NORTHERN VIRGINIA WALDORF INITIATIVE (EIN 541962764) - 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

1998

Legal Domicile

Principal Officer

KATE ERKLAUER

Phone

7034861309

Tax Period

2023-07-01 to 2024-06-30

NORTHERN VIRGINIA WALDORF INITIATIVE, founded in 1998, is a small nonprofit in the Education sector that reported $819K in total revenue in fiscal year 2018.

Mission

TO PROVIDE PRE-K THROUGH ELEMENTARY EDUCATION USING THE WALDORF EDUCATION MODEL

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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 $60,519

Program Service Revenue $1,434,250

Investment Income $13

Other Revenue $0

TOTAL REVENUE $1,494,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,250,787

Fundraising Expenses $16,226

Program Expenses $1,383,411

Other Expenses $582,512

TOTAL EXPENSES $1,833,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,494,782	$1,012,775	+0.5%
Expenses	$1,833,299	$1,370,148	+0.3%
Net Income	$-338,517	$-357,373	-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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACHARY BUTTERFIELD	DIRECTOR	1.00	Officer Director	$0	$0	$0
ALAN CARNIOL	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY DOVEY-FISHMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA HARTMAN	CHAIR	10.00	Officer Director	$0	$0	$0
SIMI NARY	DIRECTOR	1.00	Director	$0	$0	$0
RENE RODRIGUEZ	DIRECTOR	1.00	Officer Director	$0	$0	$0
JENNIFER SCOTTI	DIRECTOR	1.00	Director	$0	$0	$0
KATE ERKLAUER	IN-COMING CH	1.00	Officer	$0	$0	$0
ARDEN PHILLIPS	SECRETARY	1.00	Officer	$0	$0	$0
JESSE TSAI	TREASURER	1.00	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	No data	No data	No data	No data
2024	$1,494,782	$1,833,299	$2,867,058	$-338,517
2023	$1,012,775	$1,370,148	$3,301,510	$-357,373
2022	$870,831	$996,364	$816,523	$-125,533
2021	$782,796	$856,602	$558,241	$-73,806
2020	$778,255	$808,306	$457,175	$-30,051
2019	$818,588	$804,520	$371,617	$14,068

NORTHERN VIRGINIA WALDORF INITIATIVE