ST LOUIS WALDORF ASSOCIATION (EIN 431609194) - 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

1993

Legal Domicile

Principal Officer

LAURI BHAGAT

Phone

3149622129

Tax Period

2024-08-01 to 2025-07-31

ST LOUIS WALDORF ASSOCIATION, founded in 1993, is a small nonprofit that reported $833K in total revenue in fiscal year 2024.

Mission

TO DEVELOP EACH CHILDS FULL POTENTIAL TO MEET THE EVER-CHANGING WORLD AS FREE-THINKING, COMPASSIONATE AND PURPOSEFUL HUMAN BEINGS

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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 $47,466

Program Service Revenue $781,958

Investment Income $4,023

Other Revenue $0

TOTAL REVENUE $833,447

Expense Breakdown

Grants Paid $0

Salaries & Benefits $679,125

Fundraising Expenses $0

Program Expenses $712,594

Other Expenses $228,582

TOTAL EXPENSES $907,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$833,447	$857,775	0.0%
Expenses	$907,707	$884,311	+0.0%
Net Income	$-74,260	$-26,536	+1.8%

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

120

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

$100

Total Directors

$100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURI BHAGAT	PRESIDENT	6.00	Officer Director	$100	$0	$100
KEIRA ANDERSON	DIRECTOR	6.00	Director	$0	$0	$0
CALEB CHOU	TREASURER	6.00	Officer Director	$0	$0	$0
MATTHEW ENGLIS	DIRECTOR	6.00	Director	$0	$0	$0
BECKY GREMAUD	VICE PRESIDE	6.00	Officer Director	$0	$0	$0
JEREMY HOROWITZ	BOARD MEMBER	6.00	Director	$0	$0	$0
DAVID HOWERTON	DIRECTOR	6.00	Director	$0	$0	$0
MARYANN MERZ	DIRECTOR	6.00	Director	$0	$0	$0
MARIA MORRISON	DIRECTOR	6.00	Director	$0	$0	$0
JEREMY STRASS	SECRETARY	6.00	Officer Director	$0	$0	$0
LAURA WILEY	DIRECTOR	6.00	Director	$0	$0	$0
THERESA DOBSON	OFFICER	6.00	Officer	$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	$833,447	$907,707	$1,343,517	$-74,260
2024	$857,775	$884,311	$1,429,884	$-26,536
2023	$858,716	$690,574	$1,504,613	$168,142
2022	$654,285	$683,761	$1,287,025	$-29,476
2021	$745,712	$643,294	$1,270,984	$102,418
2020	$755,575	$686,800	$1,354,187	$68,775
2019	$546,279	$656,313	$953,486	$-110,034
2018	$789,495	$592,983	$673,643	$196,512

ST LOUIS WALDORF ASSOCIATION