CHARLOTTESVILLE WALDORF SCHOOL (EIN 541209069) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

VISHAL TIWARI

Phone

4349734946

Tax Period

2024-07-01 to 2025-06-30

CHARLOTTESVILLE WALDORF SCHOOL, founded in 1982, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2018. Expenses of $2.5M exceeded revenue, resulting in a 12% operating deficit.

Mission

CHARLOTTESVILLE WALDORF SCHOOL MISSION STATEMENTAPPROVED BY THE COLLEGE OF TEACHERS, JUNE 18, 2010 THE CHARLOTTESVILLE WALDORF SCHOOL OFFERS A CURRICULUM RICH IN ACADEMIC, ARTISTIC, PRACTICAL, AND PHYSICAL ACTIVITIES IN AN INCLUSIVE AND DIVERSE ENVIRONMENT. OUR EDUCATIONAL PHILOSOPHY, BASED ON RUDOLF STEINER'S UNDERSTANDING OF CHILD DEVELOPMENT, CULTIVATES THE IMAGINATION, INTELLECTUAL CURIOSITY AND SOCIAL RESPONSIBILITY OF OUR STUDENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $38,904

Program Service Revenue $2,012,279

Investment Income $0

Other Revenue $49,270

TOTAL REVENUE $2,100,453

Expense Breakdown

Grants Paid $166,353

Salaries & Benefits $1,403,197

Fundraising Expenses $6,021

Program Expenses $1,606,412

Other Expenses $505,008

TOTAL EXPENSES $2,074,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,100,453	$2,085,446	+0.0%
Expenses	$2,074,558	$2,176,060	0.0%
Net Income	$25,895	$-90,614	-1.3%

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

$108,332

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA TIPTON	SCHOOL DIRECTOR	40.00	Director	$59,300	$0	$59,300
KAREN FRASER-MORRIS	PROGRAM DIRECTOR	40.00	Director	$49,032	$0	$49,032
VISHAL TIWARI	CHAIR	15.00	Officer Director	$0	$0	$0
BARBARA GEHRUNG	VICE CHAIR	8.00	Officer Director	$0	$0	$0
EMILY IRVINE	SECRETARY	2.00	Officer Director	$0	$0	$0
PRIYA CURTIS	TRUSTEE	2.00	Director	$0	$0	$0
ANNA QUIRK	TRUSTEE	2.00	Director	$0	$0	$0
LEWIS NELSON	TRUSTEE	2.00	Director	$0	$0	$0
MATT CUERRI	TRUSTEE	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	$2,100,453	$2,074,558	$4,458,276	$25,895
2024	$2,085,446	$2,176,060	$4,511,489	$-90,614
2023	$1,927,323	$2,069,211	$4,596,936	$-141,888
2022	$1,992,760	$1,743,135	$4,798,175	$249,625
2021	$2,141,256	$1,886,645	$4,618,595	$254,611
2020	$1,925,388	$2,337,484	$4,908,213	$-412,096
2019	$2,215,524	$2,491,198	$5,065,932	$-275,674

CHARLOTTESVILLE WALDORF SCHOOL