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Sierra Waldorf School

Tax-deductible

Jamestown, CA501(c)(3)EducationEIN 77-0227794Revenue $1.3M in FY2025

On file with the IRSsierrawaldorf.com19234 Rawhide Rd, 95327-9627 · Jamestown, CATax-exempt since Jun 1991School — 170(b)(1)(A)(ii)

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Sierra Waldorf School is committed to providing a Waldorf education to children which develops their capacities for thinking, feeling and willing, while nurturing and honoring their spirit, soul and physical bodies. Our compassionate community is dedicated to the task of social renewal in the world.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
2 of 6
filings with a surplus
Average deficit $65K a year · 5% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$53K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
-4% vs prior year
Spent
$1.5M
To programs
99%
Net assets
$823K
By yearFY2020–FY2025
Revenue
$1.3M
FY2025▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.1M
FY2022$1.2M
FY2023$1.3M
FY2024$1.4M
FY2025$1.3M
Expenses
$1.5M
FY2025▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.1M
FY2022$1.2M
FY2023$1.3M
FY2024$1.4M
FY2025$1.5M
Net assets
$823K
FY2025▼ -24%
Tap a bar for its year
Net assets by fiscal year
FY2020$785K
FY2021$840K
FY2022$895K
FY2023$979K
FY2024$1.1M
FY2025$823K

From the FY2025 Form 990 (year ending June 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 Jun 1991.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $1.5M Management & general 1% · $21K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Josee Bromley
Ex Officio
$0Pt VII · Sec A
Maria Bromley
Ex-Officio M
$0Pt VII · Sec A
Jennifer Edwards
Board Member
$0Pt VII · Sec A
Ann Fremd
President
$0Pt VII · Sec A
Kim Kristenson-Lee
Vice Preside
$0Pt VII · Sec A
Jarie McCoy
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Kara Sigler
Faculty Rep
$0Pt VII · Sec A
See Sierra Waldorf School 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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Nurtures children's minds, hearts, and spirits through Waldorf education for social renewal.

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Provided by the organization

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1 program · $1.5M · in their own filed words · FY2024
01

Providing a waldorf education to children which develops their capacities for thinking, feeling and willing, while nurturing and honoring their spirit, soul and physical bodies. Our compassionate community is dedicated to the task of social renewal in the world.

$1.5Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Rsf Social Finance INCFY2024$15K
Total grants receivedfrom 1 funder$15K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.3M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$129K
Other incomeLn 4–11$96K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.5M
Managementcol C$21K
Owns and owesPt X
$823K
net assets · Ln 32
Cash and savingsLn 1–2$359K
Total assetsLn 16$876K
LiabilitiesLn 26$53K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$129K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$7K
Other incomeLn 4–11$96K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$60K
SavingsLn 2$299K
Cash and savings togetherLn 1–2$359K
Land, buildings, equipmentLn 10c$412K
Other assetsLn 15$102K
Total assetsLn 16$876K
LiabilitiesLn 26$53K
Net assetsLn 32$823K
OperationsPt I, VI
EmployeesI 548
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
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$616K$359K
Land, buildings, equipmentLn 10c$443K$412K
Total assetsLn 16$1.2M$876K
LiabilitiesLn 26$83K$53K
Net assetsLn 32$1.1M$823K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.1M$1.1M
Pension plan contributionsLn 8$8K$8K
Payroll taxesLn 10$88K$88K
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$1K$1K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$8K$8K
Information technologyLn 14$9K$9K
OccupancyLn 16$80K$80K
Depreciation, depletion and amortizationLn 22$41K$41K
InsuranceLn 23$42K$42K
Other expenses (24a–d)Ln 24$154K$151K$3K
All other expensesLn 24e$29K$29K
Total functional expensesLn 25$1.5M$1.5M$21K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.3M$1.5M−$229K$823K 990 PDF
FY2024 $1.4M$1.4M−$85K$1.1M 990 PDF
FY2023 $1.3M$1.3M−$17K$979K 990 PDF
FY2022 $1.2M$1.2M$16K$895K 990 PDF
FY2021 $1.1M$1.1M$456$840K 990 PDF
FY2020 $1.2M$1.2M−$72K$785K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $1,314,117 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $190,494$129,295
I-9 Program service revenuePrior year $1,104,908$1,081,813
I-10 Investment incomePrior year $12,195$7,433
I-11 Other revenuePrior year $55,119$95,576
I-12 Total revenuePrior year $1,362,716$1,314,117
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,114,606$1,166,003
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $333,538$377,221
I-18 Total expensesPrior year $1,448,144$1,543,224
I-19 Revenue less expensesPrior year −$85,428−$229,107
Part VI · Governance 13 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,314,117 across 6 lines filed
VIII-1f All other contributions, gifts and grants$129,295
VIII-1h Total contributions, gifts and grants$129,295
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,081,813$1,081,813
VIII-3 Investment incomeRelated to mission $7,433$7,433
VIII-8 Net income from fundraising events$95,576
VIII-12 Total revenueRelated to mission $1,089,246$1,314,117
Part IX · Statement of functional expenses $1,543,224 across 13 lines filed
IX-7 Other salaries and wagesPrograms $1,070,933$1,070,933
IX-8 Pension plan contributionsPrograms $7,568$7,568
IX-10 Payroll taxesPrograms $87,502$87,502
IX-11b Legal feesManagement $9,552$9,552
IX-11c Accounting feesManagement $1,400$1,400
IX-12 Advertising and promotionPrograms $3,808$3,808
IX-13 Office expensesManagement $7,540$7,540
IX-14 Information technologyPrograms $9,014$9,014
IX-16 OccupancyPrograms $80,356$80,356
IX-22 Depreciation, depletion and amortizationPrograms $41,415$41,415
IX-23 InsurancePrograms $41,722$41,722
IX-24 Other expenses (24a–d)Programs $151,291 · Management $2,606$153,897
IX-24e All other expensesPrograms $28,517$28,517
IX-25 Total functional expensesPrograms $1,522,126 · Management $21,098 · Fundraising $0$1,543,224
Part X · Balance sheet $875,769 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $201,412$59,771
X-2 Savings and temporary cash investmentsStart of year $414,275$299,483
X-4 Accounts receivableStart of year $4,768$2,015
X-10c Land, buildings and equipment, netStart of year $442,507$412,495
X-15 Other assetsStart of year $99,197$102,005
X-16 Total assetsStart of year $1,162,159$875,769
X-17 Accounts payable and accrued expensesStart of year −$167$6,851
X-25 Other liabilitiesStart of year $82,941$45,842
X-26 Total liabilitiesStart of year $82,774$52,693
X-27 Net assets without donor restrictionsStart of year $898,582$679,123
X-28 Net assets with donor restrictionsStart of year $180,803$143,953
X-32 Total net assets or fund balancesStart of year $1,079,385$823,076
X-33 Total liabilities and net assetsStart of year $1,162,159$875,769
Part XI · Reconciliation of net assets $823,076 net assets at year end
XI-1 Total revenue$1,314,117
XI-2 Total expenses$1,543,224
XI-3 Revenue less expenses−$229,107
XI-4 Net assets at start of year$1,079,385
XI-5 Net unrealized gains (losses) on investments$23,024
XI-8 Prior period adjustments−$50,224
XI-9 Other changes in net assets−$2
XI-10 Net assets at end of year$823,076

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

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