2024-05-15T15:01:41-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2022-07-01 952663177 THE WALDEN SCHOOL OF CALIFORNIA WALD 6267926166 74 SOUTH SAN GABRIEL BOULEVARD PASADENA CA 91107 TERRA TOSCANO HEAD OF SCHOOL 6267926166 2024-05-14 1 TERRA TOSCANO 999009999 1 KAREN LO P02141262 6267933600 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TERRA TOSCANO 74 SOUTH SAN GABRIEL BOULEVARD PASADENA CA 91107 6760817 0 X WWW.WALDENSCHOOL.NET X 1970 CA THE SCHOOL PROVIDES EDUCATIONAL SERVICES FROM PRE-KINDERGARTEN THROUGH 6TH GRADE. 21 17 59 138 0 0 1519173 543394 4807242 5076245 216873 46690 35573 57720 6578861 5724049 551105 587698 0 0 2977130 3285448 0 0 260555 1324454 1485920 4852689 5359066 1726172 364983 9620795 10383277 2111361 2432776 7509434 7950501 X WALDEN SCHOOL (THE "SCHOOL"), WAS FOUNDED AS A NON-PROFIT INDEPENDENT CO-EDUCATIONAL ELEMENTARY SCHOOL IN PASADENA, CALIFORNIA. THE SCHOOL NURTURES A CHILD'S NATURAL WONDER AND PERSONAL DIGNITY. A PERSONALIZED, DEVELOPMENTALLY APPROPRIATE PROGRAM IS PROVIDED THAT ENCOURAGES RESPONSIBILITY, INITIATIVE, CHILD-LED INQUIRY, ETHICAL BEHAVIOR AND EXCELLENCE. THE SCHOOL PROMOTES POSITIVE CONFLICT- RESOLUTION SKILLS, UNDERSTANDING, AND CREATIVITY IN PROBLEM SOLVING. ACADEMIC SKILLS AND CONCEPTS ARE TAUGHT THROUGH EXPERIENCE AND SOCRATIC DISCUSSION, AS WELL AS THROUGH DIRECT INSTRUCTION AND PRACTICE. THE SCHOOL TEACHES CHILDREN TO VALUE AND RESPECT DIVERSITY. THE SCHOOL STRIVES, THEREFORE, TO LAY THE FOUNDATION FOR WISDOM, TO ENCOURAGE THE SPIRIT OF RENAISSANCE LEARNING, AND TO TEACH THAT WE HAVE STEWARDSHIP FOR THE WORLD IN WHICH WE LIVE. 0 0 3745730 587698 5076245 EDUCATE APPROXIMATELY 194 CHILDREN, DURING THE FISCAL YEAR 22-23 IN PRE-KINDERGARTEN THROUGH GRADE 6 IN TEN MULTI-AGE CLASSROOMS. 3745730 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X TERRA TOSCANO 6267926166 74 S SAN GABRIEL BLVD PASADENA CA 91107 ELLA MORAN TEACHER TRUSTEE 40.00 X 56002 0 13828 TERRA TOSCANO HEAD OF SCHOOL 40.00 X X 215731 0 21815 GRACE PARK CUBAS TEACHER TRUSTEE 40.00 X 71749 0 14615 KEVIN SULLIVAN DIRECTOR OF FINANCE 9.00 X X 58923 0 0 INGA KLEINRICHERT BOARD PRESIDENT 1.00 X X 0 0 0 MARY CHOU SECRETARY 1.00 X X 0 0 0 MARK MCMAHON TRUSTEE 1.00 X X 0 0 0 NEIL SHAH VICE PRESIDENT 1.00 X X 0 0 0 JOSE SARABIA TREASURER 1.00 X X 0 0 0 CHIPPER PASTRON TRUSTEE 1.00 X 0 0 0 DARIA YUDACUSKI TRUSTEE 1.00 X 0 0 0 CADY BURKHART PARENT TRUSTEE 1.00 X 0 0 0 ROBERT DILANCHIAN PARENT TRUSTEE 1.00 X 0 0 0 LIZA KERRIGAN COMMUNITY TRUSTEE 1.00 X 0 0 0 JAIME MOY PARENT TRUSTEE 1.00 X 0 0 0 AVI OKON PARENT TRUSTEE 1.00 X 0 0 0 RACHEL PINTO COMMUNITY TRUSTEE 1.00 X 0 0 0 MEREDITH ROSE COMMUNITY TRUSTEE 1.00 X 0 0 0 DONOVAN STEUTEL PARENT TRUSTEE 1.00 X 0 0 0 NEIL WRIGHTSON COMMUNITY TRUSTEE 1.00 X 0 0 0 ZACK DOMB TRUSTEE 1.00 X 0 0 0 402405 0 50258 1 0 1 0 0 543394 4407 543394 TUITION AND FEES 611600 4782874 4782874 AUXILIARY ACTIVITIES 611600 293371 293371 5076245 25723 25723 972891 951924 20967 20967 20967 122211 84844 37367 37367 PARENT GUILD 611600 20353 20353 20353 5724049 5076245 0 104410 587698 587698 452664 251213 177696 23755 2233834 1515452 568158 150224 124028 83922 32704 7402 258551 195802 59501 3248 216371 146611 56320 13440 49615 49615 34593 34593 4662 4662 119830 92463 21425 5942 3919 2939 784 196 144486 108365 28897 7224 138931 42918 94884 1129 299734 219655 65435 14644 50026 37520 10005 2501 184763 138572 36953 9238 58503 43877 11701 2925 CLASSROOM & INSTRUCTION 341666 237329 88410 15927 OTHER 37581 28186 7516 1879 ADMISSIONS 17611 13208 3522 881 5359066 3745730 1352781 260555 2351012 3718394 2275419 1368262 105563 96659 34185 54652 7874748 3764039 3929365 4110709 925251 1034601 9620795 10383277 419217 488754 1692144 1944022 2111361 2432776 X 6526483 6608840 982951 1341661 7509434 7950501 9620795 10383277 364983 76084 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 925251 2000 109350 1036601 604330 500100 -179179 925251 474248 10200 119882 604330 474930 -682 474248 465388 1000 23076 14534 474930 0.76210 0.23790 1 0 2713387 2713387 3973105 3010604 962501 953774 753435 200339 234482 234482 4110709 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 1034601 1034601 X 5207773 76084 -4662 71422 5136351 587698 587698 5724049 4766706 0 4766706 4662 587698 592360 5359066 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF PRIMARILY TWO INDIVDUAL FUNDS, INCLUDING THE JOEL AND RICKI ROBINSON ENDOWMENT FOR THE PROFESSIONAL DEVELOPMENT OF FACULTY AND THE EDWARD AND DOROTHY CALLETON SCHOLARSHIP FUND FOR FINANCIAL AID. PART X, LINE 2: THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA INDICATING IT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE TAXATION CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSE -4,662. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFIED FINANCIAL AID 587,698. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFIED FINANCIAL AID 587,698. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 AS PART OF ITS MEMBERSHIP, THE SCHOOL IS LISTED IN THE NON-DISCRIMINATION NOTICE PLACED BY CAL-ISBOA IN VARIOUS NEWSPAPERS. SPRING FUNDRAISER 113486 113486 4943 21946 465 2000 14207 113486 113486 4943 21946 465 2000 14207 43561 69925 1 FINANCIAL AID 53 587698 PART I, LINE 2: FINANCIAL ASSISTANCE IS GRANTED TO STUDENTS BASED ON FINANCIAL NEED AS DETERMINED BY THE FINANCIAL AID COMMITTEE. THE AMOUNT OF THE GRANT IS APPLIED TO THE STUDENTS ACCOUNTS WHICH REDUCES THE BALANCE DUE FROM THEIR FAMILIES FOR TUITION. GRANTS ARE AWARDED ON A NON-DISCRIMINATORY BASIS. X X X 0 0 0 0 0 0 0 0 0 TERRA TOSCANO HEAD OF SCHOOL 215731 0 0 0 0 0 10787 0 11028 0 237546 0 0 0 THREE BOARD MEMBERS BOARD MEMBER 44870 FINANCIAL AID FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THIS CORPORATION IS HELD BY (A) EACH AND EVERY PARENT OR LEGAL GUARDIAN OF A CHILD CURRENTLY ENROLLED IN THE WALDEN SCHOOL ("FAMILY MEMBERS"); (B) EACH AND EVERY STAFF MEMBER CURRENTLY EMPLOYED BY THE WALDEN SCHOOL ("STAFF MEMBERS"); AND (C) EACH AND EVERY MEMBER OF THE BOARD OF TRUSTEES OF THE WALDEN SCHOOL. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING, DULY NOMINATED PARENT, TEACHER AND COMMUNITY TRUSTEES SHALL BE CONFIRMED BY A VOTE OF THE MEMBERSHIP, AND ANY OTHER PROPER BUSINESS MAY BE TRANSACTED, SUBJECT TO SECTIONS 4(B)AND 5(B)OF ARTICLE VI OF THESE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE 990 IS REVIEWED BY THE FINANCE COMMITTEE BUT MUST PRESENT IT TO THE BOARD FOR THEIR REVIEW AND APPROVAL. THE 990 IS SIGNED BY THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF THE SCHOOL YEAR, MEMBERS OF THE BOARD COMPLETE AND SIGN THE CONFLICT-OF-INTEREST FORMS. THE FORMS ARE COLLECTED BY THE BOARD SECRETARY AND COPIES ARE FORWARDED TO THE HEAD OF SCHOOL. IF ANY CONFLICT IS REPORTED, THE HEAD OF SCHOOL DETERMINES WHETHER SAFEGUARDS NEED TO BE IMPLEMENTED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE HEAD OF SCHOOL IS HANDLED BY THE EXECUTIVE COMMITTEE. THE COMMITTEE USES NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) STATISTICS FOR BENCHMARKING AND COMPARABILITY EVALUATION. THE COMMITTEE SURVEYS THE BOARD AS TO THEIR OPINIONS REGARDING THE HEAD'S PERFORMANCE, VIS-A-VIS GOALS AND OBJECTIVES ESTABLISHED AT THE BEGINNING OF THE YEAR. THE RECOMMENDED SALARY INCREASE IS DETERMINED AT THE END OF THE YEAR AND THE BUSINESS OFFICE IS NOTIFIED. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED.