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Walden Foundation INC

Tax-deductible

Berkeley, CA501(c)(3)Since 1958EducationEIN 94-1464735Revenue $2.5M in FY2024

On file with the IRSwaldencenterschool.org2446 McKinley Ave, 94703-1928 · Berkeley, CATax-exempt since Mar 1961School — 170(b)(1)(A)(ii)

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Walden center and school is an independent , k-6 school where drama, music and art sit alongside traditional academic subjects as our core curriculum. Walden's philosophy of education incorporates the following principles (sch o):integrating arts and academics-artistic expression is an essential element of every child's education. Encouraging the whole child- children learn best when their academic, emotional, physical, and social needs are addressed concurrently. Seeing children as individuals- in designing and implementing curricula, we take an individualized approach in order to meet each child where he or she is developmentally. Teaching as a collective- the teachers run the school, which provides them with autonomy and flexibility in the classroom and direct participation in school-wide decision making. Our approach to learning encourages creativity, collaboration, and critical thinking as means to help children develop a lifelong love of learning, a strong sense of commmunity.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Run by 156 volunteers and 31 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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 6
filings with a surplus
Average deficit $4K a year · under 1% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$275K
to officers and key staff · 15% of spending
Top officer’s pay lower than 84% of similar orgs
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
18 mo
of spending, in cash
Looks good: 17.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $174
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$282K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 8 voting members
Fine: 4 of 8 voting members are independent, half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
+43% vs prior year
Spent
$1.8M
To programs
79%
Net assets
$4.2M
By yearFY2019–FY2024
Revenue
$2.5M
FY2024▲ +43%
Tap a bar for its year
Revenue by fiscal year
FY2019$1.6M
FY2020$1.8M
FY2021$1.7M
FY2022$1.9M
FY2023$1.7M
FY2024$1.8M
FY2024$2.5M
Expenses
$1.8M
FY2024▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2019$1.8M
FY2020$1.7M
FY2021$1.7M
FY2022$1.8M
FY2023$1.8M
FY2024$1.8M
FY2024$1.8M
Net assets
$4.2M
FY2024▲ +19%
Tap a bar for its year
Net assets by fiscal year
FY2019$3.4M
FY2020$3.5M
FY2021$3.5M
FY2022$3.7M
FY2023$3.5M
FY2024$3.5M
FY2024$4.2M

From the FY2024 Form 990 · 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: FY2024. IRS ruling in Mar 1961.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $1.5M Management & general 21% · $386K Fundraising 0% · $4K

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

8 people listed on the 990; $275K paid to officers and key staff.

Part VII, Section A · reportable compensation
Debra Wong
Foundation Member
$74,445Pt VII · Sec A
Jeff Grether
Foundation Member
$73,090Pt VII · Sec A
$71,401Pt VII · Sec A
$55,900Pt VII · Sec A
Sarah Woodson
Foundation Member
$0Pt VII · Sec A
Dov Pollack
Foundation Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Lily Jones
Foundation Member
$0Pt VII · Sec A

Debra Wong’s $74K as Foundation Member is at the 16th 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
Winona Johnson-Alexander$71,401$83,356$78,165$60,242——
Debra Wong$74,445$76,623$70,373$67,628$50,314$61,245
Jeff Grether$73,090$73,858——$63,916$47,663
Elise Wilks——————
Joline Barsanti$55,900$56,469$16,578———
Beth Baugh——————
Vickilee Edge——————
Harry Gray——————

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 Walden Foundation INC 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

Offers K-6 education using a developmental model, integrating arts and community.

Provided by the organization

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

Walden is an arts-integrated, progressive, teacher-run elementary school in berkeley, california. Our curriculum combines developmentally appropriate expectations with challenging units of study. The school's environment enhances each child's academic, emotional, social, and physical growth. Extended day-care is also provided.

$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 · FY2023
Amazonsmile FoundationFY2023$174
Total grants receivedfrom 1 funder$174

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.5M
Ln 12
Fees for servicesLn 2g$2.4M
Investment incomeLn 3$62K
Gifts and grantsLn 1h$21K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.5M
Managementcol C$386K
Fundraisingcol D$4K
Owns and owesPt X
$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$2.7M
Total assetsLn 16$4.5M
LiabilitiesLn 26$282K
PeoplePt VI, VII
8
listed · VII A
PaidVII A4
Voting boardVI 1a8
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$21K
Fees for servicesLn 2g$2.4M
Investment incomeLn 3$62K
Other incomeLn 4–11$19K
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$420K
SavingsLn 2$2.3M
Cash and savings togetherLn 1–2$2.7M
Land, buildings, equipmentLn 10c$1.8M
Other assetsLn 15$0
Total assetsLn 16$4.5M
LiabilitiesLn 26$282K
Net assetsLn 32$4.2M
OperationsPt I, VI
EmployeesI 531
VolunteersI 6156
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.5M$2.7M
Land, buildings, equipmentLn 10c$1.8M$1.8M
Total assetsLn 16$4.4M$4.5M
LiabilitiesLn 26$883K$282K
Net assetsLn 32$3.5M$4.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$401K$401K
Pay of current officers, directors and key staffLn 5$287K$216K$72K
Other salaries and wagesLn 7$667K$501K$167K
Pension plan contributionsLn 8$5K$4K$1K
Other employee benefitsLn 9$79K$59K$20K
Payroll taxesLn 10$75K$57K$19K
Legal feesLn 11b$39K$39K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$13K$13K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$23K$5K$16K$3K
Information technologyLn 14$37K$21K$15K$1K
OccupancyLn 16$47K$42K$5K
Conferences, conventions and meetingsLn 19$7K$7K$944
Depreciation, depletion and amortizationLn 22$49K$37K$12K
InsuranceLn 23$40K$27K$12K
Other expenses (24a–d)Ln 24$65K$59K$6K
Total functional expensesLn 25$1.8M$1.5M$386K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.8M$1.8M−$7K$3.5M 990 PDF
FY2023 $1.7M$1.8M−$119K$3.5M 990 PDF
FY2022 $1.9M$1.8M$132K$3.7M 990 PDF
FY2021 $1.7M$1.7M−$362$3.5M 990 PDF
FY2020 $1.8M$1.7M$124K$3.5M 990 PDF
FY2019 $1.6M$1.8M−$152K$3.4M 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 FY2024 990 (6 parts)
Part I · Summary $2,515,477 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $19,780$21,056
I-9 Program service revenuePrior year $1,600,742$2,414,280
I-10 Investment incomePrior year $109,115$61,538
I-11 Other revenuePrior year $24,577$18,603
I-12 Total revenuePrior year $1,754,214$2,515,477
I-13 Grants and similar amounts paidPrior year $403,716$400,608
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,066,139$1,114,647
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $291,458$326,740
I-18 Total expensesPrior year $1,761,313$1,841,995
I-19 Revenue less expensesPrior year −$7,099$673,482
Part VI · Governance 4 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members4
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
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,515,477 across 7 lines filed
VIII-1f All other contributions, gifts and grants$21,056
VIII-1h Total contributions, gifts and grants$21,056
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,414,280$2,414,280
VIII-3 Investment incomeExcluded from tax $61,538$61,538
VIII-6 Net rental income or lossExcluded from tax $790$790
VIII-8 Net income from fundraising eventsExcluded from tax $17,813$17,813
VIII-12 Total revenueRelated to mission $2,414,280 · Unrelated business $0 · Excluded from tax $80,141$2,515,477
Part IX · Statement of functional expenses $1,841,995 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $400,608$400,608
IX-5 Pay of current officers, directors and key staffPrograms $215,518 · Management $71,839$287,357
IX-7 Other salaries and wagesPrograms $500,617 · Management $166,872$667,489
IX-8 Pension plan contributionsPrograms $3,821 · Management $1,273$5,094
IX-9 Other employee benefitsPrograms $59,420 · Management $19,807$79,227
IX-10 Payroll taxesPrograms $56,610 · Management $18,870$75,480
IX-11b Legal feesManagement $39,331$39,331
IX-11c Accounting feesManagement $1,500$1,500
IX-11g Other fees for servicesPrograms $12,999$12,999
IX-12 Advertising and promotionPrograms $4,189$4,189
IX-13 Office expensesPrograms $5,141 · Management $15,592 · Fundraising $2,690$23,423
IX-14 Information technologyPrograms $21,391 · Management $14,607 · Fundraising $1,217$37,215
IX-16 OccupancyPrograms $41,800 · Management $4,711$46,511
IX-19 Conferences, conventions and meetingsPrograms $6,522 · Management $944$7,466
IX-22 Depreciation, depletion and amortizationPrograms $36,868 · Management $12,289$49,157
IX-23 InsurancePrograms $27,436 · Management $12,325$39,761
IX-24 Other expenses (24a–d)Programs $59,479 · Management $5,709$65,188
IX-25 Total functional expensesPrograms $1,452,419 · Management $385,669 · Fundraising $3,907$1,841,995
Part X · Balance sheet $4,513,139 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $403,748$420,144
X-2 Savings and temporary cash investmentsStart of year $2,078,737$2,265,274
X-9 Prepaid expenses and deferred chargesStart of year $51,254$33,773
X-10c Land, buildings and equipment, netStart of year $1,843,105$1,793,948
X-15 Other assetsStart of year $48,561$0
X-16 Total assetsStart of year $4,425,405$4,513,139
X-17 Accounts payable and accrued expensesStart of year $86,023$11,414
X-19 Deferred revenueStart of year $797,389$270,758
X-26 Total liabilitiesStart of year $883,412$282,172
X-27 Net assets without donor restrictionsStart of year $2,787,933$3,476,907
X-28 Net assets with donor restrictionsStart of year $754,060$754,060
X-32 Total net assets or fund balancesStart of year $3,541,993$4,230,967
X-33 Total liabilities and net assetsStart of year $4,425,405$4,513,139
Part XI · Reconciliation of net assets $4,230,967 net assets at year end
XI-1 Total revenue$2,515,477
XI-2 Total expenses$1,841,995
XI-3 Revenue less expenses$673,482
XI-4 Net assets at start of year$3,541,993
XI-8 Prior period adjustments$15,492
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,230,967

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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