Civic Intelligence

Tacoma Waldorf School

990 • Fiscal year 2017 • EIN 91-1569114

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 17, 2019

Organization ProfileN/A
2710 North Madison StreetTacoma, WA 98407

(253) 383-8711

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.05x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

89th percentile

50%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$111,059

Up $36,954 (+50%) from 2016

Net Assets

Up

$106,046

Up $31,980 (+43%) from 2016

Liabilities

Up

$5,013

Up $4,974 (+12754%) from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin56th percentile

Revenue

Up

$567,285

Up $137,915 (+32%) from 2016

Expenses

Up

$532,888

Up $72,639 (+16%) from 2016

Net Income

Up

$34,397

Up $65,276 (+211%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$150K$100K$50K$0-$50KAssets 2011: $9,780Liabilities 2011: $21,157Net Assets 2011: -$11,3772011Assets 2012: $22,013Liabilities 2012: $2,483Net Assets 2012: $19,5302012Assets 2013: $37,864Liabilities 2013: $31,901Net Assets 2013: $5,9632013Assets 2014: $24,985Liabilities 2014: $54,052Net Assets 2014: -$29,0672014Assets 2015: $134,761Liabilities 2015: $26,052Net Assets 2015: $108,7092015Assets 2016: $74,105Liabilities 2016: $39Net Assets 2016: $74,0662016Assets 2017: $111,059Liabilities 2017: $5,013Net Assets 2017: $106,0462017Assets 2018: $64,519Liabilities 2018: $5,395Net Assets 2018: $59,1242018

Highlighted filing

2017

Assets$111,059
Liabilities$5,013
Net Assets$106,046
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $415,508Expenses 2011: $438,939Net Income 2011: -$23,4312011Revenue 2012: $356,053Expenses 2012: $325,146Net Income 2012: $30,9072012Revenue 2013: $297,036Expenses 2013: $310,603Net Income 2013: -$13,5672013Revenue 2014: $296,753Expenses 2014: $331,783Net Income 2014: -$35,0302014Revenue 2015: $496,985Expenses 2015: $359,209Net Income 2015: $137,7762015Revenue 2016: $429,370Expenses 2016: $460,249Net Income 2016: -$30,8792016Revenue 2017: $567,285Expenses 2017: $532,888Net Income 2017: $34,3972017Revenue 2018: $619,036Expenses 2018: $665,958Net Income 2018: -$46,9222018

Highlighted filing

2017

Revenue$567,285
Expenses$532,888
Net Income$34,397
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 17, 2019
Return Version
2016v3.0
Gross Receipts
$608,759
Mission and Program Overview

Mission

To provide education to children following a waldorf curriculum.

To provide education to children following a waldorf curriculum

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$54,346$45,936▼ $8,410
Accounts Receivable$14,030$0▼ $14,030
Inventories for Sale or Use$197$3,053▲ $2,856
Land, Buildings, and Equipment, Net$2,782--
Total Assets$74,105$111,059▲ $36,954
Other Assets Total$2,750$62,070▲ $59,320
Liabilities
Unsecured Notes Loans Payable-$5,000-
Accounts Payable and Accrued Expenses$39$13▼ $26
Total Liabilities$39$5,013▲ $4,974
Net Assets / Fund Balance
Unrestricted Net Assets$74,066$106,046▲ $31,980
Total Net Assets Fund Balance$74,066$106,046▲ $31,980
Total Liabilities and Net Assets / Fund Balance$74,105$111,059▲ $36,954

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$25,773--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jayson OwensPresident
Mindy McDanielsVice President
Callie CruchonTrustee
David Von MoritzTrustee
Barbara WeistSecretary
Amy Baron HatchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,189
Program Service Revenue
$500,732
Investment Income
$0
Other Revenue
$38,364
All Other Contributions
$23,808
Change in Net Assets
$34,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$425,293
Other Expenses$107,595
Total Fundraising Expense$1,773
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$240,542$134,953-$375,495
Other Employee Benefits$49,798--$49,798
Occupancy$46,223$3,101-$49,324
All Other Expenses$12,318$22,087-$34,405
Fees for Services Other-$10,702-$10,702
Advertising$2,908--$2,908
Fees for Services Legal-$2,695-$2,695
Other Expenses$509$1,674$1,773$509
Fees for Services Accounting-$85-$85
Total Functional Expenses$355,818$175,297$1,773$532,888
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,730
Fundraising Direct Expenses$40,289
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$52,457$52,457$21,032$31,425
Scrip$25,273$25,273$19,257$6,016
Total Events$77,730$77,730$40,289$37,441
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Part VI, Section B, line 11B

“Tacoma Waldorf School makes available all governing, policy and financial documents to interested parties upon request.”

Form 990, Part VI, Section C, line 19

“Tacoma Waldorf School's meetings are open to public attendance and financial documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Tacoma Waldorf School
EIN
91-1569114
Phone
2533838711
Address
2710 North Madison Street, Tacoma, WA 98407

Signing Officer

Name
Grant Stone
Title
president
Phone
2533838711
Signed
2019-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Grant Stone
Formed
1992
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
20

Preparer

Firm
The Doty Group PS
Address
1102 Broadway Suite 400, Tacoma, WA 98402
Preparer
Sally McColloch
Phone
2538305450
Raw XML Appendix371 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/BOYAmt039
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013
IRS990/AccountsReceivableGrp/BOYAmt014030
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide education to children following a waldorf curriculum
IRS990/AdvertisingGrp/ProgramServicesAmt02908
IRS990/AdvertisingGrp/TotalAmt02908
IRS990/AllOtherContributionsAmt023808
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt022087
IRS990/AllOtherExpensesGrp/ProgramServicesAmt012318
IRS990/AllOtherExpensesGrp/TotalAmt034405
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0David von Moritz
IRS990/BooksInCareOfDetail/PhoneNum02533838711
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02710 N Madison Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Tacoma
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098407
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt054346
IRS990/CashNonInterestBearingGrp/EOYAmt045936
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt01185
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt028189
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0107595
IRS990/CYOtherRevenueAmt038364
IRS990/CYProgramServiceRevenueAmt0500732
IRS990/CYRevenuesLessExpensesAmt034397
IRS990/CYSalariesCompEmpBnftPaidAmt0425293
IRS990/CYTotalExpensesAmt0532888
IRS990/CYTotalFundraisingExpenseAmt01773
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0567285
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Provided education and activities for children following a waldorf curriculum.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0355818
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt085
IRS990/FeesForServicesAccountingGrp/TotalAmt085
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02695
IRS990/FeesForServicesLegalGrp/TotalAmt02695
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt010702
IRS990/FeesForServicesOtherGrp/TotalAmt010702
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Jayson Owens
IRS990/Form990PartVIISectionAGrp/PersonNm1Mindy McDaniels
IRS990/Form990PartVIISectionAGrp/PersonNm2Barbara Weist
IRS990/Form990PartVIISectionAGrp/PersonNm3Amy Baron Hatch
IRS990/Form990PartVIISectionAGrp/PersonNm4Callie Cruchon
IRS990/Form990PartVIISectionAGrp/PersonNm5David Von Moritz
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt04381
IRS990/FundraisingDirectExpensesAmt040289
IRS990/FundraisingGrossIncomeAmt077730
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0608759
IRS990/GrossSalesOfInventoryAmt02108
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0197
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03053
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02782
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To Provide Education to Children following a waldorf curriculum.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt074066
IRS990/NetAssetsOrFundBalancesEOYAmt0106046
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt037441
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt037441
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0923
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0923
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03101
IRS990/OccupancyGrp/ProgramServicesAmt046223
IRS990/OccupancyGrp/TotalAmt049324
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02750
IRS990/OtherAssetsTotalGrp/EOYAmt062070
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt049798
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049798
IRS990/OtherExpensesGrp/Desc0School Activity Expense
IRS990/OtherExpensesGrp/Desc1Other expenses-Fndrsng-
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/Desc3Taxes
IRS990/OtherExpensesGrp/FundraisingAmt01773
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01674
IRS990/OtherExpensesGrp/ProgramServicesAmt03520
IRS990/OtherExpensesGrp/ProgramServicesAmt1509
IRS990/OtherExpensesGrp/TotalAmt03520
IRS990/OtherExpensesGrp/TotalAmt11773
IRS990/OtherExpensesGrp/TotalAmt21674
IRS990/OtherExpensesGrp/TotalAmt3509
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0134953
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0240542
IRS990/OtherSalariesAndWagesGrp/TotalAmt0375495
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Grant Stone
IRS990/PriorPeriodAdjustmentsAmt0-2417
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Tuition
IRS990/ProgramServiceRevenueGrp/Desc1Program Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0461658
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0461658
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139074
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt062866
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0129134
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0366504
IRS990/PYRevenuesLessExpensesAmt0-30879
IRS990/PYSalariesCompEmpBnftPaidAmt0331115
IRS990/PYTotalExpensesAmt0460249
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0429370
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt034397
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0501655
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0797
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt135500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt225773
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Employee Advances
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Security Deposits
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Undeposited Funds
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt062070
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040289
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Scrip
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025273
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025273
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077730
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037441
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040289
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021032
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019257
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tacoma Waldorf School makes available all governing, policy and financial documents to interested parties upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Tacoma Waldorf School's meetings are open to public attendance and financial documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt074105
IRS990/TotalAssetsEOYAmt0111059
IRS990/TotalAssetsGrp/BOYAmt074105
IRS990/TotalAssetsGrp/EOYAmt0111059
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt028189
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01773
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0175297
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0355818
IRS990/TotalFunctionalExpensesGrp/TotalAmt0532888
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039
IRS990/TotalLiabilitiesEOYAmt05013
IRS990/TotalLiabilitiesGrp/BOYAmt039
IRS990/TotalLiabilitiesGrp/EOYAmt05013
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt074066
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0106046
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0355818
IRS990/TotalProgramServiceRevenueAmt0500732
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt037441
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0501655
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0567285
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt074105
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0111059
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt074066
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0106046
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt05000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02710 N Madison St
IRS990/USAddress/CityNm0Tacoma
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098407
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0The Tacoma Waldorf School is an all-volunteer organization. The Board had relied on the advice of an outside CPA regarding the filing of the form 990 for the fiscal year ended July 31, 2017. The organization had believed the filing had been completed and no further action was required.Upon discovering that no filing had taken place, the board acted immediately and diligently to engage a new CPA to complete and file the return. In addition, they put procedures in place to ensure future filings will be made on a timely basis.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Grant Stone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum02533838711
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tacoma Waldorf School
ReturnHeader/Filer/BusinessNameControlTxt0TACO
ReturnHeader/Filer/EIN0911569114
ReturnHeader/Filer/PhoneNum02533838711
ReturnHeader/Filer/USAddress/AddressLine1Txt02710 North Madison Street
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098407
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08B44A568F73805A890E8D2CD3DDBB38D835CD4EA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0168632BD863C263826E5046A6BE923992BB1D97F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-06-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:46:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205018267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Doty Group PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01102 Broadway Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tacoma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098402
ReturnHeader/PreparerPersonGrp/PhoneNum02538305450
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sally McColloch
ReturnHeader/ReturnTs02019-06-17T18:46:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,059
Liabilities
$5,013
Net assets
$106,046
Revenue
$567,285
Expenses
$532,888
Net income
$34,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.05$0.59$6.19$6.66$0.47
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.05$1.06$5.67$5.33$0.34
2016Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$4.29$4.60$0.31
2015Summary only. Only limited summary data is available for this year.$1.35$0.26$1.09$4.97$3.59$1.38
2014Summary only. Only limited summary data is available for this year.$0.25$0.54$0.29$2.97$3.32$0.35
2013Summary only. Only limited summary data is available for this year.$0.38$0.32$0.06$2.97$3.11$0.14
2012Summary only. Only limited summary data is available for this year.$0.22$0.02$0.20$3.56$3.25$0.31
2011Summary only. Only limited summary data is available for this year.$0.10$0.21$0.11$4.16$4.39$0.23