Walton Fest (EIN 844731991) - 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

2022

Legal Domicile

Principal Officer

JAMES R ACKERT

Phone

5632096187

Tax Period

2023-01-01 to 2023-12-31

Walton Fest, founded in 2022, is a micro nonprofit in the Community Improvement sector that reported $17K in total revenue in fiscal year 2023. The organization ran a surplus of $12K, a strong 68% operating margin.

Mission

Bringing awareness to the community through local fundraising efforts Funds raised are donated to local charities

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $17,472

TOTAL REVENUE $17,472

Expense Breakdown

Grants Paid $5,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,300

Other Expenses $50

TOTAL EXPENSES $5,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,472	N/A	N/A
Expenses	$5,550	N/A	N/A
Net Income	$11,922	N/A	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

N/A

Independent Members

N/A

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
JAMES R ACKERT	President	N/A	Officer	$0	$0	$0
MARY V ACKERT	Treasurer	N/A	Officer	$0	$0	$0
AMY B ACKERT	Secretary	N/A	Officer	$0	$0	$0
KINDRA K LEFFELMAN	Board Member	N/A	Officer	$0	$0	$0
DORINE ACKERT	Board Member	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
2023	$17,472	$5,550	$6,658	$11,922

Walton Fest