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Walton Education Coalition Inc

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Category: Educational Institutions and Related Activities / Alliance/Advocacy Organizations (NTEE)

Donations to this organization are not tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$4.56M (2023)

Expenses
$4.05M (2023)

Total Assets
$1.05M (2023)

Total Liabilities
$519k (2023)

Source: Form 990 tax filings from 2015 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,555,000
Expenses
$4,047,216
Net Income
$507,784
Net Assets
$533,441
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,555,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,052,124
Total Liabilities $518,683
Net Assets $533,441
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jim C Walton (Director) $0 $0 $0
Lukas Walton (Director) $0 $0 $0
Thomas L Walton (Director) $0 $0 $0
Claire Voorhees (Education Advocacy Director) $0 $271,617 $27,810
Erika J Belfiore (Secretary/Treasurer) $0 $100,291 $33,638
Susan Brown (Environmental Advocacy Director) $0 $433,871 $39,250
Adam Rogalski (Advocacy Program Officer) $0 $243,559 $50,261
Brienne Bellavite (Advocacy Program Officer) $0 $247,860 $28,929
Lauren Perry (Advocacy Program Officer) $0 $249,650 $33,051
Joseph Williams (Former Education Advocacy Director) $0 $732,123 $58,012

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,500,000
Expenses
$2,912,824
Net Income
-$412,824
Net Assets
$25,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,500,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $539,696
Total Liabilities $514,039
Net Assets $25,657
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Alice A Proietti (Director (From 01/01/2022 12/27/2022)) $0 $0 $0
Jim C Walton (Director) $0 $0 $0
Lukas Walton (Director (From 12/27/2022)) $0 $0 $0
Tom Walton (Director (From 12/27/2022)) $0 $0 $0
Claire Voorhees (Education Advocacy Director) $0 $270,460 $34,476
Erika J Belfiore (Secretary/Treasurer (From 12/27/2022)) $0 $88,636 $28,784
Susan Brown (Environmental Advocacy Director (From 12/27/2022)) $0 $337,298 $46,979
Adam Rogalski (Advocacy Program Officer) $0 $221,006 $45,437
Brienne Bellavite (Advocacy Program Officer) $0 $224,319 $25,801
Lauren Perry (Advocacy Program Officer) $0 $222,605 $29,695
Joseph Williams (Former Education Advocacy Director) $0 $673,763 $53,841

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,450,000
Expenses
$2,827,374
Net Income
$622,626
Net Assets
$437,621
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,450,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $905,003
Total Liabilities $467,382
Net Assets $437,621
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Alice Anne Proietti (Director) $0 $0 $0
Jim C Walton (Director) $0 $0 $0
Claire Voorhees (Interim Education Advocacy Director (7/01/2021 12/31/2021)) $0 $189,461 $12,181
Joseph Williams (Education Advocacy Director (1/1/2021 6/30/2021)) $0 $552,571 $45,177
Adam Rogalski (Advocacy Program Officer) $0 $193,624 $42,570
Brienne Bellavita (Advocacy Program Officer) $0 $197,602 $24,080
Lauren Perry (Advocacy Program Officer) $0 $193,321 $27,203

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,350,000
Expenses
$2,751,712
Net Income
$598,288
Net Assets
-$185,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,350,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $458,231
Total Liabilities $643,236
Net Assets -$185,005
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Alice Anne Proietti (Director) $0 $0 $0
Alice L Walton (Board Chair; Director) $0 $0 $0
Jim C Walton (Director) $0 $0 $0
Joseph Williams (Education Advocacy Director/Treasurer) $0 $410,942 $60,645
Adam P Rogalski (Advocacy Program Officer) $0 $186,182 $40,700
Brienne E Bellavita (Advocacy Program Director) $0 $191,792 $23,931
Lauren E Perry (Advocacy Program Director) $0 $181,107 $26,390

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,025,000
Expenses
$2,974,214
Net Income
-$949,214
Net Assets
-$783,293
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,025,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $120,535
Total Liabilities $903,828
Net Assets -$783,293
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Joseph Williams (Educ Advocacy Dir / Treasurer) $0 $398,194 $53,300
Adam P Rogalski (Advocacy Program Officer) $0 $185,309 $34,472
Brienne E Bellavita (Advocacy Program Officer) $0 $186,433 $23,710
Lauren E Perry (Advocacy Program Officer) $0 $185,796 $23,394
Jim C Walton (Director) $0 $0 $0
Alice L Walton (Board Chair; Director) $0 $0 $0
Alice A Proietti (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,000,000
Expenses
$2,294,804
Net Income
-$294,804
Net Assets
$165,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,000,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $433,679
Total Liabilities $267,758
Net Assets $165,921
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jim C Walton (Director) $0 $0 $0
Alice L Walton (Board Chair; Director) $0 $0 $0
Carrie W Penner (Director) $0 $0 $0
Joseph Williams (Educ Advocacy Dir / Treasurer) $0 $376,539 $50,157
Lauren E Perry (Advocacy Program Officer) $0 $158,448 $18,529
Brienne E Bellavita (Advocacy Program Officer) $0 $162,153 $14,643
Adam P Rogalski (Advocacy Program Officer) $0 $171,627 $23,012

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,500,000
Expenses
$2,381,634
Net Income
$118,366
Net Assets
$460,725
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,500,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $564,753
Total Liabilities $104,028
Net Assets $460,725
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jim C Walton (Director) $0 $0 $0
Alice L Walton (Director) $0 $0 $0
Carrie W Penner (Director) $0 $0 $0
Joseph Williams (Educ Advocacy Dir / Treasurer) $0 $372,529 $43,538
Lauren E Perry (Advocacy Program Officer) $0 $158,681 $16,604
Brienne E Bellavita (Advocacy Program Officer) $0 $142,041 $14,017

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,500,000
Expenses
$1,548,854
Net Income
-$48,854
Net Assets
$342,359
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,500,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $365,001
Total Liabilities $22,642
Net Assets $342,359
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jim C Walton (Director) $0 $0 $0
Alice L Walton (Director) $0 $0 $0
Benjamin S Walton (Director) $0 $0 $0
Carrie W Penner (Director) $0 $0 $0
Steuart L Walton (Director) $0 $0 $0
Joseph Williams (Educ Advocacy Dir / Treasurer) $0 $361,529 $38,103
Lauren E Perry (Advocacy Program Officer) $0 $141,333 $4,039
Brienne E Bellavita (Advocacy Program Officer) $0 $124,522 $3,999

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,005,385
Expenses
$614,172
Net Income
$391,213
Net Assets
$391,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,005,385
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $391,213
Total Liabilities $0
Net Assets $391,213

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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Types of Nonprofits

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