THE WALDORF SCHOOL OF GARDEN CITY (EIN 111855654) - 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

1947

Legal Domicile

Principal Officer

NICOLE LITTREAN

Phone

5167423434

Tax Period

2022-07-01 to 2023-06-30

THE WALDORF SCHOOL OF GARDEN CITY, founded in 1947, is a mid-sized nonprofit in the Education sector that reported $13.2M in total revenue in fiscal year 2022.

Mission

TO CONDUCT, OPERATE, AND MAINTAIN AN EARLY CHILDHOOD, ELEMENTARY, AND SECONDARY SCHOOL.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,046,348

Program Service Revenue $11,920,203

Investment Income $173,505

Other Revenue $45,909

TOTAL REVENUE $13,185,965

Expense Breakdown

Grants Paid $1,907,194

Salaries & Benefits $8,194,450

Fundraising Expenses $262,018

Program Expenses $10,832,124

Other Expenses $3,060,956

TOTAL EXPENSES $13,162,600

Year-over-Year Comparison

	2022	2021	Change
Revenue	$13,185,965	$13,601,476	0.0%
Expenses	$13,162,600	$12,073,302	+0.1%
Net Income	$23,365	$1,528,174	-1.0%

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

270

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

$461,283

Total Directors

$206,017

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelly O'Halogan	Faculty Chair	40.0	Officer	$128,422	$49,883	$178,305
Nicole Littrean	School Administrator	40.0	Officer	$128,322	$45,619	$173,941
Roland Rothenbucher	High School Chair	40.0	Highest	$119,734	$16,563	$136,297
Shane Flanagan	Athletic Director	40.0	Highest	$110,186	$2,755	$112,941
Ramona K Owens	Finance Director (Left 8/2022)	40.0	Officer	$89,255	$19,782	$109,037
Karen Giumenta	Trustee/Class Teacher	40.0	Director	$59,473	$46,082	$105,555
Erin Fitzgerald	Trustee/Class Teacher	40.0	Director	$74,809	$25,653	$100,462
Anne Murray	Board Chair	1.0	Officer Director	$0	$0	$0
Edward Magee	Treasurer	1.0	Officer Director	$0	$0	$0
Jay Dorman	Secretary	1.0	Officer Director	$0	$0	$0
Cristin Burtis	Trustee	1.0	Director	$0	$0	$0
Tarik Carney	Trustee	1.0	Director	$0	$0	$0
David Chauvin	Trustee	1.0	Director	$0	$0	$0
Lance Cheney	Trustee	1.0	Director	$0	$0	$0
Jeffrey Kane	Trustee	1.0	Director	$0	$0	$0
Michael Proctor	Trustee	1.0	Director	$0	$0	$0
David Resnick	Trustee	1.0	Director	$0	$0	$0
Jean-Rene Zetrenne	Trustee	1.0	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	No data	No data	No data	No data
2023	$13,185,965	$13,162,600	$14,149,609	$23,365
2022	$13,601,476	$12,073,302	$13,682,215	$1,528,174
2021	$11,567,272	$9,924,699	$14,550,054	$1,642,573
2020	$11,646,232	$11,735,988	$11,107,221	$-89,756
2019	$11,992,575	$11,872,728	$11,466,181	$119,847
2018	$11,531,835	$11,494,190	$11,225,173	$37,645

THE WALDORF SCHOOL OF GARDEN CITY