Walnut Grove Foundation
Nonprofit profile at a glance
- EIN
- 205754508
- IRS 990-EZ coverage
- 2017–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2016
- Location
- Walnut Grove, CA, USA
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $36,728
- Expenses
- $34,090
- Assets
- $48,200
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- JAMES COOK (PRESIDENT)
People named in this filing
- JAMES COOK (PRESIDENT)
- MARGARET BOLES (SECRETARY)
- SUZANNE DAGGERT (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The primary purpose is to assist with community projects and provide scholarships to students within the community.
What it reported doing in 2024
Scholarships
Operating model
- Revenue model
- Other-operating. 69% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 94
- Transparency & Controls: 82
- Sustainability: 50
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 91.2%; rating input score 91
- Program expense ratio: 98.3%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 7.2%; rating input score 58; 58th percentile among comparable filings
- Total-asset coverage ratio: 1.41; rating input score 56; 56th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 16.7% per year; rating input score 100; 79th percentile among comparable filings
- Revenue growth: 15.4% per year; rating input score 100; 87th percentile among comparable filings
- Asset growth: 2.6% per year; rating input score 100; 49th percentile among comparable filings
Details
- Where the money goes: 91.2% of revenue deployed · 98.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $34K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 7 filing years from 2017 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Operating margin scored 58/100.
- Review — Sustainability: Total-asset coverage ratio scored 56/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.