WALLIN EDUCATION PARTNERS (EIN 208505156) - 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

2006

Legal Domicile

Principal Officer

MOHAMED SALLAM

Phone

9523451920

Tax Period

2024-07-01 to 2025-06-30

WALLIN EDUCATION PARTNERS, founded in 2006, is a community nonprofit in the Education sector that reported $9.9M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Net assets of $34.4M represent 42 months of operating reserves.

Mission

TO ENSURE COLLEGE AND CAREER SUCCESS FOR HIGH-POTENTIAL STUDENTS FROM LOW-INCOME BACKGROUNDS, AND THROUGH OUR EFFORTS HELP BUILD DIVERSE, EQUITABLE, AND VIBRANT COMMUNITIES. WE DO THIS THROUGH A COMPREHENSIVE MODEL OF FINANCIAL AID AND HOLISTIC SUPPORT, AND COLLABORATION WITH OUR BUSINESS, EDUCATION, COMMUNITY, AND PHILANTHROPIC PARTNERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,935,076

Program Service Revenue $15,000

Investment Income $990,167

Other Revenue $0

TOTAL REVENUE $9,940,243

Expense Breakdown

Grants Paid $5,480,091

Salaries & Benefits $4,332,048

Fundraising Expenses $1,086,578

Program Expenses $8,918,660

Other Expenses $932,387

TOTAL EXPENSES $10,744,526

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,940,243	$14,426,683	-0.3%
Expenses	$10,744,526	$10,169,203	+0.1%
Net Income	$-804,283	$4,257,480	-1.2%

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

Volunteers

146

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

$428,364

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOHAMED SALLAM	PRESIDENT & CEO	40.00	Officer	$232,148	$8,189	$240,337
MELISSA PFEIFFER	VICE PRESIDENT OF FINANCE & OPERATIONS	40.00	Officer	$172,544	$15,483	$188,027
ERIN ZONDERVAN	VICE PRESIDENT OF ADVANCEMENT	40.00	Highest	$144,363	$7,333	$151,696
KEVIN SALKAS	VICE PRESIDENT OF ENROLLMENT & ANALYTICS	40.00	Highest	$129,527	$10,920	$140,447
LA TASHA SHEVLIN	DIRECTOR OF CAREER DEVELOPMENT	40.00	Highest	$118,975	$6,683	$125,658
GEOFFREY WILSON	CHIEF STRATEGY & IMPACT OFFICER	40.00	Highest	$117,692	$5,339	$123,031
TASIA TIGUE	VICE PRESIDENT OF PROGRAMS	40.00	Highest	$113,058	$9,486	$122,544
KELLY HENRY	CHAIR	1.00	Officer Director	$0	$0	$0
KALEB RUMICHO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK CHRISTENSON	TREASURER	1.00	Officer Director	$0	$0	$0
HELEN MEYER	SECRETARY	0.50	Officer Director	$0	$0	$0
WILLIAM FEHRENBACH	TRUSTEE	0.50	Director	$0	$0	$0
STEPHEN FRIEND	TRUSTEE	0.50	Director	$0	$0	$0
DR ROLANDO GARCIA	TRUSTEE	0.50	Director	$0	$0	$0
KATIE LAWLER	TRUSTEE	0.50	Director	$0	$0	$0
ELIZABETH MALKERSON	TRUSTEE	0.50	Director	$0	$0	$0
IRMA MARQUEZ TRAPERO	TRUSTEE	0.50	Director	$0	$0	$0
JIM MCCORKELL	TRUSTEE	0.50	Director	$0	$0	$0
LIWANAG OJALA	TRUSTEE	0.50	Director	$0	$0	$0
GABE PHILIBERT	TRUSTEE	0.50	Director	$0	$0	$0
DANIEL SHANNON	TRUSTEE	0.50	Director	$0	$0	$0
BRADFORD WALLIN	TRUSTEE	1.00	Director	$0	$0	$0

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	$9,940,243	$10,744,526	$35,104,167	$-804,283
2024	$14,426,683	$10,169,203	$35,674,711	$4,257,480
2023	$14,253,937	$8,954,082	$31,310,318	$5,299,855
2022	$10,926,258	$7,693,812	$25,848,040	$3,232,446
2021	$8,356,651	$6,916,492	$22,311,756	$1,440,159
2020	$7,517,198	$5,855,731	$20,834,343	$1,661,467
2020	$7,389,198	$7,221,694	$20,834,343	$167,504
2019	$10,343,489	$7,567,851	$20,780,291	$2,775,638
2018	$8,901,599	$5,679,612	$15,317,800	$3,221,987

WALLIN EDUCATION PARTNERS