Civic Intelligence

Waldorf Education Association Of

990 • Fiscal year 2021 • EIN 93-0763150

Aug 01, 2020 to Jul 31, 2021 • Filed on Feb 10, 2022

1350 Mclean BlvdEugene, OR 97405

(541) 683-6951

Siviq Scores

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

Liabilities / Assets

58th percentile

0.11x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.14x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

68th percentile

24%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$50,935

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

66th percentile

18%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

29%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,925,763

Up $299,147 (+18%) from 2020

Net Assets

Up

$1,705,392

Up $390,702 (+30%) from 2020

Liabilities

Down

$220,371

Down $91,555 (-29%) from 2020

Revenue

Up

$1,607,408

Up $356,831 (+29%) from 2020

Expenses

Down

$1,216,706

Down $314,829 (-21%) from 2020

Net Income

Up

$390,702

Up $671,660 (+239%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,332,259Liabilities 2010: $401,137Net Assets 2010: $931,1222010Assets 2011: $1,335,817Liabilities 2011: $424,993Net Assets 2011: $910,8242011Assets 2012: $1,327,724Liabilities 2012: $407,252Net Assets 2012: $920,4722012Assets 2013: $1,254,481Liabilities 2013: $401,498Net Assets 2013: $852,9832013Assets 2014: $1,625,565Liabilities 2014: $438,630Net Assets 2014: $1,186,9352014Assets 2015: $1,657,050Liabilities 2015: $454,318Net Assets 2015: $1,202,7322015Assets 2016: $1,549,469Liabilities 2016: $322,773Net Assets 2016: $1,226,6962016Assets 2017: $1,689,554Liabilities 2017: $367,656Net Assets 2017: $1,321,8982017Assets 2018: $1,829,719Liabilities 2018: $356,732Net Assets 2018: $1,472,9872018Assets 2019: $1,919,499Liabilities 2019: $323,851Net Assets 2019: $1,595,6482019Assets 2020: $1,626,616Liabilities 2020: $311,926Net Assets 2020: $1,314,6902020Assets 2021: $1,925,763Liabilities 2021: $220,371Net Assets 2021: $1,705,3922021Assets 2022: $1,675,451Liabilities 2022: $259,601Net Assets 2022: $1,415,8502022Assets 2023: $1,438,824Liabilities 2023: $289,254Net Assets 2023: $1,149,5702023Assets 2024: $1,334,912Liabilities 2024: $481,754Net Assets 2024: $853,1582024Assets 2025: $1,271,804Liabilities 2025: $484,081Net Assets 2025: $787,7232025

Highlighted filing

2021

Assets$1,925,763
Liabilities$220,371
Net Assets$1,705,392

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $899,1302010Expenses 2011: $931,9342011Expenses 2012: $994,2272012Expenses 2013: $1,057,6262013Revenue 2014: $1,289,530Expenses 2014: $1,034,578Net Income 2014: $254,9522014Revenue 2015: $1,143,188Expenses 2015: $1,127,391Net Income 2015: $15,7972015Revenue 2016: $1,259,820Expenses 2016: $1,235,856Net Income 2016: $23,9642016Revenue 2017: $1,376,590Expenses 2017: $1,281,388Net Income 2017: $95,2022017Revenue 2018: $1,577,198Expenses 2018: $1,426,109Net Income 2018: $151,0892018Revenue 2019: $1,916,220Expenses 2019: $1,793,559Net Income 2019: $122,6612019Revenue 2020: $1,250,577Expenses 2020: $1,531,535Net Income 2020: -$280,9582020Revenue 2021: $1,607,408Expenses 2021: $1,216,706Net Income 2021: $390,7022021Revenue 2022: $1,399,762Expenses 2022: $1,536,629Net Income 2022: -$136,8672022Revenue 2023: $1,659,453Expenses 2023: $1,925,733Net Income 2023: -$266,2802023Revenue 2024: $1,638,509Expenses 2024: $1,937,396Net Income 2024: -$298,8872024Revenue 2025: $2,146,130Expenses 2025: $2,214,865Net Income 2025: -$68,7352025

Highlighted filing

2021

Revenue$1,607,408
Expenses$1,216,706
Net Income$390,702
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Feb 10, 2022
Return Version
2020v4.0
Gross Receipts
$1,608,392
Mission and Program Overview

Mission

Our mission is to educate the whole child for the future, equally engaging body, mind and spirit. Our teachers foster a love of learning by enlivening the imagination, strengthening the creative will, deepening understanding, and awakening a sense of community. We strive to help all children develop their unique physical, emotional, intellectual, and spiritual capacities. This enables each individual to responsibly enter in freedom into an ever- changing local and global community.

The eugene waldorf school believes that children deserve an inspired education that allows them to grow up strong, happy and healthy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$713,760$712,337▼ $1,423
Cash and Non-Interest-Bearing Accounts$255,492$601,162▲ $345,670
Accounts Receivable$454,868$469,839▲ $14,971
Savings and Temporary Cash Investments$155,305$95,482▼ $59,823
Inventories for Sale or Use$26,257$29,268▲ $3,011
Prepaid Expenses and Deferred Charges$15,687$16,202▲ $515
Intangible Assets$5,247$1,473▼ $3,774
Total Assets$1,626,616$1,925,763▲ $299,147
Liabilities
Other Liabilities$230,800--
Deferred Revenue-$139,099-
Unsecured Notes Loans Payable$79,122$66,581▼ $12,541
Accounts Payable and Accrued Expenses$2,004$14,691▲ $12,687
Total Liabilities$311,926$220,371▼ $91,555
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,314,690$1,705,392▲ $390,702
Total Net Assets Fund Balance$1,314,690$1,705,392▲ $390,702
Total Liabilities and Net Assets / Fund Balance$1,626,616$1,925,763▲ $299,147

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$586,347$857,900$1,444,247
Equipment$19,903$224,748$244,651
Land$90,320-$90,320
Leasehold Improvements$15,767$118$15,885
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole MorrisonCo-secretaryFT$38,818$12,117$50,935
Ian StearnsCollege RepFT$41,012-$41,012
Marina TaylorCollege RepFT$39,254-$39,254
Atta TurckCollege RepFT$38,777-$38,777
Ann GahrCo-secretaryFT$7,475-$7,475
Morgan VierhellerBoard ChairFT$3,216-$3,216

Board Members and Trustees

NameTitle
Dan HowardVice Chair
Andrew Smith IiiTrustee
Bobby StrickerTrustee
Cameron StearnsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$678,285
Program Service Revenue
$913,831
Investment Income
$245
Other Revenue
$15,047
All Other Contributions
$24,305
Change in Net Assets
$390,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$883,533
Other Expenses$333,173
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$433,959$106,513-$540,472
Current Officers, Directors, Trustees, and Key Employees$95,777$72,775-$168,552
Other Employee Benefits$91,261$2,467-$93,728
Payroll Taxes$40,397$28,308-$68,705
Occupancy$50,307$6,218-$56,525
Depreciation Depletion$46,223--$46,223
Insurance$13,732$1,697-$15,429
All Other Expenses$13,638$1,686-$15,324
Fees for Services Accounting$13,115$1,621-$14,736
Pension Plan Contributions-$12,076-$12,076
Other Expenses$7,275$899-$8,174
Advertising$4,030$498-$4,528
Interest$3,351$414-$3,765
Information Technology$1,612$199-$1,811
Total Functional Expenses$976,441$240,265$0$1,216,706
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
Yes
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
Yes
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 2

Ian stearns cameron stearns college rep treasurer married

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

The treasurer performs a review of the 990 and reports to the board any pertinent information.

Form 990, Page 6, Part VI, Line 12C

Members are required to disclose conflicts as they come up.

Form 990, Page 6, Part VI, Line 19

Governing documents and the form 990 are available by request at the school office.

Filing and Contact Details

Filer

Filer Name
Waldorf Education Association
EIN
93-0763150
Phone
5416836951
Address
1350 MCLEAN BLVD, EUGENE, OR 97405
Doing Business As
Eugene Waldorf School

Signing Officer

Name
Morgan Vierheller
Title
Board Chair
Phone
5416836951
Signed
2022-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morgan Vierheller
Formed
1980
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
4
Employees
51
Volunteers
40

Preparer

Firm
Bval Cpas & Advisors Llp
Address
59 EAST 11TH AVENUE 2ND FLOOR, EUGENE, OR 97401-3656
Preparer
Katherine J Baker
Phone
5414858772
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our mission is to educate the whole child for the future, equally engaging body, mind and spirit. Our teachers foster a love of learning by enlivening the imagination, strengthening the creative will, deepening understanding, and awakening a sense of community. We strive to help all children develop their unique physical, emotional, intellectual, and spiritual capacities. This enables each individual to responsibly enter in freedom into an ever- changing local and global community.

Form 990, Page 2, Part III, Line 4A

Our academic program integrates the arts, humanities, and sciences. Our dedicated and loving teachers provide a solid foundation for lifelong learning by joyfully immersing children in arts, music, math language, movement and play; serving students in preschool through grade eight. Pre k = 13 grade k = 14 grade 1 = 8 grade 2 = 12 grade 3 = 15 grade 4 = 0 grade 5 = 5 grade 6 = 14 grade 7 = 10 grade 8 = 17 total = 108

Raw XML AppendixShowing 400 of 434 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/BOYAmt02004
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014691
IRS990/AccountsReceivableGrp/BOYAmt0454868
IRS990/AccountsReceivableGrp/EOYAmt0469839
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE EUGENE WALDORF SCHOOL BELIEVES THAT CHILDREN DESERVE AN INSPIRED EDUCATION THAT ALLOWS THEM TO GROW UP STRONG, HAPPY AND HEALTHY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0498
IRS990/AdvertisingGrp/ProgramServicesAmt04030
IRS990/AdvertisingGrp/TotalAmt04528
IRS990/AllOtherContributionsAmt024305
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01686
IRS990/AllOtherExpensesGrp/ProgramServicesAmt013638
IRS990/AllOtherExpensesGrp/TotalAmt015324
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0ELLEN MAHONEY
IRS990/BooksInCareOfDetail/PhoneNum05416836951
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01350 MCLEAN BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0EUGENE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097405
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0255492
IRS990/CashNonInterestBearingGrp/EOYAmt0601162
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt072775
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt095777
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0168552
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0984
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0678285
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0245
IRS990/CYOtherExpensesAmt0333173
IRS990/CYOtherRevenueAmt015047
IRS990/CYProgramServiceRevenueAmt0913831
IRS990/CYRevenuesLessExpensesAmt0390702
IRS990/CYSalariesCompEmpBnftPaidAmt0883533
IRS990/CYTotalExpensesAmt01216706
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01607408
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt0139099
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt046223
IRS990/DepreciationDepletionGrp/TotalAmt046223
IRS990/Desc0OUR ACADEMIC PROGRAM INTEGRATES THE ARTS, HUMANITIES, AND SCIENCES. OUR DEDICATED AND LOVING TEACHERS PROVIDE A SOLID FOUNDATION FOR LIFELONG LEARNING BY JOYFULLY IMMERSING CHILDREN IN ARTS, MUSIC, MATH LANGUAGE, MOVEMENT AND PLAY; SERVING STUDENTS IN PRESCHOOL THROUGH GRADE EIGHT. PRE K = 13 GRADE K = 14 GRADE 1 = 8 GRADE 2 = 12 GRADE 3 = 15 GRADE 4 = 0 GRADE 5 = 5 GRADE 6 = 14 GRADE 7 = 10 GRADE 8 = 17 TOTAL = 108
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0EUGENE WALDORF SCHOOL
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt051
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0976441
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01621
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt013115
IRS990/FeesForServicesAccountingGrp/TotalAmt014736
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt012117
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0NICOLE MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm1IAN STEARNS
IRS990/Form990PartVIISectionAGrp/PersonNm2MARINA TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm3ATTA TURCK
IRS990/Form990PartVIISectionAGrp/PersonNm4ANN GAHR
IRS990/Form990PartVIISectionAGrp/PersonNm5MORGAN VIERHELLER
IRS990/Form990PartVIISectionAGrp/PersonNm6DAN HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm7ANDREW SMITH III
IRS990/Form990PartVIISectionAGrp/PersonNm8CAMERON STEARNS
IRS990/Form990PartVIISectionAGrp/PersonNm9BOBBY STRICKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt038818
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt141012
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt239254
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt338777
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt47475
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt53216
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1COLLEGE REP
IRS990/Form990PartVIISectionAGrp/TitleTxt2COLLEGE REP
IRS990/Form990PartVIISectionAGrp/TitleTxt3COLLEGE REP
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0653980
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0true
IRS990/GrossReceiptsAmt01608392
IRS990/GrossRentsGrp/RealAmt06280
IRS990/GrossSalesOfInventoryAmt09588
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0199
IRS990/InformationTechnologyGrp/ProgramServicesAmt01612
IRS990/InformationTechnologyGrp/TotalAmt01811
IRS990/InsuranceGrp/ManagementAndGeneralAmt01697
IRS990/InsuranceGrp/ProgramServicesAmt013732
IRS990/InsuranceGrp/TotalAmt015429
IRS990/IntangibleAssetsGrp/BOYAmt05247
IRS990/IntangibleAssetsGrp/EOYAmt01473
IRS990/InterestGrp/ManagementAndGeneralAmt0414
IRS990/InterestGrp/ProgramServicesAmt03351
IRS990/InterestGrp/TotalAmt03765
IRS990/InventoriesForSaleOrUseGrp/BOYAmt026257
IRS990/InventoriesForSaleOrUseGrp/EOYAmt029268
IRS990/InvestmentIncomeGrp/ExclusionAmt0245
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0245
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01082766
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0713760
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0712337
IRS990/LandBldgEquipCostOrOtherBssAmt01795103
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR MISSION IS TO EDUCATE THE WHOLE CHILD FOR THE FUTURE, EQUALLY ENGAGING BODY, MIND AND SPIRIT. OUR TEACHERS FOSTER A LOVE OF LEARNING BY ENLIVENING THE IMAGINATION, STRENGTHENING THE CREATIVE WILL, DEEPENING UNDERSTANDING, AND AWAKENING A SENSE OF COMMUNITY. WE STRIVE TO HELP ALL CHILDREN DEVELOP THEIR UNIQUE PHYSICAL, EMOTIONAL, INTELLECTUAL, AND SPIRITUAL CAPACITIES. THIS ENABLES EACH INDIVIDUAL TO RESPONSIBLY ENTER IN FREEDOM INTO AN EVER- CHANGING LOCAL AND GLOBAL COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01314690
IRS990/NetAssetsOrFundBalancesEOYAmt01705392
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt08604
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt08604
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06280
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06280
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01314690
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01705392
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06218
IRS990/OccupancyGrp/ProgramServicesAmt050307
IRS990/OccupancyGrp/TotalAmt056525
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02467
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt091261
IRS990/OtherEmployeeBenefitsGrp/TotalAmt093728
IRS990/OtherExpensesGrp/Desc0TUITION DISCOUNTS
IRS990/OtherExpensesGrp/Desc1SCHOOL SUPPLIES
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04894
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1899
IRS990/OtherExpensesGrp/ProgramServicesAmt091406
IRS990/OtherExpensesGrp/ProgramServicesAmt139593
IRS990/OtherExpensesGrp/ProgramServicesAmt230765
IRS990/OtherExpensesGrp/ProgramServicesAmt37275
IRS990/OtherExpensesGrp/TotalAmt091406
IRS990/OtherExpensesGrp/TotalAmt144487
IRS990/OtherExpensesGrp/TotalAmt230765
IRS990/OtherExpensesGrp/TotalAmt38174
IRS990/OtherLiabilitiesGrp/BOYAmt0230800
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0163
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0163
IRS990/OtherRevenueTotalAmt0163
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0106513
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0433959
IRS990/OtherSalariesAndWagesGrp/TotalAmt0540472
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028308
IRS990/PayrollTaxesGrp/ProgramServicesAmt040397
IRS990/PayrollTaxesGrp/TotalAmt068705
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012076
IRS990/PensionPlanContributionsGrp/TotalAmt012076
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015687
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016202
IRS990/PrincipalOfficerNm0MORGAN VIERHELLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1AFTER SCHOOL CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0907093
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0907093
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16738
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt049339
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01079
IRS990/PYOtherExpensesAmt0403852
IRS990/PYOtherRevenueAmt08141
IRS990/PYProgramServiceRevenueAmt01192018
IRS990/PYRevenuesLessExpensesAmt0-280958
IRS990/PYSalariesCompEmpBnftPaidAmt01127683
IRS990/PYTotalExpensesAmt01531535
IRS990/PYTotalRevenueAmt01250577
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0390702
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt06280
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0913831
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0155305
IRS990/SavingsAndTempCashInvstGrp/EOYAmt095482
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0586347
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0857900
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01444247
IRS990ScheduleD/EquipmentGrp/BookValueAmt019903
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0224748
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0244651
IRS990ScheduleD/LandGrp/BookValueAmt090320
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt090320
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt015767
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0118
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt015885
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0712337
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ALL NEWSPAPER ADS, BROCHURES AND PRINTED MATTER PUT OUT BY THE SCHOOL CONTAINS A STATEMENT OF NONDISCRIMINATION.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVES FINANCIAL AID AND ASSISTANCE FROM THE STATE OF OREGON, THE CITY OF EUGENE AND LOCAL BUSINESSES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt0EMPLOYEE BENEFIT
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt012117
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm0NICOLE MORRISON
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt0CO-SECRETARY
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt0DISCOUNTED SCHOOL TUITION
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION IS TO EDUCATE THE WHOLE CHILD FOR THE FUTURE, EQUALLY ENGAGING BODY, MIND AND SPIRIT. OUR TEACHERS FOSTER A LOVE OF LEARNING BY ENLIVENING THE IMAGINATION, STRENGTHENING THE CREATIVE WILL, DEEPENING UNDERSTANDING, AND AWAKENING A SENSE OF COMMUNITY. WE STRIVE TO HELP ALL CHILDREN DEVELOP THEIR UNIQUE PHYSICAL, EMOTIONAL, INTELLECTUAL, AND SPIRITUAL CAPACITIES. THIS ENABLES EACH INDIVIDUAL TO RESPONSIBLY ENTER IN FREEDOM INTO AN EVER- CHANGING LOCAL AND GLOBAL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUR ACADEMIC PROGRAM INTEGRATES THE ARTS, HUMANITIES, AND SCIENCES. OUR DEDICATED AND LOVING TEACHERS PROVIDE A SOLID FOUNDATION FOR LIFELONG LEARNING BY JOYFULLY IMMERSING CHILDREN IN ARTS, MUSIC, MATH LANGUAGE, MOVEMENT AND PLAY; SERVING STUDENTS IN PRESCHOOL THROUGH GRADE EIGHT. PRE K = 13 GRADE K = 14 GRADE 1 = 8 GRADE 2 = 12 GRADE 3 = 15 GRADE 4 = 0 GRADE 5 = 5 GRADE 6 = 14 GRADE 7 = 10 GRADE 8 = 17 TOTAL = 108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IAN STEARNS CAMERON STEARNS COLLEGE REP TREASURER MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER PERFORMS A REVIEW OF THE 990 AND REPORTS TO THE BOARD ANY PERTINENT INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS AS THEY COME UP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS AND THE FORM 990 ARE AVAILABLE BY REQUEST AT THE SCHOOL OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01626616
IRS990/TotalAssetsEOYAmt01925763
IRS990/TotalAssetsGrp/BOYAmt01626616
IRS990/TotalAssetsGrp/EOYAmt01925763
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0678285
IRS990/TotalEmployeeCnt051
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0240265
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0976441
IRS990/TotalFunctionalExpensesGrp/TotalAmt01216706
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0311926
IRS990/TotalLiabilitiesEOYAmt0220371
IRS990/TotalLiabilitiesGrp/BOYAmt0311926
IRS990/TotalLiabilitiesGrp/EOYAmt0220371
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01314690
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01705392
IRS990/TotalOtherCompensationAmt012117
IRS990/TotalProgramServiceExpensesAmt0976441
IRS990/TotalProgramServiceRevenueAmt0913831
IRS990/TotalReportableCompFromOrgAmt0168552
IRS990/TotalRevenueGrp/ExclusionAmt06525
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0922598
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01607408
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01626616
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01925763
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt079122
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt066581
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01350 MCLEAN BLVD
IRS990/USAddress/CityNm0EUGENE
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097405

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.48$0.79$2.15$2.21$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.48$0.85$1.64$1.94$0.30
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.29$1.15$1.66$1.93$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.26$1.42$1.40$1.54$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.22$1.71$1.61$1.22$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.31$1.31$1.25$1.53$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.32$1.60$1.92$1.79$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.36$1.47$1.58$1.43$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.37$1.32$1.38$1.28$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.32$1.23$1.26$1.24$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.45$1.20$1.14$1.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.44$1.19$1.29$1.03$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.40$0.85$1.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.41$0.92$0.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.42$0.91$0.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.40$0.93$0.90
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits