SACRAMENTO WALDORF SCHOOL ASSOCIATION INC (EIN 941477071) - 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

1959

Legal Domicile

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

TO OFFER A FULL WALDORF CURRICULUM WHICH NURTURES THE YOUNG CHILD, ENCOURAGES THE OLDER CHILD, AND CHALLENGES THE ADOLESCENT.

🔒

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 $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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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

SACRAMENTO WALDORF SCHOOL ASSOCIATION INC