THE ASSOCIATION FOR WALDORF EDUCATION IN DAVIS (EIN 680100520) - 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

1986

Legal Domicile

Principal Officer

HOLLY NICHOLS

Phone

5307531651

Tax Period

2024-07-01 to 2025-06-30

THE ASSOCIATION FOR WALDORF EDUCATION IN DAVIS, founded in 1986, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024.

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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 $131,609

Program Service Revenue $3,228,633

Investment Income $0

Other Revenue $141,848

TOTAL REVENUE $3,502,090

Expense Breakdown

Grants Paid $216,615

Salaries & Benefits $2,591,203

Fundraising Expenses $129,153

Program Expenses $3,161,159

Other Expenses $598,638

TOTAL EXPENSES $3,406,456

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,502,090	$3,334,742	+0.1%
Expenses	$3,406,456	$3,118,108	+0.1%
Net Income	$95,634	$216,634	-0.6%

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

$93,774

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER SLATER	DIRECTOR	40.00	Director	$93,774	$0	$93,774
CERI BERMAN	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY NICHOLS	CHAIR	5.00	Officer Director	$0	$0	$0
CAROLINA ROBERTS	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
NEIL KOEHLER	TREASURER	1.00	Officer Director	$0	$0	$0
JESSICA EFSTRATIS	DIRECTOR	1.00	Director	$0	$0	$0
LUCIANA TURKOVICH	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN SESSER	SECRETARY	1.00	Officer Director	$0	$0	$0
SOPHIA LEONARD	DIRECTOR	1.00	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	$3,502,090	$3,406,456	$4,340,485	$95,634
2024	$3,334,742	$3,118,108	$4,169,939	$216,634
2023	$3,166,142	$2,771,133	$4,007,015	$395,009
2022	$3,236,575	$2,412,042	$3,631,540	$824,533
2021	$2,786,992	$2,241,602	$3,238,933	$545,390
2019	$2,359,187	$2,264,298	$2,537,525	$94,889
2018	$2,310,911	$2,303,595	$2,544,434	$7,316

THE ASSOCIATION FOR WALDORF EDUCATION IN DAVIS