WALDESSORI SCHOOLHOUSE (EIN 841973451) - 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

2019

Legal Domicile

Principal Officer

JULIA POEMPIPATANA

Phone

2147180732

Tax Period

2023-08-01 to 2024-07-31

WALDESSORI SCHOOLHOUSE, founded in 2019, is a small nonprofit in the Education sector that reported $485K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $452K left a modest 7% surplus.

Mission

OUR MISSION IS TO ENABLE CHILDREN THAT ARE HOMESCHOOLED TO HAVE AN ENRICHING EDUCATIONAL EXPERIENCE WITH CERTIFIED TEACHERS

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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 $26,384

Program Service Revenue $458,143

Investment Income $1

Other Revenue $0

TOTAL REVENUE $484,528

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,542

Fundraising Expenses $45,783

Program Expenses $395,641

Other Expenses $304,721

TOTAL EXPENSES $452,426

Year-over-Year Comparison

	2023	2022	Change
Revenue	$484,528	$332,731	+0.5%
Expenses	$452,426	$341,385	+0.3%
Net Income	$32,102	$-8,654	-4.7%

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

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

$13,573

Total Directors

$13,573

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIA POEMPIPATANA	BOARD PRESIDENT	30.0	Officer Director	$13,573	$0	$13,573
JAMIE SMITH-STEPHENS	BOARD MEMBER	2.0	Director	$0	$0	$0
CHRISTINA CAPALBO	BOARD MEMBER	2.0	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
2024	$484,528	$452,426	$36,432	$32,102
2023	$332,731	$341,385	$14,990	$-8,654
2022	$209,347	$216,222	$8,842	$-6,875

WALDESSORI SCHOOLHOUSE