Civic Intelligence

Camellia Waldorf School

990 • Fiscal year 2018 • EIN 68-0133583

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 10, 2019

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

0.82x

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

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

Liabilities / Revenue

88th percentile

1.34x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

63rd percentile

8.6%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

43rd percentile

$44,600

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

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

Asset Growth

63rd percentile

5.3%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,992,897

Up $99,509 (+5.3%) from 2017

Net Assets

Up

$350,112

Up $105,441 (+43%) from 2017

Liabilities

Down

$1,642,785

Down $5,932 (-0.4%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin63rd percentile

Revenue

Down

$1,225,832

Down $156,578 (-11%) from 2017

Expenses

Down

$1,120,391

Down $242,198 (-18%) from 2017

Net Income

Up

$105,441

Up $85,620 (+432%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2018

Assets$1,992,897
Liabilities$1,642,785
Net Assets$350,112
Open 2018 Filing

Operations Trend

Revenue Growth20th 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

2018

Revenue$1,225,832
Expenses$1,120,391
Net Income$105,441
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 10, 2019
Return Version
2017v2.2
Gross Receipts
$1,248,556
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$1,804,697$1,799,349▼ $5,348
Accounts Receivable$39,952$82,928▲ $42,976
Cash and Non-Interest-Bearing Accounts$18,558$73,700▲ $55,142
Savings and Temporary Cash Investments$26,029$26,197▲ $168
Other Notes and Loans Receivable, Net$1,807$7,179▲ $5,372
Prepaid Expenses and Deferred Charges$2,345$3,544▲ $1,199
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$1,893,388$1,992,897▲ $99,509
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,580,960$1,557,074▼ $23,886
Deferred Revenue$63,976$82,441▲ $18,465
Accounts Payable and Accrued Expenses$3,781$3,270▼ $511
Total Liabilities$1,648,717$1,642,785▼ $5,932
Net Assets / Fund Balance
Unrestricted Net Assets$206,341$314,185▲ $107,844
Temporarily Rstr Net Assets$38,330$35,927▼ $2,403
Total Net Assets Fund Balance$244,671$350,112▲ $105,441
Total Liabilities and Net Assets / Fund Balance$1,893,388$1,992,897▲ $99,509

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$951,664$50,084$1,001,748
Land$804,000-$804,000
Other Land Buildings$43,685$49,403$93,088
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon LeighTrusteeFT$42,432$2,168$44,600
Laura EmbreyTrusteePT$17,891$914$18,805

Board Members and Trustees

NameTitle
Jennifer GrantPresident
Deniz TuncerVice President
Betsey MonnotTrustee
Jenny WoodsTrustee
Kirk BewleyTrustee
Steve GuestTrustee
Tim TakagiTrustee
Antonio ArteagaSecretary
Meredith JohansonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$89,666
Program Service Revenue
$1,122,578
Investment Income
$77
Other Revenue
$13,511
All Other Contributions
$60,221
Change in Net Assets
$105,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$761,853
Other Expenses$358,538
Total Fundraising Expense$13,863
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$538,476$57,000$8,000$603,476
Interest$80,437$4,325$1,730$86,492
All Other Expenses$66,136$5,843$541$72,520
Payroll Taxes$57,860$5,508$773$64,141
Current Officers, Directors, Trustees, and Key Employees$63,405--$63,405
Other Employee Benefits$27,510$2,912$409$30,831
Depreciation Depletion$28,027$1,507$603$30,137
Other Expenses$23,708$1,387$555$23,708
Office Expenses$11,302$1,076$151$12,529
Insurance$11,137$599$240$11,976
Fees for Services Legal-$9,426-$9,426
Advertising-$9,163-$9,163
Fees for Services Other-$3,500-$3,500
Fees for Services Accounting-$2,200-$2,200
Total Functional Expenses$999,929$106,599$13,863$1,120,391
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,582
Fundraising Direct Expenses$22,724
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Camelliapalooza$58,728$29,283$19,948$9,335
Total Events$58,728$29,283$19,948$9,335
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
2019-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Grant
Formed
1987
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
9
Employees
43
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/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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/BOYAmt01580960
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01557074
IRS990/NetAssetsOrFundBalancesBOYAmt0244671
IRS990/NetAssetsOrFundBalancesEOYAmt0350112
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011858
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011858
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt01653
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01653
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt0151
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01076
IRS990/OfficeExpensesGrp/ProgramServicesAmt011302
IRS990/OfficeExpensesGrp/TotalAmt012529
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0409
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02912
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027510
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030831
IRS990/OtherExpensesGrp/Desc0REPAIR AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc3CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0861
IRS990/OtherExpensesGrp/FundraisingAmt1555
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02153
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11387
IRS990/OtherExpensesGrp/ProgramServicesAmt040049
IRS990/OtherExpensesGrp/ProgramServicesAmt125807
IRS990/OtherExpensesGrp/ProgramServicesAmt226075
IRS990/OtherExpensesGrp/ProgramServicesAmt323708
IRS990/OtherExpensesGrp/TotalAmt043063
IRS990/OtherExpensesGrp/TotalAmt127749
IRS990/OtherExpensesGrp/TotalAmt226075
IRS990/OtherExpensesGrp/TotalAmt323708
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt057000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0538476
IRS990/OtherSalariesAndWagesGrp/TotalAmt0603476
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01807
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt07179
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0773
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05508
IRS990/PayrollTaxesGrp/ProgramServicesAmt057860
IRS990/PayrollTaxesGrp/TotalAmt064141
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02345
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03544
IRS990/PrincipalOfficerNm0JENNIFER GRANT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01122578
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01122578
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt098680
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0125
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0355336
IRS990/PYOtherRevenueAmt012802
IRS990/PYProgramServiceRevenueAmt01270803
IRS990/PYRevenuesLessExpensesAmt019821
IRS990/PYSalariesCompEmpBnftPaidAmt01007253
IRS990/PYTotalExpensesAmt01362589
IRS990/PYTotalRevenueAmt01382410
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0105441
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01122578
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026029
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026197
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0951664
IRS990ScheduleD/BuildingsGrp/DepreciationAmt050084
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01001748
IRS990ScheduleD/LandGrp/BookValueAmt0804000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0804000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt043685
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt049403
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt093088
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01799349
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/FundraisingEventInformationGrp/CharitableContributionsTotAmt029445
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029445
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019948
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CAMELLIAPALOOZA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029283
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09335
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019948
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019948
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true

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
$1,992,897
Liabilities
$1,642,785
Net assets
$350,112
Revenue
$1,225,832
Expenses
$1,120,391
Net income
$105,441
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
2018Detailed filing. Detailed filing data is available for this year.$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