Burnet Walnut Corporation (EIN 222531971) - 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

1984

Legal Domicile

Phone

7329229800

Tax Period

2023-07-01 to 2024-06-30

Burnet Walnut Corporation, founded in 1984, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 8% surplus.

Mission

Compassionately serving in community so that all are free to choose abundant life.

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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 (2023)

Revenue Breakdown

Contributions & Grants $64,712

Program Service Revenue $1,500,172

Investment Income $8,010

Other Revenue $0

TOTAL REVENUE $1,572,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $412,206

Fundraising Expenses $0

Program Expenses $1,002,557

Other Expenses $1,035,485

TOTAL EXPENSES $1,447,691

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,572,894	$1,514,694	+0.0%
Expenses	$1,447,691	$1,451,433	0.0%
Net Income	$125,203	$63,261	+1.0%

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

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

Total Directors

$398,873

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Lenhard	CEO/Secretary	0.50	Director	$0	$0	$398,873
Lawrence Carlson	CEO/Secretary	0.50		$0	$0	$98,173
Rev Edward Carll	Chairman	0.50	Director	$0	$0	$0
Veronia Palmer	Trustee	0.50	Director	$0	$0	$0
George Campbell	Trustee	0.50	Director	$0	$0	$0
Jana Purkis-Brash	Trustee	0.50	Director	$0	$0	$0
Gavin Stobie	Trustee	0.50	Director	$0	$0	$0
Pam Joi Smith	Trustee	0.50	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	No data	No data	No data	No data
2024	$1,572,894	$1,447,691	$1,187,413	$125,203
2023	$1,514,694	$1,451,433	$1,281,610	$63,261
2022	$1,463,145	$1,414,112	$1,338,285	$49,033
2021	$1,444,318	$1,328,271	$1,590,576	$116,047
2020	$1,413,672	$1,345,029	$1,620,283	$68,643
2019	$1,424,907	$1,372,143	$1,658,400	$52,764
2018	$1,361,416	$1,299,024	$1,763,556	$62,392

Burnet Walnut Corporation