WAL-MART ASSOCIATES IN CRITICAL NEED FUND (EIN 710858484) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

JULIE GEHRKI

Phone

8005369925

Tax Period

2024-02-01 to 2025-01-31

WAL-MART ASSOCIATES IN CRITICAL NEED FUND, founded in 2001, is a mid-sized nonprofit in the Mutual Benefit sector that reported $22.5M in total revenue in fiscal year 2018. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17.5M, a strong 78% operating margin.

Mission

TO PROVIDE FINANCIAL AID TO WAL-MART ASSOCIATES WHEN THEY EXPERIENCE EXTREME FINANCIAL HARDSHIP.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,023,442

Program Service Revenue $0

Investment Income $3,620,766

Other Revenue $0

TOTAL REVENUE $17,644,208

Expense Breakdown

Grants Paid $24,701,433

Salaries & Benefits $0

Fundraising Expenses $144,386

Program Expenses $24,934,443

Other Expenses $289,349

TOTAL EXPENSES $25,112,114

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,644,208	$14,888,653	+0.2%
Expenses	$25,112,114	$11,017,099	+1.3%
Net Income	$-7,467,906	$3,871,554	-2.9%

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
KATHLEEN MCLAUGHLIN	TRUSTEE	0.20	Director	$0	$0	$0
ULISES CORREA	TRUSTEE	0.20	Director	$0	$0	$0
GENO BELL	TRUSTEE (END 2024)	0.20	Director	$0	$0	$0
DEL SLONEKER	TRUSTEE	0.20	Director	$0	$0	$0
YOLANDA HORTON-EVANS	TRUSTEE (END 2024)	0.20	Director	$0	$0	$0
JEFF LEE	TRUSTEE	0.20	Director	$0	$0	$0
MATT MILBRODT	TRUSTEE	0.20	Director	$0	$0	$0
KAREN LIGHT	TRUSTEE	0.20	Director	$0	$0	$0
KANNAN SUNDARAMURTHY	TRUSTEE	0.20	Director	$0	$0	$0
SCOTT APPLE	TRUSTEE	0.20	Director	$0	$0	$0
DELINDA DAVIS	TRUSTEE	0.20	Director	$0	$0	$0
MARK HANKINS	TRUSTEE	0.20	Director	$0	$0	$0
CARLOS SANCHEZ	TRUSTEE	0.20	Director	$0	$0	$0
ASHLEY MEARS	TRUSTEE	0.20	Director	$0	$0	$0
NARASIMHAN RAMPALLI	TRUSTEE	0.20	Director	$0	$0	$0
GREG CATHEY	TRUSTEE (BEG 11/12/24)	0.20	Director	$0	$0	$0
DAVID GLICK	TRUSTEE (BEG 11/12/24)	0.20	Director	$0	$0	$0
JUSTIN TRAWEEK	TRUSTEE (BEG 11/12/24)	0.20	Director	$0	$0	$0
JULIE GEHRKI	TRUSTEE/PRESIDENT	1.00	Officer Director	$0	$0	$0
BJ CROUCH	ASST TREASURER	1.00	Officer	$0	$0	$0
MARIA ZAZYCKI	ASST SECRETARY	1.00	Officer	$0	$0	$0
ERIN HOGUE	VICE PRESIDENT/COO	1.00	Officer	$0	$0	$0
JACQUELYN BRIGANCE	TREASURER	1.00	Officer	$0	$0	$0
BRYAN DEL ROSARIO	SECRETARY	1.00	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	$17,644,208	$25,112,114	$77,946,644	$-7,467,906
2024	$14,888,653	$11,017,099	$84,947,412	$3,871,554
2023	$12,990,666	$8,470,580	$81,191,549	$4,520,086
2022	$10,991,078	$4,037,520	$75,988,231	$6,953,558
2021	$11,857,052	$3,907,718	$68,952,385	$7,949,334
2020	$13,201,424	$4,664,072	$61,066,702	$8,537,352
2019	$22,469,666	$4,935,765	$52,461,688	$17,533,901

WAL-MART ASSOCIATES IN CRITICAL NEED FUND