WALTON FOUNDATION FOR INDEPENDENCE INC (EIN 582408395) - 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

Principal Officer

TIFFANY CLIFFORD

Phone

7067246262

Tax Period

2024-07-01 to 2025-06-30

Mission

CHARITABLE FUND RAISING FOR AFFILIATED NONPROFIT CORPORATIONS.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$152,814	-1.0%
Expenses	N/A	$11,585	-1.0%
Net Income	N/A	$141,229	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEVANE BATCHELOR	DIRECTOR	N/A	Director	$0	$0	$0
PHIL BRIGHAM	PAST CHAIR	N/A	Officer Director	$0	$0	$0
JAMES HEFFNER	DIRECTOR	N/A	Director	$0	$0	$0
NICHOLAS C DICKINSON II	VICE CHAIRMA	N/A	Director	$0	$0	$0
PHIL S HARISON JR	DIRECTOR	N/A	Director	$0	$0	$0
VALERIE KIMMEL	DIRECTOR	N/A	Director	$0	$0	$0
ROSE LAWAS-SMITH	DIRECTOR	N/A	Officer Director	$0	$0	$0
BRAD MERRY	CHAIRMAN	N/A	Officer Director	$0	$0	$0
MICHAEL THURMAN	SECRETARY-TR	N/A	Director	$0	$0	$0
CLAY WARD	PAST CHAIRMA	N/A	Officer Director	$0	$0	$0
TIFFANY CLIFFORD	EXECUTIVE DI	N/A	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$271,427	$28,262	$3,657,919	$243,165
2022	$288,559	$68,895	$3,397,608	$219,664
2021	$217,008	$313,086	$3,437,244	$-96,078
2020	$255,651	$162,290	$2,925,845	$93,361
2019	$477,060	$313,932	$2,990,944	$163,128
2018	$442,022	$376,254	$2,669,707	$65,768

WALTON FOUNDATION FOR INDEPENDENCE INC