SANTA FE WALDORF SCHOOL INC

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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

1983

Legal Domicile

Principal Officer

BRIANA BASSLER

Phone

5054676443

Tax Period

2023-07-01 to 2024-06-30

SANTA FE WALDORF SCHOOL INC, founded in 1983, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 55% from the prior year — a significant decline worth monitoring.

Mission

SANTA FE WALDORF SCHOOL IS AN INDEPENDENT, COEDUCATIONAL SCHOOL, PRESCHOOL THROUGH HIGH SCHOOL, BASED ON THE PEDAGOGY OF RUDOLF STEINER.

Program Service Accomplishments

Program 1

Expenses: $1,142,289 Revenue: $236,072

BASED ON THE PEDAGOGICAL PRINCIPLES OF RUDOLF STEINER, THE MISSION OF THE SANTA FE WALDORF SCHOOL IS TO CULTIVATE THE INTELLECTUAL, SOCIAL, EMOTIONAL, PHYSICAL, AND SPIRITUAL CAPACITIES OF THE...

BASED ON THE PEDAGOGICAL PRINCIPLES OF RUDOLF STEINER, THE MISSION OF THE SANTA FE WALDORF SCHOOL IS TO CULTIVATE THE INTELLECTUAL, SOCIAL, EMOTIONAL, PHYSICAL, AND SPIRITUAL CAPACITIES OF THE DEVELOPING INDIVIDUAL THROUGH AN AGE-APPROPRIATE EARLY CHILDHOOD THROUGH TWELFTH GRADE CURRICULUM.

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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 $1,058,919

Program Service Revenue $204,336

Investment Income $766

Other Revenue $38,583

TOTAL REVENUE $1,302,604

Expense Breakdown

Grants Paid $0

Salaries & Benefits $476,820

Fundraising Expenses $15,191

Program Expenses $1,142,289

Other Expenses $942,980

TOTAL EXPENSES $1,419,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,302,604	$2,919,817	-0.6%
Expenses	$1,419,800	$3,027,710	-0.5%
Net Income	$-117,196	$-107,893	+0.1%

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

$44,546

Total Directors

$93,762

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
BARNES LATHROP	TRUSTEE	10.00	Director	$13,151	$0	$13,151
MICKY LEACH	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAM COLGATE	TRUSTEE	1.00	Director	$0	$0	$0
JESS FALKENHAGEN	FORMER TRUSTEE	1.00	Director	$0	$0	$0
LAURA HITT	FORMER TRUSTEE	1.00	Director	$0	$0	$0
JAYITA SAHNI	TRUSTEE	2.00	Director	$0	$0	$0
TRAVIS LATHROP	TRUSTEE	1.00	Director	$0	$0	$0
ZOE WILCOX	TRUSTEE	20.00	Director	$28,529	$0	$28,529
TOM KACZMAREK	FORMER TREASURER	20.00	Director	$25,010	$0	$25,010
BRIANA BASSLER	TRUSTEE	8.00	Director	$0	$0	$0
KARLEEN WHITCOMB	TRUSTEE	20.00	Director	$27,072	$0	$27,072
JESSICA WIREMAN	FORMER OPERATIONS DIRECTOR	40.00	Officer	$44,546	$0	$44,546

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	$1,302,604	$1,419,800	$2,619,035	$-117,196
2023	$2,919,817	$3,027,710	$3,047,188	$-107,893
2022	$2,836,992	$2,706,994	$3,408,426	$129,998
2021	$2,739,464	$2,195,820	$3,809,309	$543,644
2020	$2,540,012	$2,552,035	$3,192,731	$-12,023
2019	$2,578,434	$2,526,313	$3,460,326	$52,121