Form 990 for tax year 2024
Filed by WAL-MART ASSOCIATES IN CRITICAL NEED FUND.
Totals
- Total revenue
- $17,644,208
- Total expenses
- $25,112,114
- Contributions and grants received
- $14,023,442
- Grants paid
- $24,701,433
- Program service revenue
- $0
- Investment income
- $3,620,766
- Other revenue
- $0
- Total assets, end of year
- $77,946,644
- Total liabilities, end of year
- $1,526,560
- Net assets or fund balances, end of year
- $76,420,084
- Program services expenses (Part IX)
- $24,934,443
- Management and general expenses
- $33,285
- Fundraising expenses
- $144,386
- Program service expenses (Part III)
- $24,934,443
Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$5,211,788
-
1f · All other contributions, gifts and grants
$8,811,654
-
3 · Investment income
total $3,620,766 · excluded $3,620,766
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $24,701,433 · program services $24,701,433
-
11c · Fees: accounting
total $31,500 · management and general $31,500
-
11e · Fees: professional fundraising services
total $121,332 · fundraising $121,332
-
11g · Fees: other
total $257,849 · program services $233,010 · management and general $1,785 · fundraising $23,054
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $83,800,603 · end of year $76,895,923
-
3 · Pledges and grants receivable
beginning of year $1,146,809 · end of year $804,121
-
15 · Other assets
beginning of year $0 · end of year $246,600
-
17 · Accounts payable and accrued expenses
beginning of year $44,858 · end of year $21,060
-
18 · Grants payable
beginning of year $78,513 · end of year $120,259
-
22 · Loans and payables to officers and key people
beginning of year $936,051 · end of year $1,385,241
-
27 · Net assets without donor restrictions
beginning of year $83,236,622 · end of year $76,073,726
-
28 · Net assets with donor restrictions
beginning of year $651,368 · end of year $346,358
Mission and programs · 2024
Mission
TO PROVIDE FINANCIAL ASSISTANCE TO QUALIFIED WAL-MART ASSOCIATES WHEN THEY ARE EXPERIENCING EXTREME FINANCIAL HARDSHIP.
Activities or mission (Part I)
TO PROVIDE FINANCIAL AID TO WAL-MART ASSOCIATES WHEN THEY EXPERIENCE EXTREME FINANCIAL HARDSHIP.
-
THE FUND PROVIDES MONETARY SUPPORT TO QUALIFIED ASSOCIATES WHEN THEY EXPERIENCE EXTREME ECONOMIC HARDSHIP DUE TO SITUATIONS OUTSIDE OF THEIR CONTROL.
Expenses $24,934,443 · Grants $24,701,433 · Revenue $14,023,442
As filed on the 2024 return.
Listed in Part VII
-
Kathleen McLaughlinKATHLEEN MCLAUGHLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Ulises CorreaULISES CORREA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Geno BellGENO BELL
TRUSTEE (END 2024)
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Del SlonekerDEL SLONEKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Yolanda Horton-EvansYOLANDA HORTON-EVANS
TRUSTEE (END 2024)
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Jeff LeeJEFF LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Matt MilbrodtMATT MILBRODT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Karen LightKAREN LIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Kannan SundaramurthyKANNAN SUNDARAMURTHY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Scott AppleSCOTT APPLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Delinda DavisDELINDA DAVIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Mark HankinsMARK HANKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Carlos SanchezCARLOS SANCHEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Ashley MearsASHLEY MEARS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Narasimhan RampalliNARASIMHAN RAMPALLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Greg CatheyGREG CATHEY
TRUSTEE (BEG 11/12/24)
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
David GlickDAVID GLICK
TRUSTEE (BEG 11/12/24)
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Justin TraweekJUSTIN TRAWEEK
TRUSTEE (BEG 11/12/24)
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
Julie GehrkiJULIE GEHRKI
TRUSTEE/PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Bj CrouchBJ CROUCH
ASST TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Maria ZazyckiMARIA ZAZYCKI
ASST SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Erin HogueERIN HOGUE
VICE PRESIDENT/COO
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Jacquelyn BriganceJACQUELYN BRIGANCE
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Bryan Del RosarioBRYAN DEL ROSARIO
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 40 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · CHARITABLE - PRIVATE FOUNDATION · AR
Directly controlled by WALMART INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
WALMART INC
C · RETAIL · DE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 1 July 2025
- IRS schema version
- 2024v5.2
- Source object
- 202542259349301239
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