WALTON ROBOTICS FOUNDATION (EIN 800623275) - 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

2008

Legal Domicile

Principal Officer

Stephanie Morgan

Phone

7705783225

Tax Period

2024-06-01 to 2025-05-31

WALTON ROBOTICS FOUNDATION, founded in 2008, is a small nonprofit in the Youth Development sector that reported $249K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 23% operating margin.

Mission

TO HELP STUDENTS DEVELOP PERSONAL AND PROFESSIONAL SKILLS, INSPIRE STUDENTS TO PURSUE CAREERS IN SCIENCE, TECHNOLOGY AND MATHEMATICS (STEM), AND PROMOTE STEM AS A FUN AND REWARDING PATHWAY TO A BRIGHT FUTURE

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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 $41,800

Program Service Revenue $206,736

Investment Income $0

Other Revenue $0

TOTAL REVENUE $248,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $189,051

Other Expenses $191,610

TOTAL EXPENSES $191,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,536	$194,666	+0.3%
Expenses	$191,610	$231,899	-0.2%
Net Income	$56,926	$-37,233	-2.5%

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
FRANK JARRELL	TRUSTEE	7	Director	$0	$0	$0
MARK BASSETT	TRUSTEE	0.5	Director	$0	$0	$0
BHASKAR RAMANI	TRUSTEE	0.5	Director	$0	$0	$0
STEPHANIE MORGAN	PRESIDENT	2	Officer	$0	$0	$0
ASHLEY GRAVELEE	SECRETARY	1	Officer	$0	$0	$0
KEMPER SEAY	TREASURER	5	Officer	$0	$0	$0
BRIAN BENTON	COACH	2	Officer	$0	$0	$0
HEATHER GUIENDON	COACH	5	Officer	$0	$0	$0
MATT TICHENOR	TRUSTEE	3	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	$248,536	$191,610	$82,378	$56,926

WALTON ROBOTICS FOUNDATION