WALKERMARY TW #657 (C-CH) (EIN 236832208) - 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

1962

Legal Domicile

Principal Officer

Linda Miller Trust officer

Phone

2159684872

Tax Period

2025-01-01 to 2025-12-31

WALKERMARY TW #657 (C-CH), founded in 1962, is a community nonprofit in the Health Care sector that reported $2.8M in total revenue in fiscal year 2025. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 78% operating margin.

Mission

Supporting organization for Friends Boarding Home of Bucks Quarterly Meeting Inc

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,830,208

Other Revenue $0

TOTAL REVENUE $2,830,208

Expense Breakdown

Grants Paid $572,619

Salaries & Benefits $51,415

Fundraising Expenses $0

Program Expenses $572,619

Other Expenses $2,389

TOTAL EXPENSES $626,423

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,830,208	$1,420,864	+1.0%
Expenses	$626,423	$583,980	+0.1%
Net Income	$2,203,785	$836,884	+1.6%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	2.0		$51,415	$0	$51,415

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	$2,830,208	$626,423	$9,868,456	$2,203,785
2024	No data	No data	No data	No data
2023	$2,272,555	$581,007	$6,819,825	$1,691,548
2022	$344,625	$572,317	$5,128,277	$-227,692
2021	$525,967	$558,954	$5,355,969	$-32,987
2020	$310,967	$567,470	$5,388,956	$-256,503
2019	$221,911	$567,655	$5,645,459	$-345,744

WALKERMARY TW #657 (C-CH)