AURORA WALDORF SCHOOL (EIN 161402664) - 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

1991

Legal Domicile

Principal Officer

JAMES ANDERSON

Phone

7166552029

Tax Period

2023-07-01 to 2024-06-30

AURORA WALDORF SCHOOL, founded in 1991, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.7M left a modest 11% surplus.

Mission

AURORA WALDORF SCHOOL WAS ORGANIZED TO PROVIDE A STRONG ACADEMIC CURRICULUM, HEAVILY ENRICHED BY ARTS, MUSIC, LANGUAGES, AND PRACTICAL ACTIVITIES FOR CHILDREN THROUGH THE EIGHTH GRADE, ACCORDING TO THE EDUCATION MODEL DEVELOPED BY THE ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA.

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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 $181,502

Program Service Revenue $1,666,804

Investment Income $11,840

Other Revenue $101,892

TOTAL REVENUE $1,962,038

Expense Breakdown

Grants Paid $143,327

Salaries & Benefits $1,120,988

Fundraising Expenses $1,928

Program Expenses $1,451,194

Other Expenses $472,640

TOTAL EXPENSES $1,736,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,962,038	$1,521,319	+0.3%
Expenses	$1,736,955	$1,554,397	+0.1%
Net Income	$225,083	$-33,078	-7.8%

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

Total Directors

$73,038

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM ANDERSON	PRESIDENT	1.25	Officer Director	$0	$0	$0
ANNA HARP	ADMINISTRATOR	1.25	Director	$37,542	$0	$37,542
JANE REID	TRUSTEE	1.25	Officer Director	$0	$0	$0
EDWARD WATTS	TRUSTEE	1.25	Director	$0	$0	$0
JONATHAN ZYBALA	TRUSTEE	1.25	Director	$0	$0	$0
ALLITA DOCKERY	TRUSTEE	1.25	Director	$0	$0	$0
DANA KEMP	TRUSTEE	1.25	Director	$0	$0	$0
NATHAN KERSHNER	TRUSTEE	1.25	Director	$16,054	$0	$16,054
ANGEL LEHNER	TRUSTEE	1.25	Director	$0	$0	$0
LISA CARROW	FACULTY REPRESENTATIVE	1.25	Director	$19,442	$0	$19,442
KAYLA CZYSZ	SECRETARY	1.25	Officer 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	$1,962,038	$1,736,955	$973,955	$225,083
2023	$1,521,319	$1,554,397	$763,624	$-33,078
2022	$1,417,584	$1,350,320	$790,233	$67,264
2021	$1,372,621	$1,179,344	$913,025	$193,277
2020	$1,308,395	$1,432,908	$569,863	$-124,513
2019	$1,657,514	$1,685,073	$612,416	$-27,559

AURORA WALDORF SCHOOL