Walla Walla Symphony Foundation BAKER BOYER BANK TRUST & INVESTMENT (EIN 916085471) - 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

1968

Legal Domicile

Phone

5095252000

Tax Period

2023-07-01 to 2024-06-30

Walla Walla Symphony Foundation BAKER BOYER BANK TRUST & INVESTMENT, founded in 1968, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $81K in total revenue in fiscal year 2023. Revenue fell 73% from the prior year — a significant decline worth monitoring. Expenses of $209K exceeded revenue, resulting in a 158% operating deficit.

Mission

Provide grants to be used to maintain and improve the Walla Walla Symphony Orchestra. Purchase of musical instruments and scores for said orchestra, hiring of guest artists and conductors and promotion of musical education of the public and members of the orchestra.

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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 $19,308

Program Service Revenue $0

Investment Income $61,406

Other Revenue $0

TOTAL REVENUE $80,714

Expense Breakdown

Grants Paid $185,000

Salaries & Benefits $19,917

Fundraising Expenses $0

Program Expenses $185,000

Other Expenses $3,690

TOTAL EXPENSES $208,607

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,714	$296,586	-0.7%
Expenses	$208,607	$176,561	+0.2%
Net Income	$-127,893	$120,025	-2.1%

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

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
Baker Boyer Bank	Trustee	1.00		$19,917	$0	$19,917
Jackie Wood	President	2.00	Officer Director	$0	$0	$0
Tricia Rice	Vice President	2.00	Officer Director	$0	$0	$0
Cynthia Westerbeck	Secretary	2.00	Officer Director	$0	$0	$0
Kim Heidenrich	Treasurer	2.00	Officer Director	$0	$0	$0
Mark Brucks	Director	2.00	Director	$0	$0	$0
Andrew Dankel-Ibanez	Director	2.00	Director	$0	$0	$0
Jack Iverson	Director	2.00	Director	$0	$0	$0
Helen Kim	Director	2.00	Director	$0	$0	$0
Pedrito Maynard-Reid	Director	2.00	Director	$0	$0	$0
Richard Middleton-Kaplan	Director	2.00	Director	$0	$0	$0
Michelle Morales	Director	2.00	Director	$0	$0	$0
Jamey Lamar	Director	2.00	Director	$0	$0	$0
Albert Marshall	Director	2.00	Director	$0	$0	$0
Lacey Perry	Director	2.00	Director	$0	$0	$0
Lucia Ramirez	Director	2.00	Director	$0	$0	$0
Kathryn Unbehaun	Director	2.00	Director	$0	$0	$0
Chris Otis	Director	2.00	Director	$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	$80,714	$208,607	$3,139,397	$-127,893
2023	$296,586	$176,561	$2,965,893	$120,025
2022	$1,584,065	$173,635	$2,660,725	$1,410,430
2021	$441,566	$96,802	$1,851,288	$344,764
2020	$3,143	$93,373	$1,489,582	$-90,230
2019	$88,212	$92,162	$1,618,984	$-3,950
2018	$78,183	$94,097	$1,636,178	$-15,914

Walla Walla Symphony Foundation BAKER BOYER BANK TRUST & INVESTMENT