Liabilities / Assets
52nd percentile
Higher debt load relative to assets than 52% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
52nd percentile
Higher debt load relative to assets than 52% of similar nonprofits.
Liabilities / Revenue
46th percentile
Higher debt load relative to revenue than 46% of similar nonprofits.
Net Margin
26th percentile
Higher net margin than 26% of similar nonprofits.
Top Officer Pay
40th percentile
Higher top officer pay than 40% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
51st percentile
Faster revenue growth than 51% of similar nonprofits.
Assets
Up$1,162,159
Up $91,373 (+8.5%) from 2023
Net Assets
Up$1,079,385
Up $99,964 (+10%) from 2023
Liabilities
Down$82,774
Down $8,591 (-9.4%) from 2023
Revenue
Up$1,362,716
Up $110,361 (+8.8%) from 2023
Expenses
Up$1,448,144
Up $178,673 (+14%) from 2023
Net Income
Down-$85,428
Down $68,312 (-399%) from 2023
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $283,718 | $442,507 | ▲ $158,789 |
| Savings and Temporary Cash Investments | $377,444 | $414,275 | ▲ $36,831 |
| Cash and Non-Interest-Bearing Accounts | $305,362 | $201,412 | ▼ $103,950 |
| Accounts Receivable | $19,408 | $4,768 | ▼ $14,640 |
| Total Assets | $1,070,786 | $1,162,159 | ▲ $91,373 |
| Other Assets Total | $84,854 | $99,197 | ▲ $14,343 |
| Liabilities | |||
| Other Liabilities | $83,991 | $82,941 | ▼ $1,050 |
| Accounts Payable and Accrued Expenses | $7,374 | $-167 | ▼ $7,541 |
| Total Liabilities | $91,365 | $82,774 | ▼ $8,591 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $799,114 | $898,582 | ▲ $99,468 |
| Net Assets With Donor Restrictions | $180,307 | $180,803 | ▲ $496 |
| Total Net Assets Fund Balance | $979,421 | $1,079,385 | ▲ $99,964 |
| Total Liabilities and Net Assets / Fund Balance | $1,070,786 | $1,162,159 | ▲ $91,373 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $359,513 | $268,171 | $627,684 |
| Leasehold Improvements | $73,443 | $159,577 | $233,020 |
| Equipment | $9,551 | $100,244 | $109,795 |
| Other Assets Org | $372 | - | - |
| Name | Title |
|---|---|
| Craig West | President |
| Galen Weston | Board Member |
| Kim Kristenson-lee | Board Member |
| Maria Bromley | Ex-officio M |
| Kayla Wilson | Faculty Rep |
| Kristi Robinson | Faculty Rep |
| Ann Fremd | Parent Assoc |
| Jennifer Edwards | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $1,114,606 |
| Other Expenses | $333,538 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $1,023,570 | - | - | $1,023,570 |
| Payroll Taxes | $82,515 | - | - | $82,515 |
| Occupancy | $71,988 | - | - | $71,988 |
| Depreciation Depletion | $39,408 | - | - | $39,408 |
| All Other Expenses | $30,408 | $1,560 | - | $31,968 |
| Insurance | $27,088 | - | - | $27,088 |
| Other Expenses | $18,091 | $1,600 | - | $18,091 |
| Information Technology | $10,574 | - | - | $10,574 |
| Office Expenses | - | $9,989 | - | $9,989 |
| Pension Plan Contributions | $8,521 | - | - | $8,521 |
| Advertising | $2,347 | - | - | $2,347 |
| Fees for Services Accounting | - | $2,200 | - | $2,200 |
| Total Functional Expenses | $1,432,795 | $15,349 | $0 | $1,448,144 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $74,261 |
| Fundraising Direct Expenses | $19,142 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction | $64,876 | $64,876 | $19,142 | $45,734 |
| Elves Fair | $6,169 | $6,169 | - | $6,169 |
| Total Events | $71,045 | $71,045 | $19,142 | $51,903 |
| Liability | Amount |
|---|---|
| Prepaid Tuition & Fees | $72,300 |
| Pac Funds | $5,710 |
| Prepaid Field Trips | $2,926 |
| Workmans Comp Payable | $1,947 |
| Payroll Taxes Payable | $58 |
“The tax return is reviewed by the treasurer, who reports to the board that the tax return was reviewed and submitted.”
“The public can review upon request.”
“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.”
“Book / tax depreciation difference -3”
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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|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | -167 |
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| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 4768 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
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| IRS990/AdvertisingGrp/TotalAmt | 0 | 2347 |
| IRS990/AllOtherContributionsAmt | 0 | 190494 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1560 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 30408 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 31968 |
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| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | BOARD MEMBER |
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| IRS990/FormationYr | 0 | 1990 |
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| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 3 | 1300 |
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| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 5 | 372 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | WORK IN PROGRESS |
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| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 1947 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 4 | 58 |
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| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | PREPAID FIELD TRIPS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 3 | WORKMANS COMP PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 4 | PAYROLL TAXES PAYABLE |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 442507 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 99197 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 82941 |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | true |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | STATEMENTS ARE INCLUDED IN ALL NEWSPAPER ADVERTISEMENTS AND ARE PRINTED ON ALL BROCHURES. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE E, LINE 3 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 19142 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | ELVES FAIR |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 64876 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 6169 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 71045 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 64876 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 6169 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 71045 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 51903 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 19142 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 19142 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE TAX RETURN IS REVIEWED BY THE TREASURER, WHO REPORTS TO THE BOARD THAT THE TAX RETURN WAS REVIEWED AND SUBMITTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PUBLIC CAN REVIEW UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | BOOK / TAX DEPRECIATION DIFFERENCE -3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART XI, LINE 9 |
| IRS990/SchoolOperatingInd | 0 | true |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 1070786 |
| IRS990/TotalAssetsEOYAmt | 0 | 1162159 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1070786 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1162159 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 190494 |
| IRS990/TotalEmployeeCnt | 0 | 49 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 15349 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 1432795 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1448144 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 91365 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 82774 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 91365 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 82774 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 979421 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1079385 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 1432795 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1104908 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1117103 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1362716 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1070786 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1162159 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1365 SHAWS FLAT ROAD |
| IRS990/USAddress/CityNm | 0 | SONORA |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 95370 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 13 |
| IRS990/VotingMembersIndependentCnt | 0 | 13 |
| IRS990/WebsiteAddressTxt | 0 | SIERRAWALDORF.COM |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JENNIFER EDWARDS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2099840454 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-09-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SIERRA WALDORF SCHOOL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SIER |
| ReturnHeader/Filer/EIN | 0 | 770227794 |
| ReturnHeader/Filer/PhoneNum | 0 | 2099840454 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 19234 RAWHIDE ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | JAMESTOWN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95327 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 942673387 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CARLSON & ASSOCIATES CPAS INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 308 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | STANDARD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 95373 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2095325171 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-09-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JIMMIE F NIXON |
| ReturnHeader/ReturnTs | 0 | 2024-09-18T12:16:34-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.