WALDORF SCHOOL OF THE PENINSULA (EIN 942941604) - Form 990 Financial Analysis & Trantor Score

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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

1984

Legal Domicile

Principal Officer

PIERRE LAURENT

Phone

6502099400

Tax Period

2022-07-01 to 2023-06-30

WALDORF SCHOOL OF THE PENINSULA, founded in 1984, is a mid-sized nonprofit in the Education sector that reported $10.7M in total revenue in fiscal year 2022. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE WALDORF EDUCATION TO STUDENTS, NURSERY THROUGH TWELFTH GRADE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $457,778

Program Service Revenue $10,123,327

Investment Income $48,743

Other Revenue $38,477

TOTAL REVENUE $10,668,325

Expense Breakdown

Grants Paid $2,747,923

Salaries & Benefits $5,896,215

Fundraising Expenses $294,357

Program Expenses $8,618,764

Other Expenses $2,239,919

TOTAL EXPENSES $10,884,057

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,668,325	$8,899,447	+0.2%
Expenses	$10,884,057	$8,253,832	+0.3%
Net Income	$-215,732	$645,615	-1.3%

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

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

119

Volunteers

100

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

$365,005

Total Directors

$194,090

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANN WALDMAN	DIRECTOR OF FINANCE	40.00	Officer	$161,450	$22,158	$183,608
PIERRE LAURENT	ADMINISTRATOR	40.00	Officer	$181,151	$246	$181,397
YASUKO INOUE	TRUSTEE	40.00	Director	$72,310	$33,251	$105,561
KERSTIN PINTUS	TRUSTEE	40.00	Director	$73,285	$15,244	$88,529
SANDRA WELCH	SECRETARY	10.00	Officer Director	$0	$0	$0
VIKRANT BATRA	TREASURER	10.00	Officer Director	$0	$0	$0
JENNIFER DIRKING	TRUSTEE	5.00	Director	$0	$0	$0
BOB FROELICH	TRUSTEE	5.00	Director	$0	$0	$0
AMY SHIMMICK	TRUSTEE	5.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$10,668,325	$10,884,057	$7,352,045	$-215,732
2022	$8,899,447	$8,253,832	$5,417,816	$645,615
2021	$8,274,488	$7,063,051	$6,043,866	$1,211,437
2020	$7,331,229	$6,930,188	$4,407,347	$401,041
2019	$6,917,040	$6,845,375	$3,194,178	$71,665

WALDORF SCHOOL OF THE PENINSULA