WALDORF SCHOOL ASSOC OF SEATTLE

EIN: 911095411 501(c)(3) Education

SEATTLE, WA

Total Revenue
$9,980,133
Total Expenses
$10,397,218
Total Assets
$14,718,969
Net Assets
$8,151,126
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
WA
Principal Officer
BRIGITTE BERTSCHI
Phone
2065245320
Tax Period
2022-07-01 to 2023-06-30

WALDORF SCHOOL ASSOC OF SEATTLE, founded in 1979, is a community nonprofit in the Education sector that reported $10.0M in total revenue in fiscal year 2022.

Mission

AT SEATTLE WALDORF SCHOOL STUDENTS BECOME CREATIVE PROBLEM-SOLVERS - IMAGINATIVE THINKERS WHO JOURNEY TOWARD INTELLECTUAL EXCELLENCE, HUMAN COMPASSION AND ARTISTIC SKILL. ROOTED IN THE EDUCATIONAL PHILOSOPHY OF RUDOLF STEINER, THE CURRICULUM ALIGNS WITH THE STAGES OF CHILD DEVELOPMENT AND COGNITIVE AWAKENING IN KEY PHASES OF CHILDHOOD. STUDENTS GAIN A RICH AND COMPLEX UNDERSTANDING OF THEIR WORLD THROUGH MATH AND MUSIC, HISTORY AND THEATER, SCIENCE, LITERATURE, AND PRACTICAL, VISUAL AND PERFORMING ARTS, FESTIVALS AND TRADITIONS. THE SCHOOL SERVES APPROXIMATELY 300 CHILDREN RANGING IN AGE FROM 18 MONTHS TO 18 YEARS ON THREE CAMPUSES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $535,260
Program Service Revenue $9,295,788
Investment Income $146,350
Other Revenue $2,735
TOTAL REVENUE $9,980,133

Expense Breakdown

Grants Paid $2,377,586
Salaries & Benefits $5,836,689
Fundraising Expenses $155,538
Program Expenses $8,248,537
Other Expenses $2,131,794
TOTAL EXPENSES $10,397,218

Year-over-Year Comparison

2022 2021 Change
Revenue $9,980,133 $9,628,787 +0.0%
Expenses $10,397,218 $9,349,288 +0.1%
Net Income $-417,085 $279,499 -2.5%
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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Governance

Voting Members
8
Independent Members
8
Employees
142
Volunteers
176

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
8
$276,905
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JIM ALKOVE PRESIDENT 5.00
Officer Director
$0 $0 $0
EVA ELLIOTT PRESIDENT (THROUGH 6/7/23) 5.00
Officer Director
$0 $0 $0
CATHY SIMON VICE PRESIDENT 5.00
Officer Director
$0 $0 $0
FRED INGHAM TREASURER 5.00
Officer Director
$0 $0 $0
BRIGITTE BERTSCHI SECRETARY 5.00
Officer Director
$0 $0 $0
BRETT CALHOUN TRUSTEE 3.00
Director
$0 $0 $0
BILL TURNER TRUSTEE 3.00
Director
$0 $0 $0
DEREK STANLEY-HUNT TRUSTEE 3.00
Director
$0 $0 $0
EVA YEH TRUSTEE 3.00
Director
$0 $0 $0
VANESSA KOHLHAAS HEAD OF SCHOOL 40.00
Officer
$152,177 $4,993 $157,170
CORBYN GREER DIRECTOR OF FINANCE (THROUGH 11/30/22) 40.00
Officer
$117,562 $2,173 $119,735
MIKE EWANCIW DIRECTOR OF FINANCE AND OPERATIONS 40.00
Officer
$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 No data No data No data No data
2023 $9,980,133 $10,397,218 $14,718,969 $-417,085
2022 $9,628,787 $9,349,288 $15,011,806 $279,499
2021 $9,141,587 $8,673,137 $16,310,724 $468,450
2019 $8,966,117 $9,413,883 $16,140,897 $-447,766
2018 $11,084,005 $11,655,881 $16,817,376 $-571,876
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