To provide a waldorf-inspired age appropriate education for the whole child that emphasizes intellectual development through the imaginative, artistic, and moral growth of its students. We encourage students to be life-long learners and independent thinkers, as well as self-motivated, creative and responsible

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$60K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $87K a year · 7% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$60K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $92
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
86% of total assets
Concern: liabilities are 86% of assets; over 80%.
Pt X · Ln 26
Independent board members
2
of 4 voting members
Fine: 2 of 4 voting members are independent, half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
Spent
$1.3M
To programs
87%
Net assets
$258K
By yearFY2020–FY2024
Revenue
$1.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$946K
FY2022$1.1M
FY2023$1.6M
FY2024$1.5M
Expenses
$1.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.1M
FY2022$1.1M
FY2023$1.4M
FY2024$1.9M
Net assets
$258K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$258K
FY2021$128K
FY2022$181K
FY2023$361K
FY2024−$39K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2000.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $1.2M Management & general 13% · $170K Fundraising 0% · $3K

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

4 people listed on the 990; $60K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Member/Teacher/Admin
$59,239Pt VII · Sec A
Superintendent/Member
$750Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Ruf J’s $45K as Member is at the 6th percentile of top reported officer pay among 3395 $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 · 5 named individuals · Part VII

NameFY2024FY2023FY2021FY2020
Susan Beck——$1,935$59,239
Ruf J$45,010$11,433——
Ybarra R$39,787———
Alexander a—$32,240——
Cindy Roe———$750

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.

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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

Educates children holistically, fostering imagination, art, and moral growth for lifelong learning.

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Provided by the organization

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3 programs · $1.2M · in their own filed words · FY2019
01

To provide a waldorf-inspired age appropriate education for the whole child that emphasizes intellectual development through the imaginative, artistic, and moral growth of its students. We provided that program for grades k-8.

$1.1Mprogram expense
02

To provide a waldorf-inspired pre-school program for the whole child that emphasized intellectual development trough the imaginative, artistic and moral growth of its students.

$71Kprogram expense
03

To provide an afternoon program for kindergarten children during the 19-20 school year. We served children in an extension of our regular kindergarten.

$8Kprogram 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 · FY2023
Total grants receivedfrom 1 funder$92

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$76K
Other incomeLn 4–11$11K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.2M
Managementcol C$170K
Fundraisingcol D$3K
Owns and owesPt X
$258K
net assets · Ln 32
Cash and savingsLn 1–2$323K
Total assetsLn 16$1.8M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
4
listed · VII A
PaidVII A2
Voting boardVI 1a4
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$1.1M
Fees for servicesLn 2g$76K
Other incomeLn 4–11$11K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
SavingsLn 2$323K
Cash and savings togetherLn 1–2$323K
Land, buildings, equipmentLn 10c$1.4M
Total assetsLn 16$1.8M
LiabilitiesLn 26$1.5M
Net assetsLn 32$258K
OperationsPt I, VI
EmployeesI 551
VolunteersI 65
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$406K$323K
Land, buildings, equipmentLn 10c$1.5M$1.4M
Total assetsLn 16$2.0M$1.8M
LiabilitiesLn 26$1.6M$1.5M
Net assetsLn 32$396K$258K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$61K$61K$0$0
Other salaries and wagesLn 7$317K$289K$28K$0
Pension plan contributionsLn 8$22K$19K$3K$0
Other employee benefitsLn 9$19K$19K$0$0
Payroll taxesLn 10$27K$25K$3K$0
Legal feesLn 11b$515$0$515$0
Accounting feesLn 11c$34K$0$34K$0
Other fees for servicesLn 11g$572K$507K$65K$0
Advertising and promotionLn 12$760$0$760$0
Office expensesLn 13$53K$53K$0$0
OccupancyLn 16$161K$138K$23K$0
TravelLn 17$3K$2K$588$0
Conferences, conventions and meetingsLn 19$13K$13K$0$0
Depreciation, depletion and amortizationLn 22$54K$46K$8K$0
Other expenses (24a–d)Ln 24$8K$952$4K$3K
Total functional expensesLn 25$1.3M$1.2M$170K$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.5M$1.9M−$399K−$39K 990 PDF
FY2023 $1.6M$1.4M$180K$361K 990 PDF
FY2022 $1.1M$1.1M$52K$181K 990 PDF
FY2021 $946K$1.1M−$129K$128K 990 PDF
FY2020 Viewing $1.2M$1.3M−$138K$258K 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 FY2020 990 (6 parts)
Part I · Summary $1,208,376 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $46,047$1,122,034
I-9 Program service revenuePrior year $1,521,720$75,712
I-10 Investment income$0
I-11 Other revenuePrior year $21,265$10,630
I-12 Total revenuePrior year $1,589,032$1,208,376
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $552,097$446,922
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,051,225$899,685
I-18 Total expensesPrior year $1,603,322$1,346,607
I-19 Revenue less expensesPrior year −$14,290−$138,231
Part VI · Governance 2 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members2
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,208,376 across 7 lines filed
VIII-1e Government grants$1,094,294
VIII-1f All other contributions, gifts and grants$27,740
VIII-1h Total contributions, gifts and grants$1,122,034
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$75,712
VIII-6 Net rental income or lossExcluded from tax $375$375
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $10,255 · Unrelated business $0 · Excluded from tax $0$10,255
VIII-12 Total revenueRelated to mission $85,967 · Unrelated business $0 · Excluded from tax $375$1,208,376
Part IX · Statement of functional expenses $1,346,607 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $60,981 · Management $0 · Fundraising $0$60,981
IX-7 Other salaries and wagesPrograms $288,733 · Management $28,177 · Fundraising $0$316,910
IX-8 Pension plan contributionsPrograms $19,391 · Management $2,933 · Fundraising $0$22,324
IX-9 Other employee benefitsPrograms $19,456 · Management $0 · Fundraising $0$19,456
IX-10 Payroll taxesPrograms $24,642 · Management $2,609 · Fundraising $0$27,251
IX-11b Legal feesPrograms $0 · Management $515 · Fundraising $0$515
IX-11c Accounting feesPrograms $0 · Management $34,400 · Fundraising $0$34,400
IX-11g Other fees for servicesPrograms $507,146 · Management $65,052 · Fundraising $0$572,198
IX-12 Advertising and promotionPrograms $0 · Management $760 · Fundraising $0$760
IX-13 Office expensesPrograms $52,509 · Management $0 · Fundraising $0$52,509
IX-16 OccupancyPrograms $138,240 · Management $22,688 · Fundraising $0$160,928
IX-17 TravelPrograms $2,249 · Management $588 · Fundraising $0$2,837
IX-19 Conferences, conventions and meetingsPrograms $13,172 · Management $0 · Fundraising $0$13,172
IX-22 Depreciation, depletion and amortizationPrograms $46,253 · Management $8,162 · Fundraising $0$54,415
IX-24 Other expenses (24a–d)Programs $952 · Management $3,937 · Fundraising $3,062$7,951
IX-25 Total functional expensesPrograms $1,173,724 · Management $169,821 · Fundraising $3,062$1,346,607
Part X · Balance sheet $1,797,858 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $406,151$323,009
X-4 Accounts receivableStart of year $86,564$42,375
X-10c Land, buildings and equipment, netStart of year $1,486,889$1,432,474
X-16 Total assetsStart of year $1,981,794$1,797,858
X-17 Accounts payable and accrued expensesStart of year $65,050$37,775
X-24 Unsecured notes and loans payable$4,000
X-26 Total liabilitiesStart of year $1,585,890$1,540,185
X-27 Net assets without donor restrictionsStart of year $384,096$127,650
X-28 Net assets with donor restrictionsStart of year $11,808$130,023
X-32 Total net assets or fund balancesStart of year $395,904$257,673
X-33 Total liabilities and net assetsStart of year $1,981,794$1,797,858
Part XI · Reconciliation of net assets $257,673 net assets at year end
XI-1 Total revenue$1,208,376
XI-2 Total expenses$1,346,607
XI-3 Revenue less expenses−$138,231
XI-4 Net assets at start of year$395,904
XI-10 Net assets at end of year$257,673

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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