Skip to content
Nonprofiteer
← Walton Conservation Coalition

Form 990 for tax year 2022

Filed by Walton Conservation Coalition.

Totals

Total revenue
$1,041,000
Total expenses
$1,040,320
Contributions and grants received
$1,041,000
Grants paid
$115,000
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$634,817
Management and general expenses
$405,503
Fundraising expenses
$0
Program service expenses (Part III)
$634,817

Program services were 61.0% 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.

  • 1f · All other contributions, gifts and grants

    $1,041,000

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $115,000 · program services $115,000

  • 11a · Fees: management

    total $626,690 · program services $313,345 · management and general $313,345

  • 11b · Fees: legal

    total $37,297 · management and general $37,297

  • 11c · Fees: accounting

    total $14,404 · management and general $14,404

  • 11g · Fees: other

    total $186,082 · program services $186,082 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $411 · management and general $411

  • 14 · Information technology

    total $586 · management and general $586

  • 16 · Occupancy

    total $15,066 · management and general $15,066

  • 17 · Travel

    total $20,380 · program services $10,190 · management and general $10,190

  • 24a · Other expenses: Matching Donations

    total $13,092 · management and general $13,092

  • 24b · Other expenses: Policy Related Expenses

    total $10,200 · program services $10,200

  • 24c · Other expenses: Dues and Subscriptions

    total $366 · management and general $366

  • 24e · All other expenses

    total $746 · program services $0 · management and general $746 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $238,172 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $49,653 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $188,339 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $180

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO PROMOTE EFFECTIVE ENVIRONMENTAL AND CONSERVATION INITIATIVES THAT IMPROVE THE HEALTH OF RIVERS AND OCEANS FOR FUTURE GENERATIONS.

  • PROVIDING SUPPORT TO INDIVIDUALS AND TAX-EXEMPT ORGANIZATIONS TO PROMOTE AND ADVOCATE FOR HEALTHY RIVERS AND OCEANS.

    Expenses $634,817 · Grants $115,000

As filed on the 2022 return.

Listed in Part VII

  • James M Walton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lukas Walton

    BOARD CHAIR; DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • S Robson Walton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erika J Belfiore

    TREASURER & SECRETARY

    Total calculated
    $117,420
    From this org
    $0
    From related orgs
    $88,636
    Other
    $28,784
    Hours/week
    8

  • Susan Brown

    ENVIRONMENT ADVOCAY DIRECTOR

    Total calculated
    $384,277
    From this org
    $0
    From related orgs
    $337,298
    Other
    $46,979
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $337,298 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,888 related
    Nontaxable benefits
    $0 + $18,091 related
    Filer's total
    $0 + $384,277 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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Susan Brown is a participant in a non-qualified deferred compensation plan maintained by a related organization. The participant and the related organization contributed $1,431 to the non-qualified plan in calendar year 2022. The total non-qualified contributions are included in the total compensation reported on this Form 990 for the participant.
Schedule J, Part I, Line 3
COMPENSATION IS BASED ON COMPARISON TO SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS. COMPENSATION IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS.

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

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $172,587. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2022
Filed
28 July 2023
IRS schema version
2022v5.0
Source object
202332099349300548

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.