OLYMPIA WALDORF SCHOOL (EIN 911339309) - 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

1985

Legal Domicile

Principal Officer

MEAGHAN ANDERSON

Phone

3604930906

Tax Period

2024-07-01 to 2025-06-30

OLYMPIA WALDORF SCHOOL, founded in 1985, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

AWAKENING MINDS, ENLIVENING HEARTS AND ENGAGING HANDS FOR LIFELONG LEARNING. OLYMPIA WALDORF SCHOOL PROVIDES HOLISTIC EDUCATION FOR PRESCHOOL THROUGH EIGHTH GRADE STUDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $92,273

Program Service Revenue $1,737,044

Investment Income $379

Other Revenue $45,404

TOTAL REVENUE $1,875,100

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,626,092

Fundraising Expenses $805

Program Expenses $1,591,772

Other Expenses $386,962

TOTAL EXPENSES $2,013,054

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,875,100	$2,317,166	-0.2%
Expenses	$2,013,054	$1,982,809	+0.0%
Net Income	$-137,954	$334,357	-1.4%

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

145

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

$39,950

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON KAPP	FACULTY REPR	2.00	Director	$39,950	$0	$39,950
MEAGHAN ANDERSON	PRESIDENT	8.00	Officer Director	$0	$0	$0
BRANDON BAZEMORE	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
KARL BEALL	BOARD MEMBER	3.00	Director	$0	$0	$0
ROBB ST LAWRENCE	TREASURER	1.00	Officer Director	$0	$0	$0
JEREMIAH OLSON	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
MINDY SCHAFER	TREASURER	3.00	Officer Director	$0	$0	$0
SHANNA TAYLOR	BOARD MEMBER	2.00	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	$1,875,100	$2,013,054	$1,286,437	$-137,954
2024	$2,317,166	$1,982,809	$1,497,826	$334,357
2023	$1,319,831	$1,596,768	$1,086,868	$-276,937
2022	$1,446,012	$1,371,584	$1,275,999	$74,428
2021	$1,196,661	$1,102,345	$1,568,118	$94,316
2020	$1,272,159	$1,207,365	$1,370,710	$64,794
2019	$1,282,185	$1,359,765	$1,224,819	$-77,580

OLYMPIA WALDORF SCHOOL