Civic Intelligence

Siskiyou Initiative

990 • Fiscal year 2018 • EIN 82-0540335

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization ProfileN/A
631 Clay StAshland, OR 97520

(541) 482-8223

Siviq Scores

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

Liabilities / Assets

60th percentile

0.16x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.25x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

54th percentile

4.6%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$78,283

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

0.5%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$2,848,038

Down $43,563 (-1.5%) from 2017

Net Assets

Up

$2,384,429

Up $56,733 (+2.4%) from 2017

Liabilities

Down

$463,609

Down $100,296 (-18%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin54th percentile

Revenue

Up

$1,824,751

Up $9,463 (+0.5%) from 2017

Expenses

Down

$1,741,652

Down $12,579 (-0.7%) from 2017

Net Income

Up

$83,099

Up $22,042 (+36%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,161,631Liabilities 2010: $1,111,272Net Assets 2010: $1,050,3592010Assets 2011: $2,292,827Liabilities 2011: $1,059,995Net Assets 2011: $1,232,8322011Assets 2012: $2,338,403Liabilities 2012: $948,755Net Assets 2012: $1,389,6482012Assets 2013: $2,395,211Liabilities 2013: $823,862Net Assets 2013: $1,571,3492013Assets 2014: $2,840,189Liabilities 2014: $963,531Net Assets 2014: $1,876,6582014Assets 2015: $2,685,748Liabilities 2015: $555,633Net Assets 2015: $2,130,1152015Assets 2016: $2,859,217Liabilities 2016: $660,795Net Assets 2016: $2,198,4222016Assets 2017: $2,891,601Liabilities 2017: $563,905Net Assets 2017: $2,327,6962017Assets 2018: $2,848,038Liabilities 2018: $463,609Net Assets 2018: $2,384,4292018Assets 2019: $3,148,421Liabilities 2019: $593,839Net Assets 2019: $2,554,5822019Assets 2020: $3,291,583Liabilities 2020: $909,671Net Assets 2020: $2,381,9122020Assets 2021: $3,341,854Liabilities 2021: $666,437Net Assets 2021: $2,675,4172021Assets 2022: $3,361,852Liabilities 2022: $650,704Net Assets 2022: $2,711,1482022Assets 2023: $3,287,567Liabilities 2023: $642,911Net Assets 2023: $2,644,6562023Assets 2024: $3,117,722Liabilities 2024: $636,638Net Assets 2024: $2,481,0842024

Highlighted filing

2018

Assets$2,848,038
Liabilities$463,609
Net Assets$2,384,429
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,035,5682010Expenses 2011: $1,079,5802011Expenses 2012: $1,222,9972012Revenue 2013: $1,496,496Expenses 2013: $1,313,558Net Income 2013: $182,9382013Revenue 2014: $1,936,597Expenses 2014: $1,401,163Net Income 2014: $535,4342014Revenue 2015: $1,799,434Expenses 2015: $1,515,239Net Income 2015: $284,1952015Revenue 2016: $1,743,537Expenses 2016: $1,871,198Net Income 2016: -$127,6612016Revenue 2017: $1,815,288Expenses 2017: $1,754,231Net Income 2017: $61,0572017Revenue 2018: $1,824,751Expenses 2018: $1,741,652Net Income 2018: $83,0992018Revenue 2019: $2,009,724Expenses 2019: $1,839,727Net Income 2019: $169,9972019Revenue 2020: $1,458,143Expenses 2020: $1,632,493Net Income 2020: -$174,3502020Revenue 2021: $2,199,616Expenses 2021: $1,911,045Net Income 2021: $288,5712021Revenue 2022: $2,085,778Expenses 2022: $2,048,789Net Income 2022: $36,9892022Revenue 2023: $1,994,137Expenses 2023: $2,056,276Net Income 2023: -$62,1392023Revenue 2024: $1,960,851Expenses 2024: $2,128,196Net Income 2024: -$167,3452024

Highlighted filing

2018

Revenue$1,824,751
Expenses$1,741,652
Net Income$83,099
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,891,084
Mission and Program Overview

Mission

To provide waldorf based education locally

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,366,325$2,323,884▼ $42,441
Savings and Temporary Cash Investments-$276,403-
Cash and Non-Interest-Bearing Accounts$432,994$189,383▼ $243,611
Intangible Assets$29,223$29,223→ $0
Investments in Publicly Traded Securities$32,660$29,145▼ $3,515
Other Notes and Loans Receivable, Net$2,095--
Total Assets$2,891,601$2,848,038▼ $43,563
Other Assets Total$28,304--
Liabilities
Mortgage Notes Payable Secured by Investment Property$552,969$461,705▼ $91,264
Other Liabilities$10,936$1,904▼ $9,032
Total Liabilities$563,905$463,609▼ $100,296
Net Assets / Fund Balance
Unrestricted Net Assets$2,294,296$2,322,791▲ $28,495
Temporarily Rstr Net Assets$33,400$61,638▲ $28,238
Total Net Assets Fund Balance$2,327,696$2,384,429▲ $56,733
Total Liabilities and Net Assets / Fund Balance$2,891,601$2,848,038▼ $43,563

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,789,697$653,157$2,442,854
Land$499,410-$499,410
Equipment$34,777$27,463$62,240
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Aurilia McnamaraSchool AdministratorFT$78,283$78,283

Board Members and Trustees

NameTitle
Matthew BeersPresident
Jennifer GibbsVice President
Keith KingBoard Member
Lebeau PotgieterBoard Member
Mara DoaneBoard Member
Mike ThompsonBoard Member
Sean CulverBoard Member
Caraway TimminsSecretary
Henry WhitridgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$158,479
Program Service Revenue
$1,587,095
Investment Income
$1,294
Other Revenue
$77,883
All Other Contributions
$158,479
Change in Net Assets
$83,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,317,036
Other Expenses$424,616
Total Fundraising Expense$13,524
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$986,902$63,671$10,612$1,061,185
Other Employee Benefits$131,491$8,483$1,414$141,388
Occupancy$112,464$0$0$112,464
Payroll Taxes$82,552$5,326$888$88,766
All Other Expenses$75,219$0$0$75,219
Depreciation Depletion$67,141$0$0$67,141
Fees for Services Other$51,467$0$0$51,467
Office Expenses$32,540$1,907$318$34,765
Interest$28,313$0$0$28,313
Pension Plan Contributions$23,898$1,542$257$25,697
Insurance$21,354$2,764$0$24,118
Advertising$8,071$0$0$8,071
Other Expenses$6,598$0$0$6,598
Fees for Services Accounting$3,284$212$35$3,531
Travel$1,730$0$0$1,730
Conferences and Meetings$1,048$0$0$1,048
Information Technology$615$0$0$615
Fees for Service Investment Mgmnt Fees$221$0$0$221
Total Functional Expenses$1,644,223$83,905$13,524$1,741,652
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$139,835
Fundraising Direct Expenses$66,333
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Trip$43,110$43,110$40,212$2,898
Auction$38,881$38,881$4,741$34,140
Total Events$139,835$139,835$66,333$73,502
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 Enrollment Fees$1,579
Credit Card Payable$325
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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
Filing and Contact Details

Filer

Filer Name
Siskiyou Initiative
EIN
82-0540335
Phone
5414828223
Address
631 CLAY ST, ASHLAND, OR 97520
Doing Business As
The Siskiyou School

Signing Officer

Name
Matthew Beers
Title
Board President
Phone
5414828223
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Beers
Formed
2002
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
34
Volunteers
50

Preparer

Firm
Myra Villella Consulting LLC
Address
324 AVERY ST, ASHLAND, OR 97520
Preparer
Myra Villella
Phone
5416225596
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 with all schedules was reviwed by the board treasurer and board president and was provided to the board prior to filing.”

Pt VI, Line 12C

“Conflicts of interest are disclosed annualy”

Pt VI, Line 15A

“Information that our board has recieved from outside consultants reveals that our executive director's (aka head of school) compensation is within the market range of similar sized waldorf schools and non profits in southern oregon. Compensation of the executive director is reviewed and approved by the board.”

Form 990, Part IX, Line 24E

“Classroom expense 56281. 56281. 0. 0.”

Form 990, Part IX, Line 24E

“Enrichment expense 11986. 11986. 0. 0.”

Form 990, Part IX, Line 24E

“Dues & memberships 6952. 6952. 0. 0.”

Raw XML AppendixShowing 400 of 496 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/OfficeExpensesGrp/ProgramServicesAmt032540
IRS990/OfficeExpensesGrp/TotalAmt034765
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028304
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01414
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08483
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0131491
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0141388
IRS990/OtherExpensesGrp/Desc0TEACHER TRAINING
IRS990/OtherExpensesGrp/Desc1YEARBOOK EXPENSE
IRS990/OtherExpensesGrp/Desc2SPEAKER SERIES & PARENT ED
IRS990/OtherExpensesGrp/Desc3ASSEMBLY EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt06440
IRS990/OtherExpensesGrp/ProgramServicesAmt11333
IRS990/OtherExpensesGrp/ProgramServicesAmt21542
IRS990/OtherExpensesGrp/ProgramServicesAmt36598
IRS990/OtherExpensesGrp/TotalAmt06440
IRS990/OtherExpensesGrp/TotalAmt11333
IRS990/OtherExpensesGrp/TotalAmt21542
IRS990/OtherExpensesGrp/TotalAmt36598
IRS990/OtherLiabilitiesGrp/BOYAmt010936
IRS990/OtherLiabilitiesGrp/EOYAmt01904
IRS990/OtherRevenueTotalAmt04381
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010612
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt063671
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0986902
IRS990/OtherSalariesAndWagesGrp/TotalAmt01061185
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02095
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0888
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05326
IRS990/PayrollTaxesGrp/ProgramServicesAmt082552
IRS990/PayrollTaxesGrp/TotalAmt088766
IRS990/PensionPlanContributionsGrp/FundraisingAmt0257
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01542
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023898
IRS990/PensionPlanContributionsGrp/TotalAmt025697
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MATTHEW BEERS
IRS990/PriorPeriodAdjustmentsAmt0-26366
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01587095
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0179989
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01871
IRS990/PYOtherExpensesAmt0564212
IRS990/PYOtherRevenueAmt097736
IRS990/PYProgramServiceRevenueAmt01535692
IRS990/PYRevenuesLessExpensesAmt061057
IRS990/PYSalariesCompEmpBnftPaidAmt01190019
IRS990/PYTotalExpensesAmt01754231
IRS990/PYTotalRevenueAmt01815288
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt083099
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0276403
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01789697
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0653157
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02442854
IRS990ScheduleD/EquipmentGrp/BookValueAmt034777
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027463
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062240
IRS990ScheduleD/LandGrp/BookValueAmt0499410
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0499410
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0325
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11579
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID ENROLLMENT FEES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02323884
IRS990ScheduleD/TotalLiabilityAmt01904
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/ExplanationTxt0THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN THE SCHOOL'S VARIOUS PUBLICATIONS AS WELL AS ON THE WEBSITE. THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN THE SCHOOL'S VARIOUS PUBLICATIONS AS WELL AS ON THE WEBSITE. IN THE SCHOOL'S VARIOUS PUBLICATIONS AS WELL AS ON THE
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL'S NONDISCRIMINATORY POLICY IS INCLUDED IN THE SCHOOL'S VARIOUS PUBLICATIONS AS WELL AS ON THE WEBSITE. WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Line 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt066333
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TRIP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt038881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt057844
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0139835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt038881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt057844
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0139835
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt073502
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021380
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt066333
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040212
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04741
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WITH ALL SCHEDULES WAS REVIWED BY THE BOARD TREASURER AND BOARD PRESIDENT AND WAS PROVIDED TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTEREST ARE DISCLOSED ANNUALY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION THAT OUR BOARD HAS RECIEVED FROM OUTSIDE CONSULTANTS REVEALS THAT OUR EXECUTIVE DIRECTOR'S (AKA HEAD OF SCHOOL) COMPENSATION IS WITHIN THE MARKET RANGE OF SIMILAR SIZED WALDORF SCHOOLS AND NON PROFITS IN SOUTHERN OREGON. COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM EXPENSE 56281. 56281. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENRICHMENT EXPENSE 11986. 11986. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & MEMBERSHIPS 6952. 6952. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,848,038
Liabilities
$463,609
Net assets
$2,384,429
Revenue
$1,824,751
Expenses
$1,741,652
Net income
$83,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.12$0.64$2.48$1.96$2.13$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.64$2.64$1.99$2.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.36$0.65$2.71$2.09$2.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.67$2.68$2.20$1.91$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.91$2.38$1.46$1.63$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.15$0.59$2.55$2.01$1.84$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.85$0.46$2.38$1.82$1.74$0.08
2017Summary only. Only limited summary data is available for this year.$2.89$0.56$2.33$1.82$1.75$0.06
2016Summary only. Only limited summary data is available for this year.$2.86$0.66$2.20$1.74$1.87$0.13
2015Summary only. Only limited summary data is available for this year.$2.69$0.56$2.13$1.80$1.52$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.96$1.88$1.94$1.40$0.54
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.82$1.57$1.50$1.31$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.95$1.39$1.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$1.06$1.23$1.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$1.11$1.05$1.04
Peer Organizations

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