Jerry H Walton Foundation

Sedro Woolley, WA
Tax-exempt since Dec. 2011
EIN: 45-3144785

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.12M (2024)

Expenses

$480k (2024)

Total Assets

$10.3M (2024)

Total Liabilities

$70k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,122,889

Expenses

$480,185

Net Income

$642,704

Net Assets

$10,226,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$543,500	48.4%
Interest Revenue	$0
Dividends	$278,824	24.8%
Sales of Assets	$300,565	26.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$425,895	88.7%
Compensation of Officers*	$102,600	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,296,957
Total Liabilities	$70,000
Net Assets	$10,226,957

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$102,600	$30,975
Joan Penney (Secretary)	$0	$0
Randy Bode (Vice President)	$0	$0
Dennis Williams (President)	$0	$0

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990-PF

Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$670,355

Expenses

$474,823

Net Income

$195,532

Net Assets

$9,329,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$404,000	60.3%
Interest Revenue	$0
Dividends	$233,031	34.8%
Sales of Assets	$33,324	5.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$425,893	89.7%
Compensation of Officers*	$102,600	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,384,307
Total Liabilities	$55,000
Net Assets	$9,329,307

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$102,600	$28,540
Joan Penney (Secretary)	$0	$0
Randy Bode (Vice President)	$0	$0
Dennis Williams (President)	$0	$0

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990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$844,168

Expenses

$566,666

Net Income

-$1,410,834

Net Assets

$8,197,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$339,000
Interest Revenue	$0
Dividends	$287,489
Sales of Assets	-$1,470,657
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$468,642	82.7%
Compensation of Officers*	$95,000	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,232,314
Total Liabilities	$35,000
Net Assets	$8,197,314

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$95,000	$26,024
Joan Penney (Secretary)	$0	$0
Randy Bode (Vice President)	$0	$0
Dennis Williams (President)	$0	$0

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990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$1,626,956

Expenses

$493,515

Net Income

$1,133,441

Net Assets

$10,235,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$364,000	22.4%
Interest Revenue	$0
Dividends	$239,755	14.7%
Sales of Assets	$1,019,095	62.6%
Other Income	$4,106	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,881	84.9%
Compensation of Officers*	$87,000	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,235,856
Total Liabilities	$0
Net Assets	$10,235,856

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$87,000	$25,600
Joan Penney (Secretary)	$0	$0
Randy Bode (Vice President)	$0	$0
Dennis Williams (President)	$0	$0

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990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$532,650

Expenses

$445,488

Net Income

$87,162

Net Assets

$9,542,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$289,500	54.4%
Interest Revenue	$0
Dividends	$198,999	37.4%
Sales of Assets	$44,151	8.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$362,506	81.4%
Compensation of Officers*	$85,673	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,542,109
Total Liabilities	$1
Net Assets	$9,542,108

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$85,673	$23,619
Joan Penney (Secretary)	$0	$0
Randy Bode (Vice President)	$0	$0
Dennis Williams (President)	$0	$0

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990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$1,906,944

Expenses

$424,805

Net Income

$1,482,139

Net Assets

$8,624,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$984,000	51.6%
Interest Revenue	$0
Dividends	$238,138	12.5%
Sales of Assets	$684,806	35.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$364,026	85.7%
Compensation of Officers*	$82,500	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,624,166
Total Liabilities	$1
Net Assets	$8,624,165

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$82,500	$22,593
Cheryl Bishop (Director)	$0	$0
Randy Bode (Director)	$0	$0
Dennis Williams (Director)	$0	$0

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990-PF

Filed on April 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$420,466

Expenses

$417,004

Net Income

$3,462

Net Assets

$6,714,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	17.8%
Interest Revenue	$0
Dividends	$207,596	49.4%
Sales of Assets	$137,870	32.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,229	81.3%
Compensation of Officers*	$84,859	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,714,294
Total Liabilities	$0
Net Assets	$6,714,294

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$84,859	$19,731
Cheryl Bishop (Director)	$0	$0
Randy Bode (Director)	$0	$0
Dennis Williams (Director)	$0	$0

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990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$551,039

Expenses

$314,602

Net Income

$236,437

Net Assets

$7,603,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,000	16.3%
Interest Revenue	$0
Dividends	$254,345	46.2%
Sales of Assets	$206,694	37.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,025	80.1%
Compensation of Officers*	$85,533	27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,603,571
Total Liabilities	$0
Net Assets	$7,603,571

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$85,533	$17,293
Cheryl Bishop (Director)	$0	$0
Randy Bode (Director)	$0	$0
Dennis Williams (Director)	$0	$0

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990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$2,395,361

Expenses

$251,094

Net Income

$2,144,267

Net Assets

$6,835,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,271,685	94.8%
Interest Revenue	$0
Dividends	$148,589	6.2%
Sales of Assets	-$24,913
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,676	79.1%
Compensation of Officers*	$75,790	30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,835,820
Total Liabilities	$0
Net Assets	$6,835,820

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$75,790	$15,729
Cheryl Bishop (Director)	$0	$0
Randy Bode (Director)	$0	$0
Dennis Williams (Director)	$0	$0

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990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$419,375

Expenses

$332,512

Net Income

$86,863

Net Assets

$4,563,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	47.7%
Interest Revenue	$0
Dividends	$98,150	23.4%
Sales of Assets	$121,225	28.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$284,782	85.6%
Compensation of Officers*	$71,500	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,563,257
Total Liabilities	$0
Net Assets	$4,563,257

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$71,500	$0
Cheryl Bishop (Director)	$0	$0
Randy Bode (Director)	$0	$0
Dennis Williams (Director)	$0	$0

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990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,145,777

Expenses

$300,303

Net Income

$845,474

Net Assets

$4,476,394

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$935,000	81.6%
Interest Revenue	$0
Dividends	$114,101	10.0%
Sales of Assets	$96,676	8.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,824	54.2%
Compensation of Officers*	$70,000	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,476,394
Total Liabilities	$0
Net Assets	$4,476,394

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$70,000	$0
Cheryl Bishop (Director)	$0	$0
Randy Bode (Director)	$0	$0
Dennis Williams (Director)	$0	$0

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990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$421,258

Expenses

$202,288

Net Income

$218,970

Net Assets

$3,630,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$275,000	65.3%
Interest Revenue	$0
Dividends	$88,592	21.0%
Sales of Assets	$57,666	13.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,800	36.5%
Compensation of Officers*	$65,000	32.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,630,920
Total Liabilities	$0
Net Assets	$3,630,920

Compensation

Key Employees and Officers	Compensation	Other
Terri Maik (Executive Director)	$65,000	$0
Cheryl Bishop (Director)	$0	$0
Randy Bode (Director)	$0	$0
Dennis Williams (Director)	$0	$0

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990-PF

Filed on May 21, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$2,402,001

Expenses

$140,990

Net Income

$2,261,011

Net Assets

$3,411,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,350,000	97.8%
Interest Revenue	$5,854	0.2%
Dividends	$43,821	1.8%
Sales of Assets	$2,326	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,200	27.8%
Compensation of Officers*	$65,000	46.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,411,950
Total Liabilities	$0
Net Assets	$3,411,950

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,167,934

Expenses

$16,995

Net Income

$1,150,939

Net Assets

$1,150,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,167,934	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$10,000	58.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,150,939
Total Liabilities	$0
Net Assets	$1,150,939

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Updated January 26, 2026

Jerry H Walton Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.12M (2024)

Expenses $480k (2024)

Total Assets $10.3M (2024)

Total Liabilities $70k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.12M (2024)

Expenses

$480k (2024)

Total Assets

$10.3M (2024)

Total Liabilities

$70k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011