GREAT LAKES WALDORF INSTITUTEINC

EIN: 870777434 501(c)(3) Education

MILWAUKEE, WI

Total Revenue
$434,942
Total Expenses
$324,142
Total Assets
$254,783
Net Assets
$230,852
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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
2006
Legal Domicile
WI
Principal Officer
JUDITH LARSON
Phone
2624246683
Tax Period
2024-04-01 to 2025-03-31

GREAT LAKES WALDORF INSTITUTEINC, founded in 2006, is a small nonprofit in the Education sector that reported $435K in total revenue in fiscal year 2024. The organization ran a surplus of $111K, a strong 25% operating margin.

Mission

PROVIDING A 3 YEAR WALDORF TEACHER TRAINING CERTIFICATE

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $88,336
Program Service Revenue $346,503
Investment Income $103
Other Revenue $0
TOTAL REVENUE $434,942

Expense Breakdown

Grants Paid $92,275
Salaries & Benefits $108,978
Fundraising Expenses $0
Program Expenses $290,425
Other Expenses $122,889
TOTAL EXPENSES $324,142

Year-over-Year Comparison

2024 2023 Change
Revenue $434,942 N/A N/A
Expenses $324,142 N/A N/A
Net Income $110,800 N/A N/A
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

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Governance

Voting Members
6
Independent Members
6
Employees
2
Volunteers
10

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
2
$0
Total Directors
4
$66,762
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mary Rudd President 5.00
Officer
$0 $0 $0
David Owen-Cruise Treasurer 5.00
Officer
$0 $0 $0
0 MEMBER 1.00
Director
$0 $0 $0
Monika Sutherland MEMBER 40.00
Director Highest
$66,762 $0 $66,762
Milexis Torres MEMBER 1.00
Director
$0 $0 $0
Juliana Nocker Ferry MEMBER 5.00
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 $434,942 $324,142 $254,783 $110,800
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