THE WALDORF INSTITUTE OF SOUTHERN CALIFORNIA (EIN 237414480) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Tax Period

2023-09-01 to 2024-08-31

THE WALDORF INSTITUTE OF SOUTHERN CALIFORNIA, founded in 1972, is a small nonprofit that reported $157K in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $197K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO OFFER CURRENT & PROSPECTIVE TEACHERS A PREPARATION FOR WALDORF TEACHING ENCOMPASSING TRANSFORMATIVE EXPERIENCES OF ARTISTIC & TEACHING PRACTICE, COLLABORATIVE WORK & DEVELOPING AN ESSENTIAL RELATION TO THE SPIRITUAL UNDERSTANDING & PATH THAT IS THE SOURCE OF WALDORF EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $67,268

Program Service Revenue $89,040

Investment Income $258

Other Revenue $0

TOTAL REVENUE $156,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,688

Fundraising Expenses $0

Program Expenses $173,097

Other Expenses $71,707

TOTAL EXPENSES $197,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,566	$336,150	-0.5%
Expenses	$197,395	$357,054	-0.4%
Net Income	$-40,829	$-20,904	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$11,816

Total Directors

$56,889

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AILEEN LEIJTEN	EXECUTIVE DIRECTOR	30.00	Director	$28,246	$0	$28,246
JACQUELINE DEVELLE	TRUSTEE	20.00	Director	$15,471	$0	$15,471
JEAN BROUSSEAU	TRUSTEE	5.00	Officer Director	$11,816	$0	$11,816
SHIVANI BURROWS GOODWILL	TRUSTEE	10.00	Director	$1,356	$0	$1,356
CHARLEEN KING	TREASURER	2.00	Director	$0	$0	$0
CATHY ONEILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN BROUSSEAU	TRUSTEE	2.00	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
2024	$156,566	$197,395	$134,763	$-40,829
2023	$336,150	$357,054	$138,240	$-20,904
2022	$324,898	$324,172	$163,179	$726
2021	$371,896	$364,171	$164,547	$7,725
2020	$311,874	$296,837	$195,861	$15,037
2019	$380,065	$364,848	$141,022	$15,217
2018	$332,353	$360,792	$124,753	$-28,439

THE WALDORF INSTITUTE OF SOUTHERN CALIFORNIA