Walker Senior Housing Corp IX (EIN 411712274) - 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

1991

Legal Domicile

Principal Officer

Mark Anderson

Phone

3207631164

Tax Period

2024-01-01 to 2024-12-31

Walker Senior Housing Corp IX, founded in 1991, is a community nonprofit that reported $5.2M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 21% operating margin.

Mission

Senior living & assisted living services in a 127 unit community in West St Paul, MN.

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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 $0

Program Service Revenue $5,209,286

Investment Income $22,122

Other Revenue $0

TOTAL REVENUE $5,231,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,295,333

Fundraising Expenses $0

Program Expenses $3,111,848

Other Expenses $1,818,640

TOTAL EXPENSES $4,113,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,231,408	$4,749,588	+0.1%
Expenses	$4,113,973	$3,891,400	+0.1%
Net Income	$1,117,435	$858,188	+0.3%

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

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

$1,333,484

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Phil Hanson	Chair	1.00	Officer Director	$0	$0	$0
Chad Coauette	Vice Chair	1.00	Officer Director	$0	$0	$0
Fred Semmer	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
David Steven Wolf	Past Chair	1.00	Officer Director	$0	$0	$0
Greg Billberg	Director	1.00	Director	$0	$0	$0
Julie Critz	Director	1.00	Director	$0	$0	$0
Mick Finn	Director	1.00	Director	$0	$0	$0
Vicki Jodsaas	Director	1.00	Director	$0	$0	$0
Carol Kraft	Director	1.00	Director	$0	$0	$0
Kate Lee	Director	1.00	Director	$0	$0	$0
Jeff Montgomery	Director	1.00	Director	$0	$0	$0
Scott Redden	Director	1.00	Director	$0	$0	$0
Mark Anderson	President/CEO	1.00	Officer	$0	$29,924	$667,572
Marnie Gugisberg	CFO/EVP Finance	1.00	Officer	$0	$24,778	$325,227
Katie Perry	Cheif Operating Officer	2.00	Officer	$0	$26,902	$340,685
Scott RiddleFrmr Officer	President/CEO	0.00		$0	$11,610	$654,250
Russell GrundhauserFrmr Officer	Chief Adm & Integ Officer	0.00		$0	$59,154	$400,314
Stephen WilsonFrmr Key Emp	Sr VP of Operations	0.00		$0	$31,011	$258,983
Brenda SchruppFrmr Key Emp	VPof Qual & Corp Compliance	0.00		$0	$37,686	$212,030
Veronica BarnasFrmr Key Emp	VP of HR	0.00		$0	$10,952	$178,277

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	$5,231,408	$4,113,973	$39,153,255	$1,117,435
2023	$4,749,588	$3,899,400	$11,385,700	$850,188
2022	$4,513,329	$3,858,676	$11,236,978	$654,653
2021	$4,553,149	$3,805,755	$10,236,441	$747,394
2020	$4,236,235	$3,736,465	$9,367,367	$499,770
2019	$4,166,782	$3,676,680	$8,077,099	$490,102
2018	$4,046,167	$3,492,223	$6,885,366	$553,944

Walker Senior Housing Corp IX