WASATCH WALDORF CHARTER SCHOOL (EIN 473001249) - 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

2015

Legal Domicile

Principal Officer

HEATHER CAMPBELL

Phone

8018713950

Tax Period

2024-07-01 to 2025-06-30

WASATCH WALDORF CHARTER SCHOOL, founded in 2015, is a community nonprofit in the Education sector that reported $7.6M in total revenue in fiscal year 2024.

Mission

WASATCH CHARTER SCHOOL PROVIDES TO THE COMMUNITY A WHOLE CHILD EDUCATION OPTION.

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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 $6,916,701

Program Service Revenue $304,322

Investment Income $240,312

Other Revenue $98,598

TOTAL REVENUE $7,559,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,182,597

Fundraising Expenses $0

Program Expenses $6,549,605

Other Expenses $2,150,950

TOTAL EXPENSES $7,333,547

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,559,933	$7,188,694	+0.1%
Expenses	$7,333,547	$6,749,245	+0.1%
Net Income	$226,386	$439,449	-0.5%

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

194

Volunteers

220

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

$82,824

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN JOHNSON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MELISSA JENKINS-FRISCH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
HEIDI HUNTSMAN	TREASURER	1.00	Officer Director	$0	$0	$0
PETER WESTMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LYN SPATARO	BOARD MEMBER	1.00	Director	$0	$0	$0
MAC GAULIN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHALIMAR SWAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA JENSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT WHITEHEAD	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE BENISH	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY MERCHANT	EXECUTIVE DIRECTOR	40.00	Officer	$79,663	$3,161	$82,824

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	$7,559,933	$7,333,547	$15,559,130	$226,386
2024	$7,188,694	$6,749,245	$15,590,602	$439,449
2023	$6,538,853	$6,480,720	$15,107,905	$58,133
2022	$6,082,653	$5,658,412	$13,270,732	$424,241
2021	$5,627,565	$5,404,422	$13,176,921	$223,143

WASATCH WALDORF CHARTER SCHOOL