TUCSON WALDORF EDUCATION ASSOCIATION (EIN 860729122) - 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

1992

Legal Domicile

Principal Officer

OLGA RYAN

Phone

5205291032

Tax Period

2022-07-01 to 2023-06-30

TUCSON WALDORF EDUCATION ASSOCIATION, founded in 1992, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2022. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $2.8M left a modest 4% surplus.

Mission

TUCSON WALDORF SCHOOL IS A COMMUNITY DEDICATED TO JOY IN LEARNING. WE BELIEVE IN ENGAGING EACH CHILD THROUGH MEANINGFUL EXPERIENCES, ATTUNED TO THE UNIQUE STAGES OF CHILDHOOD. TUCSON WALDORF SCHOOL SERVES CHILDREN FROM 6-WEEKS OLD THROUGH 8TH GRADE WITH AN EDUCATION THAT PROMOTES JOY IN LEARNING AND SCHOLARLY ENGAGEMENT THROUGH ART, MUSIC, PRACTICAL WORK, GARDENING, LIFE SKILLS, AND MAIN LESSONS FOR CORE SUBJECTS. GRADUATES APPROACH LIFE WITH PURPOSE, INTENTION, AND COMMITMENT TO SOCIAL RESPONSIBILITY, CONFIDENT OF THEIR PLACE IN THE WORLD.

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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 (2022)

Revenue Breakdown

Contributions & Grants $581,931

Program Service Revenue $2,275,197

Investment Income $34,340

Other Revenue $8,343

TOTAL REVENUE $2,899,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,889,672

Fundraising Expenses $0

Program Expenses $2,125,133

Other Expenses $886,190

TOTAL EXPENSES $2,775,862

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,899,811	$1,978,072	+0.5%
Expenses	$2,775,862	$2,179,062	+0.3%
Net Income	$123,949	$-200,990	-1.6%

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

160

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

$165,277

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARLA DOMINO	SECRETARY	4.00	Officer Director	$0	$0	$0
OLGA RYAN	PRESIDENT	4.00	Officer Director	$0	$0	$0
SARIYA JARASVIROJ BROWN	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
REBECCA BRIAMONTE	DIRECTOR	40.00	Director	$56,815	$13,828	$70,643
TRAVIS MCGIVERN	DIRECTOR	4.00	Director	$0	$0	$0
VALEN THEIM	DIRECTOR	4.00	Director	$0	$0	$0
THOMAS CONNER	DIRECTOR	40.00	Director	$36,810	$14,990	$51,800
BETTINA FUCHS	DIRECTOR	40.00	Director	$31,295	$11,539	$42,834

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	No data	No data	No data	No data
2023	$2,899,811	$2,775,862	$6,850,655	$123,949
2022	$1,978,072	$2,179,062	$6,533,217	$-200,990
2021	$2,189,301	$1,820,239	$5,044,374	$369,062
2020	$2,361,573	$2,274,111	$4,774,505	$87,462
2019	$2,161,995	$2,158,389	$4,618,577	$3,606
2018	$2,131,048	$2,080,603	$4,591,326	$50,445

TUCSON WALDORF EDUCATION ASSOCIATION