Civic Intelligence

Waldorf Teacher Training Eugene

990EZ • Fiscal year 2018 • EIN 93-1191043

Sep 01, 2017 to Aug 31, 2018 • Filed on Dec 17, 2018

Organization ProfileN/A
3976 Oak StreetEugene, OR 97405

(541) 914-8555

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

26th percentile

-8.0%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$16,270

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

31st percentile

-8.5%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$88,301

Down $8,251 (-8.5%) from 2017

Net Assets

$88,301

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$103,429

Down $20,793 (-17%) from 2017

Expenses

Down

$111,680

Down $16,185 (-13%) from 2017

Net Income

Down

-$8,251

Down $4,608 (-126%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$150K$100K$50K$0Assets 2011: $35,234Liabilities 2011: $0Net Assets 2011: $35,2342011Assets 2012: $58,623Liabilities 2012: $0Net Assets 2012: $58,6232012Assets 2013: $70,626Net Assets 2013: $70,6262013Assets 2014: $65,289Liabilities 2014: $02014Assets 2015: $73,542Liabilities 2015: $02015Assets 2016: $100,197Net Assets 2016: $100,1972016Assets 2017: $96,552Liabilities 2017: $02017Assets 2018: $88,301Net Assets 2018: $88,3012018Assets 2019: $72,961Net Assets 2019: $72,9612019Assets 2020: $106,454Net Assets 2020: $106,4542020Assets 2021: $131,527Net Assets 2021: $131,5272021Assets 2022: $110,652Net Assets 2022: $110,6522022Assets 2023: $87,598Net Assets 2023: $87,5982023Assets 2024: $90,139Liabilities 2024: $02024Assets 2025: $98,068Net Assets 2025: $98,0682025

Highlighted filing

2018

Assets$88,301
Liabilities-
Net Assets$88,301
Open 2018 Filing

Operations Trend

Revenue Growth27th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $104,1752011Expenses 2012: $107,9362012Revenue 2013: $126,236Expenses 2013: $114,233Net Income 2013: $12,0032013Revenue 2014: $101,387Expenses 2014: $106,724Net Income 2014: -$5,3372014Revenue 2015: $120,222Expenses 2015: $111,969Net Income 2015: $8,2532015Revenue 2016: $153,511Expenses 2016: $126,856Net Income 2016: $26,6552016Revenue 2017: $124,222Expenses 2017: $127,865Net Income 2017: -$3,6432017Revenue 2018: $103,429Expenses 2018: $111,680Net Income 2018: -$8,2512018Revenue 2019: $92,856Expenses 2019: $108,196Net Income 2019: -$15,3402019Revenue 2020: $139,595Expenses 2020: $106,102Net Income 2020: $33,4932020Revenue 2021: $102,694Expenses 2021: $77,621Net Income 2021: $25,0732021Revenue 2022: $122,442Expenses 2022: $143,316Net Income 2022: -$20,8742022Revenue 2023: $113,740Expenses 2023: $136,794Net Income 2023: -$23,0542023Revenue 2024: $157,523Expenses 2024: $154,982Net Income 2024: $2,5412024Revenue 2025: $138,123Expenses 2025: $130,194Net Income 2025: $7,9292025

Highlighted filing

2018

Revenue$103,429
Expenses$111,680
Net Income-$8,251
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Dec 17, 2018
Return Version
2017v2.3
Gross Receipts
$104,479
Mission and Program Overview

Mission

The organization is setup to provided educational courses

Program Services

DescriptionGrantsExpenses
STUDENTS TAUGHT DURING THE YEAR = 16$100$96,353
STUDENTS TAUGHT DURING THE YEAR = 16--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA SEYMOURSec / TreasuPT$16,270-$16,270
LEE ANN ERNANDESPresidentPT$10,995-$10,995
LOURDES SMYTHVice PresidePT$7,685-$7,685
Filing and Contact Details

Filer

Filer Name
Waldorf Teacher Training Eugene
EIN
93-1191043
Phone
5419148555
Address
3976 OAK STREET, EUGENE, OR 97405

Signing Officer

Name
Lee Ann Ernandes
Title
President
Phone
5416869112
Signed
2018-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Principle Accounting Pc
Address
1580 VALLEY RIVER DR STE 290, EUGENE, OR 97401
Preparer
Dennis M Quigley
Phone
5416834633
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 1,076 travel 2,896 insurance 510 contract labor 19,357 program supplies 4,484 dues & subscriptions 1,591 scholarships 3,000 other general & admin 1,440 payroll processing 1,161 bank fees 54 website 100 teacher registration 525 total 36,194”

Form 990-ez, Part II, Line 24

“Library 3,812 3,812 inventories for sale or use 1,000 1,000 total 4,812 4,812”

Form 990-ez, Part III, Line 31

“Students taught during the year = 16”

Raw XML Appendix143 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LEE ANN ERNANDES
IRS990EZ/BooksInCareOfDetail/PhoneNum05419148555
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01350 MCLEAN BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EUGENE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091740
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083489
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031568
IRS990EZ/CostOfGoodsSoldAmt01050
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8251
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03590
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096552
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088301
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0364
IRS990EZ/GrossReceiptsAmt0104479
IRS990EZ/GrossSalesOfInventoryAmt01414
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096552
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088301
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096552
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088301
IRS990EZ/OccupancyRentUtltsAndMaintAmt06200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt010995
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt17685
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt216270
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEE ANN ERNANDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOURDES SMYTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARCIA SEYMOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC / TREASU
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04812
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04812
IRS990EZ/OtherExpensesTotalAmt036194
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS SETUP TO PROVIDED EDUCATIONAL COURSES
IRS990EZ/PrintingPublicationsPostageAmt0821
IRS990EZ/ProgramServiceRevenueAmt071493
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENTS TAUGHT DURING THE YEAR = 16
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENTS TAUGHT DURING THE YEAR = 16
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt096353
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt064775
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111680
IRS990EZ/TotalProgramServiceExpensesAmt096353
IRS990EZ/TotalRevenueAmt0103429
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
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/ExplanationTxt0ALL NEWSPAPER ADS, BROCHURES, AND PRINT MATTER PUT OUT BY THE SCHOOL CONTAIN A STATEMENT ON NON DISCRIMINATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,076 TRAVEL 2,896 INSURANCE 510 CONTRACT LABOR 19,357 PROGRAM SUPPLIES 4,484 DUES & SUBSCRIPTIONS 1,591 SCHOLARSHIPS 3,000 OTHER GENERAL & ADMIN 1,440 PAYROLL PROCESSING 1,161 BANK FEES 54 WEBSITE 100 TEACHER REGISTRATION 525 TOTAL 36,194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LIBRARY 3,812 3,812 INVENTORIES FOR SALE OR USE 1,000 1,000 TOTAL 4,812 4,812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENTS TAUGHT DURING THE YEAR = 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE ANN ERNANDES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05416869112
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALDORF TEACHER TRAINING EUGENE
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0931191043
ReturnHeader/Filer/PhoneNum05419148555
ReturnHeader/Filer/USAddress/AddressLine1Txt03976 OAK STREET
ReturnHeader/Filer/USAddress/CityNm0EUGENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId066A6BFBD06DC7A0FEE3564E5D4D437E7B8BC96DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId083BC9655E711AD8DACF70DB24097C2857262C144
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.90.132.123
ReturnHeader/FilingSecurityInformation/IPDt02018-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:37:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472643183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRINCIPLE ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01580 VALLEY RIVER DR STE 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097401
ReturnHeader/PreparerPersonGrp/PhoneNum05416834633
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS M QUIGLEY
ReturnHeader/ReturnTs02018-12-21T14:37:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$88,301
Liabilities
-
Net assets
$88,301
Revenue
$103,429
Expenses
$111,680
Net income
-$8,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.98$1.38$1.30$0.08
2024Summary only. Only limited summary data is available for this year.$0.90$0.00$1.58$1.55$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.14$1.37$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.11$1.22$1.43$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$1.32$1.03$0.78$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.06$1.40$1.06$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.73$0.93$1.08$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.03$1.12$0.08
2017Summary only. Only limited summary data is available for this year.$0.97$0.00$1.24$1.28$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$1.00$1.54$1.27$0.27
2015Summary only. Only limited summary data is available for this year.$0.74$0.00$1.20$1.12$0.08
2014Summary only. Only limited summary data is available for this year.$0.65$0.00$1.01$1.07$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.71$1.26$1.14$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$1.04