WHITE MOUNTAIN WALDORF SCHOOL (EIN 020378184) - 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

1986

Legal Domicile

Principal Officer

SHANNON MCKENNEY

Phone

6034473168

Tax Period

2020-07-01 to 2021-06-30

WHITE MOUNTAIN WALDORF SCHOOL, founded in 1986, is a micro nonprofit that reported $516K in total revenue in fiscal year 2020. Revenue fell 218% from the prior year — a significant decline worth monitoring.

Mission

PRE-SCHOOL THROUGH EIGHTH GRADE EDUCATIONAL SERVICES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $65,035

Program Service Revenue $4,780

Investment Income $-588,232

Other Revenue $2,904

TOTAL REVENUE $-515,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,257

Fundraising Expenses $0

Program Expenses $52,161

Other Expenses $53,224

TOTAL EXPENSES $60,481

Year-over-Year Comparison

	2020	2019	Change
Revenue	$-515,513	$437,380	-2.2%
Expenses	$60,481	$528,977	-0.9%
Net Income	$-575,994	$-91,597	+5.3%

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

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

$6,137

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON MCKENNEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
BRETT GAGNON	DIRECTOR / ADMINISTRATOR	40.00	Director	$6,137	$0	$6,137
JASON SANDERSON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BETH VALLEE	DIRECTOR / FACULTY REP	1.00	Director	$0	$0	$0
CHIP ALBEE	TREASURER	5.00	Officer Director	$0	$0	$0
CARTER DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LAIN	DIRECTOR	1.00	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
2021	$-515,513	$60,481	$34,527	$-575,994
2020	$437,380	$528,977	$1,095,139	$-91,597
2019	$622,704	$624,993	$1,170,440	$-2,289

WHITE MOUNTAIN WALDORF SCHOOL