Civic Intelligence

Walden Academy Inc.

990 • Fiscal year 2018 • EIN 45-2378417

Jul 01, 2017 to Jun 30, 2018 • Filed on May 02, 2019

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

61st percentile

0.17x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

0.12x

Higher debt load relative to revenue than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$62,499

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

87th percentile

33%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,143,913

Up $283,748 (+33%) from 2017

Net Assets

Up

$949,425

Up $205,661 (+28%) from 2017

Liabilities

Up

$194,488

Up $78,087 (+67%) from 2017

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin70th percentile

Revenue

Up

$1,612,057

Up $153,232 (+11%) from 2017

Expenses

Up

$1,406,396

Up $89,237 (+6.8%) from 2017

Net Income

Up

$205,661

Up $63,995 (+45%) from 2017

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

2018

Assets$1,143,913
Liabilities$194,488
Net Assets$949,425
Open 2018 Filing

Operations Trend

Revenue Growth64th 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

2018

Revenue$1,612,057
Expenses$1,406,396
Net Income$205,661
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 2, 2019
Return Version
2017v2.3
Gross Receipts
$1,612,057
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, stimulates, nurtures a student's desire to learn.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$441,808$721,614▲ $279,806
Land, Buildings, and Equipment, Net$252,744$239,146▼ $13,598
Pledges and Grants Receivable-$137,264-
Prepaid Expenses and Deferred Charges$34,158$32,065▼ $2,093
Accounts Receivable$131,455$13,824▼ $117,631
Total Assets$860,165$1,143,913▲ $283,748
Liabilities
Accounts Payable and Accrued Expenses$71,206$149,568▲ $78,362
Unsecured Notes Loans Payable$45,195$44,920▼ $275
Total Liabilities$116,401$194,488▲ $78,087
Net Assets / Fund Balance
Unrestricted Net Assets$682,828$896,113▲ $213,285
Temporarily Rstr Net Assets$60,936$53,312▼ $7,624
Total Net Assets Fund Balance$743,764$949,425▲ $205,661
Total Liabilities and Net Assets / Fund Balance$860,165$1,143,913▲ $283,748

Asset Categories

AssetBook ValueDepreciationBasis
Land$186,946-$186,946
Buildings$52,200$62,977$115,177
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne TefsSchool DirectorFT$57,563$4,936$62,499
Kathleen NacisSchool DirectorFT$51,137$3,854$54,991
Will KellySecretaryFT$48,471-$48,471
Merrilee VanderwaalCFO-$3,165-$3,165
Pedro BobadillaTreasurer-$898-$898

Board Members and Trustees

NameTitle
Jack CavierPresident
Heidi HandonMember
Lorenzo ContrerasMember
Revenue and Support

Revenue Composition

Contributions and Grants
$1,596,146
Program Service Revenue
$10,501
Investment Income
$0
Other Revenue
$5,410
All Other Contributions
$18,773
Change in Net Assets
$205,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,612,057
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,612,057
Total Revenue per Form 990
$1,612,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$814,656
Other Expenses$591,740
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$523,719$41,066-$564,785
Occupancy$186,607--$186,607
Current Officers, Directors, Trustees, and Key Employees$157,417--$157,417
Fees for Services Other$107,656$39,748-$147,404
Other Expenses$108,949--$108,949
Office Expenses$51,553$9,727-$61,280
Payroll Taxes$46,887$3,085-$49,972
Other Employee Benefits$34,415$8,067-$42,482
Depreciation Depletion$17,322--$17,322
Insurance-$15,976-$15,976
All Other Expenses$7,187$6,905-$14,092
Fees for Services Management-$13,030-$13,030
Fees for Services Accounting-$9,825-$9,825
Conferences and Meetings$8,959--$8,959
Interest-$3,417-$3,417
Fees for Services Legal-$2,596-$2,596
Travel$834$433-$1,267
Advertising-$1,016-$1,016
Total Functional Expenses$1,251,505$154,891$0$1,406,396

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,406,396
Total Expenses per Audited Statements$1,406,396
Total Expenses per Form 990$1,406,396
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 A, Line 8B

“There are no committees that have the authority to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“The 990 form is distributed 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. The same process is used to determine compensation for other officers.”

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
2019-05-02
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
38
Volunteers
162

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Sped encroachment: program service expenses 86,520. Management and general expenses 0. Fundraising expenses 0. Total expenses 86,520. Other fees for services: program service expenses 21,136. Management and general expenses 39,748. Fundraising expenses 0. Total expenses 60,884.”

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/OtherRevenueMiscGrp/TotalRevenueColumnAmt05410
IRS990/OtherRevenueTotalAmt05410
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041066
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0523719
IRS990/OtherSalariesAndWagesGrp/TotalAmt0564785
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03085
IRS990/PayrollTaxesGrp/ProgramServicesAmt046887
IRS990/PayrollTaxesGrp/TotalAmt049972
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0137264
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034158
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032065
IRS990/PrincipalOfficerNm0MERRILEE VANDERWAAL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0AFTER SCHOOL PROGRAMS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010501
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010501
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01438737
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0539317
IRS990/PYOtherRevenueAmt020088
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0141666
IRS990/PYSalariesCompEmpBnftPaidAmt0777842
IRS990/PYTotalExpensesAmt01317159
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01458825
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0205661
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt015911
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt052200
IRS990ScheduleD/BuildingsGrp/DepreciationAmt062977
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0115177
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01406396
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0186946
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0186946
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01612057
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/TotalBookValueLandBuildingsAmt0239146
IRS990ScheduleD/TotalExpensesPerForm990Amt01406396
IRS990ScheduleD/TotalRevenuePerForm990Amt01612057
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01612057
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01406396
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
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/ExplanationTxt1THE ORGANIZATION OFFERS NO FINANCIAL AID OR ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2WALDEN ACADEMY IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 FORM IS DISTRIBUTED TO THE BOARD AND CHEIF 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. THE SAME PROCESS IS USED TO DETERMINE COMPENSATION FOR OTHER OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL 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/ExplanationTxt5SPED ENCROACHMENT: PROGRAM SERVICE EXPENSES 86,520. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,520. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 21,136. MANAGEMENT AND GENERAL EXPENSES 39,748. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,884.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt060936
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt053312
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0860165
IRS990/TotalAssetsEOYAmt01143913
IRS990/TotalAssetsGrp/BOYAmt0860165
IRS990/TotalAssetsGrp/EOYAmt01143913
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01596146
IRS990/TotalEmployeeCnt038
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0154891
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01251505
IRS990/TotalFunctionalExpensesGrp/TotalAmt01406396
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0116401
IRS990/TotalLiabilitiesEOYAmt0194488
IRS990/TotalLiabilitiesGrp/BOYAmt0116401
IRS990/TotalLiabilitiesGrp/EOYAmt0194488
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0743764
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0949425
IRS990/TotalOtherCompensationAmt08790
IRS990/TotalProgramServiceExpensesAmt01251505
IRS990/TotalProgramServiceRevenueAmt010501
IRS990/TotalReportableCompFromOrgAmt0161234
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015911
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01612057
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0162
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0860165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01143913
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0433
IRS990/TravelGrp/ProgramServicesAmt0834
IRS990/TravelGrp/TotalAmt01267
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0682828
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0896113
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt045195
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt044920
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRILEE VANDERWAAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05303616480
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D08D4BD6D4BEBD3F926FC5FC6484014A9CB06E2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:33:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,143,913
Liabilities
$194,488
Net assets
$949,425
Revenue
$1,612,057
Expenses
$1,406,396
Net income
$205,661
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