The Washington-Waldorf School Inc (EIN 237003486) - 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

1969

Legal Domicile

Principal Officer

Margery Bank

Phone

3012296107

Tax Period

2024-07-01 to 2025-06-30

The Washington-Waldorf School Inc, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $10.3M in total revenue in fiscal year 2024.

Mission

Educating the whole child, in mind, body and spirit, for a life of continuous learning and meaningful engagement with the world. Washington Waldorf School follows the Waldorf curriculum for students from pre-kindergarten through twelfth grade.

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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 $561,264

Program Service Revenue $9,709,987

Investment Income $128,355

Other Revenue $-69,001

TOTAL REVENUE $10,330,605

Expense Breakdown

Grants Paid $2,022,094

Salaries & Benefits $6,629,316

Fundraising Expenses $287,405

Program Expenses $8,833,543

Other Expenses $2,555,663

TOTAL EXPENSES $11,207,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,330,605	$9,886,800	+0.0%
Expenses	$11,207,073	$9,986,333	+0.1%
Net Income	$-876,468	$-99,533	+7.8%

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

121

Volunteers

280

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

$77,707

Total Directors

$331,995

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Margery Bank	Head of School	40.00	Officer Director	$76,580	$1,127	$77,707
Lisa Bechmann	Director/Teacher - Until September 2024	40.00	Director	$31,789	$913	$32,702
Kate Knuth	Director/Faculty	40.00	Director	$65,405	$5,928	$71,333
Suzanne Tapia	Director/Faculty - Until March 2025	40.00	Director	$62,908	$1,646	$64,554
Taisto Saloma	Director/Faculty	40.00	Director	$84,053	$1,646	$85,699
Marilyn Noguera	Director - Until September 2024	5.00	Director	$0	$0	$0
Clay Lowery	Director	5.00	Director	$0	$0	$0
Abel Smith	Director	5.00	Director	$0	$0	$0
Haneef Omar	Director	5.00	Director	$0	$0	$0
Dan Wacker	Director	5.00	Director	$0	$0	$0
Maria Monteverde-Jackson	Vice Chair - Until September 2024	10.00	Officer Director	$0	$0	$0
James Wise	Chair/Interim Treasurer	10.00	Officer Director	$0	$0	$0
Kate Mueller	Vice Chair - Started Oct 2024	10.00	Officer Director	$0	$0	$0
Anne Wotring	Secretary	5.00	Officer Director	$0	$0	$0
Nicholas Hampton	Treasurer	5.00	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	$10,330,605	$11,207,073	$18,102,156	$-876,468
2024	No data	No data	No data	No data
2023	$9,913,045	$9,367,197	$19,124,829	$545,848
2022	$13,343,195	$8,073,830	$18,613,192	$5,269,365
2021	$8,399,598	$7,215,163	$14,292,650	$1,184,435
2020	$8,193,572	$7,866,306	$11,914,106	$327,266
2019	$8,758,095	$7,710,029	$10,965,596	$1,048,066

The Washington-Waldorf School Inc