LINDEN WALDORF SCHOOL INC (EIN 621719536) - 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

1997

Legal Domicile

Principal Officer

KIM RICHARDSON

Phone

6153540270

Tax Period

2022-07-01 to 2023-06-30

LINDEN WALDORF SCHOOL INC, founded in 1997, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year.

Mission

TO PROVIDE EARLY CHILDHOOD AND ELEMENTARY WALDORF EDUCATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $426,926

Program Service Revenue $2,439,021

Investment Income $9,767

Other Revenue $55,032

TOTAL REVENUE $2,930,746

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,077,818

Fundraising Expenses $67,839

Program Expenses $2,356,379

Other Expenses $965,703

TOTAL EXPENSES $3,043,521

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,930,746	$3,161,337	-0.1%
Expenses	$3,043,521	$2,394,244	+0.3%
Net Income	$-112,775	$767,093	-1.1%

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

N/A

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

$116,471

Total Directors

$71,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY RICHARDSON	HEAD OF SCHOOL	40.00	Officer Director	$60,000	$11,000	$71,000
SHERI BERGMAN	TRUSTEE	1.00	Director	$0	$0	$0
JARD BRADLEY	TRUSTEE	1.00	Director	$0	$0	$0
DEBBIE DREW	TRUSTEE	1.00	Director	$0	$0	$0
CARRIE GREEN	TRUSTEE, BOARD TREASURER	1.00	Director	$0	$0	$0
MELISSA GRESALFI	TRUSTEE, BOARD SECRETARY	1.00	Director	$0	$0	$0
CELIA HUGHES	TRUSTEE, BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BO SHEPPARD	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH MCGUIRE	TRUSTEE, BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
SANDY TIPPING	TRUSTEE	1.00	Director	$0	$0	$0
CAMILLE TURNER	TRUSTEE	1.00	Director	$0	$0	$0
ABBY WASHBURN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA ZIEHER	TRUSTEE	1.00	Officer Director	$0	$0	$0
CALVIN M GOLDEN	DIRECTOR OF FINANCE AND OPS	1.00	Officer	$40,771	$4,700	$45,471
PATRICIA DRAKE	HEAD OF SCHOOL	40.00		$126,100	$0	$126,100

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	No data	No data	No data	No data
2023	$2,930,746	$3,043,521	$2,826,245	$-112,775
2022	$3,161,337	$2,394,244	$5,051,489	$767,093
2021	$2,804,293	$1,991,204	$4,388,609	$813,089
2020	$2,958,301	$3,094,507	$1,813,574	$-136,206
2020	$2,921,161	$2,959,485	$1,813,574	$-38,324
2019	$3,135,080	$3,021,657	$1,599,010	$113,423
2018	$2,991,422	$2,873,401	$1,483,983	$118,021

LINDEN WALDORF SCHOOL INC