Civic Intelligence

Ames Waldorf Education Association

990EZ • Fiscal year 2018 • EIN 42-1459308

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 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

81st percentile

0.15x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

44th percentile

0.7%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-8.4%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$17,484

Up $2,888 (+20%) from 2017

Net Assets

Up

$14,884

Up $288 (+2.0%) from 2017

Liabilities

$2,600

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin44th percentile

Revenue

Down

$40,814

Down $3,726 (-8.4%) from 2017

Expenses

Down

$40,526

Down $4,272 (-9.5%) from 2017

Net Income

Up

$288

Up $546 (+212%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2018

Assets$17,484
Liabilities$2,600
Net Assets$14,884
Open 2018 Filing

Operations Trend

Revenue Growth36th 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

2018

Revenue$40,814
Expenses$40,526
Net Income$288
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$40,814
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

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.-$40,526
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLAS JOHNSONCo-Treasurer-$0--
EMILY JOHNSONCo-Treasurer-$0--
MICHELL YBARRA-ROJASSecretary-$0--
BLUEBERRY ELIZABETH MORNINGSNOWDirectorPT$0--
AMANDA HILLMANPresident-$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
Nickolas Johnson
Title
Treasurer
Phone
6172303914
Signed
2018-11-05
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 98.”

Form 990EZ, Part I, Line 16

“Insurance 1176.”

Form 990EZ, Part I, Line 16

“Preschool Supplies 2631.”

Form 990EZ, Part II, Line 26

“Enrollmemnt Deposits 0. 2600.”

Raw XML Appendix153 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06173203914
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 387
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ames
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014596
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017484
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0288
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014596
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IRS990EZ/FundraisingGrossIncomeAmt05697
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt040814
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014596
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014884
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014596
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014884
IRS990EZ/OccupancyRentUtltsAndMaintAmt02470
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICHOLAS JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELL YBARRA-ROJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BLUEBERRY ELIZABETH MORNINGSNOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA HILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNIE PANTHANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BARBARA FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03905
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
IRS990EZ/PrintingPublicationsPostageAmt0299
IRS990EZ/ProgramServiceRevenueAmt035104
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/ProgramServiceExpensesAmt040526
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033852
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt05697
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02600
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040526
IRS990EZ/TotalProgramServiceExpensesAmt040526
IRS990EZ/TotalRevenueAmt040814
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01
IRS990ScheduleA/TotalSupportAmt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising 98.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 1176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Preschool Supplies 2631.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Enrollmemnt Deposits 0. 2600.
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 II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICKOLAS JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06172303914
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
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/AtSubmissionCreationDeviceId050A7E0F7C5F850ADD99E1CF93E3CC1438640E033
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E053E6615D53D1578070B226DF5E014DE7C92476
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.215.61.53
ReturnHeader/FilingSecurityInformation/IPDt02019-01-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm006:56:09
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/PreparationDt02019-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D MORROW
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-23T06:56:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,484
Liabilities
$2,600
Net assets
$14,884
Revenue
$40,814
Expenses
$40,526
Net income
$288
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
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.03$0.15$0.41$0.41$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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