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Nonprofiteer
← WASATCH WALDORF CHARTER SCHOOL

Form 990 for tax year 2023

Filed by WASATCH WALDORF CHARTER SCHOOL.

Totals

Total revenue
$7,188,694
Total expenses
$6,749,245
Contributions and grants received
$6,541,327
Grants paid
$0
Program service revenue
$302,359
Investment income
$246,410
Other revenue
$98,598
Total assets, end of year
$15,590,602
Total liabilities, end of year
$14,414,459
Net assets or fund balances, end of year
$1,176,143
Program services expenses (Part IX)
$6,592,556
Management and general expenses
$156,689
Fundraising expenses
$0
Program service expenses (Part III)
$6,592,556

Program services were 97.7% 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.

  • 1e · Government grants (contributions)

    $6,526,043

  • 1f · All other contributions, gifts and grants

    $15,284

  • 2a · Program service revenue: STUDENT FEES AND ACTIV

    total $302,359 · related or exempt $302,359

  • 3 · Investment income

    total $246,410 · excluded $246,410

  • 6a · Gross rents

    real property $98,598

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $98,598

  • 6d · Net rental income or loss

    total $98,598 · excluded $98,598

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $58,160 · program services $58,160

  • 7 · Other salaries and wages

    total $3,799,406 · program services $3,799,406

  • 8 · Pension plan contributions

    total $130,628 · program services $130,628

  • 9 · Other employee benefits

    total $451,028 · program services $451,028

  • 10 · Payroll taxes

    total $268,378 · program services $268,378

  • 11a · Fees: management

    total $84,500 · management and general $84,500

  • 11b · Fees: legal

    total $13,084 · management and general $13,084

  • 11c · Fees: accounting

    total $17,043 · management and general $17,043

  • 12 · Advertising and promotion

    total $648 · program services $648

  • 14 · Information technology

    total $91,796 · program services $91,796

  • 16 · Occupancy

    total $127,759 · program services $127,759

  • 17 · Travel

    total $47,019 · program services $47,019

  • 20 · Interest

    total $600,093 · program services $600,093

  • 22 · Depreciation, depletion and amortization

    total $314,495 · program services $314,495

  • 23 · Insurance

    total $42,062 · management and general $42,062

  • 24a · Other expenses: SUPPLIES

    total $378,202 · program services $378,202

  • 24b · Other expenses: PURCHASED SERVICES

    total $165,705 · program services $165,705

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $77,799 · program services $77,799

  • 24d · Other expenses: PURCHASED PROPERTY

    total $51,508 · program services $51,508

  • 24e · All other expenses

    total $29,932 · program services $29,932

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,156,716 · end of year $832,345

  • 3 · Pledges and grants receivable

    beginning of year $221,032 · end of year $186,963

  • 4 · Accounts receivable

    beginning of year $3,426 · end of year $23,008

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,858 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $12,135,769

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,105,076

  • 10c · Land, buildings and equipment, net

    beginning of year $10,270,974 · end of year $10,030,693

  • 11 · Investments: publicly traded securities

    beginning of year $2,016,518 · end of year $4,181,997

  • 15 · Other assets

    beginning of year $427,381 · end of year $335,596

  • 17 · Accounts payable and accrued expenses

    beginning of year $602,008 · end of year $524,321

  • 19 · Deferred revenue

    beginning of year $1,462,036 · end of year $1,978,431

  • 20 · Tax-exempt bond liabilities

    beginning of year $11,770,405 · end of year $11,526,479

  • 24 · Unsecured notes and loans payable

    beginning of year $117,721 · end of year $64,785

  • 25 · Other liabilities

    beginning of year $419,041 · end of year $320,443

  • 27 · Net assets without donor restrictions

    beginning of year -$430,398 · end of year -$14,295

  • 28 · Net assets with donor restrictions

    beginning of year $1,167,092 · end of year $1,190,438

Mission and programs · 2023

Mission

WASATCH CHARTER SCHOOL PROVIDES AN INOVATIVE, HOLISTIC, STUDENT-CENTERED, DEVELOPMENTALLY APPROPRIATE EDUCATION TO A COMMUNITY DESIRING A WHOLE CHILD EDUCATION OPTION.

Activities or mission (Part I)

WASATCH CHARTER SCHOOL PROVIDES TO THE COMMUNITY A WHOLE CHILD EDUCATION OPTION.

  • OPERATION OF A PUBLIC CHARTER SCHOOL SERVING STUDENTS FROM KINDERGARTEN THROUGH EIGHTH GRADE.

    Expenses $6,592,556 · Revenue $302,359

As filed on the 2023 return.

Listed in Part VII

  • Ann Johnson

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Melissa Jenkins-Frisch

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Heidi Huntsman

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Peter Westman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lyn Spataro

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mac Gaulin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chalimar Swain

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melissa Jensen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Scott Whitehead

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Katie Benish

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Emily Merchant

    EXECUTIVE DIRECTOR

    Total calculated
    $80,286
    From this org
    $77,020
    From related orgs
    $0
    Other
    $3,266
    Hours/week
    40

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
2023
Filed
28 January 2025
IRS schema version
2023v6.0
Source object
202520379349301677

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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