Form 990 for tax year 2022
Filed by ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO.
Totals
- Total revenue
- $6,394,957
- Total expenses
- $6,696,936
- Contributions and grants received
- $486,938
- Grants paid
- $1,849,319
- Program service revenue
- $5,879,073
- Investment income
- $12
- Other revenue
- $28,934
- Total assets, end of year
- $5,291,296
- Total liabilities, end of year
- $3,886,827
- Net assets or fund balances, end of year
- $1,404,469
- Program services expenses (Part IX)
- $5,882,296
- Management and general expenses
- $680,738
- Fundraising expenses
- $133,902
- Program service expenses (Part III)
- $5,882,296
Program services were 87.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$36,844
-
1f · All other contributions, gifts and grants
$450,094
-
2a · Program service revenue: Tuition and fees
total $5,879,073 · related or exempt $5,879,073
-
3 · Investment income
total $12 · excluded $12
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: contributions included on line 1c
$36,844
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$193,944
-
10b · Cost of goods sold
$165,010
-
10c · Net income from sales of inventory
total $28,934 · related or exempt $28,934
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $1,849,319 · program services $1,849,319
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $181,353 · program services $149,425 · management and general $27,823 · fundraising $4,105
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,665,752 · program services $2,196,429 · management and general $408,981 · fundraising $60,342
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $392,409 · program services $323,323 · management and general $60,204 · fundraising $8,882
-
10 · Payroll taxes
total $205,856 · program services $169,613 · management and general $31,583 · fundraising $4,660
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $278,010 · program services $201,491 · management and general $37,518 · fundraising $39,001
-
12 · Advertising and promotion
total $38,766 · program services $38,766
-
13 · Office expenses
total $22,943 · program services $18,904 · management and general $3,520 · fundraising $519
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $139,398 · program services $114,856 · management and general $21,386 · fundraising $3,156
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $133,567 · program services $110,052 · management and general $20,492 · fundraising $3,023
-
23 · Insurance
total $52,181 · program services $42,994 · management and general $8,006 · fundraising $1,181
-
24a · Other expenses: Educational services & materia
total $270,143 · program services $270,143
-
24b · Other expenses: Facilities expenses
total $204,990 · program services $168,900 · management and general $31,450 · fundraising $4,640
-
24c · Other expenses: Utilities
total $105,591 · program services $87,001 · management and general $16,200 · fundraising $2,390
-
24d · Other expenses: Equip rental and maintenance
total $66,584 · program services $54,862 · management and general $10,215 · fundraising $1,507
-
24e · All other expenses
total $90,074 · program services $86,218 · management and general $3,360 · fundraising $496
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $350,385 · end of year $295,613
-
2 · Savings and temporary cash investments
beginning of year $146,001 · end of year $200,000
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $140,633 · end of year $35,696
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $49,434 · end of year $37,652
-
9 · Prepaid expenses and deferred charges
beginning of year $18,317 · end of year $40,165
-
10a · Land, buildings and equipment: cost or other basis
$6,545,952
-
10b · Land, buildings and equipment: accumulated depreciation
$1,863,782
-
10c · Land, buildings and equipment, net
beginning of year $4,815,738 · end of year $4,682,170
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $183,590 · end of year $415,532
-
19 · Deferred revenue
beginning of year $293,784 · end of year $280,986
-
23 · Secured mortgages and notes payable
beginning of year $3,336,686 · end of year $3,190,309
-
27 · Net assets without donor restrictions
beginning of year $1,568,990 · end of year $1,223,689
-
28 · Net assets with donor restrictions
beginning of year $137,458 · end of year $180,780
Mission and programs · 2022
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, SPIRITUAL, AND SOCIOECONOMIC BACKGROUNDS.
Activities or mission (Part I)
MAKE WALDORF EDUCATION AVAILABLE TO ALL CHILDREN IN THE SAN DIEGO AREA.
-
K12 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.
Expenses $5,882,296 · Grants $1,849,319 · Revenue $5,908,007
As filed on the 2022 return.
Listed in Part VII
-
Rachel Davis
Administrator
- Total calculated
- $44,827
- From this org
- $42,435
- From related orgs
- $0
- Other
- $2,392
- Hours/week
- 40
-
Mary Carmichael
Director
- Total calculated
- $41,187
- From this org
- $38,105
- From related orgs
- $0
- Other
- $3,082
- Hours/week
- 40
-
Sudha Dorairaj
Director
- Total calculated
- $6,360
- From this org
- $6,360
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Kate Vance
Director
- Total calculated
- $3,077
- From this org
- $3,077
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1.5
-
Heather Corliss
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Nancy Bjork
President
- Total calculated
- $0
- Hours/week
- 2
-
Leigh Elkolli
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Kelly Ryan
Director
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 24 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421159349301432
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