WALKER SENIOR SERVICES INC (EIN 411661531) - 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

1989

Legal Domicile

Principal Officer

SCOTT RIDDLE

Phone

6128278400

Tax Period

2023-01-01 to 2023-12-31

WALKER SENIOR SERVICES INC, founded in 1989, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2023. Expenses of $12.8M exceeded revenue, resulting in a 177% operating deficit.

Mission

PROVIDING MANAGEMENT AND SUPPORT SERVICES TO AFFILIATED ORGANIZATIONS.

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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 $83,271

Program Service Revenue $4,020,443

Investment Income $325,585

Other Revenue $203,813

TOTAL REVENUE $4,633,112

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,952,116

Fundraising Expenses $0

Program Expenses $12,821,748

Other Expenses $4,869,632

TOTAL EXPENSES $12,821,748

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,633,112	$4,851,061	0.0%
Expenses	$12,821,748	$13,209,370	0.0%
Net Income	$-8,188,636	$-8,358,309	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

137

Volunteers

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

$760,754

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	$450,813	$21,688	$472,501
RUSS GRUNDHAUSER	CFO	4.20	Officer	$261,917	$29,743	$291,660
VERONICA BARNAS	VP OF HR	4.20	Key Emp	$186,560	$12,567	$199,127
BEVERLY RANSFORD	VP OF QUALITY	4.20	Key Emp	$190,587	$3,159	$193,746
STEPHEN WILSON	VP OF OPERATIONS	4.20	Key Emp	$179,347	$10,429	$189,776
BRENDA SCHRUPP	VP OF QUALITY AND CORP COMPLIANCE	4.20	Key Emp	$167,685	$10,420	$178,105
RONALD P DONACIK	SR DOR OF HOUSING OPS	50.00	Highest	$148,283	$19,814	$168,097
MARY ZABEL	VP OF REHAB	50.00	Highest	$143,649	$26,316	$169,965
MARK STRZYEWSKI	DIR OF BUSINESS INTELLIGENCE	50.00	Highest	$134,955	$17,632	$152,587
ELIZABETH MEYER	VP OF SALES	50.00	Highest	$127,051	$22,386	$149,437
KARIN MEIER	VP OF FUND DEVELOPMENT	50.00	Highest	$156,143	$3,942	$160,085

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	$4,633,112	$12,821,748	$21,508,531	$-8,188,636
2022	$4,851,061	$13,209,370	$11,451,612	$-8,358,309
2021	$5,933,474	$12,984,651	$9,398,482	$-7,051,177
2020	$3,742,130	$10,441,608	$7,399,755	$-6,699,478
2019	$3,712,391	$9,700,246	$4,751,731	$-5,987,855
2018	$3,515,779	$8,586,795	$3,514,896	$-5,071,016

WALKER SENIOR SERVICES INC