THE WALDORF SCHOOL OF PHILADELPHIA

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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

1996

Legal Domicile

Principal Officer

JOHN MEDRANO

Phone

2152481662

Tax Period

2023-07-01 to 2024-06-30

THE WALDORF SCHOOL OF PHILADELPHIA, founded in 1996, is a community nonprofit in the Religion sector that reported $4.1M in total revenue in fiscal year 2023.

Mission

THE WALDORF SCHOOL OF PHILADELPHIA IS A VIBRANT LEARNING COMMUNITY WHERE EDUCATION, BASED ON A DEEP UNDERSTANDING OF THE DEVELOPING CHILD, INTEGRATES THE INTELLECTUAL WITH THE ARTISTIC, THE PRACTICAL WITH THE BEAUTIFUL - FOSTERING THE ABILITY TO ENGAGE FULLY IN THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $3,810,183 Revenue: $3,873,621

THE WALDORF SCHOOL OF PHILADELPHIA IS AN URBAN, ORGANIC LEARNING ENVIRONMENT IN THE HEART OF GERMANTOWN, BASED ON RUDOLF STEINERS PHILOSOPHY OF EDUCATION, FOR NURSERY THROUGH EIGHTH GRADE. THE SCHOOL INCLUDES EARLY CHILDHOOD, LOWER SCHOOL, AND MIDDLE SCHOOL PROGRAMS AND INTEGRATES SPECIAL SUBJECTS. THE SCHOOL ALSO PROVIDES STUDENT SUPPORT SERVICES, LEARNING SUPPORT, AND COUNSELLING SUPPORT, AFTER SCHOOL CARE, STUDY GROUPS WITH FAMILY INVOLVEMENT, AND SEASONAL FAMILY ACTIVITIES.

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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 $237,795

Program Service Revenue $3,873,621

Investment Income $23,670

Other Revenue $0

TOTAL REVENUE $4,135,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,119,687

Fundraising Expenses $142,152

Program Expenses $3,810,183

Other Expenses $2,284,006

TOTAL EXPENSES $4,403,693

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,135,086	$4,101,748	+0.0%
Expenses	$4,403,693	$4,344,886	+0.0%
Net Income	$-268,607	$-243,138	+0.1%

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

200

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

$83,975

Total Directors

$163,025

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MEDRANO	PRESIDENT	5.00	Officer Director	$0	$0	$0
MAXINE WINSTON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CHRIS MORRELL	SECRETARY	5.00	Officer Director	$0	$0	$0
JOE MAIR	TREASURER	5.00	Officer Director	$0	$0	$0
CAIO AZEVEDO	TRUSTEE	2.00	Director	$0	$0	$0
CRYSTAL JOY GIBB	TRUSTEE	2.00	Director	$54,285	$0	$54,285
ZDENKA GOTTWALDOVA	TRUSTEE	2.00	Director	$51,719	$0	$51,719
ANDREA MCAFEE	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL MULLEN	TRUSTEE	2.00	Director	$0	$0	$0
DEEP PARMAR	TRUSTEE	2.00	Director	$0	$0	$0
SHARIF SHAALAN	TRUSTEE	2.00	Director	$0	$0	$0
AYINDE TATE	TRUSTEE	2.00	Director	$57,021	$0	$57,021
TERRY UPSHUR	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS WALLS	TRUSTEE	2.00	Director	$0	$0	$0
NIKO HILGERDT	HEAD OF SCHOOL	40.00	Officer	$83,975	$0	$83,975

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
2024	$4,135,086	$4,403,693	$1,625,224	$-268,607
2023	$4,101,748	$4,344,886	$1,892,498	$-243,138
2022	$4,225,949	$3,982,073	$2,032,948	$243,876
2021	$4,293,566	$4,244,527	$2,220,677	$49,039
2020	$4,217,940	$4,132,452	$2,188,088	$85,488
2019	$4,224,245	$4,046,686	$1,799,058	$177,559
2018	$4,030,917	$3,898,232	$1,726,615	$132,685