SEA STAR WALDORF SCHOOL INITIATIVE (EIN 208071656) - 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

2006

Legal Domicile

Principal Officer

GISELLE CHIA

Phone

5614523618

Tax Period

2024-07-01 to 2025-06-30

SEA STAR WALDORF SCHOOL INITIATIVE, founded in 2006, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $2.4M left a modest 11% surplus.

Mission

SEA STAR WALDORF SCHOOL INITIATIVE IS DEDICATED TO PROVIDING EDUCATION INSPIRED BY THE WALDORF PHILOSOPHY FOR THE CHILDREN AND FAMILIES OF SOUTH FLORIDA. OUR CERTIFIED WALDORF TRAINED FACULTY IS COMMITTED TO TEACHING IN WAYS THAT FOSTER TRUTH, BEAUTY AND GOODNESS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $49,988

Program Service Revenue $2,510,569

Investment Income $0

Other Revenue $156,282

TOTAL REVENUE $2,716,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,375,008

Fundraising Expenses $49,401

Program Expenses $2,009,233

Other Expenses $1,042,929

TOTAL EXPENSES $2,417,937

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,716,839	$2,196,616	+0.2%
Expenses	$2,417,937	$1,950,995	+0.2%
Net Income	$298,902	$245,621	+0.2%

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
GISELLE CHIA	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
HARDWIG FISCHER	TREASURER	1.00	Officer Director	$0	$0	$0
SAM BARKER	SECRETARY	1.00	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	$2,716,839	$2,417,937	$1,296,520	$298,902
2024	$2,196,616	$1,950,995	$1,188,525	$245,621
2024	$2,258,048	$1,950,995	$1,188,525	$307,053
2023	$1,916,497	$1,379,021	$977,658	$537,476
2022	$1,075,752	$828,441	$467,022	$247,311
2021	$424,235	$508,455	$403,834	$-84,220
2020	$1,085,266	$1,082,953	$247,868	$2,313
2020	$1,075,266	$955,868	$247,867	$119,398
2019	$1,138,363	$1,095,550	$127,588	$42,813
2018	$944,347	$1,066,794	$63,320	$-122,447

SEA STAR WALDORF SCHOOL INITIATIVE