WALDORF SCHOOL AT MORAINE FARM INC (EIN 042861201) - 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

1985

Legal Domicile

Principal Officer

SAMANTHA VONA

Phone

9789278811

Tax Period

2024-07-01 to 2025-06-30

WALDORF SCHOOL AT MORAINE FARM INC, founded in 1985, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2024.

Mission

TO HELP EVERY STUDENT DEVELOP HIS OR HER UNIQUE GIFTS USING A PROVEN, HOLISTIC APPROACH.

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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 $108,551

Program Service Revenue $1,882,946

Investment Income $74

Other Revenue $-5,404

TOTAL REVENUE $1,986,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,541,194

Fundraising Expenses $62,513

Program Expenses $1,504,823

Other Expenses $524,222

TOTAL EXPENSES $2,065,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,986,167	$1,965,105	+0.0%
Expenses	$2,065,416	$2,274,133	-0.1%
Net Income	$-79,249	$-309,028	-0.7%

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

$66,565

Total Directors

$66,565

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMANTHA VONA	TREASURER	5.00	Director	$0	$0	$0
RACHEL MCCARTHY	TRUSTEE / ADMISSION DIRECT	40.00	Officer Director	$56,551	$3,044	$59,595
MARLENE DICKINSON	TRUSTEE	5.00	Director	$0	$0	$0
KARL PULKKINEN	SECRETARY	5.00	Officer Director	$0	$0	$0
REBECCA RUGO	PRESIDENT	5.00	Officer Director	$6,970	$0	$6,970
MARISA KOBUS	TRUSTEE	5.00	Director	$0	$0	$0
JOANNA MACINNIS	TRUSTEE	5.00	Director	$0	$0	$0
TIM SPITTLE	TRUSTEE	5.00	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	$1,986,167	$2,065,416	$3,096,381	$-79,249
2024	No data	No data	No data	No data
2023	$1,991,219	$2,076,263	$3,374,821	$-85,044
2022	$2,082,039	$1,800,628	$3,535,958	$281,411
2021	$1,701,362	$1,732,607	$3,306,970	$-31,245
2020	$1,384,669	$1,638,218	$3,155,249	$-253,549
2019	$1,593,638	$1,889,709	$3,224,676	$-296,071
2018	$1,956,403	$1,888,284	$3,625,222	$68,119

WALDORF SCHOOL AT MORAINE FARM INC