The Walker School Inc (EIN 580940220) - 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

1957

Legal Domicile

Principal Officer

Carl Carlson

Phone

7704272689

Tax Period

2024-07-01 to 2025-06-30

The Walker School Inc, founded in 1957, is a mid-sized nonprofit in the Education sector that reported $32.7M in total revenue in fiscal year 2024.

Mission

Provide educational services for students from preschool through twelfth grade.

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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 $683,739

Program Service Revenue $30,792,187

Investment Income $1,173,571

Other Revenue $90,495

TOTAL REVENUE $32,739,992

Expense Breakdown

Grants Paid $3,123,528

Salaries & Benefits $18,558,211

Fundraising Expenses $691,801

Program Expenses $24,636,980

Other Expenses $10,907,141

TOTAL EXPENSES $32,588,880

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,739,992	$30,545,099	+0.1%
Expenses	$32,588,880	$30,615,820	+0.1%
Net Income	$151,112	$-70,721	-3.1%

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

368

Volunteers

200

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

$431,510

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Eubanks	Chair, Board of Trustees	2.00	Officer Director	$0	$0	$0
Pam Roper	Vice Chair, Board of Trustee	1.00	Officer Director	$0	$0	$0
Jill Niland	Secretary, Board of Trustee	1.00	Officer Director	$0	$0	$0
Scott Gregory	Treasurer, Board of Trustee	1.00	Officer Director	$0	$0	$0
Mindy Baker	Trustee	1.00	Director	$0	$0	$0
Caron Cone	Trustee	1.00	Director	$0	$0	$0
TJ Ferguson	Trustee	1.00	Director	$0	$0	$0
Hetal Gordon	Trustee	1.00	Director	$0	$0	$0
Grace Huang	Trustee	1.00	Director	$0	$0	$0
Guarav Patel	Trustee	1.00	Director	$0	$0	$0
Shirley Powell	Trustee	1.00	Director	$0	$0	$0
Rip Warren	Trustee	1.00	Director	$0	$0	$0
Thomas Warren	Trustee	1.00	Director	$0	$0	$0
Anissa Vega	Trustee	1.00	Director	$0	$0	$0
Vik Reddy	Trustee	1.00	Director	$0	$0	$0
Tara Kaasa	Trustee	1.00	Director	$0	$0	$0
Ben Finger	Trustee	1.00	Director	$0	$0	$0
Meredith Houseworth	Trustee	1.00	Director	$0	$0	$0
Sean Fallmann	Trustee until 05/24	1.00	Director	$0	$0	$0
Carolynn Puffe	Trustee until 05/24	1.00	Director	$0	$0	$0
Alan Zuckerman	Trustee until 05/24	1.00	Director	$0	$0	$0
Glenn Shaw	Trustee until 05/24	1.00	Director	$0	$0	$0
Carl Carlson	Head of School	50.00	Key Emp	$387,295	$0	$431,510
Christie Holman	Asst Head of School	50.00	Highest	$192,054	$0	$229,583
Michael Arjona	Asst Head of School	50.00	Highest	$174,625	$0	$212,977
Kathrin Smith	Head of Lower School	50.00	Highest	$142,003	$0	$161,599
Derrick Williams	Director of Human Resources	50.00	Highest	$116,555	$0	$163,260

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	$32,739,992	$32,588,880	$78,096,315	$151,112
2024	$30,545,099	$30,615,820	$75,971,665	$-70,721
2023	$27,596,839	$27,634,972	$74,416,903	$-38,133
2022	$28,514,400	$26,444,095	$76,263,146	$2,070,305
2021	$24,370,544	$25,048,860	$80,389,488	$-678,316
2020	$26,322,061	$23,870,587	$77,096,882	$2,451,474
2019	$23,695,158	$22,991,600	$76,282,331	$703,558
2018	$22,553,382	$21,599,260	$75,737,478	$954,122

The Walker School Inc