SANTA CRUZ WALDORF SCHOOL INC

EIN: 942365874 501(c)(3) Education

SANTA CRUZ, CA

Total Revenue
$5,372,395
Total Expenses
$4,287,512
Total Assets
$2,692,017
Net Assets
$1,516,045
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
CA
Tax Period
2024-08-01 to 2025-07-31

SANTA CRUZ WALDORF SCHOOL INC, founded in 1975, is a community nonprofit in the Education sector that reported $5.4M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 20% operating margin.

Mission

Santa Cruz Waldorf School honors students individual development and capacities, and nurtures a love of learning through our rich curriculum inspired by Rudolf Steiner. At our rural, forested campus, our community, led by creative Waldorf-trained teachers, encourages the protection of childhood and respect for all life.

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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 $806,620
Program Service Revenue $4,377,528
Investment Income $151,404
Other Revenue $36,843
TOTAL REVENUE $5,372,395

Expense Breakdown

Grants Paid $1,111,117
Salaries & Benefits $2,468,145
Fundraising Expenses $1,601
Program Expenses $3,653,077
Other Expenses $708,250
TOTAL EXPENSES $4,287,512

Year-over-Year Comparison

2024 2023 Change
Revenue $5,372,395 $4,371,253 +0.2%
Expenses $4,287,512 $4,119,401 +0.0%
Net Income $1,084,883 $251,852 +3.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
9
Employees
57
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
4
$68,796
Total Directors
15
$275,184
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALEXANDRA WOODS President 4.00
Officer Director
$68,796 $0 $68,796
RICHARD CORBAL Member 2.00
Director
$68,796 $0 $68,796
SCOTT OLMSTED Member 2.00
Director
$68,796 $0 $68,796
XIMENA SIERRA MEMBER 2.00
Director
$68,796 $0 $68,796
IVY YOUNG MEMBER 2.00
Director
$0 $0 $0
JAMIE ARON Member 2.00
Director
$0 $0 $0
GREG HARMON MEMBER 2.00
Director
$0 $0 $0
DIETER RAMAEKERS MEMBER 2.00
Director
$0 $0 $0
STEVE SPITALNY Vice President 4.00
Officer Director
$0 $0 $0
KATIE BRAMLETT Secretary 4.00
Director
$0 $0 $0
ERIN MUNNING Secretary 4.00
Officer Director
$0 $0 $0
TOM BURROW MEMBER 2.00
Director
$0 $0 $0
DANIEL YUM MEMBER 2.00
Director
$0 $0 $0
KRISTA COOK Treasurer 4.00
Officer Director
$0 $0 $0
KATIE MONSON MEMBER 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 $5,372,395 $4,287,512 $2,692,017 $1,084,883
2024 $4,371,253 $4,119,401 $1,361,758 $251,852
2023 $3,711,007 $4,084,503 $1,205,180 $-373,496
2022 $2,977,264 $3,153,461 $1,418,418 $-176,197
2021 $2,542,348 $2,574,677 $1,661,781 $-32,329
2020 $2,755,013 $2,784,815 $1,405,837 $-29,802
2019 $2,693,121 $2,600,934 $1,282,943 $92,187
2018 $2,415,494 $2,297,428 $1,492,820 $118,066
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