2024-05-15T15:31:04-05:00 2023-06-30 454417799 AXIOM CERTIFIED PUBLIC ACCOUNTANTS AND B SUN VALLEY COMMERCIAL CENTER ALBUQUERQUE NM 87107 990 2022-07-01 850326580 SANTA FE WALDORF SCHOOL INC SANT 5054676443 26 PUESTA DEL SOL SANTA FE NM 87508 MICKY LEACH PRESIDENT 5054676443 2024-05-15 1 MICKY LEACH 999009999 0 WRYAN W CAPPS CPA P00314428 5057677600 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JESSICA WIREMAN 26 PUESTA DEL SOL SANTA FE NM 87508 2959208 0 X WWW.SANTAFEWALDORF.ORG X 1983 NM SANTA FE WALDORF SCHOOL IS AN INDEPENDENT, COEDUCATIONAL SCHOOL, PRESCHOOL THROUGH HIGH SCHOOL, BASED ON THE PEDAGOGY OF RUDOLF STEINER. 7 5 58 42 0 0 62959 65385 2583741 2748348 4277 4050 186015 102034 2836992 2919817 0 0 0 0 1967834 2230109 0 0 87997 739160 797601 2706994 3027710 129998 -107893 3408426 3047188 2086183 1820133 1322243 1227055 SANTA FE WALDORF SCHOOL IS AN INDEPENDENT, COEDUCATIONAL SCHOOL, PRESCHOOL THROUGH HIGH SCHOOL, BASED ON THE PEDAGOGY OF RUDOLF STEINER. 0 0 2300751 2763875 BASED ON THE PEDAGOGICAL PRINCIPLES OF RUDOLF STEINER, THE MISSION OF THE SANTA FE WALDORF SCHOOL IS TO CULTIVATE THE INTELLECTUAL, SOCIAL, EMOTIONAL, PHYSICAL, AND SPIRITUAL CAPACITIES OF THE DEVELOPING INDIVIDUAL THROUGH AN AGE-APPROPRIATE EARLY CHILDHOOD THROUGH TWELFTH GRADE CURRICULUM. 2300751 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5054676443 26 PUESTA DEL SOL SANTA FE NM 87508 X ANDY SMITH SECRETARY 1.00 X X 0 0 0 ANGEL T RUBOTTOM FORMER TREASURER 1.00 X 0 0 0 BARNES LATHROP TRUSTEE 10.00 X 21245 0 1634 MICKY LEACH PRESIDENT 1.00 X X 0 0 0 PAM COLGATE VICE PRESIDENT 1.00 X X 0 0 0 TOM KACZMAREK TREASURER 20.00 X X 28062 0 2156 JESS FALKENHAGEN TRUSTEE 1.00 X 0 0 0 LAURA HITT TRUSTEE 1.00 X 0 0 0 GERSON PEREZ FORMER ADMINISTRATOR 40.00 X 52500 0 6917 DALBIR SAHDEV FORMER BUSINESS MANAGER 40.00 X 37333 0 3563 JESSICA WIREMAN OPERATIONS DIRECTOR 40.00 X 20000 0 1930 159140 0 16200 0 0 0 0 0 65385 17447 65385 TUITION & FEES 611600 2748348 2748348 2748348 4050 4050 125898 39391 86507 86507 EXPENSE REIMBURSEMENT 900099 15527 15527 15527 2919817 2763875 0 90557 104917 104917 1912319 1453362 382464 76493 25611 19465 5122 1024 40577 32462 8115 146685 111481 29337 5867 5647 5647 1284 1284 9107 8743 364 16717 12704 3344 669 37739 30191 7548 157738 126190 31548 25746 25746 74777 59822 14955 138469 110775 27694 84937 67950 16987 DIRECT PROGRAM EXPENSES 123448 123448 OTHER EXPENSES 89505 85925 3580 BAD DEBT EXPENSE 32487 32487 3027710 2300751 638962 87997 62540 70420 461962 2425 133343 179591 1262 1262 7740 8590 5033696 2438069 2687731 2595627 53848 189273 3408426 3047188 90774 115257 260116 1734992 1697581 301 7295 2086183 1820133 X 1175037 1063286 147206 163769 1322243 1227055 3408426 3047188 -107893 12705 0 X 0 0 0 X 0 53848 4614 58462 62679 -8831 53848 49705 12974 62679 47340 2365 49705 45430 1910 47340 1.00000 0 0 366510 366510 3969044 1914473 2054571 505179 427859 77320 192963 95737 97226 2595627 CREDIT CARDS PAYABLE 7295 7295 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL INFORMATIONAL PACKETS AND MATERIALS INCLUDE THE SCHOOL NONDISCRIMINATORY POLICY STATEMENT. BOOSTER CLUB & CLASS EVENTS 103751 103751 17244 AUCTION 22147 22147 22147 125898 125898 39391 39391 86507 FORM 990, PART VI, SECTION B, LINE 11B AFTER THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, THE ADMINISTATOR AND BUSINESS MANAGER REVIEWS A COPY OF THE DRAFT AND FINAL FORM 990 FOR COMPLETENESS AND ACCURACY. THE FORM 990 IS THEN PRESENTED TO THE BOARD. THE GOVERNING BOARD REVIEWS AND THEN APPROVES THE FINAL COPY. THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST AGREEMENT ANNUALLY. THEY MUST DOCUMENT ANY CONFLICT AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IF A CONFLICT ARISES IN REGARD TO A BOARD MEMBER, THAT MEMBER IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE TOP ADMINISTRATOR AND BUSINESS MANAGER THROUGH AN INTERNAL REVIEW PROCESS. THE PROCESS INCLUDES THE USE OF COMPARABILAITY DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. ALL DELIBERATIONS AND DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII, COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, ETC TOM KACZMAREK AND BARNES LATHROP ARE EMPLOYEES OF SANTA FE WALDORF SCHOOL. THE COMPENSATION RECEIVED FROM THE ORGANIZATION IS FOR THEIR ROLE AS AN EMPLOYEE. THEY DO NOT RECEIVE ANY COMPENSATION FOR THEIR ROLE AS A TRUSTEE OR OFFICER OF THE BOARD.