SACRAMENTO WALDORF SCHOOL ASSOCIATION INC

EIN: 941477071 501(c)(3) Education

FAIR OAKS, CA

Total Revenue
$8,795,480
Total Expenses
$8,192,662
Total Assets
$7,455,801
Net Assets
$3,991,086
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
CA
Principal Officer
CALEB BUCKLEY
Phone
9169613900
Tax Period
2024-07-01 to 2025-06-30

SACRAMENTO WALDORF SCHOOL ASSOCIATION INC, founded in 1959, is a community nonprofit in the Education sector that reported $8.8M in total revenue in fiscal year 2024. Expenses of $8.2M left a modest 7% surplus.

Mission

PROVIDING AN EDUCATION THAT HONORS THE DEVELOPMENTAL STAGES OF CHILDHOOD, BUILDS CONFIDENCE, CONNECTION AND PURPOSE, AND PREPARES STUDENTS TO REALIZE THEIR FULL POTENTIAL AS FREE HUMAN BEINGS.

Program Service Accomplishments

Program 1
Expenses: $5,719,353 Revenue: $8,378,645

PROVIDING AN EDUCATION THAT HONORS THE DEVELOPMENTAL STAGES OF CHILDHOOD, BUILDS CONFIDENCE, CONNECTION AND PURPOSE, AND PREPARES STUDENTS TO REALIZE THEIR FULL POTENTIAL AS FREE HUMAN BEINGS.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $351,783
Program Service Revenue $8,378,645
Investment Income $41,663
Other Revenue $23,389
TOTAL REVENUE $8,795,480

Expense Breakdown

Grants Paid $29,485
Salaries & Benefits $6,140,370
Fundraising Expenses $173,618
Program Expenses $5,719,353
Other Expenses $2,022,807
TOTAL EXPENSES $8,192,662

Year-over-Year Comparison

2024 2023 Change
Revenue $8,795,480 $9,181,246 0.0%
Expenses $8,192,662 $8,980,575 -0.1%
Net Income $602,818 $200,671 +2.0%
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

Sign In

Governance

Voting Members
8
Independent Members
8
Employees
147
Volunteers
200

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
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHANIE RUSSUM PRESIDENT 8.00
Officer Director
$0 $0 $0
AUDREY TATE VICE PRESIDENT 4.00
Officer Director
$0 $0 $0
CHRIS VAN DENBURG SECRETARY 4.00
Officer Director
$0 $0 $0
ISAAC JOERGER TREASURER 8.00
Officer Director
$0 $0 $0
REN POPE TRUSTEE 2.00
Director
$0 $0 $0
VERONICA ALEGRIA TRUSTEE 4.00
Director
$0 $0 $0
ASHLEY MARTINEZ FACULTY REPRESENTATIVE 2.00
Director
$0 $0 $0
ISABELLE TABACOT COLLEGE OF TEACHERS 2.00
Director
$0 $0 $0
KAT MCFEE SCHOOL ADMINISTRATOR (THRU 8/2024) 2.00
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 $8,795,480 $8,192,662 $7,455,801 $602,818
2024 $9,181,246 $8,980,575 $6,957,214 $200,671
2023 $8,576,035 $9,239,467 $6,841,766 $-663,432
2022 $7,770,543 $8,116,658 $7,443,011 $-346,115
2021 $6,678,708 $6,056,234 $6,405,179 $622,474
2020 $5,825,347 $5,846,540 $6,010,248 $-21,193
2019 $6,131,043 $5,783,374 $5,527,518 $347,669
2018 $5,808,423 $5,558,065 $5,402,306 $250,358
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SACRAMENTO WALDORF SCHOOL ASSOCIATION INC with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.