WALDORF ASSOCIATION OF PORTLAND INC

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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

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. OUT OF THE INSIGHTS OF ANTHROPOSOPHY, THE SCHOOL NURTURES THE IMAGINATION, CULTIVATES THE INTELLECT, AND RECOGNIZES THE UNIQUE SPIRIT OF EACH CHILD IN THE COMMUNITY. SEE SCH OIN THIS WAY, CHILDREN ARE SURROUNDED BY STRIVING ADULTS AND STRENGTHENED INDIVIDUALLY AND SOCIALLY TO MEET THE CHALLENGES OF LIFE. STUDENTS EMERGE AS CREATIVE, INDEPENDENT THINKERS WHO MEET THE WORLD WITH INITIATIVE AND PURPOSE.

Program Service Accomplishments

Program 1

Expenses: $4,439,642 Revenue: $5,056,040

PORTLAND WALDORF SCHOOL EMBRACES THE OPPORTUNITY TO SERVE CHILDREN AND THEIR FAMILIES FROM ALL WALKS OF LIFE, FROM INFANCY THROUGH HIGH SCHOOL, BUILDING ON RUDOLF STEINER'S TRANSFORMATIVE VISION OF THE HUMAN BEING TO EDUCATE TOWARD A MORE EQUITABLE AND SUSTAINABLE SOCIETY. THE SCHOOL PROVIDES AN INTEGRATED CURRICULUM TO OVER 300 STUDENTS FROM PARENT/CHILD CLASSES THROUGH HIGH SCHOOL THAT NURTURES THE IMAGINATION, CULTIVATES THE INTELLECT, AND RECOGNIZES THE SPIRIT OF EACH CHILD, SO THAT THE CHILDREN ARE STRENGTHENED INDIVIDUALLY AND SOCIALLY TO MEET THE CHALLENGES OF LIFE.

Program 2

PORTLAND WALDORF SCHOOL RECEIVED ITS RE-ACCREDITATION FROM THE ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA IN 2025 THROUGH 2032.

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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 $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

Governance

Voting Members

Independent Members

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

$199,828

Total Directors

$146,543

Key Employees

Highest Compensated

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