TAMARACK WALDORF SCHOOL INC

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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

1997

Legal Domicile

Principal Officer

MAGGIE HERBST

Phone

4142770009

Tax Period

2024-07-01 to 2025-06-30

TAMARACK WALDORF SCHOOL INC, founded in 1997, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.3M left a modest 3% surplus.

Mission

TO PROVIDE AN EARLY CHILDHOOD THROUGH 8TH GRADE WALDORF EDUCATION TO DEVELOP INDEPENDENT, CRITICAL THINKERS WITH A STRONG SENSE OF SOCIAL RESPONSIBILITY

Program Service Accomplishments

Program 1

Expenses: $1,918,030 Revenue: $2,235,600

THE ORGANIZATION OPERATED TAMARACK WALDORF SCHOOL IN MILWAUKEE, WISCONSIN. THE SCHOOL PROVIDES AN EARLY CHILDHOOD THROUGH 8TH GRADE WALDORF EDUCATION TO DEVELOP INDEPENDENT, CRITICAL THINKERS WITH A...

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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 $70,254

Program Service Revenue $2,235,600

Investment Income $23,128

Other Revenue $-746

TOTAL REVENUE $2,328,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,717,223

Fundraising Expenses $18,023

Program Expenses $1,918,030

Other Expenses $539,244

TOTAL EXPENSES $2,256,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,328,236	$2,147,953	+0.1%
Expenses	$2,256,467	$1,984,483	+0.1%
Net Income	$71,769	$163,470	-0.6%

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

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

$89,923

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEAH HUNTER	FINANCIAL ADMINISTRATOR	40.00	Director	$34,040	$0	$34,040
LORA POULOS	ADMINISTRATOR	40.00	Director	$55,883	$0	$55,883
MAGGIE HERBST	PRESIDENT	3.00	Officer Director	$0	$0	$0
JARED LEVISEN	SECRETARY	5.00	Officer Director	$0	$0	$0
MICHELLE SKELTON	TREASURER	3.00	Officer Director	$0	$0	$0
JOE FRANSEE	DIRECTOR	3.00	Director	$0	$0	$0
RACHEL KENISON	DIRECTOR	3.00	Director	$0	$0	$0
DAN KRAUSE	DIRECTOR	3.00	Director	$0	$0	$0
RYAN PRINCER	DIRECTOR	3.00	Director	$0	$0	$0
JAIMMIE STUGARD	DIRECTOR	3.00	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	$2,328,236	$2,256,467	$2,125,057	$71,769
2024	$2,147,953	$1,984,483	$2,119,175	$163,470
2023	$2,039,166	$2,066,833	$2,003,272	$-27,667
2022	$1,979,817	$1,910,542	$722,594	$69,275
2021	$1,923,768	$1,702,745	$616,950	$221,023
2020	$2,048,075	$1,897,141	$471,959	$150,934
2019	$2,493,202	$2,495,539	$377,913	$-2,337