WALKER INC (EIN 042171186) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1930

Legal Domicile

Principal Officer

EUGENE TAKAHASHI

Phone

7814494500

Tax Period

2022-07-01 to 2023-06-30

WALKER INC, founded in 1930, is a mid-sized nonprofit in the Education sector that reported $28.1M in total revenue in fiscal year 2022. Expenses of $24.4M left a modest 13% surplus.

Mission

WALKER, INC. IS A MASSACHUSETTS NONPROFIT ORGANIZATION INCORPORATED FOR THE PURPOSE OF ESTABLISHING AND MAINTAINING A HOME FOR THE CARE, EDUCATION, AND TREATMENT OF SPECIAL NEEDS CHILDREN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $4,722,952

Program Service Revenue $23,017,730

Investment Income $379,093

Other Revenue $27,595

TOTAL REVENUE $28,147,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,057,175

Fundraising Expenses $785,759

Program Expenses $19,942,675

Other Expenses $6,349,920

TOTAL EXPENSES $24,407,095

Year-over-Year Comparison

	2022	2021	Change
Revenue	$28,147,370	$27,525,942	+0.0%
Expenses	$24,407,095	$21,591,419	+0.1%
Net Income	$3,740,275	$5,934,523	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

374

Volunteers

212

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$749,989

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN LAYTON	CHAIR	1.00	Officer Director	$0	$0	$0
JASON JENKINS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
WENDY PAUL	TREASURER	1.00	Officer Director	$0	$0	$0
ERNA SCHWARTZ PLACE	SECRETARY	1.00	Officer Director	$0	$0	$0
LILLIAN SOBER AIN	DIRECTOR	1.00	Director	$0	$0	$0
DIANA MANCHESTER BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
SHARON CARLETON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES CUDDY	DIRECTOR	1.00	Director	$0	$0	$0
ROSA NICOLAZZO-DIAMOND	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA DIMOTTA	DIRECTOR	1.00	Director	$0	$0	$0
SONYA HAMORI	DIRECTOR	1.00	Director	$0	$0	$0
JACK HARRINGTON	DIRECTOR	1.00	Director	$0	$0	$0
HENRY HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MCARDLE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MONTGOMERY-HYDE	DIRECTOR	1.00	Director	$0	$0	$0
DAN RELIHAN	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN TANNENBAUM	DIRECTOR	1.00	Director	$0	$0	$0
EUGENE TAKAHASHI	PRESIDENT & CEO	40.00	Officer	$336,611	$25,397	$362,008
EDITH JANAS	CHIEF OPERATING OFFICER	40.00	Officer	$206,757	$12,392	$219,149
JAMES CHATTERTON	CFO	40.00	Officer	$164,410	$4,422	$168,832
KIT YUE WONG	MED. DIR.& PSYCHIATRIST	30.00	Highest	$241,584	$9,744	$251,328
SHANNON LEE	VP OF COMM. & STRATEGIC INIT.	40.00	Highest	$141,555	$4,030	$145,585
SCOTT PRESTON	VP OF PERFORMANCE IMPROVEMENT	40.00	Highest	$153,176	$4,182	$157,358
JULIE BROWN	VP OF HUMAN RESOURCES	40.00	Highest	$175,357	$5,050	$180,407
PAMELA SULLIVAN	VP OF PROGRAMS	40.00	Highest	$148,347	$3,882	$152,229

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$28,147,370	$24,407,095	$42,202,213	$3,740,275
2022	$27,525,942	$21,591,419	$36,656,380	$5,934,523
2021	$25,000,802	$22,884,094	$36,239,038	$2,116,708
2020	$24,573,641	$23,448,243	$32,803,836	$1,125,398
2019	$23,101,536	$22,058,302	$28,839,963	$1,043,234
2018	$23,100,478	$22,209,897	$25,198,364	$890,581

WALKER INC