SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Kimberton Waldorf School
Phoenixville, PA · Independent school
THE READ · FREE SUMMARY
Kimberton Waldorf School looks durable. The school holds 1.5 years of operating cushion, a healthy buffer. Revenue is 89% tuition-dependent (peer median 80%), concentrated but in line with most independent day schools. Staff compensation runs 59% of expenses, about par for the peer cohort. Expenses are outpacing revenue 8.7% vs 3.1% per year over three years, signaling margin compression worth flagging. NACUBO Composite Financial Index: 5.4 / 10, strong.
Kimberton Waldorf School reported $6.4M in revenue against $6.3M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $9.5M — about 1.50x annual operating expense.
Operating margin landed at 0.7%, with 88.8% of revenue coming from tuition. Among same-size peers, that puts Kimberton Waldorf School at the p48 on operating margin.
$6.4M
REVENUE FY2023
0.7%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on Kimberton Waldorf School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
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WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, Kimberton Waldorf School ranks 15th by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
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