Civic Intelligence

Waldorf Association Santa Barbara

990 • Fiscal year 2016 • EIN 77-0035318

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

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

97th percentile

1.55x

Higher debt load relative to assets than 97% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.27x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

61st percentile

6.0%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

47th percentile

$58,376

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

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

Asset Growth

97th percentile

161%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$168,278

Up $103,763 (+161%) from 2015

Net Assets

Up

-$92,265

Up $58,937 (+39%) from 2015

Liabilities

Up

$260,543

Up $44,826 (+21%) from 2015

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin61st percentile

Revenue

Down

$978,390

Down $413,391 (-30%) from 2015

Expenses

Down

$919,453

Down $348,521 (-27%) from 2015

Net Income

Down

$58,937

Down $64,870 (-52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2016

Assets$168,278
Liabilities$260,543
Net Assets-$92,265
Open 2016 Filing

Operations Trend

Revenue Growth11th 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

2016

Revenue$978,390
Expenses$919,453
Net Income$58,937
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$1,003,877
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$24,810$125,952▲ $101,142
Accounts Receivable$35,205$42,326▲ $7,121
Loans From Officers Directors$10,000$0▼ $10,000
Prepaid Expenses and Deferred Charges$4,500$0▼ $4,500
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$64,515$168,278▲ $103,763
Liabilities
Deferred Revenue$60,710$174,188▲ $113,478
Mortgage Notes Payable Secured by Investment Property$78,785$67,075▼ $11,710
Accounts Payable and Accrued Expenses$66,222$19,280▼ $46,942
Total Liabilities$215,717$260,543▲ $44,826
Net Assets / Fund Balance
Unrestricted Net Assets$-151,202$-92,265▲ $58,937
Total Net Assets Fund Balance$-151,202$-92,265▲ $58,937
Total Liabilities and Net Assets / Fund Balance$64,515$168,278▲ $103,763

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$124,909$124,909
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liz MocabeeAdministrative ChairFT$58,376-$58,376
Alecia DodgeFaculty OfficerFT$44,979$10,187$55,166
Angela MietzkeFaculty RepresentativeFT$40,792$4,895$45,687

Board Members and Trustees

NameTitle
Chris MontignyBoard Chair
Bowen LeeTrustee
Emma Rollin-mooreTrustee
Heather BondTrustee
Lauren DavidTrustee
Mark SolerTrustee
Ted Tazer-myersTrustee
Teddy MackerTrustee
Marissa ElliottSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$159,764
Program Service Revenue
$802,402
Investment Income
$11,466
Other Revenue
$4,758
All Other Contributions
$114,148
Change in Net Assets
$58,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$657,264
Other Expenses$262,189
Total Fundraising Expense$41,960
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$319,922$85,313$21,328$426,563
Current Officers, Directors, Trustees, and Key Employees$101,910$44,404-$146,314
Occupancy$108,171$28,846$7,211$144,228
Payroll Taxes$37,677$10,047$2,512$50,236
Other Employee Benefits$25,613$6,830$1,708$34,151
Insurance$13,306$3,548$887$17,741
Office Expenses$8,955$2,388$597$11,940
Other Expenses$8,915$8,626$594$8,626
Conferences and Meetings$3,734$3,734-$7,468
Information Technology$5,194$1,385$346$6,925
Advertising--$6,777$6,777
Fees for Services Accounting-$5,774-$5,774
Interest-$5,418-$5,418
Total Functional Expenses$659,626$217,867$41,960$919,453
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,930
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hike-a-thon$34,605-$500-
Harvest Fair$5,403-$564-
Total Events$45,616-$1,930$-1,930
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
Loans from Officers, Directors, Trustees, and Key Employees$10,000$0▼ $10,000
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 11

“The form 990 is distributed to the full board for reivew 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
Chris Montigny
Title
Board Chair
Phone
8059676656
Signed
2016-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Montigny
Formed
1984
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
9
Employees
25
Volunteers
80

Preparer

Firm
Mcgowan Guntermann
Address
111 E VICTORIA ST 2ND FLOOR, SANTA BARBARA, CA 93101-2018
Preparer
Chrisley N Reed CPA
Phone
8059629175
Raw XML AppendixShowing 400 of 464 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt066222
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019280
IRS990/AccountsReceivableGrp/BOYAmt035205
IRS990/AccountsReceivableGrp/EOYAmt042326
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/FundraisingAmt06777
IRS990/AdvertisingGrp/TotalAmt06777
IRS990/AllOtherContributionsAmt0114148
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANNE SURBER
IRS990/BooksInCareOfDetail/PhoneNum08059676656
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07421 MIRANO DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GOLETA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093117
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt024810
IRS990/CashNonInterestBearingGrp/EOYAmt0125952
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt044404
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0101910
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0146314
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03734
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03734
IRS990/ConferencesMeetingsGrp/TotalAmt07468
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt045616
IRS990/CostOfGoodsSoldAmt023557
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0159764
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011466
IRS990/CYOtherExpensesAmt0262189
IRS990/CYOtherRevenueAmt04758
IRS990/CYProgramServiceRevenueAmt0802402
IRS990/CYRevenuesLessExpensesAmt058937
IRS990/CYSalariesCompEmpBnftPaidAmt0657264
IRS990/CYTotalExpensesAmt0919453
IRS990/CYTotalFundraisingExpenseAmt041960
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0978390
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt060710
IRS990/DeferredRevenueGrp/EOYAmt0174188
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE THEME OF WALDORF PEDAGOGY IS THE DEVELOPMENT OF THE HUMAN BEING. THE FOCUS OF EACH GRADE IS TO PROVIDE EDUCATIONAL ACTIVITIES THAT RESPOND TO THE EMOTIONAL, PHYSICAL, SPIRITUAL AND INTELLECTUAL NEEDS OF THE CHILDREN AS THEY GO THROUGH DEFINABLE STAGES OF DEVELOPMENT. THE INTENTION OF OUR AFTER SCHOOL CARE PROGRAM IS TO ALLOW THE CHILDREN A TIME TO UNWIND FROM THE SCHOOL DAY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt025
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0659626
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05774
IRS990/FeesForServicesAccountingGrp/TotalAmt05774
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt94895
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1010187
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS MONTIGNY
IRS990/Form990PartVIISectionAGrp/PersonNm1MARISSA ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm2TEDDY MACKER
IRS990/Form990PartVIISectionAGrp/PersonNm3LAUREN DAVID
IRS990/Form990PartVIISectionAGrp/PersonNm4BOWEN LEE
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK SOLER
IRS990/Form990PartVIISectionAGrp/PersonNm6EMMA ROLLIN-MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm7TED TAZER-MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm8HEATHER BOND
IRS990/Form990PartVIISectionAGrp/PersonNm9ANGELA MIETZKE
IRS990/Form990PartVIISectionAGrp/PersonNm10ALECIA DODGE
IRS990/Form990PartVIISectionAGrp/PersonNm11LIZ MOCABEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt940792
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1044979
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1158376
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9FACULTY REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt10FACULTY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11ADMINISTRATIVE CHAIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt045616
IRS990/FundraisingDirectExpensesAmt01930
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt011195
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt011195
IRS990/GrossReceiptsAmt01003877
IRS990/GrossSalesOfInventoryAmt030245
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0346
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01385
IRS990/InformationTechnologyGrp/ProgramServicesAmt05194
IRS990/InformationTechnologyGrp/TotalAmt06925
IRS990/InsuranceGrp/FundraisingAmt0887
IRS990/InsuranceGrp/ManagementAndGeneralAmt03548
IRS990/InsuranceGrp/ProgramServicesAmt013306
IRS990/InsuranceGrp/TotalAmt017741
IRS990/InterestGrp/ManagementAndGeneralAmt05418
IRS990/InterestGrp/TotalAmt05418
IRS990/InvestmentIncomeGrp/ExclusionAmt0271
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0271
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0124909
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0124909
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt010000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt078785
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt067075
IRS990/NetAssetsOrFundBalancesBOYAmt0-151202
IRS990/NetAssetsOrFundBalancesEOYAmt0-92265
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011195
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011195
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1930
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1930
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt06688
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt06688
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt07211
IRS990/OccupancyGrp/ManagementAndGeneralAmt028846
IRS990/OccupancyGrp/ProgramServicesAmt0108171
IRS990/OccupancyGrp/TotalAmt0144228
IRS990/OfficeExpensesGrp/FundraisingAmt0597
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02388
IRS990/OfficeExpensesGrp/ProgramServicesAmt08955
IRS990/OfficeExpensesGrp/TotalAmt011940
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01708
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06830
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025613
IRS990/OtherEmployeeBenefitsGrp/TotalAmt034151
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3BANK AND CREDIT CARD FE
IRS990/OtherExpensesGrp/FundraisingAmt0594
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02377
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19177
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28626
IRS990/OtherExpensesGrp/ProgramServicesAmt026229
IRS990/OtherExpensesGrp/ProgramServicesAmt18915
IRS990/OtherExpensesGrp/TotalAmt026229
IRS990/OtherExpensesGrp/TotalAmt111886
IRS990/OtherExpensesGrp/TotalAmt29177
IRS990/OtherExpensesGrp/TotalAmt38626
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021328
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085313
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0319922
IRS990/OtherSalariesAndWagesGrp/TotalAmt0426563
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02512
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010047
IRS990/PayrollTaxesGrp/ProgramServicesAmt037677
IRS990/PayrollTaxesGrp/TotalAmt050236
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CHRIS MONTIGNY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AFTER SCHOOL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0728083
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt174319
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0728083
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt174319
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0380694
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0199
IRS990/PYOtherExpensesAmt0284181
IRS990/PYOtherRevenueAmt022691
IRS990/PYProgramServiceRevenueAmt0988197
IRS990/PYRevenuesLessExpensesAmt0123807
IRS990/PYSalariesCompEmpBnftPaidAmt0983793
IRS990/PYTotalExpensesAmt01267974
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01391781
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt058937
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0809090
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0124909
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0124909
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/CharitableContributionsTotAmt045616
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt034605
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt05403
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt05608
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01930
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HIKE-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HARVEST FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045616
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1930
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0866
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01930
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0564
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt010000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0FINNIGAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD FOR REIVEW 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 11
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt064515
IRS990/TotalAssetsEOYAmt0168278
IRS990/TotalAssetsGrp/BOYAmt064515
IRS990/TotalAssetsGrp/EOYAmt0168278
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0159764
IRS990/TotalEmployeeCnt025

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
$168,278
Liabilities
$260,543
Net assets
-$92,265
Revenue
$978,390
Expenses
$919,453
Net income
$58,937
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