WALTON EDUCATION FOUNDATION IN (EIN 311483755) - 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

1995

Legal Domicile

Principal Officer

LINDSEY HARP

Tax Period

2023-07-01 to 2024-06-30

WALTON EDUCATION FOUNDATION IN, founded in 1995, is a small nonprofit in the Education sector that reported $759K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $655K left a modest 14% surplus.

Mission

OUR MISSION IS TO SERVE THE EDUCATIONAL COMMUNITY OF WALTON COUNTY, FLORIDA BY MOBILIZING SUPPORT AND RESOURCES THROUGH ALLIANCES/GRANTS & FUNDRAISING EVENTS

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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 $721,044

Program Service Revenue $0

Investment Income $811

Other Revenue $37,458

TOTAL REVENUE $759,313

Expense Breakdown

Grants Paid $588,416

Salaries & Benefits $48,000

Fundraising Expenses $82

Program Expenses $544,245

Other Expenses $18,998

TOTAL EXPENSES $655,414

Year-over-Year Comparison

	2023	2022	Change
Revenue	$759,313	$547,513	+0.4%
Expenses	$655,414	$537,011	+0.2%
Net Income	$103,899	$10,502	+8.9%

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

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

$48,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
G HAMILTON	PRESIDENT	2	Officer Director	$0	$0	$0
J HAWTHORNE	WCSD LIAISON	2	Director	$0	$0	$0
LAUREN BRYAN	TREASURER	2	Officer Director	$0	$0	$0
MAGGIE WEAVER	DIRECTOR	2	Director	$0	$0	$0
MELISSA YOUNG	DIRECTOR	2	Director	$0	$0	$0
L KAUFFMAN	SECRETARY	2	Officer Director	$0	$0	$0
B VALKENAAR	DIRECTOR	2	Director	$0	$0	$0
Lindsey Harp	EXEC DIRECTOR	40	Key Emp	$48,000	$0	$48,000
JANET CURRID	DIRECTOR	2	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	$759,313	$655,414	$367,802	$103,899
2023	$547,513	$537,011	$217,144	$10,502
2022	$970,873	$935,548	$455,320	$35,325
2021	$235,927	$215,988	$136,006	$19,939
2020	$321,769	$316,332	$116,067	$5,437

WALTON EDUCATION FOUNDATION IN