Suncoast Waldorf Association Inc

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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

1991

Legal Domicile

Principal Officer

Haley Lemon

Phone

7277868311

Tax Period

2024-07-01 to 2025-06-30

Suncoast Waldorf Association Inc, founded in 1991, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 15% surplus.

Mission

The Waldorf School of Tampa Bay is a community of teachers, staff, parents, and friends who honor childhood and value each stage of human development. Our goal is to educate the whole child to meet the world with grace, integrity and initiative through a balanced and comprehensive academic, artistic, and practical curriculum.

Program Service Accomplishments

Program 1

Expenses: $1,198,012 Revenue: $1,756,375

Every child has an innate, limitless capacity for intellect, critical thinking, problem-solving, creativity and innovation. At The Waldorf School of Tampa Bay, we use a proven, 100 year-old pedagogy to enable your child to thrive physically, mentally and emotionally through direct experience, appropriate challenge, and honoring the unique, multi-dimensionality of each child.

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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 $111,011

Program Service Revenue $1,756,375

Investment Income $16,494

Other Revenue $10,535

TOTAL REVENUE $1,894,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,120,025

Fundraising Expenses $5,395

Program Expenses $1,198,012

Other Expenses $499,371

TOTAL EXPENSES $1,619,396

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,894,415	$1,644,481	+0.2%
Expenses	$1,619,396	$1,580,665	+0.0%
Net Income	$275,019	$63,816	+3.3%

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

$43,972

Total Directors

$113,890

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James O'Connor	Board Member	1.00	Director	$0	$0	$0
Emily Fishel	Board Member	1.00	Director	$0	$0	$0
Susan Brown	Board Member	1.00	Director	$56,845	$0	$56,845
Alison Flinchum	Board Member	1.00	Director	$0	$0	$0
Tonya Stoddard	Board Member	1.00	Director	$57,045	$0	$57,045
Jeff Kwoka	Board Member	1.00	Director	$0	$0	$0
Haley Lemon	President	1.00	Officer Director	$0	$0	$0
Jessica McCausland	Vice President	1.00	Officer Director	$0	$0	$0
Jacqueline Summie	Secretary	1.00	Officer Director	$0	$0	$0
Elizabeth Bedore	Administrator	40.00	Officer	$43,972	$0	$43,972

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	$1,894,415	$1,619,396	$2,805,770	$275,019
2024	$1,644,481	$1,580,665	$2,545,447	$63,816
2023	$1,980,836	$1,662,676	$2,693,638	$318,160
2022	$1,654,160	$1,148,639	$2,411,327	$505,521
2021	$936,578	$812,562	$1,875,573	$124,016
2020	$849,905	$852,472	$1,717,987	$-2,567
2019	$1,245,401	$1,014,789	$1,832,496	$230,612