Civic Intelligence

Waldorf Teacher Training Eugene

990EZ • Fiscal year 2019 • EIN 93-1191043

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 26, 2019

Organization ProfileWTEE.ORG
1350 Mclean BlvdEugene, OR 97405

(541) 514-7905

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$19,305

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$72,961

Down $15,340 (-17%) from 2018

Net Assets

Down

$72,961

Down $15,340 (-17%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$92,856

Down $10,573 (-10%) from 2018

Expenses

Down

$108,196

Down $3,484 (-3.1%) from 2018

Net Income

Down

-$15,340

Down $7,089 (-86%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$72,961
Liabilities-
Net Assets$72,961
Open 2019 Filing

Operations Trend

Revenue Growth34th 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

2019

Revenue$92,856
Expenses$108,196
Net Income-$15,340
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 26, 2019
Return Version
2018v3.1
Gross Receipts
$94,196
Mission and Program Overview

Mission

The organization is setup to provided educational courses

Program Services

DescriptionGrantsExpenses
STUDENTS TAUGHT DURING THE YEAR = 19$360$92,905
STUDENTS TAUGHT DURING THE YEAR = 19--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA SEYMOURSec / TreasuPT$19,305-$19,305
LEE ANN ERNANDESPresidentPT$12,650-$12,650
LOURDES SMYTHVice PresidePT$4,675-$4,675
Filing and Contact Details

Filer

Filer Name
Waldorf Teacher Training Eugene
EIN
93-1191043
Phone
5415147905
Address
1350 MCLEAN BLVD, EUGENE, OR 97405

Signing Officer

Name
Lee Ann Ernandes
Title
President
Phone
5415147905
Signed
2019-11-26
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 466 travel 4,644 insurance 1,829 contract labor 17,409 program supplies 2,658 dues & subscriptions 2,903 other general & admin 2,194 payroll processing 1,416 bank fees 51 shipping & delivery 62 utilities 1,872 state fees 159 website 10 total 35,673”

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 = 19”

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/BOYAmt083489
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068149
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05714
IRS990EZ/CostOfGoodsSoldAmt01340
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15340
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03680
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088301
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072961
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0360
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-838
IRS990EZ/GrossReceiptsAmt094196
IRS990EZ/GrossSalesOfInventoryAmt0502
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088301
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088301
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072961
IRS990EZ/OccupancyRentUtltsAndMaintAmt06200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt012650
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14675
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt219305
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/OtherExpensesTotalAmt035673
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS SETUP TO PROVIDED EDUCATIONAL COURSES
IRS990EZ/PrintingPublicationsPostageAmt093
IRS990EZ/ProgramServiceRevenueAmt087967
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENTS TAUGHT DURING THE YEAR = 19
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENTS TAUGHT DURING THE YEAR = 19
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0360
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt092905
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt062190
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108196
IRS990EZ/TotalProgramServiceExpensesAmt092905
IRS990EZ/TotalRevenueAmt092856
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WTEE.ORG
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 466 TRAVEL 4,644 INSURANCE 1,829 CONTRACT LABOR 17,409 PROGRAM SUPPLIES 2,658 DUES & SUBSCRIPTIONS 2,903 OTHER GENERAL & ADMIN 2,194 PAYROLL PROCESSING 1,416 BANK FEES 51 SHIPPING & DELIVERY 62 UTILITIES 1,872 STATE FEES 159 WEBSITE 10 TOTAL 35,673
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 = 19
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE ANN ERNANDES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05415147905
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALDORF TEACHER TRAINING EUGENE
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0931191043
ReturnHeader/Filer/PhoneNum05415147905
ReturnHeader/Filer/USAddress/AddressLine1Txt01350 MCLEAN BLVD
ReturnHeader/Filer/USAddress/CityNm0EUGENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId083BC9655E711AD8DACF70DB24097C2857262C144
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06F25FE321C0C5FF28F3EF0A6C6B9582FDF3DE92F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.90.132.123
ReturnHeader/FilingSecurityInformation/IPDt02019-12-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:28:05
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/PreparationDt02019-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS M QUIGLEY
ReturnHeader/ReturnTs02019-12-13T16:28:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,961
Liabilities
-
Net assets
$72,961
Revenue
$92,856
Expenses
$108,196
Net income
-$15,340
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
2019Detailed filing. Detailed filing data is available for this year.$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