WESTERN VALLEY WALDORF ASSOCIATION DBA CEDARWOOD WALDORF SCHOOL (EIN 911828325) - 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

1997

Legal Domicile

Principal Officer

RINKLE JAIN

Phone

5032451477

Tax Period

2022-07-01 to 2023-06-30

WESTERN VALLEY WALDORF ASSOCIATION DBA CEDARWOOD WALDORF SCHOOL, founded in 1997, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2022. Revenue decreased 11% compared to the prior year.

Mission

PROVIDING WALDORF EDUCATION IN PORTLAND FOR PRE-K THROUGH 8TH GRADE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $380,180

Program Service Revenue $3,547,297

Investment Income $3,796

Other Revenue $99,654

TOTAL REVENUE $4,030,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,911,403

Fundraising Expenses $163,183

Program Expenses $3,165,318

Other Expenses $1,052,486

TOTAL EXPENSES $3,963,889

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,030,927	$4,520,854	-0.1%
Expenses	$3,963,889	$3,871,313	+0.0%
Net Income	$67,038	$649,541	-0.9%

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

100

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

$179,122

Total Directors

$78,309

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RINKLE JAIN	CHAIR	5.00	Officer Director	$0	$0	$0
AMBER CLAYTON	VICE CHAIR	5.00	Officer Director	$0	$0	$0
TARA MINER	SECRETARY	5.00	Officer Director	$0	$0	$0
CRAIG VERCRUYSSE	TREASURER	5.00	Officer Director	$0	$0	$0
LEIOR VARON	TRUSTEE	5.00	Director	$0	$0	$0
BRET STEVENS	TRUSTEE	5.00	Director	$0	$0	$0
DEDEE WILNER-NUGENT	TRUSTEE	5.00	Director	$0	$0	$0
ADAM RAINEY	TRUSTEE	5.00	Director	$0	$0	$0
NATALIE NORMAN	FACULTY TRUSTEE	40.00	Director	$69,579	$8,730	$78,309
MARCEE HANSEN	PEDAGOGICAL DIRECTOR	40.00	Officer	$89,583	$2,284	$91,867
SUE LEVINE	HEAD OF SCHOOL	40.00	Officer	$82,030	$5,225	$87,255

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
2024	No data	No data	No data	No data
2023	$4,030,927	$3,963,889	$7,138,235	$67,038
2022	$4,520,854	$3,871,313	$7,078,035	$649,541
2021	$3,807,076	$3,640,767	$7,170,072	$166,309
2020	$3,522,540	$3,472,469	$6,821,698	$50,071
2019	$3,585,627	$3,420,015	$6,589,289	$165,612

WESTERN VALLEY WALDORF ASSOCIATION DBA CEDARWOOD WALDORF SCHOOL