Providing training and educational workshops to waldorf teachers. Specific programs include formal education leading to certification of waldorf high school teacher and workshops, conferences and coursework to update teaching skills.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
Run by 7 volunteers and 20 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $40K a year · 3% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$154K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $1.1M in investments, Pt X · Ln 11–13
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $125K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$125K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 12 voting members
Looks good: 10 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+6% vs prior year
Spent
$1.3M
To programs
66%
Net assets
$1.4M
By yearFY2020–FY2025
Revenue
$1.5M
FY2025▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$892K
FY2021$1.0M
FY2022$1.1M
FY2023$1.2M
FY2024$1.4M
FY2025$1.5M
Expenses
$1.3M
FY2025▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$858K
FY2021$823K
FY2022$1.1M
FY2023$1.3M
FY2024$1.4M
FY2025$1.3M
Net assets
$1.4M
FY2025▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.4M
FY2022$1.4M
FY2023$1.3M
FY2024$1.3M
FY2025$1.4M

From the FY2025 Form 990 (year ending July 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $878K Management & general 32% · $430K Fundraising 2% · $20K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $154K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$64,388Pt VII · Sec A
Board Member
$61,644Pt VII · Sec A
Board Member
$21,548Pt VII · Sec A
Board Member
$4,188Pt VII · Sec A
Recording Secretary
$1,350Pt VII · Sec A
Board Member
$750Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

David Barham’s $64K as Executive Director is at the 11th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Torin Finser—$87,700$77,400$68,050$50,108$60,158
Douglas Gerwin$4,188—$72,183$72,975$66,015$80,107
Milan Daler—$75,360$68,210$67,293$69,380$69,247
David Barham$64,388$59,950————
Karine Munk Finser$61,644————$34,225
Beverly Boyer$21,548————$5,542
Alison Henry—————$3,700
Jan Lyndes$1,350—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Center for Anthroposophy executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers innovative part-time adult education and summer courses, supporting Waldorf schools globally.

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Provided by the organization

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1 program · $878K · in their own filed words · FY2024
01

Educational programs and workshops for waldorf teacher training and educations. Maintaining or improving our enrollment rates. Expanding our programs to reach more international audience.

$878Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 4 funders$125K
See all 4 funders →
Grants paid · 10 grants · $1.0M · 2019–2024
Unitemized GrantFY2024$150,865
Antioch UniversityVA · FY2024$58,150
Individual RecipientFY2022$101,950
Unitemized GrantFY2022$81,993
Unitemized GrantFY2021$142,867
Individual RecipientFY2021$102,476
Individual RecipientFY2020$93,885
Unitemized GrantFY2020$93,826
Unitemized GrantFY2019$97,481
Individual RecipientFY2019$88,700

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$288K
Investment incomeLn 3$70K
Money outPt IX
$1.3M
Ln 25
Programscol B$878K
Managementcol C$430K
Fundraisingcol D$20K
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$231K
Total assetsLn 16$1.5M
LiabilitiesLn 26$125K
PeoplePt VI, VII
13
listed · VII A
PaidVII A6
Voting boardVI 1a12
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$288K
Government grantsLn 1e$95K
Noncash giftsLn 1g$15K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$70K
Other incomeLn 4–11$19K
Gains on assetsLn 7$38K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$231K
Cash and savings togetherLn 1–2$231K
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$4K
Other assetsLn 15$0
Total assetsLn 16$1.5M
LiabilitiesLn 26$125K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 520
VolunteersI 67
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$113K$231K
InvestmentsLn 11–13$1.1M$1.1M
Land, buildings, equipmentLn 10c$9K$4K
Total assetsLn 16$1.3M$1.5M
LiabilitiesLn 26$45K$125K
Net assetsLn 32$1.3M$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$62K$62K
Grants to domestic individualsLn 2$151K$151K
Pay of current officers, directors and key staffLn 5$352K$177K$163K$12K
Other salaries and wagesLn 7$176K$91K$80K$6K
Pension plan contributionsLn 8$7K$3K$3K$252
Other employee benefitsLn 9$9K$4K$4K$338
Payroll taxesLn 10$37K$20K$16K$1K
Legal feesLn 11b$17K$17K
Accounting feesLn 11c$9K$9K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$178K$156K$21K$328
Advertising and promotionLn 12$37K$774$36K
Office expensesLn 13$19K$10K$9K
Information technologyLn 14$23K$14K$8K
OccupancyLn 16$113K$109K$4K
TravelLn 17$7K$6K$1K
Conferences, conventions and meetingsLn 19$1K$400$100$570
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$120K$74K$45K
All other expensesLn 24e$243$243
Total functional expensesLn 25$1.3M$878K$430K$20K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.5M$1.3M$139K$1.4M 990 PDF
FY2024 $1.4M$1.4M$443$1.3M 990 PDF
FY2023 $1.2M$1.3M−$153K$1.3M 990 PDF
FY2022 $1.1M$1.1M$28K$1.4M 990 PDF
FY2021 $1.0M$823K$194K$1.4M 990 PDF
FY2020 $892K$858K$34K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $1,467,040 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $242,534$288,280
I-9 Program service revenuePrior year $1,063,762$1,089,533
I-10 Investment incomePrior year $79,675$70,268
I-11 Other revenuePrior year $870$18,959
I-12 Total revenuePrior year $1,386,841$1,467,040
I-13 Grants and similar amounts paidPrior year $0$212,731
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $628,948$581,482
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $757,450$534,305
I-18 Total expensesPrior year $1,386,398$1,328,518
I-19 Revenue less expensesPrior year $443$138,522
Part VI · Governance 10 of 12 board members independent, 3 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,467,040 across 9 lines filed
Lines not itemized here account for $2,008 of total revenue; see the IRS return.
VIII-1e Government grants$95,466
VIII-1f All other contributions, gifts and grants$192,814
VIII-1g Noncash contributions (included above)$14,618
VIII-1h Total contributions, gifts and grants$288,280
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,089,533$1,089,533
VIII-3 Investment incomeExcluded from tax $32,478$32,478
VIII-7 Net gain or loss on sales of assetsExcluded from tax $37,790$37,790
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $16,951$16,951
VIII-12 Total revenueRelated to mission $1,108,492 · Unrelated business $0 · Excluded from tax $70,268$1,467,040
Part IX · Statement of functional expenses $1,328,518 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $61,866$61,866
IX-2 Grants to domestic individualsPrograms $150,865$150,865
IX-5 Pay of current officers, directors and key staffPrograms $177,249 · Management $163,376 · Fundraising $11,868$352,493
IX-7 Other salaries and wagesPrograms $90,658 · Management $79,800 · Fundraising $5,741$176,199
IX-8 Pension plan contributionsPrograms $2,961 · Management $3,337 · Fundraising $252$6,550
IX-9 Other employee benefitsPrograms $3,980 · Management $4,487 · Fundraising $338$8,805
IX-10 Payroll taxesPrograms $20,278 · Management $16,003 · Fundraising $1,154$37,435
IX-11b Legal feesManagement $16,707$16,707
IX-11c Accounting feesManagement $9,285$9,285
IX-11f Investment management feesManagement $1,869$1,869
IX-11g Other fees for servicesPrograms $155,883 · Management $21,444 · Fundraising $328$177,655
IX-12 Advertising and promotionPrograms $774 · Management $36,091$36,865
IX-13 Office expensesPrograms $9,744 · Management $9,419$19,163
IX-14 Information technologyPrograms $14,377 · Management $8,459$22,836
IX-16 OccupancyPrograms $109,301 · Management $3,500$112,801
IX-17 TravelPrograms $5,918 · Management $1,193$7,111
IX-19 Conferences, conventions and meetingsPrograms $400 · Management $100 · Fundraising $570$1,070
IX-22 Depreciation, depletion and amortizationManagement $3,186$3,186
IX-23 InsuranceManagement $6,012$6,012
IX-24 Other expenses (24a–d)Programs $74,078 · Management $45,424$119,502
IX-24e All other expensesFundraising $243$243
IX-25 Total functional expensesPrograms $878,332 · Management $429,692 · Fundraising $20,494$1,328,518
Part X · Balance sheet $1,491,049 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $112,556$230,784
X-4 Accounts receivableStart of year $156,215$134,466
X-9 Prepaid expenses and deferred chargesStart of year $5,022$3,604
X-10c Land, buildings and equipment, netStart of year $9,237$4,181
X-11 Publicly traded securitiesStart of year $1,062,003$1,113,897
X-14 Intangible assetsStart of year $0$4,117
X-15 Other assetsStart of year −$5,612$0
X-16 Total assetsStart of year $1,339,421$1,491,049
X-17 Accounts payable and accrued expensesStart of year $45,693$10,313
X-19 Deferred revenueStart of year $0$115,034
X-25 Other liabilitiesStart of year −$536$0
X-26 Total liabilitiesStart of year $45,157$125,347
X-27 Net assets without donor restrictionsStart of year $1,133,459$1,199,807
X-28 Net assets with donor restrictionsStart of year $160,805$165,895
X-32 Total net assets or fund balancesStart of year $1,294,264$1,365,702
X-33 Total liabilities and net assetsStart of year $1,339,421$1,491,049
Part XI · Reconciliation of net assets $1,365,702 net assets at year end
XI-1 Total revenue$1,467,040
XI-2 Total expenses$1,328,518
XI-3 Revenue less expenses$138,522
XI-4 Net assets at start of year$1,294,264
XI-5 Net unrealized gains (losses) on investments$35,030
XI-8 Prior period adjustments−$102,114
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,365,702

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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