Civic Intelligence

Sierra Waldorf School

990 • Fiscal year 2022 • EIN 77-0227794

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 24, 2023

19234 Rawhide RoadJamestown, CA 95327

(209) 984-0454

Siviq Scores

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

Liabilities / Assets

55th percentile

0.09x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

38th percentile

1.3%

Higher net margin than 38% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

51st percentile

6.7%

Faster revenue growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$981,876

Down $135,981 (-12%) from 2021

Net Assets

Up

$895,014

Up $54,571 (+6.5%) from 2021

Liabilities

Down

$86,862

Down $190,552 (-69%) from 2021

Revenue

Up

$1,189,023

Up $74,518 (+6.7%) from 2021

Expenses

Up

$1,173,422

Up $59,373 (+5.3%) from 2021

Net Income

Up

$15,601

Up $15,145 (+3321%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $527,978Liabilities 2011: $226,262Net Assets 2011: $301,7162011Assets 2012: $579,973Liabilities 2012: $229,600Net Assets 2012: $350,3732012Assets 2013: $569,045Liabilities 2013: $220,522Net Assets 2013: $348,5232013Assets 2014: $669,941Liabilities 2014: $223,365Net Assets 2014: $446,5762014Assets 2015: $743,934Liabilities 2015: $262,549Net Assets 2015: $481,3852015Assets 2016: $799,044Liabilities 2016: $254,676Net Assets 2016: $544,3682016Assets 2017: $853,233Liabilities 2017: $219,930Net Assets 2017: $633,3032017Assets 2018: $904,862Liabilities 2018: $219,512Net Assets 2018: $685,3502018Assets 2019: $975,347Liabilities 2019: $113,320Net Assets 2019: $862,0272019Assets 2020: $1,141,241Liabilities 2020: $356,497Net Assets 2020: $784,7442020Assets 2021: $1,117,857Liabilities 2021: $277,414Net Assets 2021: $840,4432021Assets 2022: $981,876Liabilities 2022: $86,862Net Assets 2022: $895,0142022Assets 2023: $1,070,786Liabilities 2023: $91,365Net Assets 2023: $979,4212023Assets 2024: $1,162,159Liabilities 2024: $82,774Net Assets 2024: $1,079,3852024Assets 2025: $875,769Liabilities 2025: $52,693Net Assets 2025: $823,0762025

Highlighted filing

2022

Assets$981,876
Liabilities$86,862
Net Assets$895,014

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $957,4582011Expenses 2012: $1,033,8232012Expenses 2013: $1,068,6192013Revenue 2014: $1,192,506Expenses 2014: $1,094,453Net Income 2014: $98,0532014Revenue 2015: $1,220,396Expenses 2015: $1,072,960Net Income 2015: $147,4362015Revenue 2016: $1,184,850Expenses 2016: $1,121,867Net Income 2016: $62,9832016Revenue 2017: $1,490,507Expenses 2017: $1,401,572Net Income 2017: $88,9352017Revenue 2018: $1,519,793Expenses 2018: $1,467,746Net Income 2018: $52,0472018Revenue 2019: $1,374,811Expenses 2019: $1,333,242Net Income 2019: $41,5692019Revenue 2020: $1,170,634Expenses 2020: $1,243,071Net Income 2020: -$72,4372020Revenue 2021: $1,114,505Expenses 2021: $1,114,049Net Income 2021: $4562021Revenue 2022: $1,189,023Expenses 2022: $1,173,422Net Income 2022: $15,6012022Revenue 2023: $1,252,355Expenses 2023: $1,269,471Net Income 2023: -$17,1162023Revenue 2024: $1,362,716Expenses 2024: $1,448,144Net Income 2024: -$85,4282024Revenue 2025: $1,314,117Expenses 2025: $1,543,224Net Income 2025: -$229,1072025

Highlighted filing

2022

Revenue$1,189,023
Expenses$1,173,422
Net Income$15,601
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 24, 2023
Return Version
2021v4.0
Gross Receipts
$1,204,509
Mission and Program Overview

Mission

Education, the school had approximately 165 students enrolled in grades kindergarten through eighth grade for the school year, including the awarding of family scholarships and tuition relief for low income families.

Sierra waldorf school is committed to providing a waldorf education to children which develops their capacities for thinking, feeling and willing, while nurturing and honoring their spirit, soul and physical bodies. Our compassionate community is dedicated to the task of social renewal in the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$376,282$359,612▼ $16,670
Cash and Non-Interest-Bearing Accounts$402,326$312,285▼ $90,041
Land, Buildings, and Equipment, Net$334,749$298,800▼ $35,949
Accounts Receivable-$8,479-
Total Assets$1,117,857$981,876▼ $135,981
Other Assets Total$4,500$2,700▼ $1,800
Liabilities
Unsecured Notes Loans Payable$202,836--
Other Liabilities$73,187$86,165▲ $12,978
Accounts Payable and Accrued Expenses$1,391$697▼ $694
Total Liabilities$277,414$86,862▼ $190,552
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$753,475$745,083▼ $8,392
Net Assets With Donor Restrictions$86,968$149,931▲ $62,963
Total Net Assets Fund Balance$840,443$895,014▲ $54,571
Total Liabilities and Net Assets / Fund Balance$1,117,857$981,876▼ $135,981

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$235,763$211,853$447,616
Leasehold Improvements$54,284$147,356$201,640
Equipment$8,753$93,155$101,908
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mae FrantzPresident
Craig WestDirector
Elizabeth McdanielDirector
Kristi RobinsonDirector
Maria BromleyEx-officio M
Stefanie Vega-strongSecretary
Jennifer EdwardsTreasurer
Cassy BuckinghamVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$323,313
Program Service Revenue
$807,188
Investment Income
$2,503
Other Revenue
$56,019
All Other Contributions
$91,477
Change in Net Assets
$15,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$882,893
Other Expenses$290,529
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$807,829--$807,829
Payroll Taxes$66,787--$66,787
Occupancy$66,200--$66,200
Depreciation Depletion$35,949--$35,949
Insurance$32,971--$32,971
All Other Expenses$26,553$2,182-$28,735
Other Expenses$12,141$1,500-$13,641
Information Technology$9,724--$9,724
Pension Plan Contributions$8,277--$8,277
Fees for Services Accounting-$2,392-$2,392
Office Expenses-$1,799-$1,799
Advertising$1,028--$1,028
Total Functional Expenses$1,165,549$7,873$0$1,173,422
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$71,505
Fundraising Direct Expenses$15,486
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$67,787$67,787$14,818$52,969
Total Events$67,787$67,787$14,818$52,969
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Tuition & Fees$80,170
Prepaid Field Trips$3,314
Payroll Taxes Payable$1,545
Workmans Comp Payable$1,136
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The tax return is reviewed by the treasurer, who reports to the board that the tax return was reviewed and submitted.

Form 990, Page 6, Part VI, Line 19

The public can review upon request.

Filing and Contact Details

Filer

Filer Name
Sierra Waldorf School
EIN
77-0227794
Phone
2099840454
Address
19234 RAWHIDE ROAD, JAMESTOWN, CA 95327

Signing Officer

Name
Jennifer Edwards
Title
Treasurer
Phone
2099840454
Signed
2023-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Edwards
Formed
1990
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
39

Preparer

Firm
Carlson & Associates Cpas Inc
Address
PO BOX 308, STANDARD, CA 95373
Preparer
Robert C Haff
Phone
2095325171
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Sierra waldorf school is committed to providing a waldorf education to children which develops their capacities for thinking, feeling and willing, while nurturing and honoring their spirit, soul and physical bodies. Our compassionate community is dedicated to the task of social renewal in the world.

Form 990, Part XI, Line 9

Prior period adjustment 58,077

Raw XML Appendix377 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01391
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0697
IRS990/AccountsReceivableGrp/EOYAmt08479
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SIERRA WALDORF SCHOOL IS COMMITTED TO PROVIDING A WALDORF EDUCATION TO CHILDREN WHICH DEVELOPS THEIR CAPACITIES FOR THINKING, FEELING AND WILLING, WHILE NURTURING AND HONORING THEIR SPIRIT, SOUL AND PHYSICAL BODIES. OUR COMPASSIONATE COMMUNITY IS DEDICATED TO THE TASK OF SOCIAL RENEWAL IN THE WORLD.
IRS990/AdvertisingGrp/ProgramServicesAmt01028
IRS990/AdvertisingGrp/TotalAmt01028
IRS990/AllOtherContributionsAmt091477
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02182
IRS990/AllOtherExpensesGrp/ProgramServicesAmt026553
IRS990/AllOtherExpensesGrp/TotalAmt028735
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SIERRA WALDORF SCHOOL
IRS990/BooksInCareOfDetail/PhoneNum02095327539
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt019234 RAWHIDE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0JAMESTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095327
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0402326
IRS990/CashNonInterestBearingGrp/EOYAmt0312285
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0323313
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02503
IRS990/CYOtherExpensesAmt0290529
IRS990/CYOtherRevenueAmt056019
IRS990/CYProgramServiceRevenueAmt0807188
IRS990/CYRevenuesLessExpensesAmt015601
IRS990/CYSalariesCompEmpBnftPaidAmt0882893
IRS990/CYTotalExpensesAmt01173422
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01189023
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt035949
IRS990/DepreciationDepletionGrp/TotalAmt035949
IRS990/Desc0PROVIDING A WALDORF EDUCATION TO CHILDREN WHICH DEVELOPS THEIR CAPACITIES FOR THINKING, FEELING AND WILLING, WHILE NURTURING AND HONORING THEIR SPIRIT, SOUL AND PHYSICAL BODIES. OUR COMPASSIONATE COMMUNITY IS DEDICATED TO THE TASK OF SOCIAL RENEWAL IN THE WORLD.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt086968
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0149931
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt039
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01165549
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02392
IRS990/FeesForServicesAccountingGrp/TotalAmt02392
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0MARIA BROMLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1CASSY BUCKINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm2JENNIFER EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm3MAE FRANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4ELIZABETH MCDANIEL
IRS990/Form990PartVIISectionAGrp/PersonNm5KRISTI ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm6STEFANIE VEGA-STRONG
IRS990/Form990PartVIISectionAGrp/PersonNm7CRAIG WEST
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0EX-OFFICIO M
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt015486
IRS990/FundraisingGrossIncomeAmt071505
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0231836
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01204509
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt09724
IRS990/InformationTechnologyGrp/TotalAmt09724
IRS990/InsuranceGrp/ProgramServicesAmt032971
IRS990/InsuranceGrp/TotalAmt032971
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02503
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02503
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0452364
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0334749
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0298800
IRS990/LandBldgEquipCostOrOtherBssAmt0751164
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SIERRA WALDORF SCHOOL IS COMMITTED TO PROVIDING A WALDORF EDUCATION TO CHILDREN WHICH DEVELOPS THEIR CAPACITIES FOR THINKING, FEELING AND WILLING, WHILE NURTURING AND HONORING THEIR SPIRIT, SOUL AND PHYSICAL BODIES. OUR COMPASSIONATE COMMUNITY IS DEDICATED TO THE TASK OF SOCIAL RENEWAL IN THE WORLD.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0840443
IRS990/NetAssetsOrFundBalancesEOYAmt0895014
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt056019
IRS990/NetUnrlzdGainsLossesInvstAmt0-19107
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0753475
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0745083
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt066200
IRS990/OccupancyGrp/TotalAmt066200
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01799
IRS990/OfficeExpensesGrp/TotalAmt01799
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04500
IRS990/OtherAssetsTotalGrp/EOYAmt02700
IRS990/OtherChangesInNetAssetsAmt058077
IRS990/OtherExpensesGrp/Desc0SCHOOL SUPPLIES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01500
IRS990/OtherExpensesGrp/ProgramServicesAmt052809
IRS990/OtherExpensesGrp/ProgramServicesAmt131218
IRS990/OtherExpensesGrp/ProgramServicesAmt214063
IRS990/OtherExpensesGrp/ProgramServicesAmt312141
IRS990/OtherExpensesGrp/TotalAmt052809
IRS990/OtherExpensesGrp/TotalAmt131218
IRS990/OtherExpensesGrp/TotalAmt214063
IRS990/OtherExpensesGrp/TotalAmt313641
IRS990/OtherLiabilitiesGrp/BOYAmt073187
IRS990/OtherLiabilitiesGrp/EOYAmt086165
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0807829
IRS990/OtherSalariesAndWagesGrp/TotalAmt0807829
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt066787
IRS990/PayrollTaxesGrp/TotalAmt066787
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08277
IRS990/PensionPlanContributionsGrp/TotalAmt08277
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JENNIFER EDWARDS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARENT ASSOCIATION REVENUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0804105
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13083
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0804105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13083
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0305306
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt038341
IRS990/PYOtherExpensesAmt0281602
IRS990/PYOtherRevenueAmt031440
IRS990/PYProgramServiceRevenueAmt0739418
IRS990/PYRevenuesLessExpensesAmt0456
IRS990/PYSalariesCompEmpBnftPaidAmt0832447
IRS990/PYTotalExpensesAmt01114049
IRS990/PYTotalRevenueAmt01114505
IRS990/ReconcilationRevenueExpnssAmt015601
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0376282
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0359612
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0235763
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0211853
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0447616
IRS990ScheduleD/EquipmentGrp/BookValueAmt08753
IRS990ScheduleD/EquipmentGrp/DepreciationAmt093155
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0101908
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt054284
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0147356
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0201640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt080170
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13314
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21545
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31136
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID TUITION & FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID FIELD TRIPS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3WORKMANS COMP PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0298800
IRS990ScheduleD/TotalLiabilityAmt086165
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/ExplanationTxt0STATEMENTS ARE INCLUDED IN ALL NEWSPAPER ADVERTISEMENTS AND ARE PRINTED ON ALL BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014818
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067787
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052969
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014818
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014818
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SIERRA WALDORF SCHOOL IS COMMITTED TO PROVIDING A WALDORF EDUCATION TO CHILDREN WHICH DEVELOPS THEIR CAPACITIES FOR THINKING, FEELING AND WILLING, WHILE NURTURING AND HONORING THEIR SPIRIT, SOUL AND PHYSICAL BODIES. OUR COMPASSIONATE COMMUNITY IS DEDICATED TO THE TASK OF SOCIAL RENEWAL IN THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS REVIEWED BY THE TREASURER, WHO REPORTS TO THE BOARD THAT THE TAX RETURN WAS REVIEWED AND SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PUBLIC CAN REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENT 58,077
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01117857
IRS990/TotalAssetsEOYAmt0981876
IRS990/TotalAssetsGrp/BOYAmt01117857
IRS990/TotalAssetsGrp/EOYAmt0981876
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0323313
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07873
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01165549
IRS990/TotalFunctionalExpensesGrp/TotalAmt01173422
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0277414
IRS990/TotalLiabilitiesEOYAmt086862
IRS990/TotalLiabilitiesGrp/BOYAmt0277414
IRS990/TotalLiabilitiesGrp/EOYAmt086862
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0840443
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0895014
IRS990/TotalProgramServiceExpensesAmt01165549
IRS990/TotalProgramServiceRevenueAmt0807188
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0809691
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01189023
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01117857
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0981876
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0202836
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01365 SHAWS FLAT ROAD
IRS990/USAddress/CityNm0SONORA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095370
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0SIERRAWALDORF.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02099840454
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA WALDORF SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0770227794
ReturnHeader/Filer/PhoneNum02099840454
ReturnHeader/Filer/USAddress/AddressLine1Txt019234 RAWHIDE ROAD
ReturnHeader/Filer/USAddress/CityNm0JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095327
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942673387
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSON & ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STANDARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095373
ReturnHeader/PreparerPersonGrp/PhoneNum02095325171
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT C HAFF
ReturnHeader/ReturnTs02023-01-25T19:57:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EDWARDS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.05$0.82$1.31$1.54$0.23
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.08$1.08$1.36$1.45$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.09$0.98$1.25$1.27$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.09$0.90$1.19$1.17$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.28$0.84$1.11$1.11$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.36$0.78$1.17$1.24$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.11$0.86$1.37$1.33$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.22$0.69$1.52$1.47$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.22$0.63$1.49$1.40$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.25$0.54$1.18$1.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.26$0.48$1.22$1.07$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.22$0.45$1.19$1.09$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.22$0.35$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.23$0.35$1.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.23$0.30$0.96