Bruce J Walker Foundation Inc (EIN 431936402) - 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

2001

Legal Domicile

Principal Officer

Jerry Carlson

Phone

5734478400

Tax Period

2025-01-01 to 2025-12-31

Bruce J Walker Foundation Inc, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $210K in total revenue in fiscal year 2025. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $152K, a strong 72% operating margin.

Mission

Receive, hold, invest, and administer property and assets, and for making expenditures for the benefit of the University of Missouri Columbia and it's College of Business

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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 (2025)

Revenue Breakdown

Contributions & Grants $37,504

Program Service Revenue $0

Investment Income $172,887

Other Revenue $0

TOTAL REVENUE $210,391

Expense Breakdown

Grants Paid $32,868

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,868

Other Expenses $25,224

TOTAL EXPENSES $58,092

Year-over-Year Comparison

	2025	2024	Change
Revenue	$210,391	$269,112	-0.2%
Expenses	$58,092	$49,676	+0.2%
Net Income	$152,299	$219,436	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Johnson	President	1.00	Officer Director	$0	$0	$0
Jerry Carlson	Secretary	1.00	Officer Director	$0	$0	$0
Trish Zimmer	Director	1.00	Director	$0	$0	$0
Bruce Walker	Director	1.00	Director	$0	$0	$0
Ralph Hill	Vice President	1.00	Officer 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	$210,391	$58,092	$3,525,340	$152,299
2024	$269,112	$49,676	$3,083,070	$219,436
2023	$189,093	$114,027	$2,797,042	$75,066
2022	$117,571	$35,690	$2,481,114	$81,881
2021	$285,982	$266,815	$2,871,815	$19,167
2020	$269,822	$240,209	$2,787,824	$29,613
2019	$358,875	$59,007	$2,603,502	$299,868
2018	$312,057	$109,693	$2,056,560	$202,364

Bruce J Walker Foundation Inc