CENTER FOR ANTHROPOSOPHY

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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

1996

Legal Domicile

Principal Officer

KARIN MEADOWS

Phone

6036542566

Tax Period

2024-08-01 to 2025-07-31

CENTER FOR ANTHROPOSOPHY, founded in 1996, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024. Expenses of $1.3M left a modest 9% surplus.

Mission

PROVIDING TRAINING AND EDUCATIONAL WORKSHOPS TO WALDORF TEACHERS. SPECIFIC PROGRAMS INCLUDE FORMAL EDUCATION LEADING TO CERTIFICATION OF WALDORF HIGH SCHOOL TEACHER AND WORKSHOPS, CONFERENCES AND COURSEWORK TO UPDATE TEACHING SKILLS.

Program Service Accomplishments

Program 1

Expenses: $878,332 Revenue: $1,108,492

EDUCATIONAL PROGRAMS AND WORKSHOPS FOR WALDORF TEACHER TRAINING AND EDUCATIONS. MAINTAINING OR IMPROVING OUR ENROLLMENT RATES. EXPANDING OUR PROGRAMS TO REACH MORE INTERNATIONAL AUDIENCE.

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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 $288,280

Program Service Revenue $1,089,533

Investment Income $70,268

Other Revenue $18,959

TOTAL REVENUE $1,467,040

Expense Breakdown

Grants Paid $212,731

Salaries & Benefits $581,482

Fundraising Expenses $20,494

Program Expenses $878,332

Other Expenses $534,305

TOTAL EXPENSES $1,328,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,467,040	$1,386,841	+0.1%
Expenses	$1,328,518	$1,386,398	0.0%
Net Income	$138,522	$443	+311.7%

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

$87,985

Total Directors

$97,391

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARINE MUNK FINSER	BOARD MEMBER	1.20	Director	$61,644	$7,911	$69,555
BEVERLY BOYER	BOARD MEMBER	1.20	Director	$21,548	$0	$21,548
RANDY EVANS	BOARD MEMBER	1.20	Director	$0	$0	$0
DOUGLAS GERWIN	BOARD MEMBER	1.20	Director	$4,188	$0	$4,188
SIGNE MOTTER	BOARD MEMBER	1.20	Director	$0	$0	$0
JENNIFER HELMICK	BOARD MEMBER	1.20	Director	$0	$0	$0
AMY LLOYD	BOARD MEMBER	1.20	Director	$0	$0	$0
JEFFREY O'BRIEN	BOARD MEMBER	1.20	Director	$0	$0	$0
DIANA TESNI	BOARD MEMBER	1.20	Director	$750	$0	$750
JAN LYNDES	RECORDING SECRETARY	1.20	Officer Director	$1,350	$0	$1,350
KARIN MEADOWS	TREASURER	4.60	Officer Director	$0	$0	$0
LISA MAHAR	PRESIDENT & CHAIR	4.60	Officer Director	$0	$0	$0
DAVID BARHAM	EXECUTIVE DIRECTOR	4.60	Officer	$64,388	$22,247	$86,635

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	$1,467,040	$1,328,518	$1,491,049	$138,522
2024	$1,386,841	$1,386,398	$1,339,421	$443
2024	$1,305,021	$1,379,465	$1,326,518	$-74,444
2023	$1,182,584	$1,335,213	$1,299,035	$-152,629
2022	$1,144,089	$1,116,355	$1,369,936	$27,734
2021	$1,017,540	$823,213	$1,447,745	$194,327
2020	$891,788	$858,142	$1,130,580	$33,646