SANTA BARBARA WALDORF ASSOCIATION

EIN: 770035318 501(c)(3) Education

GOLETA, CA

Total Revenue
$2,478,789
Total Expenses
$2,061,371
Total Assets
$1,201,522
Net Assets
$978,519
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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
1984
Legal Domicile
CA
Principal Officer
LISA ITAMURA
Phone
8059676656
Tax Period
2024-07-01 to 2025-06-30

SANTA BARBARA WALDORF ASSOCIATION, founded in 1984, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $417K, a strong 17% operating margin.

Mission

THE WALDORF SCHOOL OF SANTA BARBARA IS COMMITTED TO PROVIDING A HEALTHY, BROAD, REVERENT EDUCATION THAT HONORS THE HEAD, HEART, HANDS-THE WHOLE-OF THE CHILD. DRAWING ON A RIGOROUS, DEVELOPMENTALLY APPROPRIATE, AND BEAUTY-ATTUNED CURRICULUM, WALDORF EDUCATION CULTIVATES THE FULL FLOWERING OF THE INDIVIDUAL STUDENT AND THE COMMUNITY AT LARGE, UNDERSTANDING THE PROFOUND INTERDEPENDENCE OF BOTH. THE WALDORF SCHOOL OF SANTA BARBARA SEEKS TO NOT MERELY REFLECT SOCIETY BUT HELP GUIDE AND SHAPE IT.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $393,195
Program Service Revenue $2,063,922
Investment Income $13,861
Other Revenue $7,811
TOTAL REVENUE $2,478,789

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,593,745
Fundraising Expenses $26,055
Program Expenses $1,616,794
Other Expenses $467,626
TOTAL EXPENSES $2,061,371

Year-over-Year Comparison

2024 2023 Change
Revenue $2,478,789 $2,185,427 +0.1%
Expenses $2,061,371 $1,941,947 +0.1%
Net Income $417,418 $243,480 +0.7%
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

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Governance

Voting Members
8
Independent Members
7
Employees
34
Volunteers
133

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
4
$0
Total Directors
8
$76,636
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
OLIVIER DESCHENES BOARD CHAIR 5.00
Officer Director
$0 $0 $0
BRINA CAREY VICE-CHAIR 3.00
Officer Director
$0 $0 $0
EMILY COTTER TREASURER 8.00
Officer Director
$0 $0 $0
LISA ITAMURA SECRETARY 3.00
Officer Director
$0 $0 $0
JOHN GILL BOARD MEMBER 2.00
Director
$0 $0 $0
SARA OJJEH BOARD MEMBER 2.00
Director
$0 $0 $0
MATTHEW POTOSKI BOARD MEMBER 2.00
Director
$0 $0 $0
MARLA WITCHER FACULTY REPRESENTATIVE 40.00
Director
$65,228 $11,408 $76,636
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 $2,478,789 $2,061,371 $1,201,522 $417,418
2024 No data No data No data No data
2023 $1,888,262 $1,889,727 $600,490 $-1,465
2022 $1,697,300 $1,725,657 $557,781 $-28,357
2021 $1,467,085 $1,303,047 $474,407 $164,038
2020 $1,132,876 $1,059,172 $339,171 $73,704
2019 $1,116,730 $1,018,112 $234,693 $98,618
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