WALDORF EDUCATION ASSOCIATION (EIN 930763150) - 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

1980

Legal Domicile

Principal Officer

JAMES HOLZGRAF

Phone

5416836951

Tax Period

2024-08-01 to 2025-07-31

WALDORF EDUCATION ASSOCIATION, founded in 1980, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

THE EUGENE WALDORF SCHOOL BELIEVES THAT CHILDREN DESERVE AN INSPIRED EDUCATION THAT ALLOWS THEM TO GROW UP STRONG, HAPPY AND HEALTHY.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $54,287

Program Service Revenue $2,052,039

Investment Income $21,222

Other Revenue $18,582

TOTAL REVENUE $2,146,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,418,686

Fundraising Expenses $0

Program Expenses $1,666,612

Other Expenses $796,179

TOTAL EXPENSES $2,214,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,146,130	$1,638,509	+0.3%
Expenses	$2,214,865	$1,937,396	+0.1%
Net Income	$-68,735	$-298,887	-0.8%

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

Volunteers

175

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

$46,852

Total Directors

$172,899

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES HOLZGRAF	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
KELLI WILLIAMSON	VICE CHAIR	5.00	Officer Director	$0	$0	$0
REBECCA HUOT	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
NICOLE MORRISON	SECRETARY	40.00	Officer Director	$46,852	$0	$46,852
CAMERON STEARNS	TREASURER	5.00	Officer	$0	$0	$0
ATTA TURCK	COLLEGE CHAI	40.00	Director	$44,213	$0	$44,213
IAN STEARNS	COLLEGE REP	40.00	Director	$41,917	$0	$41,917
SARAH SAMS	COLLEGE REP	40.00	Director	$39,917	$0	$39,917
ANDREW SMITH	COMMUNITY ME	5.00	Director	$0	$0	$0
PETER SISTROM	COMMUNITY ME	5.00	Director	$0	$0	$0
KARA HUNTERMOON	COMMUNITY ME	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	$2,146,130	$2,214,865	$1,271,804	$-68,735
2024	$1,638,509	$1,937,396	$1,334,912	$-298,887
2023	$1,659,453	$1,925,733	$1,438,824	$-266,280
2022	$1,399,762	$1,536,629	$1,675,451	$-136,867
2021	$1,607,408	$1,216,706	$1,925,763	$390,702
2020	$1,250,577	$1,531,535	$1,626,616	$-280,958
2019	$1,916,220	$1,793,559	$1,919,499	$122,661
2018	$1,577,198	$1,426,109	$1,829,719	$151,089

WALDORF EDUCATION ASSOCIATION