Civic Intelligence

Walden Academy Inc.

990 • Fiscal year 2016 • EIN 45-2378417

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

Organization ProfileWWW.WALDENACADEMY.ORG
PO Box 1092Willows, CA 95988

(530) 361-6480

Siviq Scores

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

Liabilities / Assets

64th percentile

0.23x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.12x

Higher debt load relative to revenue than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$76,205

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$777,630

Up $184,749 (+31%) from 2015

Net Assets

Up

$602,098

Up $170,811 (+40%) from 2015

Liabilities

Up

$175,532

Up $13,938 (+8.6%) from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin71st percentile

Revenue

Up

$1,451,743

Up $255,010 (+21%) from 2015

Expenses

Up

$1,280,932

Up $42,333 (+3.4%) from 2015

Net Income

Up

$170,811

Up $212,677 (+508%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $231,740Liabilities 2012: $215,304Net Assets 2012: $16,4362012Assets 2013: $492,656Liabilities 2013: $243,286Net Assets 2013: $249,3702013Assets 2014: $658,271Liabilities 2014: $185,118Net Assets 2014: $473,1532014Assets 2015: $592,881Liabilities 2015: $161,594Net Assets 2015: $431,2872015Assets 2016: $777,630Liabilities 2016: $175,532Net Assets 2016: $602,0982016Assets 2017: $860,165Liabilities 2017: $116,401Net Assets 2017: $743,7642017Assets 2018: $1,143,913Liabilities 2018: $194,488Net Assets 2018: $949,4252018Assets 2019: $1,528,964Liabilities 2019: $371,602Net Assets 2019: $1,157,3622019Assets 2020: $1,719,950Liabilities 2020: $476,983Net Assets 2020: $1,242,9672020Assets 2021: $2,071,988Liabilities 2021: $480,146Net Assets 2021: $1,591,8422021Assets 2022: $2,213,441Liabilities 2022: $435,902Net Assets 2022: $1,777,5392022Assets 2023: $3,822,271Liabilities 2023: $1,307,878Net Assets 2023: $2,514,3932023Assets 2024: $3,577,637Liabilities 2024: $1,424,597Net Assets 2024: $2,153,0402024Assets 2025: $2,919,460Liabilities 2025: $1,182,648Net Assets 2025: $1,736,8122025

Highlighted filing

2016

Assets$777,630
Liabilities$175,532
Net Assets$602,098
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $791,195Expenses 2012: $772,995Net Income 2012: $18,2002012Expenses 2013: $1,116,2292013Revenue 2014: $1,397,299Expenses 2014: $1,173,516Net Income 2014: $223,7832014Revenue 2015: $1,196,733Expenses 2015: $1,238,599Net Income 2015: -$41,8662015Revenue 2016: $1,451,743Expenses 2016: $1,280,932Net Income 2016: $170,8112016Revenue 2017: $1,458,825Expenses 2017: $1,317,159Net Income 2017: $141,6662017Revenue 2018: $1,612,057Expenses 2018: $1,406,396Net Income 2018: $205,6612018Revenue 2019: $1,863,057Expenses 2019: $1,655,120Net Income 2019: $207,9372019Revenue 2020: $1,931,806Expenses 2020: $1,846,201Net Income 2020: $85,6052020Revenue 2021: $2,390,645Expenses 2021: $2,041,770Net Income 2021: $348,8752021Revenue 2022: $2,466,959Expenses 2022: $2,281,262Net Income 2022: $185,6972022Revenue 2023: $3,374,343Expenses 2023: $2,637,489Net Income 2023: $736,8542023Revenue 2024: $2,953,463Expenses 2024: $2,933,448Net Income 2024: $20,0152024Revenue 2025: $2,422,941Expenses 2025: $2,839,169Net Income 2025: -$416,2282025

Highlighted filing

2016

Revenue$1,451,743
Expenses$1,280,932
Net Income$170,811
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$1,451,743
Mission and Program Overview

Mission

To provide a learning environment that extends beyond the classroom and textbooks and stimulates and nurtures a student's desire to learn. Students are exposed to a learning environment that helps them gain the knowledge, skills, perspectives and practices to be responsible citizens. Natural resource-based education provides an avenue for this development that can engage the students far beyond the classroom.

To provide a learning environment that extends beyond the classroom and textbooks and stimulates and nurtures a student's desire to learn. Students are exposed to a learning environment that helps them gain the knowledge, skills, perspectives and practices to be responsible citizens. Natural resources education provides an avenue for this development that can engage the students far beyond the classroom.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$401,296$417,260▲ $15,964
Land, Buildings, and Equipment, Net$96,544$266,332▲ $169,788
Accounts Receivable$64,924$62,206▼ $2,718
Prepaid Expenses and Deferred Charges$30,117$31,832▲ $1,715
Total Assets$592,881$777,630▲ $184,749
Liabilities
Unsecured Notes Loans Payable$50,000$88,184▲ $38,184
Accounts Payable and Accrued Expenses$111,594$87,348▼ $24,246
Total Liabilities$161,594$175,532▲ $13,938
Net Assets / Fund Balance
Unrestricted Net Assets$381,046$551,857▲ $170,811
Temporarily Rstr Net Assets$50,241$50,241→ $0
Total Net Assets Fund Balance$431,287$602,098▲ $170,811
Total Liabilities and Net Assets / Fund Balance$592,881$777,630▲ $184,749

Asset Categories

AssetBook ValueDepreciationBasis
Land$186,946-$186,946
Leasehold Improvements$79,386$28,625$108,011
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen ZabellSchool DirecFT$73,321$2,884$76,205
Suzanne TefsSchool DirecFT$63,975$3,944$67,919
Will KellyMemberFT$45,978-$45,978

Board Members and Trustees

NameTitle
Zuheit WhitneyPresident
Merrilee VanderwaalCFO
Nate SawyerMember
Cynthia ConnellySecretary
Pedro BobadillaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,435,895
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$15,848
All Other Contributions
$12,044
Change in Net Assets
$170,811

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,451,743
Total Revenue per Audited Statements
$1,451,743
Total Revenue per Form 990
$1,451,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$764,756
Other Expenses$516,176
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$395,666$71,340-$467,006
Current Officers, Directors, Trustees, and Key Employees$200,528--$200,528
Occupancy$148,810$26,260-$175,070
Fees for Services Other$88,766$40,562-$129,328
Office Expenses$29,665$35,602-$65,267
Payroll Taxes$43,595$5,217-$48,812
Other Employee Benefits$46,930$1,480-$48,410
Depreciation Depletion$9,177$7,980-$17,157
Insurance-$13,795-$13,795
Fees for Services Management-$11,891-$11,891
Other Expenses$5,591$4,861-$10,452
Fees for Services Accounting-$8,120-$8,120
Conferences and Meetings$4,122$3,584-$7,706
Fees for Services Legal$2,141$1,862-$4,003
Travel$857$745-$1,602
Advertising-$1,095-$1,095
Interest-$1,055-$1,055
Information Technology$67$58-$125
Total Functional Expenses$1,045,425$235,507$0$1,280,932

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,280,932
Total Expenses per Audited Statements$1,280,932
Total Expenses per Form 990$1,280,932
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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 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, Page 6, Part VI, Line 11B

“The 990 form is distributed to the board and chief financial officer for their review and approval.”

Form 990, Page 6, Part VI, Line 12C

“In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board of directors meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board members shall decide if a conflict of interest exists.”

Form 990, Page 6, Part VI, Line 15A

“Reasonable compensation will be determined by salary & benefit comparisons with local school districts and regional charter schools.”

Form 990, Page 6, Part VI, Line 15B

“SAME AS ABOVE.”

Form 990, Page 6, Part VI, Line 19

“Financial statements are available to the public at the monthly board meetings as they are completed throughout the year. All other document policies, etc. Are available upon written request to the school director.”

Filing and Contact Details

Filer

Filer Name
Walden Academy Inc
EIN
45-2378417
Phone
5303616480
Address
PO BOX 1092, WILLOWS, CA 95988

Signing Officer

Name
Merrilee Vanderwaal
Title
CFO
Phone
0530361648
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Merrilee Vanderwaal
Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
49
Volunteers
150

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Wade Mcmullen CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide a learning environment that extends beyond the classroom and textbooks and stimulates and nurtures a student's desire to learn. Students are exposed to a learning environment that helps them gain the knowledge, skills, perspectives and practices to be responsible citizens. Natural resources education provides an avenue for this development that can engage the students far beyond the classroom.”

Form 990, Part IX, Line 11G

“Other fees 0 4,038 0 business services 0 36,524 0 special education services 88,766 0 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The academy is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The academy files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.”

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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01480
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046930
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048410
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS A
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04861
IRS990/OtherExpensesGrp/ProgramServicesAmt069510
IRS990/OtherExpensesGrp/ProgramServicesAmt15591
IRS990/OtherExpensesGrp/TotalAmt069510
IRS990/OtherExpensesGrp/TotalAmt110452
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015848
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015848
IRS990/OtherRevenueTotalAmt015848
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt071340
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0395666
IRS990/OtherSalariesAndWagesGrp/TotalAmt0467006
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05217
IRS990/PayrollTaxesGrp/ProgramServicesAmt043595
IRS990/PayrollTaxesGrp/TotalAmt048812
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030117
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031832
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01182971
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0489548
IRS990/PYOtherRevenueAmt013762
IRS990/PYRevenuesLessExpensesAmt0-41866
IRS990/PYSalariesCompEmpBnftPaidAmt0749051
IRS990/PYTotalExpensesAmt01238599
IRS990/PYTotalRevenueAmt01196733
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0170811
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01280932
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0186946
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0186946
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt079386
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt028625
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0108011
IRS990ScheduleD/RevenueSubtotalAmt01451743
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ACADEMY FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0266332
IRS990ScheduleD/TotalExpensesPerForm990Amt01280932
IRS990ScheduleD/TotalRevenuePerForm990Amt01451743
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01451743
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01280932
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL USES COMMUNITY MEETINGS TO PUBLICIZE THAT PER CALIFORNIA CHARTER SCHOOL LAW, THE SCHOOL IS OPEN TO ALL RESIDENTS IN THE STATE OF CALIFORNIA. THE SCHOOL'S CHARTER PETITION INCLUDES A NON-DISCRIMINATORY STATEMENTS AND THE PETITION IS AVAILABLE TO THE PULIC THROUGH THE SCHOOL'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE SCHOOL IS FUNDED BY FEDERAL AND STATE GOVERNMENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE A LEARNING ENVIRONMENT THAT EXTENDS BEYOND THE CLASSROOM AND TEXTBOOKS AND STIMULATES AND NURTURES A STUDENT'S DESIRE TO LEARN. STUDENTS ARE EXPOSED TO A LEARNING ENVIRONMENT THAT HELPS THEM GAIN THE KNOWLEDGE, SKILLS, PERSPECTIVES AND PRACTICES TO BE RESPONSIBLE CITIZENS. NATURAL RESOURCES EDUCATION PROVIDES AN AVENUE FOR THIS DEVELOPMENT THAT CAN ENGAGE THE STUDENTS FAR BEYOND THE CLASSROOM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 FORM IS DISTRIBUTED TO THE BOARD AND CHIEF FINANCIAL OFFICER FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REASONABLE COMPENSATION WILL BE DETERMINED BY SALARY & BENEFIT COMPARISONS WITH LOCAL SCHOOL DISTRICTS AND REGIONAL CHARTER SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SAME AS ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE MONTHLY BOARD MEETINGS AS THEY ARE COMPLETED THROUGHOUT THE YEAR. ALL OTHER DOCUMENT POLICIES, ETC. ARE AVAILABLE UPON WRITTEN REQUEST TO THE SCHOOL DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER FEES 0 4,038 0 BUSINESS SERVICES 0 36,524 0 SPECIAL EDUCATION SERVICES 88,766 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt050241
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt050241
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0592881
IRS990/TotalAssetsEOYAmt0777630
IRS990/TotalAssetsGrp/BOYAmt0592881
IRS990/TotalAssetsGrp/EOYAmt0777630
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01435895
IRS990/TotalEmployeeCnt049
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0235507
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01045425
IRS990/TotalFunctionalExpensesGrp/TotalAmt01280932
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0161594
IRS990/TotalLiabilitiesEOYAmt0175532
IRS990/TotalLiabilitiesGrp/BOYAmt0161594
IRS990/TotalLiabilitiesGrp/EOYAmt0175532
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0431287
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0602098
IRS990/TotalOtherCompensationAmt06828
IRS990/TotalProgramServiceExpensesAmt01045425
IRS990/TotalReportableCompFromOrgAmt0183274
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015848
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01451743
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0592881
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0777630
IRS990/TravelGrp/ManagementAndGeneralAmt0745
IRS990/TravelGrp/ProgramServicesAmt0857
IRS990/TravelGrp/TotalAmt01602
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0381046
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0551857
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt050000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt088184
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1092
IRS990/USAddress/CityNm0WILLOWS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095988
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.WALDENACADEMY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRILEE VANDERWAAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum00530361648
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALDEN ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0452378417
ReturnHeader/Filer/PhoneNum05303616480
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1092
ReturnHeader/Filer/USAddress/CityNm0WILLOWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095988
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952242818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICENTI LLOYD & STUTZMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 E ROUTE 66 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917404676
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN CPA
ReturnHeader/ReturnTs02017-05-09T16:29:12-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$777,630
Liabilities
$175,532
Net assets
$602,098
Revenue
$1,451,743
Expenses
$1,280,932
Net income
$170,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.92$1.18$1.74$2.42$2.84$0.42
2024Detailed filing. Detailed filing data is available for this year.$3.58$1.42$2.15$2.95$2.93$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.82$1.31$2.51$3.37$2.64$0.74
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.44$1.78$2.47$2.28$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.48$1.59$2.39$2.04$0.35
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.48$1.24$1.93$1.85$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.37$1.16$1.86$1.66$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.19$0.95$1.61$1.41$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.12$0.74$1.46$1.32$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.18$0.60$1.45$1.28$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.16$0.43$1.20$1.24$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.19$0.47$1.40$1.17$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.24$0.25$1.12
2012Summary only. Only limited summary data is available for this year.$0.23$0.22$0.02$0.79$0.77$0.02