WALDORF ASSOCIATION OF PORTLAND INC

EIN: 930797531 501(c)(3) Education

MILWAUKIE, OR

Total Revenue
$5,717,637
Total Expenses
$5,669,317
Total Assets
$9,112,358
Net Assets
$3,453,820
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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
1981
Legal Domicile
OR
Principal Officer
CHIAKI UCHIYAMA
Phone
5036542200
Tax Period
2024-07-01 to 2025-06-30

WALDORF ASSOCIATION OF PORTLAND INC, founded in 1981, is a community nonprofit in the Education sector that reported $5.7M in total revenue in fiscal year 2024.

Mission

PORTLAND WALDORF SCHOOL EDUCATES CHILDREN FOR THE WHOLE OF LIFE IN ORDER TO UPLIFT HUMANITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $552,451
Program Service Revenue $5,018,499
Investment Income $100,389
Other Revenue $46,298
TOTAL REVENUE $5,717,637

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,201,367
Fundraising Expenses $113,836
Program Expenses $4,439,642
Other Expenses $1,467,950
TOTAL EXPENSES $5,669,317

Year-over-Year Comparison

2024 2023 Change
Revenue $5,717,637 $5,688,650 +0.0%
Expenses $5,669,317 $5,459,212 +0.0%
Net Income $48,320 $229,438 -0.8%
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

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Governance

Voting Members
10
Independent Members
10
Employees
139
Volunteers
150

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
7
$199,828
Total Directors
13
$146,543
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
REBECCA SOLOWAY PRESIDENT (ENDED 1/20/25) 40.00
Officer Director
$0 $0 $0
DAVE RENZEMA VICE CHAIR 0.00
Officer Director
$0 $0 $0
AIMEE PANYARD CHAIR/BOARD MEMBER 5.00
Officer Director
$0 $0 $0
KYLE MILLER TREASURER 5.00
Officer Director
$0 $0 $0
KATRINA DIMICK SECRETARY 5.00
Officer Director
$0 $0 $0
KIM SINCLAIR BOARD MEMBER (ENDED 10/20/24) 5.00
Director
$50,272 $13,632 $63,904
CONNIE STOKES BOARD MEMBER (ON LEAVE OF ABSENCE) 2.00
Director
$18,000 $0 $18,000
NATE THELEN BOARD MEMBER 2.00
Director
$0 $0 $0
CAREY CALDWELL BOARD MEMBER 2.00
Director
$0 $0 $0
JACK PALMER BOARD MEMBER (BEG 1/20/25) 40.00
Director
$56,473 $8,166 $64,639
SETH PODOLSKY BOARD MEMBER 2.00
Director
$0 $0 $0
WENDY SUE HORN BOARD MEMBER 2.00
Director
$0 $0 $0
JEWELIE RANDALL BOARD MEMBER (BEG 6/20/25) 2.00
Director
$0 $0 $0
CHIAKI UCHIYAMA SCHOOL DIRECTOR 40.00
Officer
$89,459 $7,497 $96,956
CRYSTAL LAWRENCE DIRECTOR OF ADMINISTRATION 40.00
Officer
$71,152 $31,720 $102,872
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 $5,717,637 $5,669,317 $9,112,358 $48,320
2024 $5,688,650 $5,459,212 $9,261,885 $229,438
2023 $5,054,461 $4,644,378 $8,564,966 $410,083
2022 $4,978,553 $4,404,843 $5,711,990 $573,710
2021 $2,954,664 $2,770,117 $5,594,671 $184,547
2020 $3,958,963 $3,703,774 $5,299,116 $255,189
2019 $3,789,267 $3,695,442 $5,118,101 $93,825
2018 $3,511,223 $3,468,080 $4,926,306 $43,143
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