BRUNSWICK WALDORF SCHOOL ASSOCIATION (EIN 222551702) - 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

1984

Legal Domicile

Principal Officer

MELISSA WATSON

Phone

2078653900

Tax Period

2023-07-01 to 2024-06-30

BRUNSWICK WALDORF SCHOOL ASSOCIATION, founded in 1984, is a community nonprofit in the Education sector that reported $7.3M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

TO AWAKEN THE HIGHEST POTENTIAL IN EVERY STUDENT BY FOSTERING CLARITY OF THOUGHT, WARMTH OF HEART, AND STRENGTH OF RESOLVE TO MAKE A DIFFERENCE IN THE WORLD.

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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 $765,908

Program Service Revenue $5,964,120

Investment Income $551,690

Other Revenue $52,902

TOTAL REVENUE $7,334,620

Expense Breakdown

Grants Paid $1,760,470

Salaries & Benefits $4,179,109

Fundraising Expenses $256,659

Program Expenses $6,078,188

Other Expenses $1,296,431

TOTAL EXPENSES $7,236,010

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,334,620	$5,962,798	+0.2%
Expenses	$7,236,010	$6,348,896	+0.1%
Net Income	$98,610	$-386,098	-1.3%

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

114

Volunteers

175

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

$89,237

Total Directors

$272,403

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRELAND HELEN-ANN	DIRECTOR	40.00	Director	$57,980	$0	$57,980
LYTLE JOSH	DIRECTOR	40.00	Director	$55,364	$13,279	$68,643
SMITH EZRA	DIRECTOR	40.00	Director	$50,844	$17,246	$68,090
WAHLQUIST GWEN	DIRECTOR	40.00	Director	$49,585	$28,105	$77,690
EAGLE CHE	DIRECTOR	2.00	Director	$0	$0	$0
GREEN KRISTIE	DIRECTOR	2.00	Director	$0	$0	$0
MATTSON JEANNIE	DIRECTOR	2.00	Director	$0	$0	$0
MCGUIRE GAYLE	DIRECTOR	2.00	Director	$0	$0	$0
SCHATZ KARL	DIRECTOR	2.00	Director	$0	$0	$0
SHURTLEFF ERIC	DIRECTOR	2.00	Director	$0	$0	$0
ANDERSON DANA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CORCORAN JUSTIN	SECRETARY	2.00	Officer Director	$0	$0	$0
COFFIN JUSTIN	TREASURER	2.00	Officer Director	$0	$0	$0
MANGANELLO JOHN	PRESIDENT	2.00	Officer Director	$0	$0	$0
EICHER DAVID	PEDAGOGICAL DIRECTOR	40.00	Officer	$54,007	$35,230	$89,237

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	$7,334,620	$7,236,010	$12,338,854	$98,610
2023	$5,962,798	$6,348,896	$12,493,975	$-386,098
2022	$6,541,080	$6,044,141	$13,018,845	$496,939
2021	$5,748,185	$5,822,384	$13,019,845	$-74,199
2020	$5,726,110	$5,731,230	$12,618,270	$-5,120
2019	$5,407,500	$5,257,832	$12,358,962	$149,668

BRUNSWICK WALDORF SCHOOL ASSOCIATION