THE WAVERLY SCHOOL

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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

2009

Legal Domicile

Principal Officer

CLARKE WEATHERSPOON

Phone

6267925940

Tax Period

2024-07-01 to 2025-06-30

THE WAVERLY SCHOOL, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $12.3M in total revenue in fiscal year 2024.

Mission

THE WAVERLY SCHOOL IS A NONSECTARIAN, COEDUCATIONAL, COLLEGE PREPARATORY PROGRESSIVE DAY SCHOOL THAT SPANS PRESCHOOL THROUGH HIGH SCHOOL. IT IS FULLY ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOL AND COLLEGES AND THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS.THE SCHOOL PROMOTES CONFIDENT, CURIOUS, RESOURCEFUL LEARNERS WHO DEMONSTRATE INTELLECTUAL ENGAGEMENT, CRITICAL AND CREATIVE THINKING, RESPECT FOR INDIVIDUAL DIFFERENCES, AND A STRONG SENSE OF PERSONAL AND SOCIAL RESPONSIBILITY.

Program Service Accomplishments

Program 1

Expenses: $11,683,692 Revenue: $11,274,395

THE WAVERLY SCHOOL IS A NON-PROFIT, EDUCATIONAL INSTITUTION, SERVING CHILDREN FROM PRESCHOOL THROUGH TWELFTH GRADE. THE CURRENT WHOLE SCHOOL ENROLLMENT IS 320 STUDENTS. FAMILIES WHO CHOSE THE WAVERLY SCHOOL COME FROM DIVERSE BACKGROUNDS IN TERMS OF THEIR ETHNICITY, CULTURE, SOCIOECONOMIC STATUS, PROFESSION AND EDUCATIONAL ATTAINMENT LEVEL.

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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 $739,621

Program Service Revenue $11,274,395

Investment Income $186,083

Other Revenue $73,733

TOTAL REVENUE $12,273,832

Expense Breakdown

Grants Paid $2,844,942

Salaries & Benefits $7,020,264

Fundraising Expenses $318,138

Program Expenses $11,683,692

Other Expenses $2,989,032

TOTAL EXPENSES $12,854,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,273,832	$11,415,464	+0.1%
Expenses	$12,854,238	$12,113,600	+0.1%
Net Income	$-580,406	$-698,136	-0.2%

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

106

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

$511,947

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SERITA YOUNG	CHAIR	2.00	Officer Director	$0	$0	$0
JESSICA CLEMENTS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
NOAH MAYER	TREASURER	2.00	Officer Director	$0	$0	$0
WENDY LOPATA	SECRETARY	2.00	Officer Director	$0	$0	$0
ANTHONY ALVARADO	TRUSTEE	2.00	Director	$0	$0	$0
DEBBIE LENNON	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH LAWRENCE	TRUSTEE	2.00	Director	$0	$0	$0
JOANNE TOLL	TRUSTEE	2.00	Director	$0	$0	$0
KESEH MORGAN	TRUSTEE	2.00	Director	$0	$0	$0
LORNE GREEN	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL PINTO	TRUSTEE	2.00	Director	$0	$0	$0
MONTI OLSON	TRUSTEE	2.00	Director	$0	$0	$0
NADINE TANIO	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN ROUNTREE	TRUSTEE	2.00	Director	$0	$0	$0
VIJAY NATRAJ	TRUSTEE	2.00	Director	$0	$0	$0
YVETTE BONAPARTE	TRUSTEE	2.00	Director	$0	$0	$0
HARRY KIDD	TRUSTEE	2.00	Director	$0	$0	$0
MELANIE SCHIFF	TRUSTEE	2.00	Director	$0	$0	$0
CLARKE WEATHERSPOON	HEAD OF SCHOOL	50.00	Officer	$305,416	$26,807	$332,223
JULI KHOE	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Officer	$157,826	$21,898	$179,724
AMY SLOBODA	HEAD OF MIDDLE SCHOOL	40.00	Highest	$171,600	$1,571	$173,171
RICCO SIASOCO	DIRECTOR OF STUDENT LIFE	40.00	Highest	$152,235	$12,670	$164,905
MOLLY GELLER	HEAD OF ELEMENTARY SCHOOL	40.00	Highest	$151,393	$64,313	$215,706
JACK ANDERSON	FACULTY AND AFTER SCHOOL DIRECTOR	40.00	Highest	$123,120	$12,950	$136,070
JACK KNIGHT	FACULTY	40.00	Highest	$114,361	$19,599	$133,960

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	$12,273,832	$12,854,238	$17,855,760	$-580,406
2024	$11,415,464	$12,113,600	$18,542,402	$-698,136
2023	$14,863,369	$10,881,832	$19,783,720	$3,981,537
2022	$11,218,445	$10,721,944	$15,060,172	$496,501
2021	$10,274,339	$10,204,782	$15,281,189	$69,557
2020	$9,365,839	$9,325,714	$14,646,257	$40,125
2019	$10,583,557	$9,807,553	$13,410,064	$776,004
2018	$8,945,873	$8,750,786	$6,771,796	$195,087