WALKER MEADOW RETIREMENT COMMUNITY… - 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

1996

Legal Domicile

Principal Officer

STEPHEN FETYKO

Phone

6169494975

Tax Period

2024-07-01 to 2025-06-30

WALKER MEADOW RETIREMENT COMMUNITY INC, founded in 1996, is a small nonprofit in the Housing & Shelter sector that reported $289K in total revenue in fiscal year 2024. Expenses of $372K exceeded revenue, resulting in a 29% operating deficit.

Mission

WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES.

Program Service Accomplishments

Program 1

Expenses: $296,795 Revenue: $288,467

PROVIDE AFFORDABLE HOUSING FOR LOW INCOME ELDERLY BY RENTING 42 APARTMENTS THAT ARE SUBSIDIZED BY THE US DEPARTMENT OF URBAN DEVELOPMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $830

Program Service Revenue $288,234

Investment Income $233

Other Revenue $0

TOTAL REVENUE $289,297

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,770

Fundraising Expenses $0

Program Expenses $296,795

Other Expenses $284,004

TOTAL EXPENSES $371,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$289,297	$292,332	0.0%
Expenses	$371,774	$372,803	0.0%
Net Income	$-82,477	$-80,471	+0.0%

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

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

$1,195,263

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Fetyko	President & CEO	1	Officer	$0	$34,324	$552,720
Nicole Maag	Chief of Residential Service	1	Officer	$0	$30,880	$334,986
Kalen Carlson	Chief Financial Officer	1	Officer	$0	$20,539	$307,557
Kim Hoppe	Former Chief Financial Officer	1		$0	$133,462	$256,261
Russ Ives	Chair	1	Officer Director	$0	$0	$0
John Nixon	Vice Chair	1	Officer Director	$0	$0	$0
Michael Fritz	Treasurer/Secretary	1	Officer Director	$0	$0	$0
Colleen Dolan-Green	Director	1	Director	$0	$0	$0
Dick Lundy	Director	1	Director	$0	$0	$0
Jackie Taylor	Director	1	Director	$0	$0	$0
Mike Shore	Director	1	Director	$0	$0	$0
Greg Tewksbury	Director	1	Director	$0	$0	$0
Lou Berra	Director	1	Director	$0	$0	$0
Nick Nahorski	Director	1	Director	$0	$0	$0
Ben Miles	Director	1	Director	$0	$0	$0
Natalie Brown	Director	1	Director	$0	$0	$0
Jennifer Tyler	Director	1	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	$289,297	$371,774	$1,065,038	$-82,477
2024	No data	No data	No data	No data
2023	$306,434	$325,231	$1,156,059	$-18,797
2022	$277,696	$342,328	$1,193,986	$-64,632
2021	$259,233	$346,405	$1,254,227	$-87,172
2020	$310,809	$361,015	$1,340,129	$-50,206
2019	$295,408	$397,084	$1,388,800	$-101,676
2018	$289,571	$382,366	$1,453,858	$-92,795

WALKER MEADOW RETIREMENT COMMUNITY INC