Bruce J Walker Foundation INC EIN 43-1936402 Form 990 (PDF) Claim this org

Bruce J Walker Foundation INC

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Raises funds and provides support for the University of Missouri-Columbia College of Business. For fiscal year 2025 it reported $210K in revenue, $58K in expenses, and $3.5M in net assets.Pt I

Founded
2001
Type
Public foundation / grantmaker · Foundations & Grantmakers
Location
Columbia, MO
Filings
6 on file (2020–2025)
Revenue
$210KFY2025
Expenses
$58K
Net assets
$3.5M
People
5
Filings
6
Updates
0
More identity details & actions ⌄
EIN  43-1936402 Public foundation / grantmaker Columbia, MO Founded 2001
Form 990 (PDF)
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Size
$100K–1M
What they do
Raises funds and provides support for the University of Missouri-Columbia College of Business.
Leadership
David Johnson · President
Money in and out
$210K revenue, $58K expenses
Bottom line
57% program efficiency
Grants paid & assets · FY2025
Total revenue
$210K
Pt VIII · Ln 12
Total expenses
$58K
Pt IX · Ln 25
Net assets
$3.5M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $152K
Where spending went · Part IX cols B–D
Program services $0.57 Management & general $0.43
Program efficiency
57%
of spending reaches programs▲ +2% vs prior filing year
Operating runway
796.9mo
months of highly liquid reserves at operating expense rate▼ -59% vs prior filing year
Surplus margin
+72%
revenue over expenses, this year▼ -11% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$210K
FY2025▼ -22%
Expenses
$58K
FY2025▲ +17%
Total assets
$3.5M
FY2025▲ +14%
Total liabilities
$0
FY2025
Total revenue
$210K
Pt VIII · Ln 12
Total expenses
$58K
Pt IX · Ln 25
Net assets
$3.5M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$152K
Total assetsPt X · Ln 16$3.5M
Program-expense ratioPt IX · col B57%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45
Mission & Programs · Part III

Where the work happens

3 program services account for $31K of program spending, described in the organization's own filed words · FY2025.
01

Grant to help fund Tigers on Wall Street. These funds provide educational opportunities for students to travel to New York and experience the opportunities available in its financial sector.

$20Kprogram expense
02

Grant to help fund Salesforce CRM program for student use

$6Kprogram expense
03

Grant to help fund the purchase of a laptop computer for staff

$5Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CBruce J Walker Foundation INC
EINHdr · item D43-1936402
Principal addressHdr · item CColumbia, MO
WebsiteHdr · item Jnone reported
Year of formationHdr · item L2001
State of legal domicileHdr · item MMO
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T202)
Ruling yearIRS BMFJan 2002

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Investment income$173K · 82%
Contributions & grants$38K · 18%
Investment income82%$173K
Contributions & grants18%$38K
Total revenueLn 12$210K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.57 Management & general $0.43
Program services57%$33K
Management & general43%$25K
Total functional expensesLn 25$58K

Balance Sheet

Part X · end of year
CashLn 1$279K
Total assetsLn 16$3.5M
Total liabilitiesLn 26$0
Total net assetsLn 32$3.5M
Months of cash on handcomputed57.6

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $3.5M · Operating expenses (Pt IX) $58K · Less non-cash grants $5K · Cash operating expenses/yr $53K
796.9 months
Where the money goes
Program services
Program services $33K · Total expenses $58K
57%
Management & General
Management & general $25K · Total expenses $58K
43%
Fundraising
Fundraising $0 · Total expenses $58K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $61K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $38K · Total revenue $210K
18%
Government reliance
Government grants — · Total revenue $210K
Earned-income share
Program service revenue $0 · Total revenue $210K
0%
Investment reliance
Investment income $173K · Total revenue $210K
+82%
Program self-sufficiency
Program service revenue $0 · Total expenses $58K
0%
Growth & trend
Revenue growth (YoY)
This year $210K · Prior year $269K
-22%
Revenue CAGR
FY2020 $270K · FY2025 $210K
-5%
Net-asset trend (YoY)
End of year $3.5M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $210K · Expenses $58K
+72%
Liabilities-to-Assets
Total liabilities — · Total assets $3.5M
Net-asset ratio
Net assets $3.5M · Total assets $3.5M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $5K · Other securities (Pt X, ln 12) $3.2M · Total assets (Pt X, ln 16) $3.5M
92%
People & payroll
Highest Reported Total Compensation
Individual David Johnson · Reported title President · Highest reported compensation $0 · Total expenses $58K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $58K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 57%
Overhead ratio 43%
Revenue growth -22%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$20K
Grants paid · 6 grants · $626K · 2020–2025
University of MissouriFY2025$31,868
University of MissouriFY2024$25,557
University of MissouriFY2023$93,326
University of MissouriFY2022$13,294
University of MissouriFY2021$240,059
University of MissouriFY2020$222,316

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$210K revenue · viewing · ⤓ 990 PDF
FY2024$269K revenue · ⤓ 990 PDF
FY2023$189K revenue · ⤓ 990 PDF
FY2022$118K revenue · ⤓ 990 PDF
FY2021$286K revenue · ⤓ 990 PDF
FY2020$270K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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