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Nonprofiteer
← THE STEVEN AND LOTTIE WALKER FAMILY FOUNDATION

Form 990 for tax year 2023

Filed by THE STEVEN AND LOTTIE WALKER FAMILY FOUNDATION.

Totals

Total revenue
$88,255
Total expenses
$46,081
Contributions and grants received
$0
Grants paid
$40,500
Program service revenue
$0
Investment income
$88,255
Other revenue
$0
Total assets, end of year
$4,231,461
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,231,461
Program services expenses (Part IX)
$40,500
Management and general expenses
$5,581
Fundraising expenses
$0
Program service expenses (Part III)
$40,500

Program services were 87.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NATE WALKER

    PRESIDENT/FAMILY DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • LINDA GOODRICH

    SECRETARY/FAMILY DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MARK LAINER

    COMMUNITY DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • JONATHAN COOKLER

    COMMUNITY DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MICHELLE WALKER

    ASST. SECRETARY/FAMILY DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • LORIN M FIFE

    COMMUNITY DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • DEBORAH JOHNSTON

    TREASURER

    Total calculated
    $336,152
    From this org
    $0
    From related orgs
    $324,221
    Other
    $11,931
    Hours/week
    0.1 + 40.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,221 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,931 related
    Filer's total
    $0 + $336,152 related

  • REBECCA GOODRICH WOLFE

    VICE PRESIDENT/FAMILY DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • ELLEN ROSEN

    ASST. SECRETARY/COMMUNITY DIRECTOR

    Total calculated
    $258,997
    From this org
    $0
    From related orgs
    $223,125
    Other
    $35,872
    Hours/week
    0.1 + 40.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,125 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $22,100 related
    Nontaxable benefits
    $0 + $13,772 related
    Filer's total
    $0 + $258,997 related

  • MARVIN I SCHOTLAND

    ASST. SECRETARY/COMMUNITY DIRECTOR

    Total calculated
    $173,764
    From this org
    $0
    From related orgs
    $149,307
    Other
    $24,457
    Hours/week
    0.1 + 42.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $49,307 related
    Bonus
    $0
    Other
    $0 + $100,000 related
    Deferred
    $0 + $18,158 related
    Nontaxable benefits
    $0 + $6,299 related
    Filer's total
    $0 + $173,764 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants 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.

Provenance

Return type
form_990
Tax year
2023
Filed
22 August 2024
IRS schema version
2023v5.1
Source object
202422359349300732

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