BEducationEIN: 770035318· Ruling Year: 1985

Waldorf Association Santa Barbara

Goleta, California

B+Health Score
65B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 4 peers in Education with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.17×
Peer Median20.77×
💰
$1.9M
Total Revenue
📊
$1.9M
Total Expenses
🏦
$318K
Net Assets
📋
$283K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+11.3%
Year-over-year change (2022 → 2023)
Net Margin
-0.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.17
Net assets divided by total expenses
Liabilities-to-Assets
47.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,888,26211%$1,889,72710%$600,4908%
2022$1,697,30016%$1,725,65732%$557,78118%
2021$1,467,08530%$1,303,04723%$474,40740%
2020$1,132,8761%$1,059,1724%$339,17145%
2019$1,116,7306%$1,018,11210%$234,693133%
2018$1,188,4313%$1,129,8232%$100,59537%
2017$1,159,03918%$1,103,50420%$160,4275%
2016$978,39030%$919,45327%$168,278161%
2015$1,391,78118%$1,267,9744%$64,51554%
2014$1,176,16215%$1,221,88022%$141,74611%
2013$1,026,4308%$998,3553%$159,47973%
2012$954,5782%$970,7392%$91,96523%
2011$969,789$986,499$74,890

Frequently Asked Questions

What does Waldorf Association Santa Barbara do?

Waldorf Association Santa Barbara is a education nonprofit organization based in California. It is classified under NTEE code B24Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Waldorf Association Santa Barbara financially healthy?

Based on our 9-metric Financial Health Score model, Waldorf Association Santa Barbara has a score of 65/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Waldorf Association Santa Barbara generate?

Waldorf Association Santa Barbara reports $2.5M in annual revenue and holds $1.2M in total assets, based on IRS filings.

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