CHICAGO WALDORF SCHOOL (EIN 366095133) - 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

1959

Legal Domicile

Principal Officer

FRASER COFFEEN

Phone

7734652662

Tax Period

2022-07-01 to 2023-06-30

CHICAGO WALDORF SCHOOL, founded in 1959, is a community nonprofit in the Education sector that reported $8.9M in total revenue in fiscal year 2022.

Mission

PROVIDING AND PROMOTING WALDORF EDUCATION FROM EARLY CHILDHOOD THROUGH THE TWELFTH GRADE AND PROMOTING WALDORF EDUCATION THROUGH COMMUNITY OUTREACH.

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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 (2022)

Revenue Breakdown

Contributions & Grants $390,117

Program Service Revenue $8,465,260

Investment Income $2,647

Other Revenue $43,642

TOTAL REVENUE $8,901,666

Expense Breakdown

Grants Paid $3,514,559

Salaries & Benefits $3,426,333

Fundraising Expenses $138,792

Program Expenses $7,848,978

Other Expenses $2,429,256

TOTAL EXPENSES $9,370,148

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,901,666	$8,430,242	+0.1%
Expenses	$9,370,148	$7,701,663	+0.2%
Net Income	$-468,482	$728,579	-1.6%

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

125

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

$181,655

Total Directors

$489,826

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL HALLUM	FACULTY TRUSTEE	2.00	Director	$40,434	$62,011	$102,445
ANDREA SHAFFER	TRUSTEE / FACULTY DIRECTOR	40.00	Officer Director	$70,851	$20,434	$91,285
FRASER COFFEEN	TRUSTEE / ADMINISTRATIVE DIRECTOR	40.00	Officer Director	$42,004	$48,366	$90,370
ANTHONY BELLAGAMBA	FACULTY TRUSTEE	2.00	Director	$43,425	$41,372	$84,797
JASMINE HASANBEGOVIC	FACULTY TRUSTEE	2.00	Director	$43,750	$25,786	$69,536
SYLVIE DESOUCHES	FACULTY TRUSTEE, GOVERNANCE COMMITTEE MEMBER	2.00	Director	$43,515	$7,878	$51,393
LARA BLUMSTEIN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DAN HOFFMANN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MATT EGING	SECRETARY	5.00	Officer Director	$0	$0	$0
CHRYSTAL POZIN	TREASURER	5.00	Officer Director	$0	$0	$0
KAREN ANDERSON	PRESIDENT	10.00	Officer Director	$0	$0	$0
TARAH HARTUNG	ADVANCEMENT COMMITTEE CO-CHAIR	2.00	Director	$0	$0	$0
ADAM KING ENDED 63023	GOVERNANCE COMMITTEE MEMBER	2.00	Director	$0	$0	$0
JESSICA MCCARTHY	COMMITTEE OF TRUSTEES CO-CHAIR	2.00	Director	$0	$0	$0
LISA MEEHAN	COMMUNITY COUNCIL LIAISON	2.00	Director	$0	$0	$0
LAURA REISCHEL	EQUITY AND INCLUSION COMMITTEE MEMBER	2.00	Director	$0	$0	$0
HERNAN SIERRA	MEDICAL ADVISORY BOARD MEMBER	2.00	Director	$0	$0	$0
NGANDU KASUKU	AUDIT COMMITTEE MEMBER	2.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$8,901,666	$9,370,148	$13,465,263	$-468,482
2022	$8,430,242	$7,701,663	$14,219,220	$728,579
2021	$7,944,227	$7,005,621	$14,578,833	$938,606
2020	$7,913,027	$7,573,765	$13,913,862	$339,262
2019	$8,040,911	$8,403,740	$13,254,311	$-362,829

CHICAGO WALDORF SCHOOL