GEORGE AND IRENE WALKER TRUST UW

EIN: 270626301 501(c)(3)

ROCHESTER, MA

Total Revenue
$164,069
Total Expenses
$2,307,342
Total Assets
N/A
Net Assets
N/A
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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
1951
Legal Domicile
MA
Principal Officer
STEVEN TANNENBAUM
Phone
7748465630
Tax Period
2021-07-01 to 2022-06-30

GEORGE AND IRENE WALKER TRUST UW, founded in 1951, is a small nonprofit that reported $164K in total revenue in fiscal year 2021. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $2.3M exceeded revenue, resulting in a 1306% operating deficit.

Mission

EXCLUSIVE BENEFIT & SUPPORT OF THE GEORGE AND IRENE WALKER HOME FOR CHILDREN (NOW KNOWN AS "WALKER") AND IS A RECOGNIZED 501(C)(3) TYPE II SUPPORTING ORGANIZATION

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $164,069
Other Revenue $0
TOTAL REVENUE $164,069

Expense Breakdown

Grants Paid $2,283,183
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,283,183
Other Expenses $24,159
TOTAL EXPENSES $2,307,342

Year-over-Year Comparison

2021 2020 Change
Revenue $164,069 $92,507 +0.8%
Expenses $2,307,342 $23,319 +97.9%
Net Income $-2,143,273 $69,188 -32.0%
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

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Governance

Voting Members
3
Independent Members
3
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL B MOSKOW TRUSTEE 0.0
Director
$0 $0 $0
STEVEN TANNEBAUM TRUSTEE 0.0
Director
$0 $0 $0
BENJAMIN W THORNDIKE TRUSTEE 0.0
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
2022 $164,069 $2,307,342 No data $-2,143,273
2021 $92,507 $23,319 $2,144,462 $69,188
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