WALDEN FOUNDATION 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

1958

Legal Domicile

Principal Officer

HARLEY GOLDSTROM

Phone

5108417248

Tax Period

2024-08-01 to 2025-07-31

WALDEN FOUNDATION INC, founded in 1958, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $673K, a strong 27% operating margin.

Mission

WALDEN CENTER AND SCHOOL IS AN INDEPENDENT , K-6 SCHOOL WHERE DRAMA, MUSIC AND ART SIT ALONGSIDE TRADITIONAL ACADEMIC SUBJECTS AS OUR CORE CURRICULUM. WALDEN'S PHILOSOPHY OF EDUCATION INCORPORATES THE FOLLOWING PRINCIPLES (SCH O):INTEGRATING ARTS AND ACADEMICS-ARTISTIC EXPRESSION IS AN ESSENTIAL ELEMENT OF EVERY CHILD'S EDUCATION. ENCOURAGING THE WHOLE CHILD- CHILDREN LEARN BEST WHEN THEIR ACADEMIC, EMOTIONAL, PHYSICAL, AND SOCIAL NEEDS ARE ADDRESSED CONCURRENTLY. SEEING CHILDREN AS INDIVIDUALS- IN DESIGNING AND IMPLEMENTING CURRICULA, WE TAKE AN INDIVIDUALIZED APPROACH IN ORDER TO MEET EACH CHILD WHERE HE OR SHE IS DEVELOPMENTALLY. TEACHING AS A COLLECTIVE- THE TEACHERS RUN THE SCHOOL, WHICH PROVIDES THEM WITH AUTONOMY AND FLEXIBILITY IN THE CLASSROOM AND DIRECT PARTICIPATION IN SCHOOL-WIDE DECISION MAKING. OUR APPROACH TO LEARNING ENCOURAGES CREATIVITY, COLLABORATION, AND CRITICAL THINKING AS MEANS TO HELP CHILDREN DEVELOP A LIFELONG LOVE OF LEARNING, A STRONG SENSE OF COMMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $1,452,419 Revenue: $2,414,280

WALDEN IS AN ARTS-INTEGRATED, PROGRESSIVE, TEACHER-RUN ELEMENTARY SCHOOL IN BERKELEY, CALIFORNIA. OUR CURRICULUM COMBINES DEVELOPMENTALLY APPROPRIATE EXPECTATIONS WITH CHALLENGING UNITS OF STUDY. THE SCHOOL'S ENVIRONMENT ENHANCES EACH CHILD'S ACADEMIC, EMOTIONAL, SOCIAL, AND PHYSICAL GROWTH. EXTENDED DAY-CARE IS ALSO PROVIDED. PARENTS AND EDUCATORS FOUNDED WALDEN CENTER AND SCHOOL IN 1958 TO CREATE A LEARNING ENVIRONMENT THAT TREATS ARTISTIC EXPRESSION AS AN ESSENTIAL ELEMENT OF EVERY CHILD'S ACADEMIC EXPERIENCE. WALDEN PROVIDED 26% OF ITS STUDENTS FINANCIAL AID. THERE WERE 73 STUDENTS ENROLLED DURING THE SCHOOL YEAR.

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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 $21,056

Program Service Revenue $2,414,280

Investment Income $61,538

Other Revenue $18,603

TOTAL REVENUE $2,515,477

Expense Breakdown

Grants Paid $400,608

Salaries & Benefits $1,114,647

Fundraising Expenses $3,907

Program Expenses $1,452,419

Other Expenses $326,740

TOTAL EXPENSES $1,841,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,515,477	$1,754,214	+0.4%
Expenses	$1,841,995	$1,761,313	+0.0%
Net Income	$673,482	$-7,099	-95.9%

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

156

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

$135,243

Total Directors

$294,161

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARLEY GOLDSTROM	PRESIDENT	3.00	Officer Director	$0	$0	$0
WINONA JOHNSON-ALEXANDER	SECRETARY	3.00	Officer Director	$71,401	$7,043	$78,444
JOLINE BARSANTI	TREASURER	3.00	Officer Director	$55,900	$899	$56,799
DOV POLLACK	FOUNDATION MEMBER	3.00	Director	$0	$0	$0
SARAH WOODSON	FOUNDATION MEMBER	3.00	Director	$0	$0	$0
LILY JONES	FOUNDATION MEMBER	3.00	Director	$0	$0	$0
DEBRA WONG	FOUNDATION MEMBER	3.00	Director	$74,445	$4,244	$78,689
JEFF GRETHER	FOUNDATION MEMBER	3.00	Director	$73,090	$7,139	$80,229

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	$2,515,477	$1,841,995	$4,513,139	$673,482
2024	$1,754,214	$1,761,313	$4,425,405	$-7,099
2023	$1,696,368	$1,815,601	$4,205,999	$-119,233
2022	$1,916,778	$1,784,738	$4,334,384	$132,040
2021	$1,745,574	$1,745,936	$4,327,112	$-362
2020	$1,805,932	$1,681,772	$4,260,647	$124,160
2019	$1,610,371	$1,762,115	$4,270,275	$-151,744
2019	$1,610,371	$1,762,115	$4,270,275	$-151,744