MEADOWBROOK WALDORF ASSOCIATION (EIN 050383653) - 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

1979

Legal Domicile

Principal Officer

JENNIFER FARRELLY

Phone

4014919570

Tax Period

2023-07-01 to 2024-06-30

MEADOWBROOK WALDORF ASSOCIATION, founded in 1979, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $2.5M left a modest 14% surplus.

Mission

EDUCATING CHILDREN FROM EARLY CHILDHOOD THROUGH EIGHTH GRADE BASED ON A WALDORF CURRICULUM.

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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 $154,918

Program Service Revenue $2,562,895

Investment Income $116,078

Other Revenue $11,565

TOTAL REVENUE $2,845,456

Expense Breakdown

Grants Paid $663,021

Salaries & Benefits $1,220,510

Fundraising Expenses $95,002

Program Expenses $2,025,378

Other Expenses $577,306

TOTAL EXPENSES $2,460,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,845,456	$1,890,152	+0.5%
Expenses	$2,460,837	$1,648,572	+0.5%
Net Income	$384,619	$241,580	+0.6%

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

189

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

$95,066

Total Directors

$51,703

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG PEARCE	PRESIDENT	1.00	Officer Director	$0	$0	$0
LORNA PERSSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHEN THOMPSON	TREASURER	1.00	Officer Director	$0	$0	$0
GABRIELLE TORPHY	TRUSTEE	1.00	Director	$0	$0	$0
MIKHAIL SAGAL	TRUSTEE	1.00	Officer Director	$0	$0	$0
ALISON WADE	TRUSTEE	1.00	Director	$0	$0	$0
NILS WIBERG	TRUSTEE	1.00	Director	$0	$0	$0
HIMANSHU GOSAR	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER MCCANN	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER FARRELLY	ADMINISTRATOR	40.00	Officer Director	$43,500	$8,203	$51,703
KRISTINA BOVING	FACULTY CHAIR	40.00	Officer	$42,100	$1,263	$43,363

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	$2,845,456	$2,460,837	$9,799,195	$384,619
2023	$1,890,152	$1,648,572	$9,487,174	$241,580
2022	$2,500,110	$1,661,630	$9,204,859	$838,480
2021	$1,774,007	$1,491,165	$8,658,610	$282,842
2020	$2,611,901	$1,286,398	$8,512,521	$1,325,503
2019	$2,894,568	$1,414,464	$4,940,356	$1,480,104
2018	$1,677,992	$1,574,466	$4,537,964	$103,526

MEADOWBROOK WALDORF ASSOCIATION