Income-$2,500

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.31$0.00$0.28$0.30$0.03
2022Summary only. Only limited summary data is available for this year.$4.33$0.00$0.24$0.36$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.62$0.32$0.30
2020Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.18$0.31$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.00$4.28$0.30$0.28$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.00$4.27$0.37$0.33$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.25$0.29$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.13$0.32$0.18
2015Summary only. Only limited summary data is available for this year.$4.45$0.00$0.54$0.31$0.23
2014Summary only. Only limited summary data is available for this year.$4.21$0.00$0.23$0.32$0.09
2013Summary only. Only limited summary data is available for this year.$4.30$0.00$0.47$0.29$0.18
2012Summary only. Only limited summary data is available for this year.$4.12$0.00$0.19$0.27$0.08
2011Summary only. Only limited summary data is available for this year.$4.20$0.00$0.31$0.26$0.06
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 21, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Blair NicholsTrustee-$0--
Patrick C HurlburtTrustee-$0--
E Bailey HurlburtTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Walker Family Foundation
EIN
59-7245253
Phone
4787434171
Address
121 Perimeter Parkway, Macon, GA 31210

Signing Officer

Name
Stephens Lamb
Title
Trustee
Phone
4787434171
Signed
2021-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Mauldin & Jenkins LLC
Address
PO Box 1877, Macon, GA 31202-1877
Preparer
Fred M Martin
Phone
4784648000
Raw XML Appendix330 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0160383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0276805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0332087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08514
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Blair Nichols
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Patrick C Hurlburt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2E Bailey Hurlburt
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2121 Perimeter Parkway
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Raymond James Associates Inc
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0121 Perimeter Parkway
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Macon
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd031210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04784714454
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application should be written request stating the name, address, phone number of the organization, amount of grant requested and the purpose for which it will be used.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Stephens Lamb
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04784714454
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0121 Perimeter Parkway
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Macon
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd031210
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE LOVELAND FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0320 7TH AVENUE 263
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011215
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt057
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022043
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022317
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022043
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0180
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Cash vs. Tax Reporting Timing Differences
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05514
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/Amt1197
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - RAYMOND JAMES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephens Lamb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04787434171
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Walker Family Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Blair Nichols - Trustee
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0597245253
ReturnHeader/Filer/PhoneNum04787434171
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 Perimeter Parkway
ReturnHeader/Filer/USAddress/CityNm0Macon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0580692043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mauldin & Jenkins LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1877
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Macon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0312021877
ReturnHeader/PreparerPersonGrp/PhoneNum04784648000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Fred M Martin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-12T15:16:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephens
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lamb
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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