Lake Champlain Waldorf School (EIN 030296320) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

Amanda Herzberger

Phone

8029852827

Tax Period

2022-07-01 to 2023-06-30

Lake Champlain Waldorf School, founded in 1984, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $3.7M left a modest 9% surplus.

Mission

Our mission is to create and support a Waldorf school system in the greater Burlington, Vermont, area and to assist in the education of the general public and professional community in the principles and practices of Waldorf education and the philosophy of anthroposophy.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $248,950

Program Service Revenue $3,136,129

Investment Income $13,317

Other Revenue $669,525

TOTAL REVENUE $4,067,921

Expense Breakdown

Grants Paid $575,984

Salaries & Benefits $2,390,646

Fundraising Expenses $30,804

Program Expenses $2,533,477

Other Expenses $733,707

TOTAL EXPENSES $3,700,337

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,067,921	$3,703,674	+0.1%
Expenses	$3,700,337	$3,453,878	+0.1%
Net Income	$367,584	$249,796	+0.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$111,310

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharon Carlson	Trustee	40.00	Director	$57,250	$0	$57,250
Bailey Johns	Trustee	40.00	Director	$54,060	$0	$54,060
Amanda Herzberger	President	0.00	Officer Director	$0	$0	$0
Danielle Cox	Treasurer	0.00	Director	$0	$0	$0
Danielle Drogalis	Secretary	0.00	Officer Director	$0	$0	$0
Justine Viets	Vice President	0.00	Director	$0	$0	$0
Christopher Smith	Trustee	0.00	Director	$0	$0	$0
Melissa Coolidge	Trustee	0.00	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	No data	No data	No data	No data
2023	$4,067,921	$3,700,337	$5,710,832	$367,584
2022	$3,703,674	$3,453,878	$4,985,159	$249,796
2021	$3,497,116	$3,117,299	$5,135,021	$379,817
2018	$4,223,415	$4,266,530	$4,489,764	$-43,115

Lake Champlain Waldorf School