Civic Intelligence

Walton Fest

EIN 84-4731991 • 501(c)3 • Dixon, IL

Pub. 78 Eligible990-N CoverageNTEE S20

Profile

To promote community awareness through fundraising efforts.

910 Walton RoadDixon, IL 61021
Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE S20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE S20 • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

68%

Higher net margin than 87% of similar nonprofits.

NTEE S20 • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

NTEE S20 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

$6,658

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$6,658

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin87th percentile

Revenue

$17,472

No earlier filing loaded for comparison.

Expenses

$5,550

No earlier filing loaded for comparison.

Net Income

$11,922

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2023: $6,658Liabilities 2023: $0Net Assets 2023: $6,6582023

Highlighted filing

2023

Assets$6,658
Liabilities$0
Net Assets$6,658
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Revenue 2023: $17,472Expenses 2023: $5,550Net Income 2023: $11,9222023

Highlighted filing

2023

Revenue$17,472
Expenses$5,550
Net Income$11,922
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$6,658
Liabilities
$0
Net assets
$6,658
Revenue
$17,472
Expenses
$5,550
Net income
$11,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$17.5$5.55$11.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 20, 2024
Return Version
2023v5.0
Gross Receipts
$55,772
Mission and Program Overview

Mission

To promote community awareness through fundraising efforts.

Bringing awareness to the community through local fundraising efforts Funds raised are donated to local charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,066$6,658▲ $4,592
Total Assets$2,066$6,658▲ $4,592
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,066$6,658▲ $4,592
Total Net Assets Fund Balance$2,066$6,658▲ $4,592
Total Liabilities and Net Assets / Fund Balance$2,066$6,658▲ $4,592
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
James R AckertPresident
Dorine AckertBoard Member
Kindra K LeffelmanBoard Member
Amy B AckertSecretary
Mary V AckertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$17,472
Change in Net Assets
$11,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,500
Other Expenses$50
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,500--$5,500
Fees for Services Accounting-$50-$50
Total Functional Expenses$5,500$50$0$5,550
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,772
Fundraising Direct Expenses$38,300
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“Paper copy distributed to each officer/member/volunteer.”

Part VI Line 19

“Upon request”

Filing and Contact Details

Filer

Filer Name
Walton Fest
EIN
84-4731991
In Care Of
% James R Ackert
Phone
5632096187
Address
910 Walton Road, Dixon, IL 61021

Signing Officer

Name
James R Ackert
Title
President
Phone
8156775702
Signed
2024-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James R Ackert
Formed
2022
Legal Domicile
Il
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
12

Preparer

Firm
McGraw Tax Prep & More
Address
113 W Main St, PO Box 382, Sublette, IL 61367
Preparer
Alice L Mcgraw
Phone
8159940609
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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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