Civic Intelligence

Walking Stick Foundation

990EZ • Fiscal year 2020 • EIN 86-0876185

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

590 W Highway 105Monument, CO 80132

(805) 795-2996

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.27x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.19x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

19%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

2.3%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$24,384

Up $3,864 (+19%) from 2019

Net Assets

$17,861

No earlier filing loaded for comparison.

Liabilities

Flat

$6,523

Flat from 2019

Revenue

Up

$34,535

Up $783 (+2.3%) from 2019

Expenses

Down

$30,671

Down $10,607 (-26%) from 2019

Net Income

Up

$3,864

Up $11,390 (+151%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $108,923Liabilities 2011: $0Net Assets 2011: $108,9232011Assets 2012: $111,568Liabilities 2012: $0Net Assets 2012: $111,5682012Assets 2013: $117,560Liabilities 2013: $0Net Assets 2013: $117,5602013Assets 2014: $126,445Liabilities 2014: $0Net Assets 2014: $126,4452014Assets 2015: $120,937Liabilities 2015: $0Net Assets 2015: $120,9372015Assets 2016: $2,179Liabilities 2016: $0Net Assets 2016: $2,1792016Assets 2017: $3,725Liabilities 2017: $0Net Assets 2017: $3,7252017Assets 2018: $30,657Liabilities 2018: $9,134Net Assets 2018: $21,5232018Assets 2019: $20,520Liabilities 2019: $6,5232019Assets 2020: $24,384Liabilities 2020: $6,523Net Assets 2020: $17,8612020Assets 2021: $28,237Liabilities 2021: $0Net Assets 2021: $28,2372021Assets 2022: $73,846Liabilities 2022: $0Net Assets 2022: $73,8462022Assets 2023: $74,768Liabilities 2023: $02023Assets 2024: $79,784Liabilities 2024: $0Net Assets 2024: $79,7842024

Highlighted filing

2020

Assets$24,384
Liabilities$6,523
Net Assets$17,861

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $116,850Expenses 2011: $161,868Net Income 2011: -$45,0182011Revenue 2012: $79,529Expenses 2012: $64,884Net Income 2012: $14,6452012Revenue 2013: $47,492Expenses 2013: $41,500Net Income 2013: $5,9922013Revenue 2014: $60,808Expenses 2014: $51,923Net Income 2014: $8,8852014Revenue 2015: $52,413Expenses 2015: $57,921Net Income 2015: -$5,5082015Revenue 2016: $30,038Expenses 2016: $26,885Net Income 2016: $3,1532016Revenue 2017: $45,931Expenses 2017: $44,385Net Income 2017: $1,5462017Revenue 2018: $74,403Expenses 2018: $56,605Net Income 2018: $17,7982018Revenue 2019: $33,752Expenses 2019: $41,278Net Income 2019: -$7,5262019Revenue 2020: $34,535Expenses 2020: $30,671Net Income 2020: $3,8642020Revenue 2021: $50,318Expenses 2021: $39,942Net Income 2021: $10,3762021Revenue 2022: $79,123Expenses 2022: $33,514Net Income 2022: $45,6092022Revenue 2023: $40,950Expenses 2023: $40,028Net Income 2023: $9222023Revenue 2024: $33,064Expenses 2024: $28,048Net Income 2024: $5,0162024

Highlighted filing

2020

Revenue$34,535
Expenses$30,671
Net Income$3,864
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$34,535
Mission and Program Overview

Mission

Retreats and programs to promote ancient elements of jewish theology and philosophy

Program Services

DescriptionGrantsExpenses
RETREATS AND PROGRAMS TO PROMOTE ANCIENT ELEMENTS OF JEWISH THEOLOGY AND PHILOSOPHY.$0$28,515
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CARSONCheif Information Officer-$0--
CARL HAMMERSCHLAGDirector-$0--
RICHARD KOZOLL MDDirector-$0--
ALLAN MORTONDirector-$0--
MIRIAM MARON PHDCheif Operating Officer-$0--
GERSHON WINKLERExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Walking Stick Foundation
EIN
86-0876185
Phone
8057952996
Address
590 W HIGHWAY 105, MONUMENT, CO 80132

Signing Officer

Name
Gershon Winkler
Title
Executive Director
Phone
8057952996
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Smith Marion & Co
Address
1940 ORANGE TREE LANE SUITE 100, REDLANDS, CA 92374
Preparer
Carlos Carazo
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 415. Returns and allowances: 0. Less cost of goods sold: 0. Gross profit: 415.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: depreciation. Amount: 3,358. Description: office expenses. Amount: 4,417. Description: program expenses. Amount: 9,110. Description: taxes. Amount: 12. Description: vehicle expenses. Amount: 3,998. Description: website. Amount: 870. Total to form 990-ez, line 16: 21,765.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 9,281. End of year amount: 5,923.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: note payable auto loan. Beg. Of year amount: 6,523. End of year amount: 6,523.

Raw XML Appendix177 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08057952996
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONUMENT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080132
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IRS990EZ/GrossSalesOfInventoryAmt0415
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt017861
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013997
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017861
IRS990EZ/OccupancyRentUtltsAndMaintAmt06630
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID CARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARL HAMMERSCHLAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD KOZOLL MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLAN MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIRIAM MARON PHD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GERSHON WINKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHEIF INFORMATION OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHEIF OPERATING OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09281
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05923
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021765
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0RETREATS AND PROGRAMS TO PROMOTE ANCIENT ELEMENTS OF JEWISH THEOLOGY AND PHILOSOPHY
IRS990EZ/PrintingPublicationsPostageAmt01526
IRS990EZ/ProgramServiceRevenueAmt0650
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028515
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06523
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06523
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030671
IRS990EZ/TotalProgramServiceExpensesAmt028515
IRS990EZ/TotalRevenueAmt034535
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WALKINGSTICK.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030038
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0158456
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01065
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89380
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0141625
IRS990ScheduleA/SubstantialContributorsTotAmt016831
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033470
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030038
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0158456
IRS990ScheduleA/TotalSupportAmt0158456
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 415. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 415.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 3,358. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 4,417. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 9,110. DESCRIPTION: TAXES. AMOUNT: 12. DESCRIPTION: VEHICLE EXPENSES. AMOUNT: 3,998. DESCRIPTION: WEBSITE. AMOUNT: 870. TOTAL TO FORM 990-EZ, LINE 16: 21,765.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 9,281. END OF YEAR AMOUNT: 5,923.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NOTE PAYABLE AUTO LOAN. BEG. OF YEAR AMOUNT: 6,523. END OF YEAR AMOUNT: 6,523.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERSHON WINKLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08057952996
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALKING STICK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0860876185
ReturnHeader/Filer/PhoneNum08057952996
ReturnHeader/Filer/USAddress/AddressLine1Txt0590 W HIGHWAY 105
ReturnHeader/Filer/USAddress/CityNm0MONUMENT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831445511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH MARION & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 ORANGE TREE LANE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLOS CARAZO
ReturnHeader/ReturnTs02021-11-10T12:50:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERSHON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINKLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.33$0.28$0.05
2023Summary only. Only limited summary data is available for this year.$0.75$0.00$0.41$0.40$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.79$0.34$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.50$0.40$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.07$0.18$0.35$0.31$0.04
2019Summary only. Only limited summary data is available for this year.$0.21$0.07$0.34$0.41$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.09$0.22$0.74$0.57$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.46$0.44$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.30$0.27$0.03
2015Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.52$0.58$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.61$0.52$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.47$0.42$0.06
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.80$0.65$0.15
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$1.17$1.62$0.45