THE DA VINCI WALDORF SCHOOL (EIN 364316186) - 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

1999

Legal Domicile

Principal Officer

BRIAN ZASADA

Phone

8475261372

Tax Period

2024-07-01 to 2025-06-30

THE DA VINCI WALDORF SCHOOL, founded in 1999, is a small nonprofit in the Education sector that reported $987K in total revenue in fiscal year 2024. Expenses of $1.2M exceeded revenue, resulting in a 25% operating deficit.

Mission

TEACHES TO EMBRACE LEARNING THROUGH A DEVELOPMENTALLY APPROPRIATE, MULTIDISCIPLINARY, EXPERIENTIAL CURRICULUM, LEADING TO CLEAR AND CRITICAL THINKING, ETHICAL AND COMPASSIONATE ACTIONS, AND TO MAKE A DIFFERENCE.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $20,203

Program Service Revenue $920,185

Investment Income $19,532

Other Revenue $27,324

TOTAL REVENUE $987,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $879,242

Fundraising Expenses $0

Program Expenses $807,085

Other Expenses $351,559

TOTAL EXPENSES $1,230,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$987,244	$1,020,284	0.0%
Expenses	$1,230,801	$1,296,386	-0.1%
Net Income	$-243,557	$-276,102	-0.1%

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

Total Directors

$99,929

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTINE FISKUM	FACULTY CHAIR	040.00	Director	$54,661	$0	$54,661
BLAIR PICONE	ADMINISTRATOR	040.00	Director	$45,268	$0	$45,268
STEPHANIE SANTOS-GRAY	TRUSTEE	002.00	Director	$0	$0	$0
ESTHER CALDERON-GIERSZAL	TRUSTEE	002.00	Director	$0	$0	$0
BRIAN ZASADA	PRESIDENT	002.00	Officer Director	$0	$0	$0
SHARLA PAUL	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
JESSICA OLEJAK	TREASURER	002.00	Officer Director	$0	$0	$0
VICKI CUMMINGS	SECRETARY	002.00	Officer Director	$0	$0	$0
JENN SUTKAY	TRUSTEE	002.00	Director	$0	$0	$0
KEVIN BRUNING	TRUSTEE	002.00	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
2025	$987,244	$1,230,801	$1,115,014	$-243,557
2024	$1,020,284	$1,296,386	$1,279,267	$-276,102
2023	$1,200,066	$1,000,423	$1,527,212	$199,643
2022	$1,011,872	$827,067	$1,431,774	$184,805
2021	$826,330	$585,451	$1,310,828	$240,879
2020	$724,288	$708,067	$705,598	$16,221
2019	$780,941	$738,553	$660,906	$42,388
2018	$803,130	$722,756	$679,930	$80,374

THE DA VINCI WALDORF SCHOOL