BERKSHIRE WALDORF HIGH SCHOOL INC

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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

2003

Legal Domicile

Principal Officer

TERESA O'BRIENT

Phone

4132983800

Tax Period

2023-07-01 to 2024-06-30

BERKSHIRE WALDORF HIGH SCHOOL INC, founded in 2003, is a community nonprofit in the Education sector that reported $4.4M in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 73% operating margin.

Mission

THE BERKSHIRE WALDORF HIGH SCHOOL PROVIDES AN EDUCATION FOR ADOLESCENTS THAT SEEKS TRUTH, DEVELOPS IMAGINATION, NURTURES GROWTH, FOSTERS RESPONSIBILITY, AND HONORS INNER FREEDOM IN AN ATMOSPHERE OF ACADEMIC EXCELLENCE, ARTISTIC FULFILLMENT, OPENNESS, AND MUTUAL RESPECT.

Program Service Accomplishments

Program 1

Expenses: $1,062,348 Revenue: $1,065,638

TO PROVIDE AN EDUCATION FOR ADOLESCENTS THAT SEEKS TRUTH, DEVELOPS IMAGINATION, NURTURES GROWTH, FOSTERS RESPONSIBILITY, AND HONORS INNER FREEDOM IN AN ATMOSPHERE OF ACADEMIC EXCELLENCE, ARTISTIC...

TO PROVIDE AN EDUCATION FOR ADOLESCENTS THAT SEEKS TRUTH, DEVELOPS IMAGINATION, NURTURES GROWTH, FOSTERS RESPONSIBILITY, AND HONORS INNER FREEDOM IN AN ATMOSPHERE OF ACADEMIC EXCELLENCE, ARTISTIC FULFILLMENT, OPENNESS, AND MUTUAL RESPECT. DURING THE COURSE OF THE 2023-2024 SCHOOL YEAR THERE WERE 45 STUDENTS ENROLLED.

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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 $3,212,220

Program Service Revenue $1,057,244

Investment Income $72,902

Other Revenue $8,394

TOTAL REVENUE $4,350,760

Expense Breakdown

Grants Paid $544,200

Salaries & Benefits $368,266

Fundraising Expenses $15,681

Program Expenses $1,062,348

Other Expenses $272,565

TOTAL EXPENSES $1,185,031

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,350,760	$2,802,387	+0.6%
Expenses	$1,185,031	$1,041,569	+0.1%
Net Income	$3,165,729	$1,760,818	+0.8%

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

$75,230

Total Directors

$130,116

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESA O'BRIENT	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
RACHEL KANZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LAURA DUBESTER	TREASURER (NON-VOTING)	2.00	Officer Director	$0	$0	$0
STEPHEN K SAGARIN	SECRETARY, EXECUTIVE DIRECTOR	35.00	Officer Director	$54,000	$0	$54,000
SAMANTHA STIER	DIRECTOR, ADMISSIONS DIRECTOR	35.00	Director	$43,616	$0	$43,616
JULIA NUNEZ	DIRECTOR, TEACHER	35.00	Director	$32,500	$0	$32,500
SHEELA CLARY	DIRECTOR	1.00	Director	$0	$0	$0
TRACY THORNTON FERNBACHER	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN FOLMER	DIRECTOR	1.00	Director	$0	$0	$0
RENEE BILODEAU	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK WHITE	CHIEF FINANCIAL OFFICER	1.00	Officer	$21,230	$0	$21,230

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	$4,350,760	$1,185,031	$5,955,641	$3,165,729
2023	$3,202,387	$1,041,569	$2,647,882	$2,160,818
2022	$1,002,088	$932,174	$310,123	$69,914
2021	$1,106,300	$1,015,850	$304,840	$90,450
2020	$602,313	$581,959	$235,785	$20,354
2019	$462,695	$515,248	$170,079	$-52,553
2018	$562,891	$555,145	$217,714	$7,746