Civic Intelligence

Waldorf Association Santa Barbara

990 • Fiscal year 2019 • EIN 77-0035318

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 10, 2020

Organization ProfileWWW.WALDORFSANTABARBARA.ORG
PO Box 788Goleta, CA 93116

(805) 967-6656

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.53x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.11x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

63rd percentile

8.8%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

47th percentile

$55,875

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

96th percentile

133%

Faster asset growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-6.0%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$234,693

Up $134,098 (+133%) from 2018

Net Assets

Up

$109,701

Up $98,618 (+890%) from 2018

Liabilities

Up

$124,992

Up $35,480 (+40%) from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin63rd percentile

Revenue

Down

$1,116,730

Down $71,701 (-6.0%) from 2018

Expenses

Down

$1,018,112

Down $111,711 (-9.9%) from 2018

Net Income

Up

$98,618

Up $40,010 (+68%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $74,890Liabilities 2011: $305,611Net Assets 2011: -$230,7212011Assets 2012: $91,965Liabilities 2012: $338,847Net Assets 2012: -$246,8822012Assets 2013: $159,479Liabilities 2013: $388,770Net Assets 2013: -$229,2912013Assets 2014: $141,746Liabilities 2014: $416,755Net Assets 2014: -$275,0092014Assets 2015: $64,515Liabilities 2015: $215,717Net Assets 2015: -$151,2022015Assets 2016: $168,278Liabilities 2016: $260,543Net Assets 2016: -$92,2652016Assets 2017: $160,427Liabilities 2017: $197,157Net Assets 2017: -$36,7302017Assets 2018: $100,595Liabilities 2018: $89,512Net Assets 2018: $11,0832018Assets 2019: $234,693Liabilities 2019: $124,992Net Assets 2019: $109,7012019Assets 2020: $339,171Liabilities 2020: $155,766Net Assets 2020: $183,4052020Assets 2021: $474,407Liabilities 2021: $126,964Net Assets 2021: $347,4432021Assets 2022: $557,781Liabilities 2022: $238,695Net Assets 2022: $319,0862022Assets 2023: $600,490Liabilities 2023: $282,869Net Assets 2023: $317,6212023Assets 2024: $788,049Liabilities 2024: $226,948Net Assets 2024: $561,1012024Assets 2025: $1,201,522Liabilities 2025: $223,003Net Assets 2025: $978,5192025

Highlighted filing

2019

Assets$234,693
Liabilities$124,992
Net Assets$109,701
Open 2019 Filing

Operations Trend

Revenue Growth27th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $969,789Expenses 2011: $986,499Net Income 2011: -$16,7102011Revenue 2012: $954,578Expenses 2012: $970,739Net Income 2012: -$16,1612012Expenses 2013: $998,3552013Revenue 2014: $1,176,162Expenses 2014: $1,221,880Net Income 2014: -$45,7182014Revenue 2015: $1,391,781Expenses 2015: $1,267,974Net Income 2015: $123,8072015Revenue 2016: $978,390Expenses 2016: $919,453Net Income 2016: $58,9372016Revenue 2017: $1,159,039Expenses 2017: $1,103,504Net Income 2017: $55,5352017Revenue 2018: $1,188,431Expenses 2018: $1,129,823Net Income 2018: $58,6082018Revenue 2019: $1,116,730Expenses 2019: $1,018,112Net Income 2019: $98,6182019Revenue 2020: $1,132,876Expenses 2020: $1,059,172Net Income 2020: $73,7042020Revenue 2021: $1,467,085Expenses 2021: $1,303,047Net Income 2021: $164,0382021Revenue 2022: $1,697,300Expenses 2022: $1,725,657Net Income 2022: -$28,3572022Revenue 2023: $1,888,262Expenses 2023: $1,889,727Net Income 2023: -$1,4652023Revenue 2024: $2,185,427Expenses 2024: $1,941,947Net Income 2024: $243,4802024Revenue 2025: $2,478,789Expenses 2025: $2,061,371Net Income 2025: $417,4182025

Highlighted filing

2019

Revenue$1,116,730
Expenses$1,018,112
Net Income$98,618
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 10, 2020
Return Version
2018v3.1
Gross Receipts
$1,125,454
Mission and Program Overview

Mission

The waldorf school of santa barbara is committed to providing a healthy, broad, reverent education that honors the head, heart, hands-the whole-of the child. Drawing on a rigorous, developmentally appropriate, and beauty-attuned curriculum, waldorf education cultivates the full flowering of the individual student and the community at large, understanding the profound interdependence of both. The waldorf school of santa barbara seeks to not merely reflect society but help guide and shape it.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,224$234,026▲ $146,802
Accounts Receivable$13,371$667▼ $12,704
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$100,595$234,693▲ $134,098
Liabilities
Deferred Revenue$34,784$89,311▲ $54,527
Unsecured Notes Loans Payable$39,745$26,318▼ $13,427
Accounts Payable and Accrued Expenses$14,983$9,363▼ $5,620
Total Liabilities$89,512$124,992▲ $35,480
Net Assets / Fund Balance
Unrestricted Net Assets$11,083$109,701▲ $98,618
Total Net Assets Fund Balance$11,083$109,701▲ $98,618
Total Liabilities and Net Assets / Fund Balance$100,595$234,693▲ $134,098

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$208,409$208,409
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason GebeauFaculty RepresentativeFT$46,895$8,980$55,875

Board Members and Trustees

NameTitle
Debbie Shaw BoothBoard Chair
Chris MontignySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,267
Program Service Revenue
$1,038,006
Investment Income
$299
Other Revenue
$7,158
All Other Contributions
$43,267
Change in Net Assets
$98,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$717,802
Other Expenses$300,310
Total Fundraising Expense$54,553
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$455,052$90,601$27,633$573,286
Occupancy$124,876$33,300$8,325$166,501
Other Employee Benefits$48,324$4,733$1,474$54,531
Payroll Taxes$42,564$8,093$2,698$53,355
Current Officers, Directors, Trustees, and Key Employees$32,967$3,663-$36,630
Office Expenses$11,291$7,479$1,083$19,853
Insurance-$17,338-$17,338
Advertising--$13,340$13,340
Fees for Services Accounting-$10,280-$10,280
Other Expenses$4,627$5,521-$5,521
All Other Expenses-$2,357-$2,357
Interest-$2,264-$2,264
Total Functional Expenses$764,031$199,528$54,553$1,018,112
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,346
Fundraising Direct Expenses$4,206
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hike-a-thon$21,655-$1,972-
Halloween Journey$7,001$3,501$473$3,028
Total Events$34,346$6,346$4,206$2,140
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
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
No
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, Section B, Line 11B

“The form 990 is distributed to the full board for review and approval in advance of filing.”

Form 990, Part VI, Section B, Line 12C

“The board has adopted a formal conflict of interest policy which is distributed to all board and committee members on an annual basis. Actual or potenital conflicts of interest are identified by board members and are required to be disclosed to an officer of the organization.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Santa Barbara Waldorf Association
EIN
77-0035318
Phone
8059676656
Address
PO BOX 788, GOLETA, CA 93116

Signing Officer

Name
Debbie Shaw Booth
Title
Board Chair
Phone
8059676656
Signed
2020-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie Shaw Booth
Formed
1984
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
28
Volunteers
61

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
115 E MICHELTORENA ST 200, SANTA BARBARA, CA 93101
Preparer
Travis J Wilson
Phone
8059664157
Raw XML Appendix397 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.

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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0INFORMATION RELATED TO NONDISCRIMINATION POLICY IS INCLUDED IN OUTREACH MATERIALS AND PUBLICATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt028000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021655
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt02845
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04206
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HALLOWEEN JOURNEY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0473
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0644
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06346
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02140
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0644
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03089
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01972
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0473
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD FOR REVIEW AND APPROVAL IN ADVANCE OF FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD HAS ADOPTED A FORMAL CONFLICT OF INTEREST POLICY WHICH IS DISTRIBUTED TO ALL BOARD AND COMMITTEE MEMBERS ON AN ANNUAL BASIS. ACTUAL OR POTENITAL CONFLICTS OF INTEREST ARE IDENTIFIED BY BOARD MEMBERS AND ARE REQUIRED TO BE DISCLOSED TO AN OFFICER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
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 C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0234693
IRS990/TotalAssetsGrp/BOYAmt0100595
IRS990/TotalAssetsGrp/EOYAmt0234693
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt071267
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt054553
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0199528
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0764031
IRS990/TotalFunctionalExpensesGrp/TotalAmt01018112
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt089512
IRS990/TotalLiabilitiesEOYAmt0124992
IRS990/TotalLiabilitiesGrp/BOYAmt089512
IRS990/TotalLiabilitiesGrp/EOYAmt0124992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011083
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0109701
IRS990/TotalOtherCompensationAmt08980
IRS990/TotalProgramServiceExpensesAmt0764031
IRS990/TotalProgramServiceRevenueAmt01038006
IRS990/TotalReportableCompFromOrgAmt046895
IRS990/TotalRevenueGrp/ExclusionAmt02439
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01043024
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01116730
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt026318
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IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.WALDORFSANTABARBARA.ORG
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE SHAW BOOTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA BARBARA WALDORF ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 E MICHELTORENA ST 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059664157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRAVIS J WILSON
ReturnHeader/ReturnTs02020-03-20T15:25:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,693
Liabilities
$124,992
Net assets
$109,701
Revenue
$1,116,730
Expenses
$1,018,112
Net income
$98,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$0.22$0.98$2.48$2.06$0.42
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.23$0.56$2.19$1.94$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.28$0.32$1.89$1.89$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.24$0.32$1.70$1.73$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.13$0.35$1.47$1.30$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.16$0.18$1.13$1.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.12$0.11$1.12$1.02$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.09$0.01$1.19$1.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.20$0.04$1.16$1.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.26$0.09$0.98$0.92$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.22$0.15$1.39$1.27$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.42$0.28$1.18$1.22$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.39$0.23$1.00
2012Summary only. Only limited summary data is available for this year.$0.09$0.34$0.25$0.95$0.97$0.02
2011Summary only. Only limited summary data is available for this year.$0.07$0.31$0.23$0.97$0.99$0.02