WALDORF SCHOOL OF LOUISVILLE INC (EIN 611217990) - 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

1992

Legal Domicile

Phone

5023270122

Tax Period

2023-07-01 to 2024-06-30

WALDORF SCHOOL OF LOUISVILLE INC, founded in 1992, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

WALDORF SCHOOL IS AN INDEPENDENT SCHOOL OPERATING PURSUANT TO THE WALDORF EDUCATION PHILOSOPHY. THE SCHOOL EDUCATES CHILDREN FROM BIRTH THROUGH GRADE EIGHT OFFERING A CHALLENGING ACADEMIC CURRICULUM INFUSED BY THE ARTS

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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 (2023)

Revenue Breakdown

Contributions & Grants $353,530

Program Service Revenue $1,543,079

Investment Income $43,396

Other Revenue $18,240

TOTAL REVENUE $1,958,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,431,996

Fundraising Expenses $0

Program Expenses $1,398,803

Other Expenses $579,592

TOTAL EXPENSES $2,011,588

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,958,245	$1,784,094	+0.1%
Expenses	$2,011,588	$1,712,231	+0.2%
Net Income	$-53,343	$71,863	-1.7%

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

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

$88,591

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angeline Green	Enrollment Director	40.00	Key Emp	$46,623	$0	$46,623
Rebecca Bartlett	Business Manager	40.00	Key Emp	$41,968	$0	$41,968
Justin Pohn	Trustee	7.00	Director	$0	$0	$0
Ross Bobenmoyer	Board Chair	7.00	Director	$0	$0	$0
Vishnukant Joshi	Trustee	7.00	Director	$0	$0	$0
Eric Scalf	Board Chair	10.00	Officer Director	$0	$0	$0
Talia Wafford	Trustee	7.00	Director	$0	$0	$0
Tammy Binder	Trustee	7.00	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	No data	No data	No data	No data
2024	$1,958,245	$2,011,588	$1,609,352	$-53,343
2023	$1,784,094	$1,712,231	$1,794,889	$71,863
2022	$1,825,479	$1,351,381	$1,678,447	$474,098
2021	$1,643,278	$902,850	$1,713,689	$740,428
2020	$1,022,042	$1,008,737	$797,744	$13,305
2019	$1,187,417	$1,102,882	$758,442	$84,535
2018	$975,307	$1,254,255	$691,501	$-278,948

WALDORF SCHOOL OF LOUISVILLE INC