WALKER METHODIST FOUNDATION (EIN 411383932) - 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

1980

Legal Domicile

Principal Officer

MARK ANDERSON

Phone

6128278400

Tax Period

2023-01-01 to 2023-12-31

WALKER METHODIST FOUNDATION, founded in 1980, is a small nonprofit that reported $328K in total revenue in fiscal year 2023. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $379K exceeded revenue, resulting in a 16% operating deficit.

Mission

SOLICIT CONTRIBUTIONS & RAISE FUNDS TO SUPPORT WALKER METHODIST & AFFILIATES.

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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 $282,501

Program Service Revenue $0

Investment Income $55,414

Other Revenue $-10,247

TOTAL REVENUE $327,668

Expense Breakdown

Grants Paid $195,267

Salaries & Benefits $0

Fundraising Expenses $100,002

Program Expenses $195,267

Other Expenses $183,273

TOTAL EXPENSES $378,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$327,668	$1,288,759	-0.7%
Expenses	$378,540	$599,044	-0.4%
Net Income	$-50,872	$689,715	-1.1%

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

$764,161

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL HANSON	CHAIR	0.02	Director	$0	$0	$0
MICK FINN	VICE CHAIR	0.03	Director	$0	$0	$0
LYNN SWON	TREASURER	0.03	Director	$0	$0	$0
FRED SEMMER	SECRETARY	0.03	Director	$0	$0	$0
JIM BALLENTINE	DIRECTOR	0.03	Director	$0	$0	$0
SUE BERGSTROM	DIRECTOR	0.03	Director	$0	$0	$0
BOB HAKES	DIRECTOR	0.03	Director	$0	$0	$0
CAROL KRAFT	DIRECTOR	0.03	Director	$0	$0	$0
KATE LEE	DIRECTOR	0.03	Director	$0	$0	$0
SCOTT REDDEN	DIRECTOR	0.03	Director	$0	$0	$0
SCOTT RIDDLE	PRESIDENT/CEO	4.20	Officer	$0	$21,688	$472,501
RUSS GRUNDHAUSER	CFO	4.20	Officer	$0	$29,743	$291,660
VERONICA BARNAS	VP OF HR	1.00	Highest	$0	$12,567	$199,127
BEVERLY RANSFORD	VP OF QUALITY	1.00	Highest	$0	$3,159	$193,746
STEPHEN WILSON	VP OF OPERATIONS	1.00	Highest	$0	$10,429	$189,776
BRENDA SCHRUPP	VP OF QUALITY AND CORP COMPLIANCE	1.00	Highest	$0	$10,420	$178,105
RONALD P DONACIK	SR DOR OF HOUSING OPS	1.00	Highest	$0	$19,814	$168,097
MARY ZABEL	VP OF REHAB	1.00	Highest	$0	$26,316	$161,070
MARK R STRZYZEWSKI	DIR OF BUSINESS INTELLIGENCE	1.00	Highest	$0	$17,632	$144,869
MEIER KARIN	VP OF FUND DEVELOPMENT	50.00	Highest	$0	$3,942	$166,325

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	$327,668	$378,540	$3,231,805	$-50,872
2022	$1,288,759	$599,044	$3,215,893	$689,715
2021	$588,520	$550,687	$3,047,554	$37,833
2020	$549,970	$378,715	$2,591,956	$171,255
2019	$708,271	$483,739	$2,295,461	$224,532
2018	$855,618	$756,183	$1,940,854	$99,435

WALKER METHODIST FOUNDATION