THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC (EIN 043562886) - 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

2001

Legal Domicile

Principal Officer

VIRGINIA FLYNN

Phone

5188289999

Tax Period

2023-08-01 to 2024-07-31

THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC, founded in 2001, is a small nonprofit in the Education sector that reported $556K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $652K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE INSTITUTE IS ORGANIZED TO ENGAGE IN RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.

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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 $365,455

Program Service Revenue $189,723

Investment Income $352

Other Revenue $0

TOTAL REVENUE $555,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $331,397

Fundraising Expenses $0

Program Expenses $576,693

Other Expenses $320,215

TOTAL EXPENSES $651,612

Year-over-Year Comparison

	2023	2022	Change
Revenue	$555,530	$608,967	-0.1%
Expenses	$651,612	$601,319	+0.1%
Net Income	$-96,082	$7,648	-13.6%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE ADAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHEN BLOOMQUIST	TREASURER	1.00	Officer Director	$0	$0	$0
VIRGINIA FLYNN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DOUGLAS GERWIN	DIRECTOR	20.00	Officer Director	$0	$0	$0
ELAN LEIBNER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
VIRGINIA MCWILLIAM	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE RUSSELL	BOARD MEMBER	1.00	Director	$0	$0	$0
LEONORE RUSSELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOST SCHIEREN	BOARD MEMBER	1.00	Director	$0	$0	$0
WILFRIED SOMMER	BOARD MEMBER	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
2024	$555,530	$651,612	$389,526	$-96,082
2023	$608,967	$601,319	$467,388	$7,648
2022	$722,948	$552,638	$510,649	$170,310
2021	$629,426	$617,558	$448,326	$11,868
2020	$517,697	$549,998	$363,478	$-32,301

THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC