WALNUT HILLS HIGH SCHOOL ALUMNI FO… - Form 990 Financial Data

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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

1995

Legal Domicile

Principal Officer

DEBORAH HELDMAN

Phone

5133638500

Tax Period

2023-01-01 to 2023-12-31

WALNUT HILLS HIGH SCHOOL ALUMNI FOUNDATION, founded in 1995, is a community nonprofit in the Education sector that reported $4.9M in total revenue in fiscal year 2023. Revenue surged 178% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 64% operating margin.

Mission

TO FACILITATE THE EDUCATIONAL OBJECTIVE OF WALNUT HILLS HIGH SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $1,061,825

PROVIDED EDUCATIONAL PROGRAMS AND PROFESSIONAL DEVELOPMENT FOR STUDENTS, TEACHERS AND ADMINISTRATORS.

Program 2

Expenses: $359,946

PROVIDED RESOURCES FOR THE DISTRIBUTION OF EDUCATIONAL SCHOLARSHIPS TO STUDENTS.

Program 3

Expenses: $72,136

PROVIDED BUILDING AND GROUNDS IMPROVEMENTS.

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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 $4,891,887

Program Service Revenue $0

Investment Income $55,852

Other Revenue $-34,345

TOTAL REVENUE $4,913,394

Expense Breakdown

Grants Paid $359,946

Salaries & Benefits $449,298

Fundraising Expenses $176,156

Program Expenses $1,493,907

Other Expenses $951,209

TOTAL EXPENSES $1,760,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,913,394	$1,767,414	+1.8%
Expenses	$1,760,453	$1,433,737	+0.2%
Net Income	$3,152,941	$333,677	+8.4%

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

Volunteers

200

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

$157,526

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NEIL BORTZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN FISCHER III	SECRETARY	2.00	Officer Director	$0	$0	$0
GRANT HESSER	TREASURER	2.00	Officer Director	$0	$0	$0
KATHY BURLEW	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN DIETZ	TRUSTEE	1.00	Director	$0	$0	$0
BONITA DURAND	TRUSTEE	1.00	Director	$0	$0	$0
KIT RIPPEY DUVAL	TRUSTEE	1.00	Director	$0	$0	$0
MIMI DYER	TRUSTEE	1.00	Director	$0	$0	$0
JIM ELLIS	TRUSTEE	1.00	Director	$0	$0	$0
IRA GOLDBERG	TRUSTEE	1.00	Director	$0	$0	$0
STACEY HARVEY	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN HATTEMER	TRUSTEE	1.00	Director	$0	$0	$0
CLYDE HENDERSON	TRUSTEE	1.00	Director	$0	$0	$0
JOLLY LI	TRUSTEE	1.00	Director	$0	$0	$0
DYLAN MOSBY	TRUSTEE	1.00	Director	$0	$0	$0
TERRENCE POOLE	TRUSTEE	1.00	Director	$0	$0	$0
MARK RECKMAN	TRUSTEE	1.00	Director	$0	$0	$0
JACK RUBENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW SALZBRUN	TRUSTEE	1.00	Director	$0	$0	$0
R KARSTEN SOMMER	TRUSTEE	1.00	Director	$0	$0	$0
CORKY STEINER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM STRUBBE	TRUSTEE	1.00	Director	$0	$0	$0
JACKIE TAGGART-BOYD	TRUSTEE	1.00	Director	$0	$0	$0
ERIKA WATSON	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH HELDMAN	EXECUTIVE DIRECTOR	40.00	Officer	$152,938	$4,588	$157,526

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
2024	No data	No data	No data	No data
2023	$4,913,394	$1,760,453	$6,915,449	$3,152,941
2022	$1,767,414	$1,433,737	$3,262,377	$333,677
2021	$2,058,506	$1,416,041	$3,149,855	$642,465
2020	$1,341,780	$1,209,124	$2,478,993	$132,656
2019	$2,051,620	$1,455,696	$2,294,152	$595,924
2018	$1,288,542	$1,376,896	$1,669,328	$-88,354

WALNUT HILLS HIGH SCHOOL ALUMNI FOUNDATION