SIERRA WALDORF SCHOOL (EIN 770227794) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

JENNIFER EDWARDS

Phone

2099840454

Tax Period

2023-07-01 to 2024-06-30

SIERRA WALDORF SCHOOL, founded in 1990, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

SIERRA WALDORF SCHOOL IS COMMITTED TO PROVIDING A WALDORF EDUCATION TO CHILDREN WHICH DEVELOPS THEIR CAPACITIES FOR THINKING, FEELING AND WILLING, WHILE NURTURING AND HONORING THEIR SPIRIT, SOUL AND PHYSICAL BODIES. OUR COMPASSIONATE COMMUNITY IS DEDICATED TO THE TASK OF SOCIAL RENEWAL IN THE WORLD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $190,494

Program Service Revenue $1,104,908

Investment Income $12,195

Other Revenue $55,119

TOTAL REVENUE $1,362,716

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,114,606

Fundraising Expenses $0

Program Expenses $1,432,795

Other Expenses $333,538

TOTAL EXPENSES $1,448,144

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,362,716	$1,252,355	+0.1%
Expenses	$1,448,144	$1,269,471	+0.1%
Net Income	$-85,428	$-17,116	+4.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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
MARIA BROMLEY	EX-OFFICIO M	N/A	Director	$0	$0	$0
JENNIFER EDWARDS	TREASURER	N/A	Officer Director	$0	$0	$0
ANN FREMD	PARENT ASSOC	N/A	Director	$0	$0	$0
KIM KRISTENSON-LEE	BOARD MEMBER	N/A	Director	$0	$0	$0
KRISTI ROBINSON	FACULTY REP	N/A	Director	$0	$0	$0
CRAIG WEST	PRESIDENT	N/A	Officer Director	$0	$0	$0
GALEN WESTON	BOARD MEMBER	N/A	Director	$0	$0	$0
KAYLA WILSON	FACULTY REP	N/A	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	No data	No data	No data	No data
2024	$1,362,716	$1,448,144	$1,162,159	$-85,428
2023	$1,252,355	$1,269,471	$1,070,786	$-17,116
2022	$1,189,023	$1,173,422	$981,876	$15,601
2021	$1,114,505	$1,114,049	$1,117,857	$456
2020	$1,170,634	$1,243,071	$1,141,241	$-72,437
2019	$1,374,811	$1,333,242	$975,347	$41,569
2018	$1,519,793	$1,467,746	$904,862	$52,047

SIERRA WALDORF SCHOOL