Civic Intelligence

Walden Academy Inc.

990 • Fiscal year 2017 • EIN 45-2378417

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 09, 2018

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

56th percentile

0.14x

Higher debt load relative to assets than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

46th percentile

0.08x

Higher debt load relative to revenue than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

65th percentile

9.7%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

0.5%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$860,165

Up $82,535 (+11%) from 2016

Net Assets

Up

$743,764

Up $141,666 (+24%) from 2016

Liabilities

Down

$116,401

Down $59,131 (-34%) from 2016

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin65th percentile

Revenue

Up

$1,458,825

Up $7,082 (+0.5%) from 2016

Expenses

Up

$1,317,159

Up $36,227 (+2.8%) from 2016

Net Income

Down

$141,666

Down $29,145 (-17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2017

Assets$860,165
Liabilities$116,401
Net Assets$743,764
Open 2017 Filing

Operations Trend

Revenue Growth39th 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

2017

Revenue$1,458,825
Expenses$1,317,159
Net Income$141,666
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 9, 2018
Return Version
2016v3.0
Gross Receipts
$1,458,825
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$417,260$441,808▲ $24,548
Land, Buildings, and Equipment, Net$266,332$252,744▼ $13,588
Accounts Receivable$62,206$131,455▲ $69,249
Prepaid Expenses and Deferred Charges$31,832$34,158▲ $2,326
Total Assets$777,630$860,165▲ $82,535
Liabilities
Accounts Payable and Accrued Expenses$87,348$71,206▼ $16,142
Unsecured Notes Loans Payable$88,184$45,195▼ $42,989
Total Liabilities$175,532$116,401▼ $59,131
Net Assets / Fund Balance
Unrestricted Net Assets$551,857$682,828▲ $130,971
Temporarily Rstr Net Assets$50,241$60,936▲ $10,695
Total Net Assets Fund Balance$602,098$743,764▲ $141,666
Total Liabilities and Net Assets / Fund Balance$777,630$860,165▲ $82,535

Asset Categories

AssetBook ValueDepreciationBasis
Land$186,946-$186,946
Leasehold Improvements$65,798$45,655$111,453
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen ZabellSchool DirectorFT$73,321$2,884$76,205
Suzanne TefsSchool DirectorFT$63,975$3,944$67,919
Will KellySecretaryFT$47,867-$47,867
Pedro BobadillaTreasurer-$3,380-$3,380

Board Members and Trustees

NameTitle
Zuheit WhitneyPresident
Merrilee VanderwaalCFO
Jack CavierMember
Nate SawyerMember
Revenue and Support

Revenue Composition

Contributions and Grants
$1,438,737
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$20,088
All Other Contributions
$9,626
Change in Net Assets
$141,666

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,458,825
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,458,825
Total Revenue per Form 990
$1,458,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$777,842
Other Expenses$539,317
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$412,821$72,739-$485,560
Current Officers, Directors, Trustees, and Key Employees$203,828--$203,828
Occupancy$164,464$29,023-$193,487
Fees for Services Other$89,318$34,640-$123,958
Office Expenses$29,320$25,496-$54,816
Payroll Taxes$44,109$5,278-$49,387
Pension Plan Contributions$37,605$1,462-$39,067
All Other Expenses$10,344$8,995-$19,339
Conferences and Meetings$9,371$8,149-$17,520
Depreciation Depletion$9,109$7,921-$17,030
Insurance-$15,360-$15,360
Fees for Services Management-$11,981-$11,981
Fees for Services Accounting-$9,470-$9,470
Other Expenses$55,025$5,843-$5,843
Interest-$5,229-$5,229
Fees for Services Legal$2,698$2,347-$5,045
Travel$1,550$1,347-$2,897
Advertising-$2,022-$2,022
Information Technology$158$137-$295
Total Functional Expenses$1,069,720$247,439$0$1,317,159

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,317,159
Total Expenses per Audited Statements$1,317,159
Total Expenses per Form 990$1,317,159
Expenses Not Reported on Financial Statements$0
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
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, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, 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, Part VI, Section B, Line 15

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

Form 990, Part VI, Section C, 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
5303616480
Signed
2018-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Merrilee Vanderwaal
Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
49
Volunteers
150

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“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/OtherExpensesGrp/Desc0INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc1PRINTING AND POSATGE EX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05843
IRS990/OtherExpensesGrp/ProgramServicesAmt055025
IRS990/OtherExpensesGrp/TotalAmt055025
IRS990/OtherExpensesGrp/TotalAmt15843
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt020088
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020088
IRS990/OtherRevenueTotalAmt020088
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt072739
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0412821
IRS990/OtherSalariesAndWagesGrp/TotalAmt0485560
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05278
IRS990/PayrollTaxesGrp/ProgramServicesAmt044109
IRS990/PayrollTaxesGrp/TotalAmt049387
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01462
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt037605
IRS990/PensionPlanContributionsGrp/TotalAmt039067
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt031832
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034158
IRS990/PrincipalOfficerNm0MERRILEE VANDERWAAL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01435895
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015848
IRS990/PYOtherExpensesAmt0516176
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0170811
IRS990/PYSalariesCompEmpBnftPaidAmt0764756
IRS990/PYTotalExpensesAmt01280932
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01451743
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0141666
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01317159
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0186946
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0186946
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt065798
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt045655
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0111453
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01458825
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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0252744
IRS990ScheduleD/TotalExpensesPerForm990Amt01317159
IRS990ScheduleD/TotalRevenuePerForm990Amt01458825
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01458825
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01317159
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd01
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
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 PUBLIC THROUGH THE SCHOOL'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE SCHOOL IS FUNDED BY FEDERAL AND STATE GOVERNMENTES
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 FORM IS DISTRIBURED TO THE BOARD AND CHEIF FINANCIAL OFFICER FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN 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/ExplanationTxt2REASONABLE COMPENSATION WILL BE DETERMINED BY SALARY & BENEFIT COMPARISONS WITH LOCAL SCHOOL DISTRICTS AND REGIONAL CHARTER SCHOOLS.SAME AS ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL 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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt050241
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt060936
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0777630
IRS990/TotalAssetsEOYAmt0860165
IRS990/TotalAssetsGrp/BOYAmt0777630
IRS990/TotalAssetsGrp/EOYAmt0860165
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01438737
IRS990/TotalEmployeeCnt049
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0247439
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01069720
IRS990/TotalFunctionalExpensesGrp/TotalAmt01317159
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0175532
IRS990/TotalLiabilitiesEOYAmt0116401
IRS990/TotalLiabilitiesGrp/BOYAmt0175532
IRS990/TotalLiabilitiesGrp/EOYAmt0116401
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0602098
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0743764
IRS990/TotalOtherCompensationAmt06828
IRS990/TotalProgramServiceExpensesAmt01069720
IRS990/TotalReportableCompFromOrgAmt0188543
IRS990/TotalRevenueGrp/ExclusionAmt020088
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01458825
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0777630
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0860165
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01347
IRS990/TravelGrp/ProgramServicesAmt01550
IRS990/TravelGrp/TotalAmt02897
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0551857
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0682828
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt088184
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt045195
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1092
IRS990/USAddress/CityNm0WILLOWS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095988
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.WALDENACADEMY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRILEE VANDERWAAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05303616480
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D508D10E8820B6BA10C84F2667D458E385E339FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA32555BE71670CC50F146B397A5B9E035D77721
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-03-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:24:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$860,165
Liabilities
$116,401
Net assets
$743,764
Revenue
$1,458,825
Expenses
$1,317,159
Net income
$141,666
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