WALDORF SCHOOL ASSOCIATION OF BOULDER INC (EIN 742249366) - 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

1982

Legal Domicile

Principal Officer

MICHAEL OCZKOWSKI

Phone

3034447697

Tax Period

2024-07-01 to 2025-06-30

WALDORF SCHOOL ASSOCIATION OF BOULDER INC, founded in 1982, is a mid-sized nonprofit that reported $12.4M in total revenue in fiscal year 2024. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.7M, a strong 46% operating margin.

Mission

TO OPERATE AN EDUCATIONAL INSTITUTION BASED ON THE INTEGRATION OF PHYSICAL, SOCIAL, EMOTIONAL, INTELLECTUAL AND SPIRITUAL GROWTH.

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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 $2,614,317

Program Service Revenue $3,260,441

Investment Income $6,506,104

Other Revenue $30,547

TOTAL REVENUE $12,411,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,106,583

Fundraising Expenses $115,408

Program Expenses $5,236,383

Other Expenses $3,643,088

TOTAL EXPENSES $6,749,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,411,409	$6,035,814	+1.1%
Expenses	$6,749,671	$4,795,524	+0.4%
Net Income	$5,661,738	$1,240,290	+3.6%

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

104

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

$190,643

Total Directors

$141,833

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN GARDNER	EXECUTIVE DI	40.00	Officer	$95,000	$2,442	$97,442
SARAH ENGLE	BUSINESS DIR	40.00	Officer	$77,389	$15,812	$93,201
KEITH CONNOGHAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CECILIA HANOVER	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL OCZKOWSKI	TREASURER	1.00	Officer Director	$0	$0	$0
SETH VIDDAL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ROBERT SCHIAPPACASSE	TRUSTEE	1.00	Director	$0	$0	$0
THERESA BAKER	TRUSTEE - FA	40.00	Director	$62,514	$20,430	$82,944
SARAH GUNERATNE	TRUSTEE - FA	40.00	Director	$50,742	$8,147	$58,889
JARED LOVENDUSKI	TRUSTEE	1.00	Director	$0	$0	$0
THYRIA OGLETREE	TRUSTEE	1.00	Director	$0	$0	$0
STEVE KING	TRUSTEE	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	$12,411,409	$6,749,671	$24,664,375	$5,661,738
2024	$6,035,814	$4,795,524	$27,621,404	$1,240,290
2023	$6,546,504	$4,484,773	$17,919,727	$2,061,731
2022	$3,899,604	$4,430,932	$13,127,894	$-531,328
2021	$4,767,506	$4,093,015	$13,457,102	$674,491
2020	$5,925,792	$4,630,283	$14,345,448	$1,295,509
2019	$5,457,851	$4,978,359	$13,151,407	$479,492

WALDORF SCHOOL ASSOCIATION OF BOULDER INC