Bay Area Center for Waldorf Teacher Training (EIN 943399888) - 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

2001

Legal Domicile

Principal Officer

Kenneth Smith

Phone

4154794400

Tax Period

2024-09-01 to 2025-08-31

Bay Area Center for Waldorf Teacher Training, founded in 2001, is a small nonprofit in the Education sector that reported $780K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $120K, a strong 15% operating margin.

Mission

The Center was founded in 2001 for the purpose of strengthening the presence and effectiveness of waldorf education through the provisioning of well-trained teachers

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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 $184,419

Program Service Revenue $590,600

Investment Income $6

Other Revenue $4,811

TOTAL REVENUE $779,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $314,504

Fundraising Expenses $39,973

Program Expenses $539,648

Other Expenses $345,059

TOTAL EXPENSES $659,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$779,836	$704,467	+0.1%
Expenses	$659,563	$729,094	-0.1%
Net Income	$120,273	$-24,627	-5.9%

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

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

$134,613

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kenneth Smith	Executive Dir.	40.00	Officer	$108,823	$25,790	$134,613
Teresa Ferrari	Trustee	3.00	Director	$0	$0	$0
Brian Gannon	Treasurer	3.00	Director	$0	$0	$0
Megan Coleman	Trustee	3.00	Director	$0	$0	$0
Rod DeRienzo	President/Secre	3.00	Director	$0	$0	$0
Nicole Grisnell	Trustee	3.00	Director	$0	$0	$0
Kevin Manning	Trustee	3.00	Director	$0	$0	$0
Suman Desai	Trustee	3.00	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	$779,836	$659,563	$393,194	$120,273
2024	$704,467	$729,094	$312,251	$-24,627
2023	$649,104	$712,498	$252,572	$-63,394
2022	$670,778	$752,213	$320,502	$-81,435
2021	$394,610	$496,787	$446,915	$-102,177
2020	$530,885	$542,070	$491,722	$-11,185
2019	$637,378	$591,180	$459,590	$46,198
2018	$517,824	$448,311	$436,010	$69,513

Bay Area Center for Waldorf Teacher Training