HARBOR WALDORF SCHOOL

EIN: 273100203 501(c)(3)

SAG HARBOR, NY

Total Revenue
$444,761
Total Expenses
$408,031
Total Assets
$161,678
Net Assets
$157,589
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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
2008
Legal Domicile
NY
Principal Officer
CHOLENA SMITH-BOYD
Phone
6317251520
Tax Period
2021-01-01 to 2021-12-31

HARBOR WALDORF SCHOOL, founded in 2008, is a small nonprofit that reported $445K in total revenue in fiscal year 2021. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $408K left a modest 8% surplus.

Mission

1)TO ESTABLISH AND OPERATE A SCHOOL AND PRESCHOOL PROGRAM, A PRE-NURSERY, PRE-K KINDERGARTEN, ELEMENTARY SCHOOL, AND A "MOMMY (OR DADDY) AND ME" PROGRAM AND INCLUDING CHILD CARE, AS AN EDUCATION INSTITUTION2) FOR THE INSTRUCTION AND IMPROVEMENT OF CHILDREN AND THE DEVELOPMENT OF THEIR VARIOUS CAPABILITIES, INCLUDING THE NURTURING OF STUDENTS' INTELLECTUAL, CREATIVE AND SPIRITUAL CAPABILITIES3) TO BE BASED ON THE PEDAGOGICAL THEORIES AND PHILOSOPHIES OF THE WALDORF SCHOOL MOVEMENT'S EARLY CHILDREN PROGRAMS4)TO INCLUDE WITHOUT LIMITATION, RAISING FINANCIAL SUPPORT AND ENTHUSIASM FOR THE SAME5) CONDUCTING ANY AND ALL LAWFUL ACTIVITIES WHICH MAY BE USEFUL FOR ACCOMPLISHING THE AFOREMENTIONED PURPOSE.

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $17,029
Program Service Revenue $427,732
Investment Income $0
Other Revenue $0
TOTAL REVENUE $444,761

Expense Breakdown

Grants Paid $0
Salaries & Benefits $266,616
Fundraising Expenses $0
Program Expenses $376,355
Other Expenses $141,415
TOTAL EXPENSES $408,031

Year-over-Year Comparison

2021 2020 Change
Revenue $444,761 $311,092 +0.4%
Expenses $408,031 $314,423 +0.3%
Net Income $36,730 $-3,331 -12.0%
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

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Governance

Voting Members
12
Independent Members
N/A
Employees
14
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
1
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVEN LONG Board Member 1.00
Officer Director
$0 $0 $0
DEDRA WRIGHT Faculty Rep 1.00
Director
$0 $0 $0
AYNSLEY SCHOPFER Administrator 1.00
Director
$0 $0 $0
OU WANG Secretary 1.00
Director
$0 $0 $0
ZEYNEP GUNDUZ Treasurer 1.00
Director
$0 $0 $0
ALLISON LABARBERA Co-Chair 1.00
Director
$0 $0 $0
MARCELO REDA Co-Chair 1.00
Director
$0 $0 $0
BEN AHRENS Board Member 1.00
Director
$0 $0 $0
KRISTEN SIEDLE LEONARD Board Member 1.00
Director
$0 $0 $0
WHITNEY ELLIS Board Member 1.00
Director
$0 $0 $0
ALEXA BREDBURY Board Member 1.00
Director
$0 $0 $0
JESSICA BARENSFELD HOWELL Administrator 1.00
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
2021 $444,761 $408,031 $161,678 $36,730
2020 $311,092 $314,423 $123,069 $-3,331
2018 $377,579 $323,715 $121,098 $53,864
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