THE WALDORF SCHOOL INC (EIN 042574089) - 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

CHRISTIAN WEEKS

Phone

7818631063

Tax Period

2023-07-01 to 2024-06-30

THE WALDORF SCHOOL INC, founded in 1971, is a community nonprofit in the Education sector that reported $5.7M in total revenue in fiscal year 2023. Expenses of $6.9M exceeded revenue, resulting in a 21% operating deficit.

Mission

THE WALDORF SCHOOL OF LEXINGTON NURTURES EACH CHILD'S CURIOSITY, INGENUITY, AND LOVE OF LEARNING SO THAT THEY CAN MEET THE FUTURE WITH WONDER, CONFIDENCE, AND RESILIENCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $139,038

Program Service Revenue $5,205,419

Investment Income $165,918

Other Revenue $197,240

TOTAL REVENUE $5,707,615

Expense Breakdown

Grants Paid $693,154

Salaries & Benefits $4,856,878

Fundraising Expenses $137,091

Program Expenses $5,505,848

Other Expenses $1,339,196

TOTAL EXPENSES $6,889,228

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,707,615	$5,834,062	0.0%
Expenses	$6,889,228	$6,117,241	+0.1%
Net Income	$-1,181,613	$-283,179	+3.2%

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

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

$281,309

Total Directors

$211,459

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS TRIGG	INTERIM HEAD OF SCHOOL	40.00	Officer	$136,065	$9,706	$145,771
JOSEPH ODONNELL	TRUSTEE/TEACHER	40.00	Director	$75,481	$440	$75,921
CARLOS TROSTLI- FORMER HEAD OF	STRATEGIC INITIATIVE/CURRENT TRUSTEE	40.00	Officer Director	$68,539	$2,929	$71,468
CHRISTA ANDREA FABER	TRUSTEE/FACULTY OFFICER	20.00	Officer Director	$44,956	$19,114	$64,070
MIKE MASSICOTTE	DIR OF FINANCE & OPS FROM APRIL '24	40.00	Officer	$0	$0	$0
ALISON DISALVO-RYAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHLEEN WILLIAMS	VP & INTERIM SECRETARY	1.00	Officer Director	$0	$0	$0
LANCE BRISBOIS	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTIAN WEEKS	TREASURER	1.00	Officer Director	$0	$0	$0
ITAI ROLNICK	TRUSTEE	1.00	Director	$0	$0	$0
SAMARJIT SHANKAR	TRUSTEE	1.00	Director	$0	$0	$0
DR LYDIA KNUTSON	TRUSTEE	1.00	Director	$0	$0	$0
WALTER DUNCAN	TRUSTEE	1.00	Director	$0	$0	$0
ANN WIEDIE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTY EVERETT	TRUSTEE	1.00	Director	$0	$0	$0
MARCIE HOLMES	TRUSTEE	1.00	Director	$0	$0	$0
ARTHUR PITTIS	TRUSTEE	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
2025	No data	No data	No data	No data
2024	$5,707,615	$6,889,228	$5,375,430	$-1,181,613
2023	$5,834,062	$6,117,241	$6,388,677	$-283,179
2022	$6,163,926	$5,226,077	$6,213,572	$937,849
2021	$4,612,852	$4,501,754	$6,002,732	$111,098
2020	$4,659,520	$5,157,642	$5,194,871	$-498,122
2019	$4,894,364	$5,036,781	$5,901,783	$-142,417

THE WALDORF SCHOOL INC