TACOMA WALDORF SCHOOL (EIN 911569114) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

GRANT STONE

Phone

2533838711

Tax Period

2017-08-01 to 2018-07-31

TACOMA WALDORF SCHOOL, founded in 1992, is a small nonprofit that reported $619K in total revenue in fiscal year 2017. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE EDUCATION TO CHILDREN FOLLOWING A WALDORF CURRICULUM

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $56,916

Program Service Revenue $519,436

Investment Income $0

Other Revenue $42,684

TOTAL REVENUE $619,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $475,609

Fundraising Expenses $0

Program Expenses $407,882

Other Expenses $190,349

TOTAL EXPENSES $665,958

Year-over-Year Comparison

	2017	2016	Change
Revenue	$619,036	$567,285	+0.1%
Expenses	$665,958	$532,888	+0.2%
Net Income	$-46,922	$34,397	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAYSON OWENS	TREASURER	6.00	Officer Director	$0	$0	$0
MINDY MCDANIELS	PRESIDENT	6.00	Officer Director	$0	$0	$0
BARBARA WEIST	SECRETARY	6.00	Officer Director	$0	$0	$0
CALLIE CRUCHON	TRUSTEE	6.00	Officer Director	$0	$0	$0
DAVID VON MORITZ	VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
DIANA BULLEN	TRUSTEE	6.00	Officer Director	$0	$0	$0
CHRISSY BLAIR	TRUSTEE	6.00	Officer Director	$0	$0	$0
GRANT STONE	TRUSTEE	6.00	Officer Director	$0	$0	$0
NICHOLAS ZIMMER	TRUSTEE	6.00	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
2018	$619,036	$665,958	$64,519	$-46,922
2017	$567,285	$532,888	$111,059	$34,397

TACOMA WALDORF SCHOOL