Civic Intelligence

Association for Waldorf Education

EIN 95-3641387 • 501(c)3 • San Diego, CA

View Organization Page

Profile

To awaken each student's capacity for love of learning, for independent thinking, and for heartfelt service to the world. Make waldorf education available to all children in the san diego area through active engagement with families of all ethnic, spiritual, and socioeconomic backgrounds.

3547 Altadena AveSan Diego, CA 92105

www.waldorfsandiego.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.73x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.61x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

26th percentile

-4.7%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-4.2%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

4.0%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$5,291,296

Down $229,212 (-4.2%) from 2022

Liabilities

Up

$3,886,827

Up $72,767 (+1.9%) from 2022

Net Assets

Down

$1,404,469

Down $301,979 (-18%) from 2022

Operations
Liabilities / Revenue78th percentileNet Margin26th percentile

Revenue

Up

$6,394,957

Up $243,279 (+4.0%) from 2022

Expenses

Up

$6,696,936

Up $986,513 (+17%) from 2022

Net Income

Down

-$301,979

Down $743,234 (-168%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,951,900Liabilities 2011: $2,208,918Net Assets 2011: $742,9822011Assets 2012: $2,838,621Liabilities 2012: $2,042,285Net Assets 2012: $796,3362012Assets 2013: $2,883,790Liabilities 2013: $2,119,883Net Assets 2013: $763,9072013Assets 2014: $5,720,160Liabilities 2014: $4,761,607Net Assets 2014: $958,5532014Assets 2015: $5,935,092Liabilities 2015: $4,877,755Net Assets 2015: $1,057,3372015Assets 2016: $6,032,380Liabilities 2016: $4,718,483Net Assets 2016: $1,313,8972016Assets 2017: $6,186,378Liabilities 2017: $4,598,447Net Assets 2017: $1,587,9312017Assets 2018: $6,095,817Liabilities 2018: $4,437,025Net Assets 2018: $1,658,7922018Assets 2019: $5,785,051Liabilities 2019: $4,299,009Net Assets 2019: $1,486,0422019Assets 2020: $6,105,370Liabilities 2020: $4,822,139Net Assets 2020: $1,283,2312020Assets 2021: $6,102,818Liabilities 2021: $4,837,625Net Assets 2021: $1,265,1932021Assets 2022: $5,520,508Liabilities 2022: $3,814,060Net Assets 2022: $1,706,4482022Assets 2023: $5,291,296Liabilities 2023: $3,886,827Net Assets 2023: $1,404,4692023

Highlighted filing

2023

Assets$5,291,296
Liabilities$3,886,827
Net Assets$1,404,469
Open 2023 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,319,1842011Expenses 2012: $2,673,7682012Expenses 2013: $2,923,2132013Revenue 2014: $4,088,626Expenses 2014: $3,840,399Net Income 2014: $248,2272014Revenue 2015: $4,628,057Expenses 2015: $4,529,273Net Income 2015: $98,7842015Revenue 2016: $4,796,619Expenses 2016: $4,540,059Net Income 2016: $256,5602016Revenue 2017: $5,079,475Expenses 2017: $4,805,441Net Income 2017: $274,0342017Revenue 2018: $5,194,664Expenses 2018: $5,123,803Net Income 2018: $70,8612018Revenue 2019: $5,807,416Expenses 2019: $5,931,172Net Income 2019: -$123,7562019Revenue 2020: $5,643,101Expenses 2020: $5,845,912Net Income 2020: -$202,8112020Revenue 2021: $5,430,720Expenses 2021: $5,416,756Net Income 2021: $13,9642021Revenue 2022: $6,151,678Expenses 2022: $5,710,423Net Income 2022: $441,2552022Revenue 2023: $6,394,957Expenses 2023: $6,696,936Net Income 2023: -$301,9792023

Highlighted filing

2023

Revenue$6,394,957
Expenses$6,696,936
Net Income-$301,979
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,291,296
Liabilities
$3,886,827
Net assets
$1,404,469
Revenue
$6,394,957
Expenses
$6,696,936
Net income
-$301,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.29$3.89$1.40$6.39$6.70$0.30
2022Detailed filing. Detailed filing data is available for this year.$5.52$3.81$1.71$6.15$5.71$0.44
2021Detailed filing. Detailed filing data is available for this year.$6.10$4.84$1.27$5.43$5.42$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.11$4.82$1.28$5.64$5.85$0.20
2019Detailed filing. Detailed filing data is available for this year.$5.79$4.30$1.49$5.81$5.93$0.12
2018Detailed filing. Detailed filing data is available for this year.$6.10$4.44$1.66$5.19$5.12$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.19$4.60$1.59$5.08$4.81$0.27
2016Detailed filing. Detailed filing data is available for this year.$6.03$4.72$1.31$4.80$4.54$0.26
2015Summary only. Only limited summary data is available for this year.$5.94$4.88$1.06$4.63$4.53$0.10
2014Summary only. Only limited summary data is available for this year.$5.72$4.76$0.96$4.09$3.84$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$2.12$0.76$2.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$2.04$0.80$2.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$2.21$0.74$2.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 24, 2024
Return Version
2022v5.0
Gross Receipts
$6,559,967
Mission and Program Overview

Mission

To awaken each student's capacity for love of learning, for independent thinking, and for heartfelt service to the world. Make waldorf education available to all children in the san diego area through active engagement with families of all ethnic, spritual, and socioeconomic backgrounds.

Make waldorf education available to all children in the san diego area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,815,738$4,682,170▼ $133,568
Cash and Non-Interest-Bearing Accounts$350,385$295,613▼ $54,772
Savings and Temporary Cash Investments$146,001$200,000▲ $53,999
Prepaid Expenses and Deferred Charges$18,317$40,165▲ $21,848
Inventories for Sale or Use$49,434$37,652▼ $11,782
Accounts Receivable$140,633$35,696▼ $104,937
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$5,520,508$5,291,296▼ $229,212
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,336,686$3,190,309▼ $146,377
Accounts Payable and Accrued Expenses$183,590$415,532▲ $231,942
Deferred Revenue$293,784$280,986▼ $12,798
Total Liabilities$3,814,060$3,886,827▲ $72,767
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,568,990$1,223,689▼ $345,301
Net Assets With Donor Restrictions$137,458$180,780▲ $43,322
Total Net Assets Fund Balance$1,706,448$1,404,469▼ $301,979
Total Liabilities and Net Assets / Fund Balance$5,520,508$5,291,296▼ $229,212

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,076,512$1,413,055$4,489,567
Land$1,553,796-$1,553,796
Equipment$14,745$307,917$322,662
Leasehold Improvements$32,464$76,689$109,153
Other Land Buildings$4,653$66,121$70,774
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel DavisAdministratorFT$42,435$2,392$44,827
Mary CarmichaelDirectorFT$38,105$3,082$41,187
Sudha DorairajDirectorPT$6,360-$6,360
Kate VanceDirector-$3,077-$3,077

Board Members and Trustees

NameTitle
Nancy BjorkPresident
Heather CorlissVice President
Kelly RyanDirector
Leigh ElkolliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$486,938
Program Service Revenue
$5,879,073
Investment Income
$12
Other Revenue
$28,934
All Other Contributions
$450,094
Change in Net Assets
$-301,979

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,545,638
Revenue Not Reported on Financial Statements
$1,849,319
Revenue Not Reported on Form 990
$184,060
Other Revenue Adjustments
$1,849,319
Total Revenue per Audited Statements
$4,729,698
Total Revenue per Form 990
$6,394,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,445,370
Grants and Similar Amounts Paid$1,849,319
Other Expenses$1,402,247
Total Fundraising Expense$133,902
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,196,429$408,981$60,342$2,665,752
Grants to Domestic Individuals$1,849,319--$1,849,319
Other Employee Benefits$323,323$60,204$8,882$392,409
Fees for Services Other$201,491$37,518$39,001$278,010
Payroll Taxes$169,613$31,583$4,660$205,856
Current Officers, Directors, Trustees, and Key Employees$149,425$27,823$4,105$181,353
Interest$114,856$21,386$3,156$139,398
Depreciation Depletion$110,052$20,492$3,023$133,567
All Other Expenses$86,218$3,360$496$90,074
Other Expenses$54,862$10,215$1,507$66,584
Insurance$42,994$8,006$1,181$52,181
Advertising$38,766--$38,766
Office Expenses$18,904$3,520$519$22,943
Total Functional Expenses$5,882,296$680,738$133,902$6,696,936

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,696,936
Total Expenses per Audited Statements$5,031,677
Expenses per Audited Statements$4,847,617
Expenses Not Reported on Financial Statements$1,849,319
Other Expense Adjustments$1,849,319
Expenses Not Reported on Form 990$184,060
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spread the Love$17,420---
Winter Festival$16,367---
Total Events$33,787---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section A, Line 2

“Kate Vance and Amelia Vance have a mother/daughter relationship”

Form 990, Part VI, Section B, Line 11B

“Tax documents are reviewed by our finance committee and then passed to our board of trustees once the finance committee signs off. Final tax documents are signed by the board treasurer and the administrator of the school once reviewed by the full board of trustees.”

Form 990, Part VI, Section B, Line 12C

“The school monitors and enforces its conflicts of interest policy in the form of discussion/questioning during board meetings and group meetings.”

Form 990, Part VI, Section B, Line 15A

“Compensation of officers, management, and key employees is determined by the board of trustees based upon availability of funds and comparable salaries in the area.”

Form 990, Part VI, Section B, Line 15B

“Compensation of officers, management, and key employees is determined by the board of trustees based upon availability of funds and comparable salaries in the area.”

Form 990, Part VI, Section C, Line 19

“The school makes its documents available for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Association for Waldorf Education
EIN
95-3641387
Phone
6192873054
Address
3547 Altadena Ave, San Diego, CA 92105

Signing Officer

Name
Amber Setter
Title
Treasurer
Signed
2024-04-24
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
4
Employees
67
Volunteers
47

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Cheryl Rhode
Phone
6196155380
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The School is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the State Revenue and Taxation Code. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10, Accounting for Uncertainties in Income Tax, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The School has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Cost of direct benefit to others $0 cost of goods sold $165010”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Financial aid and discounts $1849319”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Cost of direct benefit to others $0 cost of goods sold $165010”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Financial aid and discounts $1849319”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0K12 EDUCATION. WALDORF SCHOOLS OFFER A DEVELOPMENTALLY APPROPRIATE, EXPERIENTIAL APPROACH TO EDUCATION. THEY INTEGRATE THE ARTS AND ACADEMICS FOR CHILDREN FROM PRESCHOOL THROUGH TWELFTH GRADE. THE AIM OF THE EDUCATION IS TO INSPIRE LIFELONG LEARNING IN EACH STUDENT AND ENABLE THEM TO FULLY DEVELOP THEIR UNIQUE CAPACITIES. FOUNDED IN GERMANY IN THE EARLY 20TH CENTURY, WALDORF EDUCATION IS AN INDEPENDENT AND INCLUSIVE FORM OF EDUCATION BASED ON THE INSIGHTS AND TEACHING OF RENOWNED ANTHROPOSOPHIST, ARTIST,AND SCIENTIST, RUDOLF STEINER. EVOLVING FROM A PROFOUND UNDERSTANDING OF THE HUMAN SPIRIT AND HUMAN DEVELOPMENT,WALDORF EDUCATION IS REGIONALLY ADAPTIVE AND HAS GROWN TO INCLUDE HUNDREDS OF SCHOOLS WORLDWIDE. AN AVERAGE OF 280 STUDENTS WERE ENROLLED AT THE WALDORF SCHOOL OF SAN DIEGO FOR THE 2022/2023 SCHOOL YEAR.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
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IRS990/MissionDesc0TO AWAKEN EACH STUDENT'S CAPACITY FOR LOVE OF LEARNING, FOR INDEPENDENT THINKING, AND FOR HEARTFELT SERVICE TO THE WORLD. MAKE WALDORF EDUCATION AVAILABLE TO ALL CHILDREN IN THE SAN DIEGO AREA THROUGH ACTIVE ENGAGEMENT WITH FAMILIES OF ALL ETHNIC, SPIRITUAL, AND SOCIOECONOMIC BACKGROUNDS.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt028934
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The School is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the State Revenue and Taxation Code. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10, Accounting for Uncertainties in Income Tax, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The School has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF DIRECT BENEFIT TO OTHERS $0 COST OF GOODS SOLD $165010
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FINANCIAL AID AND DISCOUNTS $1849319
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3COST OF DIRECT BENEFIT TO OTHERS $0 COST OF GOODS SOLD $165010
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4FINANCIAL AID AND DISCOUNTS $1849319
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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