VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC (EIN 860769535) - 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

1994

Legal Domicile

Principal Officer

DAN FRANKS

Phone

6022436909

Tax Period

2023-07-01 to 2024-06-30

VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC, founded in 1994, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

PROVIDES ELEMENTARY AND SECONDARY SCHOOL EDUCATION TO STUDENTS IN KINDERGARTEN THROUGH TWELFTH GRADES.

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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 $3,188,346

Program Service Revenue $239,019

Investment Income $15,977

Other Revenue $0

TOTAL REVENUE $3,443,342

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,452,704

Fundraising Expenses $0

Program Expenses $2,999,615

Other Expenses $1,031,136

TOTAL EXPENSES $3,483,840

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,443,342	$4,498,049	-0.2%
Expenses	$3,483,840	$3,475,985	+0.0%
Net Income	$-40,498	$1,022,064	-1.0%

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

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

$215,242

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK MIRIZIO	EXECUTIVE DI	40.00	Director	$110,766	$16,179	$126,945
JOHN TANNER	MEMBER	40.00	Director	$74,865	$13,432	$88,297
PAULA CUMMINGS	MEMBER	2.00	Director	$0	$0	$0
DAN FRANKS	PRESIDENT	2.00	Officer Director	$0	$0	$0
NELLIE GROSSENBACHER	MEMBER	2.00	Director	$0	$0	$0
DANIELLE MARTINEZ	MEMBER	2.00	Director	$0	$0	$0
MYRIAH MHOON	TREASURER	2.00	Officer Director	$0	$0	$0
ASHLEY PARKS	SECRETARY	2.00	Director	$0	$0	$0
APRIL SAUER	VICE PRESIDE	2.00	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	$3,443,342	$3,483,840	$3,901,833	$-40,498
2023	$4,498,049	$3,475,985	$4,113,185	$1,022,064
2022	$3,437,449	$3,004,542	$2,998,221	$432,907
2021	$2,923,607	$2,881,527	$2,663,991	$42,080
2020	$3,589,002	$3,262,723	$2,807,015	$326,279
2019	$3,378,628	$3,703,120	$2,663,445	$-324,492
2018	$3,350,818	$3,307,336	$2,898,376	$43,482

VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC