Civic Intelligence

Minnesota Waldorf School

990 • Fiscal year 2021 • EIN 41-1401605

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 14, 2022

70 E County Rd BMaplewood, MN 55117

(651) 487-6700

Siviq Scores

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

Liabilities / Assets

76th percentile

0.41x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

1.01x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

34th percentile

4.7%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

28th percentile

$60,356

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

24th percentile

-0.1%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

0.5%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Down

$5,209,087

Down $7,249 (-0.1%) from 2020

Net Assets

Up

$3,069,456

Up $99,412 (+3.3%) from 2020

Liabilities

Down

$2,139,631

Down $106,661 (-4.7%) from 2020

Revenue

Up

$2,128,061

Up $10,460 (+0.5%) from 2020

Expenses

Down

$2,028,649

Down $307,343 (-13%) from 2020

Net Income

Up

$99,412

Up $317,803 (+146%) from 2020

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,231,483Liabilities 2010: $2,840,177Net Assets 2010: $3,391,3062010Assets 2011: $6,015,554Liabilities 2011: $2,708,048Net Assets 2011: $3,307,5062011Assets 2012: $5,984,356Liabilities 2012: $2,774,137Net Assets 2012: $3,210,2192012Assets 2013: $5,695,031Liabilities 2013: $2,511,755Net Assets 2013: $3,183,2762013Assets 2014: $5,517,477Liabilities 2014: $2,363,399Net Assets 2014: $3,154,0782014Assets 2015: $5,354,530Liabilities 2015: $2,214,349Net Assets 2015: $3,140,1812015Assets 2016: $5,327,205Liabilities 2016: $2,194,679Net Assets 2016: $3,132,5262016Assets 2017: $5,350,794Liabilities 2017: $2,114,724Net Assets 2017: $3,236,0702017Assets 2018: $5,457,554Liabilities 2018: $2,229,306Net Assets 2018: $3,228,2482018Assets 2019: $5,338,062Liabilities 2019: $2,149,627Net Assets 2019: $3,188,4352019Assets 2020: $5,216,336Liabilities 2020: $2,246,292Net Assets 2020: $2,970,0442020Assets 2021: $5,209,087Liabilities 2021: $2,139,631Net Assets 2021: $3,069,4562021Assets 2022: $5,008,766Liabilities 2022: $1,951,847Net Assets 2022: $3,056,9192022Assets 2023: $5,114,115Liabilities 2023: $1,839,171Net Assets 2023: $3,274,9442023Assets 2024: $4,854,348Liabilities 2024: $1,787,700Net Assets 2024: $3,066,6482024

Highlighted filing

2021

Assets$5,209,087
Liabilities$2,139,631
Net Assets$3,069,456

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,912,1382010Expenses 2011: $1,868,2992011Expenses 2012: $2,012,0912012Revenue 2013: $2,136,333Expenses 2013: $2,163,276Net Income 2013: -$26,9432013Revenue 2014: $2,078,655Expenses 2014: $2,107,853Net Income 2014: -$29,1982014Revenue 2015: $2,154,900Expenses 2015: $2,168,797Net Income 2015: -$13,8972015Revenue 2016: $2,283,606Expenses 2016: $2,291,261Net Income 2016: -$7,6552016Revenue 2017: $2,761,671Expenses 2017: $2,603,848Net Income 2017: $157,8232017Revenue 2018: $2,557,119Expenses 2018: $2,564,941Net Income 2018: -$7,8222018Revenue 2019: $2,453,711Expenses 2019: $2,493,524Net Income 2019: -$39,8132019Revenue 2020: $2,117,601Expenses 2020: $2,335,992Net Income 2020: -$218,3912020Revenue 2021: $2,128,061Expenses 2021: $2,028,649Net Income 2021: $99,4122021Revenue 2022: $2,345,165Expenses 2022: $2,357,702Net Income 2022: -$12,5372022Revenue 2023: $3,116,379Expenses 2023: $2,898,354Net Income 2023: $218,0252023Revenue 2024: $2,887,540Expenses 2024: $3,095,836Net Income 2024: -$208,2962024

Highlighted filing

2021

Revenue$2,128,061
Expenses$2,028,649
Net Income$99,412
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 14, 2022
Return Version
2020v4.2
Gross Receipts
$2,132,664
Mission and Program Overview

Mission

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,154,540$4,040,165▼ $114,375
Cash and Non-Interest-Bearing Accounts$977,164$1,118,856▲ $141,692
Accounts Receivable$62,067$33,477▼ $28,590
Inventories for Sale or Use$9,448$9,448→ $0
Prepaid Expenses and Deferred Charges$13,117$7,141▼ $5,976
Total Assets$5,216,336$5,209,087▼ $7,249
Liabilities
Tax Exempt Bond Liabilities$1,658,505$1,561,548▼ $96,957
Other Liabilities$309,000$269,435▼ $39,565
Deferred Revenue$230,946$265,677▲ $34,731
Accounts Payable and Accrued Expenses$47,841$42,971▼ $4,870
Total Liabilities$2,246,292$2,139,631▼ $106,661
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,867,157$2,965,469▲ $98,312
Net Assets With Donor Restrictions$102,887$103,987▲ $1,100
Total Net Assets Fund Balance$2,970,044$3,069,456▲ $99,412
Total Liabilities and Net Assets / Fund Balance$5,216,336$5,209,087▼ $7,249

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,865,530$2,335,172$5,200,702
Land$996,689-$996,689
Other Land Buildings$57,819$438,109$495,928
Equipment$57,271$243,261$300,532
Leasehold Improvements$62,856$67,733$130,589
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frances KaneAdminstrative DirectorFT$50,981$9,375$60,356
Amy RodrigueTrustee-$36,000$20,788$56,788
Harper MooreEx-officio TrusteeFT$34,255$4,759$39,014
Laura MaysSecretaryPT-$3,126$3,126
Laura LarsonBoard ChairPT-$1,426$1,426

Board Members and Trustees

NameTitle
Jennifer Kowski-dahlbergEx-officio Trustee
Michael BurbachEx-officio Trustee
Amanda BohnTrustee
Brian GuzikTrustee
Tim KaneTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$506,894
Program Service Revenue
$1,611,103
Investment Income
$127
Other Revenue
$9,937
All Other Contributions
$197,894
Change in Net Assets
$99,412

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,846,329
Revenue Not Reported on Financial Statements
$281,732
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$281,732
Total Revenue per Audited Statements
$1,846,329
Total Revenue per Form 990
$2,128,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,190,510
Other Expenses$556,407
Grants and Similar Amounts Paid$281,732
Total Fundraising Expense$47,864
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$654,423$210,217$34,920$899,560
Grants to Domestic Individuals$281,732--$281,732
Depreciation Depletion$168,514$7,022-$175,536
Current Officers, Directors, Trustees, and Key Employees$116,992$37,581$6,243$160,816
Occupancy$47,728$104,587-$152,315
Payroll Taxes$50,248$16,141$2,681$69,070
Other Employee Benefits$44,424$14,270$2,370$61,064
Insurance$10,423$31,305-$41,728
Fees for Services Other$9,967$29,073$569$39,609
Office Expenses$6,755$19,708$384$26,847
Fees for Services Accounting-$16,600-$16,600
Advertising$3,762$10,974$214$14,950
Fees for Services Legal-$9,988-$9,988
Information Technology$2,000$5,835$114$7,949
Other Expenses$780$2,275$44$3,099
Conferences and Meetings$79$230$4$313
Total Functional Expenses$1,448,510$532,275$47,864$2,028,649

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,028,649
Expenses per Audited Statements$1,746,917
Total Expenses per Audited Statements$1,746,917
Expenses Not Reported on Financial Statements$281,732
Other Expense Adjustments$281,732
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,540
Fundraising Direct Expenses$4,603
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$269,435

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Little Canada Minnesota2009-05-13$2,640,000Minnesota waldorf school facil

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$1,602,510--$52,800

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
No
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
No
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 990 was provided to the board members, and was reviewed and approved by the board president and finance chair.

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

At the first board meeting, board members are required to disclose any conflicts of interest.

Form 990, Part VI, Section B, Line 15

Full time pay structure is approved by the board. Compensation when an employee is hired is based on years of experience, education, and the compensation formula for full time employees or starting pay rate for part time employees. Compensation for new employees is approved by the administrative director. Compensation rates are only disclosed to the administrative director and the business manager.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Minnesota Waldorf School
EIN
41-1401605
Phone
6514876700
Address
70 E COUNTY RD B, MAPLEWOOD, MN 55117

Signing Officer

Name
Frances Kane
Title
Executive Director
Phone
6514876700
Signed
2022-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frances Kane
Formed
1980
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
4
Employees
45
Volunteers
35

Preparer

Firm
Sdk CPA
Address
100 WASHINGTON AVE S STE 1600, MINNEAPOLIS, MN 55401
Preparer
Wendy Harden CPA
Phone
6123325500
Supplemental Narrative

Additional Explanations

Part I, Line 1 and Part III Line 1

The minnesota waldorf school is a not-for-profit organization incorporated in august 1980 under the laws of the state of minnesota. The school provides an educational environment for pre-k to 8th grade students and utilizes waldorf educational practices that have their roots in the research of austrian philosopher rudolf steiner. The school primarily serves students from the twin cities metro area. Tuition represents the school's primary source of revenues.

Financial Statement Notes

PART X, LINE 2:

The school is exempt from income taxes as a public charity under section 501(c)(3) of the internal revenue code and applicable state statutes. The school has evaluated its tax positions for uncertainty and has no unrecognized tax matters that are required to be disclosed.

Financial Assistance Part XI and Part XII, Line 4B

Per the financial statements gross tuition is reduced by financial assistance. For the tax return, financial assistance is added back to gross tuition and is shown as grant expense on the statement of functional expenses.

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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/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03084275
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04154540
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04040165
IRS990/LandBldgEquipCostOrOtherBssAmt07124440
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02970044
IRS990/NetAssetsOrFundBalancesEOYAmt03069456
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt09937
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt09937
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02867157
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02965469
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0104587
IRS990/OccupancyGrp/ProgramServicesAmt047728
IRS990/OccupancyGrp/TotalAmt0152315
IRS990/OfficeExpensesGrp/FundraisingAmt0384
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019708
IRS990/OfficeExpensesGrp/ProgramServicesAmt06755
IRS990/OfficeExpensesGrp/TotalAmt026847
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02370
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014270
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt044424
IRS990/OtherEmployeeBenefitsGrp/TotalAmt061064
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0220
IRS990/OtherExpensesGrp/FundraisingAmt1101
IRS990/OtherExpensesGrp/FundraisingAmt244
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011260
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15209
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22275
IRS990/OtherExpensesGrp/ProgramServicesAmt045037
IRS990/OtherExpensesGrp/ProgramServicesAmt13860
IRS990/OtherExpensesGrp/ProgramServicesAmt21786
IRS990/OtherExpensesGrp/ProgramServicesAmt3780
IRS990/OtherExpensesGrp/TotalAmt045037
IRS990/OtherExpensesGrp/TotalAmt115340
IRS990/OtherExpensesGrp/TotalAmt27096
IRS990/OtherExpensesGrp/TotalAmt33099
IRS990/OtherLiabilitiesGrp/BOYAmt0309000
IRS990/OtherLiabilitiesGrp/EOYAmt0269435
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt034920
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0210217
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0654423
IRS990/OtherSalariesAndWagesGrp/TotalAmt0899560
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02681
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016141
IRS990/PayrollTaxesGrp/ProgramServicesAmt050248
IRS990/PayrollTaxesGrp/TotalAmt069070
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013117
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07141
IRS990/PrincipalOfficerNm0FRANCES KANE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01547245
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt163858
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01547245
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt163858
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0125129
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0340592
IRS990/PYInvestmentIncomeAmt0318
IRS990/PYOtherExpensesAmt0572239
IRS990/PYOtherRevenueAmt020276
IRS990/PYProgramServiceRevenueAmt01971878
IRS990/PYRevenuesLessExpensesAmt0-218391
IRS990/PYSalariesCompEmpBnftPaidAmt01423161
IRS990/PYTotalExpensesAmt02335992
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02117601
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt099412
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01611103
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02865530
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02335172
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05200702
IRS990ScheduleD/EquipmentGrp/BookValueAmt057271
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0243261
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0300532
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0281732
IRS990ScheduleD/ExpensesSubtotalAmt01746917
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0996689
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0996689
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt062856
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt067733
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0130589
IRS990ScheduleD/OtherExpensesNotIncludedAmt0281732
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt057819
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0438109
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0495928
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0269435
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0281732
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0281732
IRS990ScheduleD/RevenueSubtotalAmt01846329
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. THE SCHOOL HAS EVALUATED ITS TAX POSITIONS FOR UNCERTAINTY AND HAS NO UNRECOGNIZED TAX MATTERS THAT ARE REQUIRED TO BE DISCLOSED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PER THE FINANCIAL STATEMENTS GROSS TUITION IS REDUCED BY FINANCIAL ASSISTANCE. FOR THE TAX RETURN, FINANCIAL ASSISTANCE IS ADDED BACK TO GROSS TUITION AND IS SHOWN AS GRANT EXPENSE ON THE STATEMENT OF FUNCTIONAL EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FINANCIAL ASSISTANCE PART XI AND PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04040165
IRS990ScheduleD/TotalExpensesPerForm990Amt02028649
IRS990ScheduleD/TotalLiabilityAmt0269435
IRS990ScheduleD/TotalRevenuePerForm990Amt02128061
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01846329
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01746917
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0SEE SUPPLEMENTAL PAGE
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL'S BROCHURES AND ADVERTISING INCLUDE THE FOLLOWING STATEMENT: THE MINNESOTA WALDORF SCHOOL IS A 501(C)(3) NONPROFIT ORGANIZATION, AND DOES NOT DISCRIMINATE BASED ON GENDER, ABILITY, SEXUAL ORIENTATION, RACE, COLOR, RELIGION, NATIONALITY OR ETHNIC ORIGIN. DOCUMENTATION OF AWARDS ON A RACIALLY NONDISCRIMINATORY BASIS MINNESOTA WALDORF SCHOOL DOES NOT OFFER FINANCIAL ASSISTANCE BASED ON A RACIALLY DISCRIMINATORY BASIS. TUITION ASSISTANCE IS AWARDED SOLELY BASED ON DEMONSTRATED FINANCIAL NEED, HOWEVER, NEED IS NOT STRICTLY DETERMINED BY INCOME. ADDITIONAL SIGNIFICANT FACTORS INCLUDE FAMILY SIZE, ASSETS, UNUSUAL EXPENSES, OR CIRCUMSTANCES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0281732
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FINANCIAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt055
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TUITION ASSISTANCE APPLICATION OPENS IN JANUARY FOR BOTH NEW AND RETURNING FAMILIES. FAMILIES COMPLETE AN ONLINE APPLICATION THROUGH TADS AND SUBMIT SUPPORTING DOCUMENTATION TO TADS FOR REVIEW. FAMILIES MUST RECEIVE AN EMAIL OF APPLICATIONS COMPLETED STATUS, FROM TADS, BY MARCH 1ST TO BE ELIGIBLE FOR THE FIRST-ROUND AWARD. NEW AND RETURNING FAMILIES CAN APPLY FOR TUITION ASSISTANCE ANYTIME THROUGHOUT THE YEAR, BUT AN APPLICATION IS CONSIDERED ONLY IF FUNDS ARE AVAILABLE, AFTER THE INITIAL DISTRIBUTION, OR IF ADDITIONAL FUNDS ARE APPROVED. THE SCHOOL RECEIVES A RECOMMENDED AWARD FROM TADS FOR EACH FAMILY. THE BUSINESS MANAGER DISTRIBUTES THE FIRST AWARD TO FAMILIES BASED ON TADS CALCULATED NEED AND MWS'S INTERNAL FORMULA, AS STATED IN THE AWARD DISTRIBUTION METHODOLOGY POLICY. ANY FAMILY MAY APPEAL THEIR INITIAL AWARD CONSIDERATION BY COMPLETING AN APPEAL FORM. APPEALS FORMS ARE PRESENTED TO THE TUITION ASSISTANCE COMMITTEE (NAMES NOT INCLUDED) AND THE TA COMMITTEE WORKS WITH THE BUSINESS MANAGER TO DETERMINE IF THE SCHOOL CAN ACCOMODATE THE FAMILY'S REQUEST FOR ADDITIONAL FUNDS. NOTIFICATION OF INITIAL AWARDS ARE SENT TO FAMILIES THE BEGINNING OF APRIL AND TUITION AGREEMENT ARE DUE THE END OF APRIL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02009-05-13

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.85$1.79$3.07$2.89$3.10$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.11$1.84$3.27$3.12$2.90$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.01$1.95$3.06$2.35$2.36$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.21$2.14$3.07$2.13$2.03$0.10
2020Detailed filing. Detailed filing data is available for this year.$5.22$2.25$2.97$2.12$2.34$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.34$2.15$3.19$2.45$2.49$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.46$2.23$3.23$2.56$2.56$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.35$2.11$3.24$2.76$2.60$0.16
2016Detailed filing. Detailed filing data is available for this year.$5.33$2.19$3.13$2.28$2.29$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.35$2.21$3.14$2.15$2.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.52$2.36$3.15$2.08$2.11$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.70$2.51$3.18$2.14$2.16$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.98$2.77$3.21$2.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$2.71$3.31$1.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.23$2.84$3.39$1.91