THE WALDEN SCHOOL OF CALIFORNIA (EIN 952663177) - 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

1970

Legal Domicile

Principal Officer

TERRA TOSCANO

Phone

6267926166

Tax Period

2023-07-01 to 2024-06-30

THE WALDEN SCHOOL OF CALIFORNIA, founded in 1970, is a community nonprofit that reported $5.9M in total revenue in fiscal year 2023.

Mission

THE SCHOOL PROVIDES EDUCATIONAL SERVICES FROM PRE-KINDERGARTEN THROUGH 6TH 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 (2023)

Revenue Breakdown

Contributions & Grants $378,698

Program Service Revenue $5,329,176

Investment Income $75,693

Other Revenue $83,078

TOTAL REVENUE $5,866,645

Expense Breakdown

Grants Paid $665,833

Salaries & Benefits $3,636,086

Fundraising Expenses $341,912

Program Expenses $3,952,428

Other Expenses $1,647,223

TOTAL EXPENSES $5,949,142

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,866,645	$5,724,049	+0.0%
Expenses	$5,949,142	$5,359,066	+0.1%
Net Income	$-82,497	$364,983	-1.2%

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

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

$307,596

Total Directors

$427,720

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRA TOSCANO	HEAD OF SCHOOL	40.00	Officer Director	$223,076	$22,631	$245,707
GRACE PARK CUBAS	TEACHER TRUSTEE	40.00	Director	$79,403	$13,986	$93,389
ELLA MORAN	TEACHER TRUSTEE	40.00	Director	$74,470	$14,154	$88,624
NEIL SHAH	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
DONOVAN STEUTEL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AVI OKON	SECRETARY	1.00	Officer Director	$0	$0	$0
KATE BEYDA	TREASURER	1.00	Officer Director	$0	$0	$0
JAY BHIMANI	TREASURER	1.00	Officer Director	$0	$0	$0
CADY BURKHART	PARENT TRUSTEE	1.00	Director	$0	$0	$0
WES CHIEN	PARENT TRUSTEE	1.00	Director	$0	$0	$0
ROBERT DILANCHIAN	PARENT TRUSTEE	1.00	Director	$0	$0	$0
ZACK DOMB	PARENT TRUSTEE	1.00	Director	$0	$0	$0
LIZA KERRIGAN	COMMUNITY TRUSTEE	1.00	Director	$0	$0	$0
MEREDITH MCDANIEL	PARENT TRUSTEE	1.00	Director	$0	$0	$0
JAIME MOY	PARENT TRUSTEE	1.00	Director	$0	$0	$0
MAX ROESSLER	PARENT TRUSTEE	1.00	Director	$0	$0	$0
JAY SMITH	PARENT TRUSTEE	1.00	Director	$0	$0	$0
NEAL WRIGHTSON	COMMUNITY TRUSTEE	1.00	Director	$0	$0	$0
KEVIN D SULLIVAN	DIRECTOR OF FINANCE	40.00	Officer	$61,889	$0	$61,889
BIRTHE LANDERER	DIRECTOR OF ADVANCEMENT	40.00	Highest	$101,103	$5,055	$106,158

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	$5,866,645	$5,949,142	$10,483,214	$-82,497
2023	$5,724,049	$5,359,066	$10,383,277	$364,983
2022	$6,578,861	$4,852,689	$9,620,795	$1,726,172
2021	$5,205,267	$4,652,649	$8,718,300	$552,618
2020	$4,882,087	$4,661,618	$7,814,252	$220,469
2019	$5,098,612	$5,021,537	$7,443,675	$77,075
2018	$6,331,006	$5,075,701	$8,749,029	$1,255,305

THE WALDEN SCHOOL OF CALIFORNIA