Civic Intelligence

Waldorf School Association of Boulder Inc.

990T • Fiscal year 2024 • EIN 74-2249366

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 25, 2025

Organization ProfileWWW.SHININGMOUNTAINWALDORF.ORG

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999 Violet AvenueBoulder, CO 80304

(303) 444-7697

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $14,384,058Liabilities 2010: $6,385,641Net Assets 2010: $7,998,4172010Assets 2011: $14,448,135Liabilities 2011: $6,262,785Net Assets 2011: $8,185,3502011Assets 2012: $14,457,891Liabilities 2012: $6,453,016Net Assets 2012: $8,004,8752012Assets 2013: $14,129,486Liabilities 2013: $6,148,958Net Assets 2013: $7,980,5282013Assets 2014: $14,095,419Liabilities 2014: $5,847,694Net Assets 2014: $8,247,7252014Assets 2015: $13,191,284Liabilities 2015: $5,865,080Net Assets 2015: $7,326,2042015Assets 2016: $13,079,844Liabilities 2016: $5,496,534Net Assets 2016: $7,583,3102016Assets 2017: $12,909,102Liabilities 2017: $5,146,831Net Assets 2017: $7,762,2712017Assets 2018: $13,045,592Liabilities 2018: $5,091,355Net Assets 2018: $7,954,2372018Assets 2019: $13,151,407Liabilities 2019: $4,672,966Net Assets 2019: $8,478,4412019Assets 2020: $14,345,448Liabilities 2020: $4,540,626Net Assets 2020: $9,804,8222020Assets 2021: $13,457,102Liabilities 2021: $2,842,461Net Assets 2021: $10,614,6412021Assets 2022: $13,127,894Liabilities 2022: $3,136,973Net Assets 2022: $9,990,9212022Assets 2023: $17,919,727Liabilities 2023: $5,856,309Net Assets 2023: $12,063,4182023Assets 2024: $27,621,404Liabilities 2024: $14,253,160Net Assets 2024: $13,368,2442024Assets 2025: $24,664,375Liabilities 2025: $5,566,331Net Assets 2025: $19,098,0442025

Latest loaded filing

2025

Assets$24,664,375
Liabilities$5,566,331
Net Assets$19,098,044
Open 2025 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,835,5852010Expenses 2011: $3,921,9952011Expenses 2012: $5,228,3712012Expenses 2013: $5,686,2082013Revenue 2014: $6,130,302Expenses 2014: $5,892,044Net Income 2014: $238,2582014Revenue 2015: $4,930,017Expenses 2015: $5,848,850Net Income 2015: -$918,8332015Revenue 2016: $5,058,587Expenses 2016: $4,835,431Net Income 2016: $223,1562016Revenue 2017: $4,742,480Expenses 2017: $4,714,154Net Income 2017: $28,3262017Revenue 2018: $4,837,637Expenses 2018: $4,795,419Net Income 2018: $42,2182018Revenue 2019: $5,457,851Expenses 2019: $4,978,359Net Income 2019: $479,4922019Revenue 2020: $5,925,792Expenses 2020: $4,630,283Net Income 2020: $1,295,5092020Revenue 2021: $4,767,506Expenses 2021: $4,093,015Net Income 2021: $674,4912021Revenue 2022: $3,899,604Expenses 2022: $4,430,932Net Income 2022: -$531,3282022Revenue 2023: $6,546,504Expenses 2023: $4,484,773Net Income 2023: $2,061,7312023Revenue 2024: $6,035,814Expenses 2024: $4,795,524Net Income 2024: $1,240,2902024Revenue 2025: $12,411,409Expenses 2025: $6,749,671Net Income 2025: $5,661,7382025

Latest loaded filing

2025

Revenue$12,411,409
Expenses$6,749,671
Net Income$5,661,738
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 25, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

To operate an educational institution based on the integration of physical, social, emotional, intellectual, and spiritual growth.

Filing and Contact Details

Filer

Filer Name
Waldorf School Association of
EIN
74-2249366
Phone
3034447697
Address
999 VIOLET AVENUE, BOULDER, CO 80304

Signing Officer

Name
Michael Oczkowski
Title
Treasurer
Phone
3034447697
Signed
2025-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Altruic Advisors Cpas
Address
417 FOREST AVENUE, PLYMOUTH, MI 48170
Preparer
Ryan N Hagan CPA
Phone
8882985297
Raw XML Appendix79 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS3800/CAMTAndBEATInd0false
IRS3800/CurrentYearCreditAllowedAmt0244562
IRS3800/Form3468PartVICYCreditsGrp/ElectivePaymentRegistrationNum0PJ00123002G0
IRS3800/Form3468PartVICYCreditsGrp/GeneralBusCrFromNnPssvActyAmt0244562
IRS3800/Form3468PartVICYCreditsGrp/GrossElectivePymtElectionAmt0244562
IRS3800/Form3468PartVICYCreditsGrp/NetElectivePymtElectionAmt0244562
IRS3800/GenBusCYCreditsSubTot2Grp/GeneralBusCrFromNnPssvActyAmt0244562
IRS3800/GenBusCYCreditsSubTot2Grp/GrossElectivePymtElectionAmt0244562
IRS3800/GenBusCYCreditsSubTot2Grp/NetElectivePymtElectionAmt0244562
IRS3800/SmllrGenBusCrOrTotGenEligCrAmt0244562
IRS3800/TotAllwGenAndEligSmllBusCrAmt0244562
IRS3800/TotGenBusCYCreditAmtGrp/GeneralBusCrFromNnPssvActyAmt0244562
IRS3800/TotGenBusCYCreditAmtGrp/GrossElectivePymtElectionAmt0244562
IRS3800/TotGenBusCYCreditAmtGrp/NetElectivePymtElectionAmt0244562
IRS4562/BusinessOrActivityTxt0INDIRECT DEPRECIATION
IRS4562/MaximumDollarLimitationAmt01160000
IRS4562/OtherDepreciationAmt0189848
IRS4562/ThresholdCostOfSect179PropAmt02890000
IRS4562/TotalDepreciationAmt0189848
IRS990T/AvlblPre2018NOLCarryoverAmt0-2661
IRS990T/BooksInCareOfDetail/PersonNm0SARAH ENGLE
IRS990T/BooksInCareOfDetail/PhoneNum03034447697
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0999 VIOLET AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOULDER
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd080304
IRS990T/BookValueAssetsEOYAmt027621404
IRS990T/ElectivePaymentAmt0244562
IRS990T/ElectivePaymentInd0X
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt0244562
IRS990T/OverpaymentSection/RefundAmt0244562
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0244562
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL OCZKOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03034447697
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALDORF SCHOOL ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BOULDER INC
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0742249366
ReturnHeader/Filer/PhoneNum03034447697
ReturnHeader/Filer/USAddress/AddressLine1Txt0999 VIOLET AVENUE
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080304
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461335331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALTRUIC ADVISORS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0417 FOREST AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048170
ReturnHeader/PreparerPersonGrp/PhoneNum08882985297
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN N HAGAN CPA
ReturnHeader/ReturnTs02025-03-03T17:44:09-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
-
Revenue
-
Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$5.57$19.1$12.4$6.75$5.66
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$14.3$13.4$6.04$4.80$1.24
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$5.86$12.1$6.55$4.48$2.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$3.14$9.99$3.90$4.43$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$2.84$10.6$4.77$4.09$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$4.54$9.80$5.93$4.63$1.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$4.67$8.48$5.46$4.98$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$5.09$7.95$4.84$4.80$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$5.15$7.76$4.74$4.71$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$5.50$7.58$5.06$4.84$0.22
2015Summary only. Only limited summary data is available for this year.$13.2$5.87$7.33$4.93$5.85$0.92
2014Detailed filing. Detailed filing data is available for this year.$14.1$5.85$8.25$6.13$5.89$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$6.15$7.98$5.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$6.45$8.00$5.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$6.26$8.19$3.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$6.39$8.00$3.84