BERKSHIRE WALDORF SCHOOL INC (EIN 042484589) - 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

1971

Legal Domicile

Principal Officer

YVONNE PEREZ-ZARRAGA

Phone

4135284015

Tax Period

2024-07-01 to 2025-06-30

BERKSHIRE WALDORF SCHOOL INC, founded in 1971, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2024.

Mission

TO PROVIDE EDUCATIONAL AND OTHER STUDENT PROGRAMS TO CHILDREN.

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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 $174,190

Program Service Revenue $5,002,888

Investment Income $13,772

Other Revenue $65,663

TOTAL REVENUE $5,256,513

Expense Breakdown

Grants Paid $1,385,515

Salaries & Benefits $2,471,792

Fundraising Expenses $28,470

Program Expenses $4,302,742

Other Expenses $607,428

TOTAL EXPENSES $5,164,476

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,256,513	$5,036,803	+0.0%
Expenses	$5,164,476	$5,200,072	0.0%
Net Income	$92,037	$-163,269	-1.6%

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

$181,287

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YVONNE PEREZ-ZARRAGA	PRESIDENT	10.00	Officer Director	$0	$0	$0
SARAH GOTTLIEB	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
PETER STANTON	TREASURER	5.00	Officer Director	$0	$0	$0
MEGAN BLANCATO	SECRETARY	5.00	Officer Director	$0	$0	$0
SAFINA ALLESSANDRA	TRUSTEE/FACULTY	40.00	Director	$38,895	$7,575	$46,470
EMILY KASTEN	TRUSTEE	5.00	Director	$0	$0	$0
CHARLES MILLER	TRUSTEE	5.00	Director	$0	$0	$0
ELIZABETH OAKLEY	TRUSTEE/FACULTY	40.00	Director	$31,278	$38,794	$70,072
KRISTA PALMER	TRUSTEE/FACULTY	40.00	Director	$57,267	$7,478	$64,745

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	$5,256,513	$5,164,476	$1,729,895	$92,037
2024	No data	No data	No data	No data
2023	$5,419,984	$4,885,775	$2,220,072	$534,209
2022	$4,343,795	$4,407,689	$1,393,814	$-63,894
2021	$3,380,916	$3,550,279	$1,734,461	$-169,363
2020	$3,791,393	$4,050,737	$1,587,151	$-259,344
2019	$3,477,284	$3,564,005	$1,342,627	$-86,721
2018	$3,102,528	$3,470,111	$1,273,381	$-367,583

BERKSHIRE WALDORF SCHOOL INC