Waldorf Association of Lawrence (EIN 431940772) - 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

2001

Legal Domicile

Phone

7858418800

Tax Period

2022-07-01 to 2023-06-30

Waldorf Association of Lawrence, founded in 2001, is a small nonprofit in the Education sector that reported $752K in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $662K left a modest 12% surplus.

Mission

An educational organization whose purpose is to foster interest in anthroposoophical philosophy by establishing and maintaining one or more Waldorf schools in the vicinity of Lawrence, KS.

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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 $27,838

Program Service Revenue $719,363

Investment Income $4,967

Other Revenue $0

TOTAL REVENUE $752,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $531,761

Fundraising Expenses $0

Program Expenses $602,496

Other Expenses $129,932

TOTAL EXPENSES $661,693

Year-over-Year Comparison

	2022	2021	Change
Revenue	$752,168	$679,904	+0.1%
Expenses	$661,693	$582,718	+0.1%
Net Income	$90,475	$97,186	-0.1%

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

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

$43,812

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Kennedy	Administrator	040.00	Director	$43,812	$0	$43,812
Tara Sparks	Secretary	001.00	Officer Director	$0	$0	$0
Antonis Stylianou	Vice President	001.00	Officer Director	$0	$0	$0
Nicole Negley	Director	001.00	Director	$0	$0	$0
Andrew Roberts	Treasurer	001.00	Officer Director	$0	$0	$0
Ryan Desch	President	001.00	Officer Director	$0	$0	$0
Molly Wenger	Director	001.00	Director Highest	$0	$0	$0
Matt Battiston	Director	001.00	Director	$0	$0	$0
Heather Schwenk	Director	001.00	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
2023	$752,168	$661,693	$407,083	$90,475
2022	$679,904	$582,718	$314,171	$97,186
2019	$675,998	$670,415	$408,842	$5,583
2018	$530,731	$616,545	$418,691	$-85,814

Waldorf Association of Lawrence