Civic Intelligence

Chicago Waldorf School

990 • Fiscal year 2024 • EIN 36-6095133

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

Organization ProfileWWW.CHICAGOWALDORF.ORG

View Organization Page

5200 N Ashland AvenueChicago, IL 60640

(773) 465-2662

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.60x

Higher debt load relative to assets than 81% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.76x

Higher debt load relative to revenue than 77% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

24th percentile

-5.1%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$139,147

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

15th percentile

-5.5%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$12,729,021

Down $1,490,199 (-10%) from 2022

Net Assets

Down

$5,086,053

Down $982,705 (-16%) from 2022

Liabilities

Down

$7,642,968

Down $507,494 (-6.2%) from 2022

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin24th percentile

Revenue

Up

$10,018,800

Up $1,588,558 (+19%) from 2022

Expenses

Up

$10,534,318

Up $2,832,655 (+37%) from 2022

Net Income

Down

-$515,518

Down $1,244,097 (-171%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $1,703,331Liabilities 2010: $1,208,014Net Assets 2010: $495,3172010Assets 2011: $1,841,668Liabilities 2011: $1,149,255Net Assets 2011: $692,4132011Assets 2012: $1,702,567Liabilities 2012: $1,105,765Net Assets 2012: $596,8022012Assets 2013: $2,284,084Liabilities 2013: $1,230,708Net Assets 2013: $1,053,3762013Assets 2014: $2,877,241Liabilities 2014: $1,061,449Net Assets 2014: $1,815,7922014Assets 2015: $3,437,356Liabilities 2015: $1,038,074Net Assets 2015: $2,399,2822015Assets 2019: $13,254,311Liabilities 2019: $9,210,818Net Assets 2019: $4,043,4932019Assets 2021: $14,578,833Liabilities 2021: $9,429,122Net Assets 2021: $5,149,7112021Assets 2022: $14,219,220Liabilities 2022: $8,150,462Net Assets 2022: $6,068,7582022Assets 2024: $12,729,021Liabilities 2024: $7,642,968Net Assets 2024: $5,086,0532024

Highlighted filing

2024

Assets$12,729,021
Liabilities$7,642,968
Net Assets$5,086,053
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,236,1262010Expenses 2011: $5,615,5022011Expenses 2012: $6,082,7972012Expenses 2013: $6,317,6412013Revenue 2014: $7,140,840Expenses 2014: $6,379,094Net Income 2014: $761,7462014Revenue 2015: $7,293,790Expenses 2015: $6,699,665Net Income 2015: $594,1252015Revenue 2019: $8,040,911Expenses 2019: $8,403,740Net Income 2019: -$362,8292019Revenue 2021: $7,944,227Expenses 2021: $7,005,621Net Income 2021: $938,6062021Revenue 2022: $8,430,242Expenses 2022: $7,701,663Net Income 2022: $728,5792022Revenue 2024: $10,018,800Expenses 2024: $10,534,318Net Income 2024: -$515,5182024

Highlighted filing

2024

Revenue$10,018,800
Expenses$10,534,318
Net Income-$515,518
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$10,077,202
Mission and Program Overview

Mission

Providing and promoting waldorf education from early childhood through the twelfth grade and promoting waldorf education through community outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,211,427$10,772,659▼ $438,768
Cash and Non-Interest-Bearing Accounts$1,727,467$1,423,781▼ $303,686
Loans From Officers Directors$575,621$0▼ $575,621
Accounts Receivable$126,441$176,308▲ $49,867
Investments in Publicly Traded Securities$102,314$107,448▲ $5,134
Prepaid Expenses and Deferred Charges$98,545$98,505▼ $40
Total Assets$13,465,263$12,729,021▼ $736,242
Other Assets Total$199,069$150,320▼ $48,749
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,627,136$7,250,406▲ $623,270
Deferred Revenue$316,215$165,692▼ $150,523
Other Liabilities$203,560$156,803▼ $46,757
Accounts Payable and Accrued Expenses$142,953$70,067▼ $72,886
Total Liabilities$7,865,485$7,642,968▼ $222,517
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,384,089$4,865,227▼ $518,862
Net Assets With Donor Restrictions$215,689$220,826▲ $5,137
Total Net Assets Fund Balance$5,599,778$5,086,053▼ $513,725
Total Liabilities and Net Assets / Fund Balance$13,465,263$12,729,021▼ $736,242

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,509,052$2,269,861$11,778,913
Land$1,231,000-$1,231,000
Equipment$32,607$976,464$1,009,071
Other Land Buildings$0$47,900$47,900

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$126,413-▲ $5,137-$131,550
2022$125,061-▲ $1,352-$126,413
2021$177,237-▼ $3,519$48,657$125,061
2020$174,914-▲ $2,323-$177,237
2019$171,543$250▲ $3,121-$174,914
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fraser CoffeenAdministrative DirectorFT$84,522$54,625$139,147
Daniel HallumFaculty TrusteeFT$50,150$47,830$97,980
Andrea ShafferFaculty DirectorFT$84,612$12,900$97,512
Anthony BellagambaFaculty TrusteeFT$46,250$44,994$91,244
Jasmine HasanbegovicFaculty Trustee (7/1/23-11/30/23)FT$55,336$27,343$82,679
Nancy SzymanskiFaculty Trustee (2/13/24-3/31/24)FT$51,809$6,746$58,555
Sylvie DesouchesFaculty TrusteeFT$47,994$5,388$53,382

Board Members and Trustees

NameTitle
Karen AndersonBoard Chair
Dan HoffmannVice President
Lara BlumsteinVice President
Anne WagnerTrustee
Hernan SierraTrustee
Jessica MccarthyTrustee
Laura ReischelTrustee
Lisa MeehanTrustee
Ngandu KasukuTrustee
Tarah HartungTrustee
James LowTrustee (9/13/23-6/30/24)
Matt EgingSecretary
Chrystal PozinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
M&m Cleaning ServicesJanitorial Services3343 S LARAMIE AVE, Cicero, IL 60804$137,720
Revenue and Support

Revenue Composition

Contributions and Grants
$1,044,530
Program Service Revenue
$8,913,623
Investment Income
$14,154
Other Revenue
$46,493
All Other Contributions
$307,818
Change in Net Assets
$-515,518

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$75,621
Other Non Cash Contri Table8$4,759
Food Inventory1$1,500
Other Non Cash Contri Table1$950
Other Non Cash Contri Table1$800
Total Noncash Contributions12$83,630

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,683,724
Revenue Not Reported on Financial Statements
$3,335,076
Revenue Not Reported on Form 990
$60,195
Other Revenue Adjustments
$3,335,076
Total Revenue per Audited Statements
$6,743,919
Total Revenue per Form 990
$10,018,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,230,578
Salaries, Compensation, and Employee Benefits$3,864,935
Other Expenses$2,438,805
Total Fundraising Expense$234,566
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$4,230,578--$4,230,578
Other Salaries and Wages$2,406,098$446,441$140,192$2,992,731
Interest$424,645$87,648$29,571$541,864
Depreciation Depletion$343,851$70,972$23,945$438,768
Occupancy$326,722$31,786-$358,508
Current Officers, Directors, Trustees, and Key Employees$287,547$53,353$16,754$357,654
Other Employee Benefits$247,147$45,857$14,400$307,404
Payroll Taxes$166,541$30,901$9,704$207,146
Information Technology-$155,726-$155,726
Insurance-$140,004-$140,004
Office Expenses-$116,516-$116,516
Advertising-$45,879-$45,879
Fees for Services Other-$34,633-$34,633
Other Expenses$15,043$10,130-$25,173
All Other Expenses$6,855$3,746-$10,601
Fees for Services Accounting-$5,050-$5,050
Fees for Services Legal-$4,659-$4,659
Total Functional Expenses$9,016,451$1,283,301$234,566$10,534,318

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,534,318
Total Expenses per Audited Statements$7,257,644
Expenses per Audited Statements$7,199,242
Expenses Not Reported on Financial Statements$3,335,076
Other Expense Adjustments$3,335,076
Expenses Not Reported on Form 990$58,402
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$104,895
Fundraising Direct Expenses$58,402
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$444,035$46,235$6,400$39,835
Oktoberfest$13,917$13,917-$13,917
Total Events$502,695$104,895$58,402$46,493
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Thomas MccarthySpouse of TrusteeStaff CompensationNo$56,380
Breanne PetersonSpouse of TrusteeStaff CompensationNo$52,100
Montserrat AgueroSpouse of TrusteeStaff CompensationNo$43,170
Kristin HoffmanSpouse of TrusteeStaff CompensationNo$35,660

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$575,621$0▼ $575,621
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligation Under Operating Lease$156,803
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board retains the services of an independent cpa firm to audit the organization's financial statements and prepare the form 990. Management and the audit committee review and comment on the draft form 990 and provide a complete draft to all voting members of the governing body prior to filing. The governing body is provided a reasonable amount of time to review the 990 and ask questions directly to management and the audit committee.”

Form 990, Part VI, Section B, Line 12C

“Meetings are held regularly and the conflict of interest policy is discussed in response to relevant circumstances, signed annually by all trustees and officers, and is enforced as needed.”

Form 990, Part VI, Section B, Line 15

“The board of trustees is responsible for the evaluation, review and compensation setting of the administrative director and faculty director. The administrative director amd faculty director are recused from all determinations of their compensation. No officers are paid, as all officers are non-faculty trustees. The administrative director and faculty director collaborate with the finance committee to set wages and salaries as part of the annual budget. This budget is then approved by the board, which does not include any key employees or paid officers.”

Form 990, Part VI, Section C, Line 19

“The school's governing documents, conflict of interest policy and financial statements are maintained in the school's administrative office and are available for inspection or copying upon request.”

Filing and Contact Details

Filer

Filer Name
Chicago Waldorf School
EIN
36-6095133
Phone
7734652662
Address
5200 N ASHLAND AVENUE, CHICAGO, IL 60640

Signing Officer

Name
Fraser Coffeen
Title
Administrative Director
Phone
7734652662
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fraser Coffeen
Formed
1959
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
13
Employees
71
Volunteers
125

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
200 W ADAMS STREET STE 2015, CHICAGO, IL 60606
Preparer
Melanie Mcpeak
Phone
3123462191
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The school has three endowment funds: (1) the victor and dinah lazar endowment fund was established to offset a portion of the school's aggregate financial aid; (2) the elizabeth lauder early endowment fund was established to support the high school women's basketball team; (3) the ruscitti endowment fund was established to support the school's athletic programs.”

PART X, LINE 2:

“The school has been determined to be exempt from income tax under section 501(c)(3) of the internal revenue code, and accordingly, no provision has been made for either federal or state income taxes. The school has evaluated the tax positions taken for all open tax years. Currently, the 2020, 2021, and 2022 tax years are open and subject to examination by the internal revenue service; however, the school is not currently under audit nor has the school been contacted by this jurisdiction.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events 58,402.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Other financial aid and scholarships 95,769. Sibling tuition discounts 22,321. Tuition assistance 3,216,986.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events 58,402.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Other financial aid and scholarships 95,769. Sibling tuition discounts 22,321. Tuition assistance 3,216,986.”

Raw XML AppendixShowing 400 of 693 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt027343
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16746
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt247830
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt35388
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt444994
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1812900
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1954625
IRS990/Form990PartVIISectionAGrp/PersonNm0JASMINE HASANBEGOVIC
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY SZYMANSKI
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIEL HALLUM
IRS990/Form990PartVIISectionAGrp/PersonNm3SYLVIE DESOUCHES
IRS990/Form990PartVIISectionAGrp/PersonNm4ANTHONY BELLAGAMBA
IRS990/Form990PartVIISectionAGrp/PersonNm5KAREN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6DAN HOFFMANN
IRS990/Form990PartVIISectionAGrp/PersonNm7LARA BLUMSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRYSTAL POZIN
IRS990/Form990PartVIISectionAGrp/PersonNm9MATT EGING
IRS990/Form990PartVIISectionAGrp/PersonNm10TARAH HARTUNG
IRS990/Form990PartVIISectionAGrp/PersonNm11NGANDU KASUKU
IRS990/Form990PartVIISectionAGrp/PersonNm12JAMES LOW
IRS990/Form990PartVIISectionAGrp/PersonNm13JESSICA MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA MEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm15LAURA REISCHEL
IRS990/Form990PartVIISectionAGrp/PersonNm16HERNAN SIERRA
IRS990/Form990PartVIISectionAGrp/PersonNm17ANNE WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm18ANDREA SHAFFER
IRS990/Form990PartVIISectionAGrp/PersonNm19FRASER COFFEEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt055336
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt151809
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt347994
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt446250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1884612
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1984522
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0FACULTY TRUSTEE (7/1/23-11/30/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt1FACULTY TRUSTEE (2/13/24-3/31/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt2FACULTY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3FACULTY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4FACULTY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE (9/13/23-6/30/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18FACULTY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19ADMINISTRATIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0397800
IRS990/FundraisingDirectExpensesAmt058402
IRS990/FundraisingGrossIncomeAmt0104895
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0338912
IRS990/GrantAmt04230578
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt04230578
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt04230578
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt010077202
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0155726
IRS990/InformationTechnologyGrp/TotalAmt0155726
IRS990/InsuranceGrp/ManagementAndGeneralAmt0140004
IRS990/InsuranceGrp/TotalAmt0140004
IRS990/InterestGrp/FundraisingAmt029571
IRS990/InterestGrp/ManagementAndGeneralAmt087648
IRS990/InterestGrp/ProgramServicesAmt0424645
IRS990/InterestGrp/TotalAmt0541864
IRS990/InvestmentIncomeGrp/ExclusionAmt014154
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014154
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0102314
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0107448
IRS990/IRPDocumentCnt099
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03294225
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011211427
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010772659
IRS990/LandBldgEquipCostOrOtherBssAmt014066884
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0575621
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING AND PROMOTING WALDORF EDUCATION FROM EARLY CHILDHOOD THROUGH THE TWELFTH GRADE AND PROMOTING WALDORF EDUCATION THROUGH COMMUNITY OUTREACH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt06627136
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07250406
IRS990/NetAssetsOrFundBalancesBOYAmt05599778
IRS990/NetAssetsOrFundBalancesEOYAmt05086053
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt046493
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt046493
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01793
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05384089
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04865227
IRS990/NoncashContributionsAmt083717
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt031786
IRS990/OccupancyGrp/ProgramServicesAmt0326722
IRS990/OccupancyGrp/TotalAmt0358508
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0116516
IRS990/OfficeExpensesGrp/TotalAmt0116516
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0199069
IRS990/OtherAssetsTotalGrp/EOYAmt0150320
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014400
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt045857
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0247147
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0307404
IRS990/OtherExpensesGrp/Desc0ACADEMIC SUPPLIES AND S
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010130
IRS990/OtherExpensesGrp/ProgramServicesAmt0432549
IRS990/OtherExpensesGrp/ProgramServicesAmt1128875
IRS990/OtherExpensesGrp/ProgramServicesAmt215043
IRS990/OtherExpensesGrp/TotalAmt0432549
IRS990/OtherExpensesGrp/TotalAmt1128875
IRS990/OtherExpensesGrp/TotalAmt225173
IRS990/OtherLiabilitiesGrp/BOYAmt0203560
IRS990/OtherLiabilitiesGrp/EOYAmt0156803
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0140192
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0446441
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02406098
IRS990/OtherSalariesAndWagesGrp/TotalAmt02992731
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09704
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030901
IRS990/PayrollTaxesGrp/ProgramServicesAmt0166541
IRS990/PayrollTaxesGrp/TotalAmt0207146
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt098545
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt098505
IRS990/PrincipalOfficerNm0FRASER COFFEEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08879722
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt133901
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08879722
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt133901
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0390117
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03514559
IRS990/PYInvestmentIncomeAmt02647
IRS990/PYOtherExpensesAmt02429256
IRS990/PYOtherRevenueAmt043642
IRS990/PYProgramServiceRevenueAmt08465260
IRS990/PYRevenuesLessExpensesAmt0-468482
IRS990/PYSalariesCompEmpBnftPaidAmt03426333
IRS990/PYTotalExpensesAmt09370148
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08901666
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,729,021
Liabilities
$7,642,968
Net assets
$5,086,053
Revenue
$10,018,800
Expenses
$10,534,318
Net income
-$515,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.7$7.64$5.09$10.0$10.5$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$8.15$6.07$8.43$7.70$0.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$9.43$5.15$7.94$7.01$0.94
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$9.21$4.04$8.04$8.40$0.36
2015Detailed filing. Detailed filing data is available for this year.$3.44$1.04$2.40$7.29$6.70$0.59
2014Detailed filing. Detailed filing data is available for this year.$2.88$1.06$1.82$7.14$6.38$0.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$1.23$1.05$6.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$1.11$0.60$6.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$1.15$0.69$5.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$1.21$0.50$5.24