Civic Intelligence

Ames Waldorf Education Association

990EZ • Fiscal year 2017 • EIN 42-1459308

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 23, 2018

Organization ProfileN/A
P O Box 387Ames, IA 50010-0387

(617) 230-3914

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,596

Down $258 (-1.7%) from 2016

Net Assets

Down

$14,596

Down $258 (-1.7%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Up

$44,540

Up $5,168 (+13%) from 2016

Expenses

Up

$44,798

Up $15,038 (+51%) from 2016

Net Income

Down

-$258

Down $9,870 (-103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$80K$60K$40K$20K$0Assets 2011: $7,704Liabilities 2011: $0Net Assets 2011: $7,7042011Assets 2012: $1,823Liabilities 2012: $0Net Assets 2012: $1,8232012Assets 2013: $3,599Liabilities 2013: $0Net Assets 2013: $3,5992013Assets 2014: $3,452Liabilities 2014: $0Net Assets 2014: $3,4522014Assets 2015: $5,242Liabilities 2015: $0Net Assets 2015: $5,2422015Assets 2016: $14,854Liabilities 2016: $0Net Assets 2016: $14,8542016Assets 2017: $14,596Net Assets 2017: $14,5962017Assets 2018: $17,484Liabilities 2018: $2,600Net Assets 2018: $14,8842018Assets 2019: $31,646Liabilities 2019: $0Net Assets 2019: $31,6462019Assets 2020: $30,860Liabilities 2020: $8,000Net Assets 2020: $22,8602020Assets 2021: $15,790Liabilities 2021: $0Net Assets 2021: $15,7902021Assets 2022: $48,477Liabilities 2022: $0Net Assets 2022: $48,4772022Assets 2023: $59,395Liabilities 2023: $0Net Assets 2023: $59,3952023Assets 2024: $74,245Liabilities 2024: $0Net Assets 2024: $74,2452024Assets 2025: $52,497Liabilities 2025: $0Net Assets 2025: $52,4972025

Highlighted filing

2017

Assets$14,596
Liabilities-
Net Assets$14,596
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $34,179Expenses 2011: $27,190Net Income 2011: $6,9892011Revenue 2012: $19,053Expenses 2012: $24,934Net Income 2012: -$5,8812012Revenue 2013: $29,649Expenses 2013: $27,873Net Income 2013: $1,7762013Revenue 2014: $26,080Expenses 2014: $26,227Net Income 2014: -$1472014Revenue 2015: $29,068Expenses 2015: $27,278Net Income 2015: $1,7902015Revenue 2016: $39,372Expenses 2016: $29,760Net Income 2016: $9,6122016Revenue 2017: $44,540Expenses 2017: $44,798Net Income 2017: -$2582017Revenue 2018: $40,814Expenses 2018: $40,526Net Income 2018: $2882018Revenue 2019: $66,660Expenses 2019: $49,898Net Income 2019: $16,7622019Revenue 2020: $48,007Expenses 2020: $56,793Net Income 2020: -$8,7862020Revenue 2021: $1,748Expenses 2021: $8,818Net Income 2021: -$7,0702021Revenue 2022: $102,748Expenses 2022: $76,029Net Income 2022: $26,7192022Revenue 2023: $35,375Expenses 2023: $26,102Net Income 2023: $9,2732023Revenue 2024: $133,887Expenses 2024: $114,638Net Income 2024: $19,2492024Revenue 2025: $151,923Expenses 2025: $173,714Net Income 2025: -$21,7912025

Highlighted filing

2017

Revenue$44,540
Expenses$44,798
Net Income-$258
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 23, 2018
Return Version
2016v3.0
Gross Receipts
$44,765
Mission and Program Overview

Mission

To provide early childhood education inspired in the tradition of the Waldorf method. Education of the heart and hands as well as the mind. An imaginative approach using natural materials as well as natural world experiences.

To provide early childhood education inspired in the tradition of the waldorf method. Education of the heart, hands and mind. An imaginative approach using natural materials and experiences.

Program Services

DescriptionGrantsExpenses
PROVIDING EARLY CHILDHOOD EDUCATION INSPIRED IN THE TRADITION OF THE WALDORF METHOD. IMAGINATIVE APPROACH TO EDUCATION OF THE HEART, HANDS AND MIND USING NATURAL MATERIALS.-$44,798
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARVER NEBBEPresident-$0--
LINDSAY GILLMANTreasurer-$0--
MICHELL YBARRA-ROJASSecretary-$0--
BLUEBERRY ELIZABETH MORNINGSNOWDirectorPT$0--
GREG BRUNADirector-$0--
DEAN GIRARDDirector-$0--
AMANDA HILLMANDirector-$0--
ANNIE PANTHANIDirector-$0--
BARBARA FISHERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ames Waldorf Education Association
EIN
42-1459308
Phone
6172303914
Address
P O Box 387, Ames, IA 50010-0387

Signing Officer

Name
Lindsay Gillman
Title
Treasurer
Phone
6172303914
Signed
2018-04-23
Discuss with paid preparer
Yes

Preparer

Firm
John D Morrow CPA
Address
109 Main Street PO Box 400, Wall Lake, IA 51466-0400
Preparer
John D Morrow
Phone
7126642891
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Advertising 330.”

Form 990EZ, Part I, Line 16

“Insurance 956.”

Form 990EZ, Part I, Line 16

“Employee Education 718.”

Form 990EZ, Part I, Line 16

“Preschool Supplies 3660.”

Raw XML Appendix160 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LINDSAY GILLMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06173203914
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 387
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ames
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014854
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0402
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-258
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0460
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014854
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IRS990EZ/FundraisingGrossIncomeAmt02244
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044765
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014854
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014596
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014854
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014596
IRS990EZ/OccupancyRentUtltsAndMaintAmt02552
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARVER NEBBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDSAY GILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELL YBARRA-ROJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BLUEBERRY ELIZABETH MORNINGSNOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREG BRUNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEAN GIRARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMANDA HILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANNIE PANTHANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BARBARA FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05664
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EARLY CHILDHOOD EDUCATION INSPIRED IN THE TRADITION OF THE WALDORF METHOD. EDUCATION OF THE HEART, HANDS AND MIND. AN IMAGINATIVE APPROACH USING NATURAL MATERIALS AND EXPERIENCES.
IRS990EZ/PrintingPublicationsPostageAmt0766
IRS990EZ/ProgramServiceRevenueAmt042112
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING EARLY CHILDHOOD EDUCATION INSPIRED IN THE TRADITION OF THE WALDORF METHOD. IMAGINATIVE APPROACH TO EDUCATION OF THE HEART, HANDS AND MIND USING NATURAL MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044798
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt035356
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0225
IRS990EZ/SpecialEventsNetIncomeLossAmt02019
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044798
IRS990EZ/TotalProgramServiceExpensesAmt044798
IRS990EZ/TotalRevenueAmt044540
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0168708
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt01
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01
IRS990ScheduleA/TotalSupportAmt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising 330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 956.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Employee Education 718.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Preschool Supplies 3660.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0AMES WALDORF EDUCATION ASSOCIATION HAS ALWAYS COMPLIED WITH THE FILING DEADLINE IN PREVIOUS YEARS FOR THEIR FORM 990 AND OTHER DEADLINES INCLUDING PAYROLL TAX RETURNS, ETC. WE HAVE THE FOLLOWING EXPLANATION TO WHY THE RETURN HAD NOT BEEN FILED TIMELY. (1) MANY OF THE BOARD OF DIRECTORS WERE NEW AT THE BEGINNING OF THE YEAR. (2) THE TREASURER, HOLLY BIGNALL, RESIGNED AND WAS REPLACED BY BARBARA FISHER WHO WAS SUBSEQUENTLY REPLACED BY LINDSAY GILLMAN. (3)THE PREVIOUS TAX PREPARER WAS NOT NOTIFIED
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSAY GILLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06172303914
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ames Waldorf Education Association
ReturnHeader/Filer/BusinessNameControlTxt0AMES
ReturnHeader/Filer/EIN0421459308
ReturnHeader/Filer/PhoneNum06172303914
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 387
ReturnHeader/Filer/USAddress/CityNm0Ames
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0500100387
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01B9F73F2E5DA145ED0C702BBCA2ECCBE6F40EAC1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId050A7E0F7C5F850ADD99E1CF93E3CC1438640E033
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.215.122.97
ReturnHeader/FilingSecurityInformation/IPDt02018-04-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:10:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John D Morrow CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0109 Main Street PO Box 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wall Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0514660400
ReturnHeader/PreparerPersonGrp/PhoneNum07126642891
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D MORROW
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-25T06:10:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,596
Liabilities
-
Net assets
$14,596
Revenue
$44,540
Expenses
$44,798
Net income
-$258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.52$1.74$0.22
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$1.34$1.15$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.35$0.26$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$1.03$0.76$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.02$0.09$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.08$0.23$0.48$0.57$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.67$0.50$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.03$0.15$0.41$0.41$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.45$0.45$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.39$0.30$0.10
2015Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.29$0.27$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.26$0.26$0.00
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.30$0.28$0.02
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.19$0.25$0.06
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.34$0.27$0.07