Richmond Waldorf School (EIN 541518603) - 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

1988

Legal Domicile

Principal Officer

Marianne Kelliher

Phone

8043778024

Tax Period

2023-07-01 to 2024-06-30

Richmond Waldorf School, founded in 1988, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2020.

Mission

Our Waldorf approach to educate seeks to nurture physical, moral, intellectual, artistic, emotional & spiritual capacities of the child.

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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 (2023)

Revenue Breakdown

Contributions & Grants $89,575

Program Service Revenue $2,975,158

Investment Income $51,657

Other Revenue $10,299

TOTAL REVENUE $3,126,689

Expense Breakdown

Grants Paid $341,287

Salaries & Benefits $1,823,533

Fundraising Expenses $46,218

Program Expenses $2,525,083

Other Expenses $689,721

TOTAL EXPENSES $2,854,541

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,126,689	$2,771,613	+0.1%
Expenses	$2,854,541	$2,610,496	+0.1%
Net Income	$272,148	$161,117	+0.7%

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

187

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

$58,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashley Long	Board Chair	20.00	Officer Director	$0	$0	$0
Marianne Kelliher	Board Vice Chair	15.00	Officer Director	$0	$0	$0
Brooke Anderson	Board Treasurer	5.00	Officer Director	$0	$0	$0
Kadie Parsley	Board Secretary	1.00	Officer Director	$0	$0	$0
Heather Simon	Strategic Planning Committee Chair	5.00	Director	$0	$0	$0
Ron Volpicella	Committee on Trustees Chair	5.00	Director	$0	$0	$0
Melissa Smallfield	Trustee	1.00	Director	$0	$0	$0
Leah Meekins-Ballance	Trustee	1.00	Director	$0	$0	$0
Andrew S Ross	Director of Administration	40.00	Officer	$58,500	$0	$58,500

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	No data	No data	No data	No data
2024	$3,126,689	$2,854,541	$3,704,860	$272,148
2023	$2,771,613	$2,610,496	$3,453,752	$161,117
2022	$2,724,192	$2,568,808	$3,138,970	$155,384
2021	$2,152,556	$2,122,665	$3,079,064	$29,891

Richmond Waldorf School