THE FOUNDATION FOR PETALUMA PUBLIC WALDORF (EIN 680469315) - 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

2001

Legal Domicile

Principal Officer

J OKONSKY

Phone

7077629020

Tax Period

2024-07-01 to 2025-06-30

THE FOUNDATION FOR PETALUMA PUBLIC WALDORF, founded in 2001, is a small nonprofit in the Education sector that reported $246K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $225K left a modest 9% surplus.

Mission

FUNDRAISING AND SUPPORT FOR LIVE OAK CHARTER SCHOOL

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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 $269,443

Program Service Revenue $0

Investment Income $1,632

Other Revenue $-24,853

TOTAL REVENUE $246,222

Expense Breakdown

Grants Paid $194,495

Salaries & Benefits $0

Fundraising Expenses $10,129

Program Expenses $208,241

Other Expenses $30,530

TOTAL EXPENSES $225,025

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,222	$183,593	+0.3%
Expenses	$225,025	$313,646	-0.3%
Net Income	$21,197	$-130,053	-1.2%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J OKONSKY	CHAIR/TREASURER	4.00	Officer Director	$0	$0	$0
H JOHNSON	Secretary	4.00	Officer Director	$0	$0	$0
P MUNDY	CO-CHAIR	2.00	Director	$0	$0	$0
A BASLER	MEMBER	2.00	Director	$0	$0	$0
G JOHNSON	MEMBER	2.00	Director	$0	$0	$0
A CRICHTON	MEMBER	2.00	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	$246,222	$225,025	$661,498	$21,197
2024	$183,593	$313,646	$427,526	$-130,053
2023	$162,809	$106,379	$562,508	$56,430
2022	$234,897	$136,014	$454,722	$98,883
2020	$277,676	$250,936	$144,172	$26,740
2019	$273,220	$251,653	$117,432	$21,567
2018	$267,872	$237,140	$95,865	$30,732

THE FOUNDATION FOR PETALUMA PUBLIC WALDORF