philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Swallowtail School INC FY2023 filing

Tax-deductible

Cornelius, OR501(c)(3)Since 1995EducationEIN 93-1301833Revenue $2.9M in FY2023

On file with the IRSswallowtailschool.org460 S Heather St, 97113-7009 · Cornelius, ORTax-exempt since Nov 2000School — 170(b)(1)(A)(ii)

This page gets seen. Tell your story. Claim this org.

Swallowtail waldorf School is a community of children, teachers, and families united by a focus on a well-rounded, rigorous, and creative education from early childhood through grade 8. We educate a child's head, heart, and hands through an artistic and experiential approach. Swallowtail students are confident, successful, and motivated. They develop the capacity to work with life's challenges and the needs of fellow human beings with creative intelligence.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$175K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
4 of 5
filings with a surplus
Average surplus $102K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$175K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $26K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.4M
56% of total assets
Fine: liabilities are 56% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
5
of 9 voting members
Looks good: 5 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.9M
+19% vs prior year
Spent
$2.6M
To programs
88%
Net assets
$1.9M
By yearFY2020–FY2024
Revenue
$2.9M
FY2023▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.2M
FY2021$1.9M
FY2022$2.4M
FY2023$2.9M
FY2024$2.6M
FY2024$3.5M
Expenses
$2.6M
FY2023▲ +18%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.2M
FY2021$1.9M
FY2022$2.2M
FY2023$2.6M
FY2024$2.6M
FY2024$2.5M
Net assets
$1.9M
FY2023▲ +17%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.4M
FY2022$1.6M
FY2023$1.9M
FY2024$1.9M
FY2024$2.9M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 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 Nov 2000.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $2.3M Management & general 12% · $299K Fundraising 0% · $12K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

9 people listed on the 990; $175K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Jessica Foster
School Director
$70,625Pt VII · Sec A
Anand Maliakal
Faculty Representative
$53,830Pt VII · Sec A
Amy Pfeffer
Faculty Representative
$50,330Pt VII · Sec A
Emma Graves
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Cassy Schroeder
Family Association Representative
$0Pt VII · Sec A
Greg Vandervelden
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A

Amy Pfeffer’s $51K as Faculty Representative is at the 7th 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 · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Jessica Foster—$59,750$70,625$59,750$48,757—
Anand Maliakal——$53,830$47,415$46,227$22,250
Amy Pfeffer$50,599$50,600$50,330———
Emma Graves$45,000—————
Castine Dow$42,759$42,759————
Marcela Steadham————$42,709$39,810
Kim Le Bas—————$29,167
Janis La Crosse———$10,235——

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 Swallowtail School INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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

Inspiring gratitude and reverence through artistic education for children.

Questions for Swallowtail School INC

Tap to ask. Swallowtail School INC sees how many people are interested.

Your first name shows with your question. Swallowtail School INC answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $2.3M · in their own filed words · FY2022
01

Pre-k through eighth grade education inspired by waldorf pedagogy, promoting the intellectual, physical, and spiritual well-being of each individual.

$2.3Mprogram 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
American Online Giving Foundation INCFY2024$16K
The Blackbaud Giving FundFY2024$10K
Total grants receivedfrom 2 funders$26K
Grants paid · 2 grants · $1.1M · 2020–2021
Unitemized GrantFY2021$611,893
Unitemized GrantFY2020$516,216

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.9M
Ln 12
Fees for servicesLn 2g$2.4M
Gifts and grantsLn 1h$463K
Money outPt IX
$2.6M
Ln 25
Programscol B$2.3M
Managementcol C$299K
Fundraisingcol D$12K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$715K
Total assetsLn 16$4.4M
LiabilitiesLn 26$2.4M
PeoplePt VI, VII
9
listed · VII A
PaidVII A3
Voting boardVI 1a9
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$463K
Government grantsLn 1e$273K
Noncash giftsLn 1g$52K
Fundraising eventsLn 1c$59K
Fees for servicesLn 2g$2.4M
Total revenueLn 12$2.9M
Assets in detailPt X, end of year
CashLn 1$715K
Cash and savings togetherLn 1–2$715K
Land, buildings, equipmentLn 10c$3.6M
Total assetsLn 16$4.4M
LiabilitiesLn 26$2.4M
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 548
VolunteersI 6120
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$527K$715K
Land, buildings, equipmentLn 10c$3.5M$3.6M
Total assetsLn 16$4.1M$4.4M
LiabilitiesLn 26$2.5M$2.4M
Net assetsLn 32$1.6M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$789K$789K
Pay of current officers, directors and key staffLn 5$168K$141K$26K$950
Other salaries and wagesLn 7$1.0M$863K$158K$6K
Other employee benefitsLn 9$7K$6K$1K$38
Payroll taxesLn 10$127K$107K$20K$718
Legal feesLn 11b$5K$3K$2K$27
Accounting feesLn 11c$8K$5K$3K$44
Advertising and promotionLn 12$4K$1K$2K
Office expensesLn 13$36K$30K$6K$159
OccupancyLn 16$128K$121K$6K$723
InterestLn 20$78K$66K$12K$441
Depreciation, depletion and amortizationLn 22$67K$56K$10K$379
InsuranceLn 23$17K$9K$8K$96
Other expenses (24a–d)Ln 24$121K$72K$48K$490
Total functional expensesLn 25$2.6M$2.3M$299K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $2.6M$2.6M−$38K$1.9M 990 PDF
FY2023 Viewing $2.9M$2.6M$278K$1.9M 990 PDF
FY2022 $2.4M$2.2M$222K$1.6M 990 PDF
FY2021 $1.9M$1.9M$34K$1.4M 990 PDF
FY2020 $2.2M$2.2M$15K$1.4M 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 FY2023 990 (6 parts)
Part I · Summary $2,858,687 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $496,606$462,755
I-9 Program service revenuePrior year $2,010,241$2,406,645
I-10 Investment incomePrior year −$106,862$0
I-11 Other revenuePrior year $5,435−$10,713
I-12 Total revenuePrior year $2,405,420$2,858,687
I-13 Grants and similar amounts paidPrior year $611,893$788,831
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,166,344$1,328,676
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $405,607$462,749
I-18 Total expensesPrior year $2,183,844$2,580,256
I-19 Revenue less expensesPrior year $221,576$278,431
Part VI · Governance 5 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members5
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
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $2,858,687 across 9 lines filed
VIII-1c Fundraising events$59,256
VIII-1e Government grants$272,989
VIII-1f All other contributions, gifts and grants$130,510
VIII-1g Noncash contributions (included above)$52,312
VIII-1h Total contributions, gifts and grants$462,755
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,406,645$2,406,645
VIII-8 Net income from fundraising eventsExcluded from tax −$11,251−$11,251
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $538$538
VIII-12 Total revenueRelated to mission $2,406,645 · Unrelated business $0 · Excluded from tax −$10,713$2,858,687
Part IX · Statement of functional expenses $2,580,256 across 14 lines filed
IX-2 Grants to domestic individualsPrograms $788,831$788,831
IX-5 Pay of current officers, directors and key staffPrograms $141,210 · Management $25,840 · Fundraising $950$168,000
IX-7 Other salaries and wagesPrograms $863,211 · Management $157,958 · Fundraising $5,809$1,026,978
IX-9 Other employee benefitsPrograms $5,634 · Management $1,031 · Fundraising $38$6,703
IX-10 Payroll taxesPrograms $106,744 · Management $19,533 · Fundraising $718$126,995
IX-11b Legal feesPrograms $3,208 · Management $1,557 · Fundraising $27$4,792
IX-11c Accounting feesPrograms $5,221 · Management $2,535 · Fundraising $44$7,800
IX-12 Advertising and promotionPrograms $1,428 · Fundraising $2,478$3,906
IX-13 Office expensesPrograms $29,774 · Management $5,616 · Fundraising $159$35,549
IX-16 OccupancyPrograms $120,717 · Management $6,364 · Fundraising $723$127,804
IX-20 InterestPrograms $65,530 · Management $11,991 · Fundraising $441$77,962
IX-22 Depreciation, depletion and amortizationPrograms $56,338 · Management $10,309 · Fundraising $379$67,026
IX-23 InsurancePrograms $8,936 · Management $7,923 · Fundraising $96$16,955
IX-24 Other expenses (24a–d)Programs $72,438 · Management $48,027 · Fundraising $490$120,955
IX-25 Total functional expensesPrograms $2,269,220 · Management $298,684 · Fundraising $12,352$2,580,256
Part X · Balance sheet $4,361,084 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $527,143$714,515
X-3 Pledges and grants receivableStart of year $4,025$4,106
X-4 Accounts receivableStart of year $37,578$84,220
X-9 Prepaid expenses and deferred chargesStart of year $1,713$4,964
X-10c Land, buildings and equipment, netStart of year $3,522,421$3,553,279
X-16 Total assetsStart of year $4,092,880$4,361,084
X-17 Accounts payable and accrued expensesStart of year $6,377$18,420
X-19 Deferred revenueStart of year $217,430$270,890
X-26 Total liabilitiesStart of year $2,459,139$2,448,912
X-27 Net assets without donor restrictionsStart of year $1,613,876$1,860,095
X-28 Net assets with donor restrictionsStart of year $19,865$52,077
X-32 Total net assets or fund balancesStart of year $1,633,741$1,912,172
X-33 Total liabilities and net assetsStart of year $4,092,880$4,361,084
Part XI · Reconciliation of net assets $1,912,172 net assets at year end
XI-1 Total revenue$2,858,687
XI-2 Total expenses$2,580,256
XI-3 Revenue less expenses$278,431
XI-4 Net assets at start of year$1,633,741
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,912,172

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.