Walnut Creek Open Space Foundation (EIN 942607748) - 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

1979

Legal Domicile

Principal Officer

Kime Smith

Phone

9255888421

Tax Period

2024-11-01 to 2025-10-31

Walnut Creek Open Space Foundation, founded in 1979, is a micro nonprofit that reported $88K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $59K, a strong 67% operating margin.

Mission

The Walnut Creek Open Space Foundation works to preserve and enhance Walnut Creek's 2700 acres of open space and to educate area residents so that they can enjoy this wonderful resource.

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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 $70,925

Program Service Revenue $0

Investment Income $17,253

Other Revenue $0

TOTAL REVENUE $88,178

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $4,666

Program Expenses $19,592

Other Expenses $24,072

TOTAL EXPENSES $29,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,178	$78,321	+0.1%
Expenses	$29,072	$27,473	+0.1%
Net Income	$59,106	$50,848	+0.2%

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

300

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
Kime Smith	President	2.00	Officer Director	$0	$0	$0
Kent Screechfield	Vice President	2.00	Officer Director	$0	$0	$0
Michael Brooding	Secretary	2.00	Officer Director	$0	$0	$0
Karl Snover	Treasurer	2.00	Officer Director	$0	$0	$0
Mark Curtis	Board Member	2.00	Director	$0	$0	$0
Gary Muerle	Board Member	2.00	Director	$0	$0	$0
David Ogden	Board Member	2.00	Director	$0	$0	$0
Tim Ory	Board Member	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	$88,178	$29,072	$512,823	$59,106

Walnut Creek Open Space Foundation