SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Waldorf School Orange County
Costa Mesa, CA · Independent school
THE READ · FREE SUMMARY
Waldorf School Orange County shows signs of real financial distress. Reserves cover 7 months of operating expense, a thin runway. Revenue is highly concentrated at 91% tuition-dependent (peer median 87%): a soft admissions year would flow straight to the bottom line. Staff compensation runs 67% of expenses, about par for the peer cohort. NACUBO Composite Financial Index: -0.0 / 10, distressed.
Waldorf School Orange County reported $6.8M in revenue against $7.1M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $4.1M — about 0.58x annual operating expense.
Operating margin landed at -4.1%, with 91.2% of revenue coming from tuition. Among same-size peers, that puts Waldorf School Orange County at the p13 on operating margin.
$6.8M
REVENUE FY2023
-4.1%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on Waldorf School Orange County: 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, Waldorf School Orange County ranks 8th 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.
The full school report
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