Civic Intelligence

Camellia Waldorf School

990 • Fiscal year 2016 • EIN 68-0133583

Jul 01, 2015 to Jun 30, 2016 • Filed on May 13, 2017

Organization ProfileWWW.CAMELLIAWALDORF.ORG
7450 Pocket RoadSacramento, CA 95831

(916) 427-5022

Siviq Scores

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

Liabilities / Assets

89th percentile

0.88x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

1.16x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

24th percentile

-8.7%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

44th percentile

$48,859

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

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

Asset Growth

99th percentile

315%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

39th percentile

-0.9%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,891,574

Up $1,436,157 (+315%) from 2015

Net Assets

Down

$224,850

Down $142,179 (-39%) from 2015

Liabilities

Up

$1,666,724

Up $1,578,336 (+1786%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin24th percentile

Revenue

Down

$1,431,659

Down $13,471 (-0.9%) from 2015

Expenses

Up

$1,556,272

Up $276,893 (+22%) from 2015

Net Income

Down

-$124,613

Down $290,364 (-175%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $317,738Liabilities 2014: $109,899Net Assets 2014: $207,8392014Assets 2015: $455,417Liabilities 2015: $88,388Net Assets 2015: $367,0292015Assets 2016: $1,891,574Liabilities 2016: $1,666,724Net Assets 2016: $224,8502016Assets 2017: $1,893,388Liabilities 2017: $1,648,717Net Assets 2017: $244,6712017Assets 2018: $1,992,897Liabilities 2018: $1,642,785Net Assets 2018: $350,1122018Assets 2021: $2,010,980Liabilities 2021: $1,793,070Net Assets 2021: $217,9102021Assets 2022: $2,241,070Liabilities 2022: $1,657,264Net Assets 2022: $583,8062022Assets 2023: $2,491,490Liabilities 2023: $1,747,665Net Assets 2023: $743,8252023Assets 2024: $2,855,855Liabilities 2024: $1,955,748Net Assets 2024: $900,1072024

Highlighted filing

2016

Assets$1,891,574
Liabilities$1,666,724
Net Assets$224,850
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,266,739Expenses 2014: $1,167,998Net Income 2014: $98,7412014Revenue 2015: $1,445,130Expenses 2015: $1,279,379Net Income 2015: $165,7512015Revenue 2016: $1,431,659Expenses 2016: $1,556,272Net Income 2016: -$124,6132016Revenue 2017: $1,382,410Expenses 2017: $1,362,589Net Income 2017: $19,8212017Revenue 2018: $1,225,832Expenses 2018: $1,120,391Net Income 2018: $105,4412018Revenue 2021: $1,500,854Expenses 2021: $1,464,553Net Income 2021: $36,3012021Revenue 2022: $2,599,472Expenses 2022: $2,267,097Net Income 2022: $332,3752022Revenue 2023: $2,253,549Expenses 2023: $2,093,531Net Income 2023: $160,0182023Revenue 2024: $2,548,149Expenses 2024: $2,393,332Net Income 2024: $154,8172024

Highlighted filing

2016

Revenue$1,431,659
Expenses$1,556,272
Net Income-$124,613
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 13, 2017
Return Version
2015v3.0
Gross Receipts
$1,479,533
Mission and Program Overview

Mission

Camellia Waldorf School educates by honoring childhood, appreciating the individuality of each student, and instilling a sense of moral and ethical responsibility while building capacities for learning and encouraging clear and creative thinking.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$24,361$1,804,842▲ $1,780,481
Savings and Temporary Cash Investments$346,386$37,509▼ $308,877
Accounts Receivable$20,415$30,371▲ $9,956
Cash and Non-Interest-Bearing Accounts$61,858$12,650▼ $49,208
Prepaid Expenses and Deferred Charges-$4,500-
Other Notes and Loans Receivable, Net$2,397$1,701▼ $696
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$455,417$1,891,574▲ $1,436,157
Other Assets Total-$1-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$1,603,702-
Deferred Revenue$85,264$63,022▼ $22,242
Accounts Payable and Accrued Expenses$3,124--
Total Liabilities$88,388$1,666,724▲ $1,578,336
Net Assets / Fund Balance
Unrestricted Net Assets$241,570$185,390▼ $56,180
Temporarily Rstr Net Assets$125,459$39,460▼ $85,999
Total Net Assets Fund Balance$367,029$224,850▼ $142,179
Total Liabilities and Net Assets / Fund Balance$455,417$1,891,574▲ $1,436,157

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$987,500$12,500$1,000,000
Land$800,000-$800,000
Other Land Buildings$17,342$41,981$59,323
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ardyth SokolerAdministratorFT$44,000$4,859$48,859

Board Members and Trustees

NameTitle
Betsey MonnotPresident
Jennifer GrantVice President
Antonio ArteagaTrustee
Denise TuncerTrustee
Jeanine MahleTrustee
Kirk BewleyTrustee
Shannon LeighTrustee
Steve GuestTrustee
Tim TakagiTrustee
Meredith JohansonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$111,429
Program Service Revenue
$1,299,424
Investment Income
$213
Other Revenue
$20,593
All Other Contributions
$78,274
Change in Net Assets
$-124,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,116,289
Other Expenses$439,983
Total Fundraising Expense$10,793
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$846,590$38,394-$884,984
Other Employee Benefits$88,449$4,011-$92,460
Payroll Taxes$79,220$5,107$401$84,728
All Other Expenses$66,517$7,426$816$74,759
Interest$61,832$3,324$1,330$66,486
Current Officers, Directors, Trustees, and Key Employees$24,430$19,543$4,886$48,859
Other Expenses$27,602$1,484$594$29,680
Office Expenses$25,184$1,624$128$26,936
Occupancy$16,023$862$345$17,230
Depreciation Depletion$14,617$786$314$15,717
Insurance$14,219$765$306$15,290
Advertising-$14,853-$14,853
Pension Plan Contributions$5,030$228-$5,258
Fees for Services Legal-$2,234-$2,234
Fees for Services Accounting-$1,400-$1,400
Total Functional Expenses$1,439,257$106,222$10,793$1,556,272
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,467
Fundraising Direct Expenses$47,874
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Camelliapalooza$96,293$63,138$44,932$18,206
Winter Faire$5,329$5,329$2,942$2,387
Total Events$101,622$68,467$47,874$20,593
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Line 11B: Form 990 Review Process

“Trustees are e-mailed a copy of the 990 prior to filing. Questions are addressed at a board meeting.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Potential conflicts of interest are identified by the executive director or the secretary who brings them to the attention of the board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available in the office during normal business hours (school days). Also can be seen on guidestar.com website”

Filing and Contact Details

Filer

Filer Name
Camellia Waldorf School
EIN
68-0133583
Phone
9164275022
Address
7450 POCKET ROAD, SACRAMENTO, CA 95831

Signing Officer

Name
Meredith Johanson
Title
Treasurer
Signed
2017-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsey Monnot
Formed
1987
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
56
Volunteers
129

Preparer

Firm
Fritzsche Associates
Address
1511 CORPORATE WAY STE 220, SACRAMENTO, CA 95831-3890
Preparer
James H Fritzsche CPA
Phone
9164222111
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Camellia Waldorf School educates by honoring childhood, appreciating the individuality of each student, and instilling a sense of moral and ethical responsibility while building capacities for learning and encouraging clear and creative thinking.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01603702
IRS990/NetAssetsOrFundBalancesBOYAmt0367029
IRS990/NetAssetsOrFundBalancesEOYAmt0224850
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt020593
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt020593
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0345
IRS990/OccupancyGrp/ManagementAndGeneralAmt0862
IRS990/OccupancyGrp/ProgramServicesAmt016023
IRS990/OccupancyGrp/TotalAmt017230
IRS990/OfficeExpensesGrp/FundraisingAmt0128
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01624
IRS990/OfficeExpensesGrp/ProgramServicesAmt025184
IRS990/OfficeExpensesGrp/TotalAmt026936
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04011
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt088449
IRS990/OtherEmployeeBenefitsGrp/TotalAmt092460
IRS990/OtherExpensesGrp/Desc0MOVING EXPENSES
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3REPAIR AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt01673
IRS990/OtherExpensesGrp/FundraisingAmt1594
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04181
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11484
IRS990/OtherExpensesGrp/ProgramServicesAmt077772
IRS990/OtherExpensesGrp/ProgramServicesAmt152642
IRS990/OtherExpensesGrp/ProgramServicesAmt239130
IRS990/OtherExpensesGrp/ProgramServicesAmt327602
IRS990/OtherExpensesGrp/TotalAmt083626
IRS990/OtherExpensesGrp/TotalAmt152642
IRS990/OtherExpensesGrp/TotalAmt239130
IRS990/OtherExpensesGrp/TotalAmt329680
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038394
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0846590
IRS990/OtherSalariesAndWagesGrp/TotalAmt0884984
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02397
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01701
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0401
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05107
IRS990/PayrollTaxesGrp/ProgramServicesAmt079220
IRS990/PayrollTaxesGrp/TotalAmt084728
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0228
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05030
IRS990/PensionPlanContributionsGrp/TotalAmt05258
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04500
IRS990/PrincipalOfficerNm0BETSEY MONNOT
IRS990/PriorPeriodAdjustmentsAmt0-17566
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01299424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01299424
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt085565
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0364
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0297506
IRS990/PYOtherRevenueAmt033019
IRS990/PYProgramServiceRevenueAmt01326182
IRS990/PYRevenuesLessExpensesAmt0165751
IRS990/PYSalariesCompEmpBnftPaidAmt0981873
IRS990/PYTotalExpensesAmt01279379
IRS990/PYTotalRevenueAmt01445130
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-124613
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01299424
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0346386
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037509
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0987500
IRS990ScheduleD/BuildingsGrp/DepreciationAmt012500
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01000000
IRS990ScheduleD/LandGrp/BookValueAmt0800000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0800000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017342
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt041981
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt059323
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01804842
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt033155
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt033155
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047874
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CAMELLIAPALOOZA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINTER FAIRE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt096293
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0101622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068467
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020593
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047874

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
$1,891,574
Liabilities
$1,666,724
Net assets
$224,850
Revenue
$1,431,659
Expenses
$1,556,272
Net income
-$124,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$1.96$0.90$2.55$2.39$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$1.75$0.74$2.25$2.09$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$1.66$0.58$2.60$2.27$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$1.79$0.22$1.50$1.46$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$1.64$0.35$1.23$1.12$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$1.65$0.24$1.38$1.36$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.89$1.67$0.22$1.43$1.56$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.09$0.37$1.45$1.28$0.17
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.11$0.21$1.27$1.17$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits