ASPEN WALDORF FOUNDATION INC (EIN 841179460) - 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

1991

Legal Domicile

Principal Officer

MACKENZIE THORN

Phone

9709631960

Tax Period

2023-07-01 to 2024-06-30

ASPEN WALDORF FOUNDATION INC, founded in 1991, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

TO INSPIRE THE SPIRIT OF THE CHILD AND ELICIT ACADEMIC EXCELLENCE THROUGH EDUCATIONAL ARTISTRY.

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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 $919,390

Program Service Revenue $4,854,162

Investment Income $105,009

Other Revenue $8,719

TOTAL REVENUE $5,887,280

Expense Breakdown

Grants Paid $537,012

Salaries & Benefits $4,339,763

Fundraising Expenses $127,718

Program Expenses $5,149,769

Other Expenses $837,898

TOTAL EXPENSES $5,714,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,887,280	$5,087,621	+0.2%
Expenses	$5,714,673	$5,210,938	+0.1%
Net Income	$172,607	$-123,317	-2.4%

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

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

$250,582

Total Directors

$521,547

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH ALLEN	PRESIDENT	3.75	Officer Director	$0	$0	$0
MAURA WAMSLEY	VICE PRESIDENT	3.75	Officer Director	$0	$0	$0
DANA ELLIS	SECRETARY	3.75	Officer Director	$0	$0	$0
MACKENZIE THORN	TREASURER	3.75	Officer Director	$0	$0	$0
CHRIS MULLALLY	TRUSTEE	3.75	Director	$0	$0	$0
ALICIA NOLFI	TRUSTEE	3.75	Director	$0	$0	$0
HOLLY RICHARDSON	TRUSTEE/FACULTY REPRESENTA	3.75	Director	$0	$0	$0
ALEXANDER MARCHAND	TRUSTEE/FACULTY REPRESENTA	3.75	Director	$0	$0	$0
HARLEY STROH	TRUSTEE/OFFICE MANAGER	40.00	Director	$51,658	$52,914	$104,572
LARRY SMITH EX OFFICIO	BUSINESS ADMINISTRATOR	40.00	Officer Director	$93,170	$11,708	$104,878
JOHN MOFFITT EX OFFICIO	FACULTY ADMINISTRATOR	40.00	Officer Director	$90,942	$54,762	$145,704
MORGAN JACOBER EX OFFICIO	COMMUNITY DEVELOPMENT DIRE	40.00	Director	$90,681	$75,712	$166,393
BRIE FITZSIMMONS	BUSINESS ADMINISTRATOR	40.00	Officer 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	$5,887,280	$5,714,673	$6,177,690	$172,607
2023	$5,087,621	$5,210,938	$5,920,418	$-123,317
2022	$4,004,301	$4,040,354	$6,400,493	$-36,053
2021	$4,001,780	$3,514,845	$6,059,660	$486,935
2020	$3,990,473	$3,324,422	$6,413,945	$666,051
2018	$2,801,894	$2,846,325	$4,348,978	$-44,431

ASPEN WALDORF FOUNDATION INC