KIMBERTON WALDORF SCHOOL (EIN 231494797) - 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

1941

Legal Domicile

Principal Officer

BRAD KERSHNER

Phone

6109333635

Tax Period

2024-07-01 to 2025-06-30

KIMBERTON WALDORF SCHOOL, founded in 1941, is a community nonprofit in the Education sector that reported $7.0M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $6.5M left a modest 7% surplus.

Mission

PRIVATE EDUCATIONAL INSTITUTION FOR GRADES PRE-K TO 12.

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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 $922,018

Program Service Revenue $5,843,081

Investment Income $245,043

Other Revenue $-4,240

TOTAL REVENUE $7,005,902

Expense Breakdown

Grants Paid $1,286,385

Salaries & Benefits $3,827,683

Fundraising Expenses $90,662

Program Expenses $5,467,017

Other Expenses $1,422,164

TOTAL EXPENSES $6,536,232

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,005,902	$6,375,517	+0.1%
Expenses	$6,536,232	$6,334,276	+0.0%
Net Income	$469,670	$41,241	+10.4%

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

115

Volunteers

165

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

$102,408

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA BRETT	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREAS SCHAD	CHAIR	1.00	Officer Director	$0	$0	$0
LIANE RACITI	TRUSTEE	1.00	Director	$0	$0	$0
WARREN SULLIVAN	TRUSTEE	1.00	Director	$0	$0	$0
NATALIE FAMOUS	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER DEMONT	TREASURER (UNTIL 9/1/2024)	1.00	Officer Director	$0	$0	$0
MIKE FREDERICK	TREASURER (BEGAN 9/1/2024)	1.00	Officer Director	$0	$0	$0
SEBASTIAN ROEMER	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY RANDOLPH	TRUSTEE	1.00	Director	$0	$0	$0
BRAD KERSHNER	HEAD OF SCHOOL	40.00	Officer	$89,837	$12,571	$102,408

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	$7,005,902	$6,536,232	$11,492,123	$469,670
2024	$6,375,517	$6,334,276	$10,371,371	$41,241
2023	$5,941,174	$5,813,531	$9,649,999	$127,643
2022	$6,168,515	$5,605,633	$9,082,749	$562,882
2021	$5,813,283	$4,928,743	$11,077,621	$884,540
2020	$5,649,232	$5,873,727	$8,242,325	$-224,495
2019	$5,594,624	$5,615,210	$8,768,597	$-20,586
2018	$6,028,997	$5,802,319	$8,768,499	$226,678

KIMBERTON WALDORF SCHOOL