CAMELLIA WALDORF SCHOOL (EIN 680133583) - 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

1987

Legal Domicile

Principal Officer

CINDY STINSON

Phone

9164275022

Tax Period

2023-07-01 to 2024-06-30

CAMELLIA WALDORF SCHOOL, founded in 1987, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $2.4M left a modest 6% surplus.

Mission

CAMELLIA WALDORF SCHOOL EDUCATES BY HONORING CHILDHOOD, APPRECIATING THE INDIVIDUALITY OF EACH STUDENT, AND INSTILLING A SENSE OF MORAL AND ETHICAL RESPONIBILITY WHILE BUILDING CAPACITIES AND ENCOURAGING CLEAR AND CREATIVE THINKING.

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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 $151,165

Program Service Revenue $2,345,125

Investment Income $19,740

Other Revenue $32,119

TOTAL REVENUE $2,548,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,615,618

Fundraising Expenses $44,490

Program Expenses $1,441,075

Other Expenses $777,714

TOTAL EXPENSES $2,393,332

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,548,149	$2,253,549	+0.1%
Expenses	$2,393,332	$2,093,531	+0.1%
Net Income	$154,817	$160,018	0.0%

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

150

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

$74,238

Total Directors

$107,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE GUEST	TREASURER	5.00	Officer Director	$0	$0	$0
AMY CHAMBERS	SECRETARY	5.00	Officer Director	$0	$0	$0
SARAH CASEBEER	DIRECTOR	40.00	Director	$51,716	$4,108	$55,824
MEREDITH JOHANSON	DIRECTOR	3.00	Director	$0	$0	$0
LAURA EMBREY	DIRECTOR	30.00	Director	$1,150	$92	$1,242
TIM TAKAGI	DIRECTOR	3.00	Director	$0	$0	$0
SARAH HUGGINS	DIRECTOR	3.00	Director	$0	$0	$0
SHANE JEWELL	DIRECTOR	30.00	Director	$46,727	$3,712	$50,439
FATIMA MARIN	DIRECTOR	3.00	Director	$295	$0	$295
ROBERT SCHUETZLE	DIRECTOR	3.00	Director	$0	$0	$0
DENIZ TUNCER	DIRECTOR	3.00	Director	$0	$0	$0
RON MELCER	DIRECTOR	3.00	Director	$0	$0	$0
JOSHUA WILSON	SCHOOL DIRECTOR	40.00	Officer	$68,775	$5,463	$74,238

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	$2,548,149	$2,393,332	$2,855,855	$154,817
2023	$2,253,549	$2,093,531	$2,491,490	$160,018
2022	$2,599,472	$2,267,097	$2,241,070	$332,375
2021	$1,500,854	$1,464,553	$2,010,980	$36,301
2018	$1,225,832	$1,120,391	$1,992,897	$105,441

CAMELLIA WALDORF SCHOOL