2024-09-18T10:13:36-05:00 2023-06-30 853893874 PUZDRAK AND STORTZ LLC 11754 JOLLYVILLE RD STE 102 AUSTIN TX 78759 990 2022-07-01 680100520 THE ASSOCIATION FOR WALDORF EDUCATION IN DAVIS ASSO 5307531651 3100 SYCAMORE LANE DAVIS CA 95616 GABRIELLE WALTON BUSINESS MANAGER 5307531651 2024-09-06 1 1 MARK PUZDRAK CPA P01296839 5128272900 2024-08-05 2022 2024-08-08 14:25:15Z CERI BEEMAN 3100 SYCAMORE LANE DAVIS CA 95616 3180791 0 X WWW.DAVISWALDORF.ORG X 1986 CA SEE SCHEDULE O 11 9 76 60 0 0 502351 137024 2691754 2870394 707 0 41763 158724 3236575 3166142 160105 179818 0 0 1748834 2064873 0 0 57690 503103 526442 2412042 2771133 824533 395009 3631540 4007015 254267 234734 3377273 3772281 X SEE SCHEDULE O 0 0 2517689 179818 2690576 DAVIS WALDORF SCHOOL OFFERS A WELL-ROUNDED AND VIGOROUS ACADEMIC PROGRAM THAT PREPARES STUDENTS FOR THE REAL WORLD. WITH A CREATIVE AND ARTISTIC APPROACH TO LEARNING, STUDENTS DEVELOP A HEALTHY OUTLOOK ON LIFE THROUGH MAIN LESSONS, AND OTHER CLASSES INCLUDING BUT NOT LIMITED TO GARDENING, HANDWORK, STRINGS, AND SPANISH. FESTIVALS AND CONCERTS ARE HIGHLIGHTS OF THE PROGRAM AS STUDENTS DEVELOP THEIR SOCIAL SKILLS AND ARTISTIC ABILITIES AT DWS.APPROXIMATLEY 205 STUDENTS ATTEND DWS FROM PRESCHOOL THROUGH 8TH GRADE IN THE 2022-2023 SCHOOL YEAR 2517689 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 76 1 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X DAVIS WALDORF SCHOOL 5307531651 3100 SYCAMORE LANE DAVIS CA 95616 JENNIFER SLATER DIRECTOR 40.00 X 91000 0 0 CERI BERMAN DIRECTOR 5.00 X 0 0 0 HOLLY NICHOLS CHAIR 5.00 X X 0 0 0 ROBIN CARLSON SECRETARY 5.00 X X 0 0 0 CAROLINA ROBERTS DIRECTOR 5.00 X 0 0 0 NEIL KOEHLER TREASURER 5.00 X X 0 0 0 CASEY POWERS DIRECTOR 5.00 X 0 0 0 BEN RATNER DIRECTOR 5.00 X 0 0 0 JESSICA EFSTRATIS DIRECTOR 5.00 X 0 0 0 LUCIANA TURKOVICH DIRECTOR 5.00 X 0 0 0 JOSEPH WISEMAN DIRECTOR 5.00 X 0 0 0 91000 0 0 0 0 0 0 0 55866 81158 137024 TUITION 611600 2314832 2314832 DISCOUNTED TUITION 611600 179818 179818 AFTERCARE FEES 611710 167499 167499 OTHER CLASS FEES 611600 138548 138548 REGISTARTION FEES 611600 69697 69697 2870394 173373 14649 158724 158724 3166142 2870394 0 158724 179818 179818 1718122 1563493 120267 34362 206652 188054 14465 4133 140099 127490 9807 2802 13900 13900 10684 10684 17332 17332 9347 8506 654 187 48331 48331 1953 1777 137 39 59959 54563 4197 1199 27244 24792 1907 545 PROGRAM SUPPLIES 108712 108712 FACILITIES 90604 82450 6342 1812 REPAIR & MAINTENANCE 83059 75584 5814 1661 DUES AND SUBSCRIPTIONS 24773 24773 30544 29346 932 266 2771133 2517689 195754 57690 1418100 1740853 236298 237215 32603 46162 14827 23518 3704814 1751022 1924237 1953792 5475 5475 3631540 4007015 62003 55776 83797 178958 108467 254267 234734 X 3243229 3553830 134044 218451 3377273 3772281 3631540 4007015 X 395009 -1 X 1 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 917133 917133 2575498 1645594 929904 119567 105428 14139 92616 92616 1953792 X PART V, LINE 4: INVESTMENT EARNINGS ARE NOT RESTRICTED BY THE DONOR. PART X, LINE 2: THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. THE ORGANIZATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE EXPOSURE TO THOSE TAX POSITIONS. MANAGEMANET BELIEVES THAT THE PROJECT HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE ORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 X X X X 1 ANNUAL GIVING 109136 109136 3597 AUCTION 64237 64237 11052 173373 173373 14649 14649 158724 0 TUITION GRANTS AND SCHOLARSHIPS 29 179818 DISCOUNTED TUITION TUITION AT DAVIS WALDORF SCHOOL 990 PART I LINE I THROUGH A WELL-ROUNDED CURRICULUM, DWS BUILDS STRONG ACADEMIC, SOCIAL, EMOTIONAL, & PHYSICAL FOUNDATIONS TO CULTIVATE A STUDENT'S INDEPENDENT THINKING, COMPASSIONATE FEELING, & RESPONSIBLE ACTION, PER THE INDICATIONS OF THE CHILDHOOD CIRRICULUM OF RUDOLF STEINER. 990 PART III LINE 1 THROUGH A WELL-ROUNDED AND ARTISTICALLY-IMBUED CURRICULUM, THE DAVIS WALDORF SCHOOL BUILDS A STRONG ACADEMIC, SOCIAL, EMOTIONAL, AND PHYSICAL FOUNDATION TO CULTIVATE EACH STUDENT'S CAPACITY FOR INDEPENDENT THINKING, COMPASSIONATE FEELING, AND RESPONSIBLE ACTION, FOLLOWING THE INDICATIONS FOR THE DEVELOPMENTAL PHASES OF CHILDHOOD AND CURRICULUM FROM RUDOLF STEINER. FORM 990, PART VI, SECTION B, LINE 11B A FIRM OF CERTIFIED PUBLIC ACCOUNTANTS PREPARES A DRAFT OF FORM 990 FOR REVIEW BY THE SCHOOL'S BUSINESS MANAGER AND ADMINISTARTOR. UPON COMPLETION OF THEIR REVIEW, THE DRAFT IS DISTRIBUTED TO THE BOARD OF DIRECTORS TO REVIEW. IF BOARD MEMBERS DO NOT RESPOND WITH QUESTIONS AND/OR COMMENTS WITHIN FIVE BUSINESS DAYS, FORM 990 IS SIGNED AND FILED BY AN OFFICER. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, EMPLOYEE OR BOARD COMMITTE MEMBER IS AN INTERESTED PARTY WITH A DUTY TO DISCLOSE A POSSIBLE CONFLICT OF INTEREST. UPON DISCLOSURE OF A CONFLICT, THE BOARD THEN ASSESSESS THE FACTS AND CIRCUMSTANCES AND DETERMINES THE APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENNSATION COMITTEE PERIODIACLLY CONDUCTS SALARY REVIEWS TO DETERMINE THE ADEQUACY OF COMPENSATION. THE BOARD EVALUATES THE REASONABLENESS OF COMPENSATION AND BENEFITS BASED ON COMPETENT SURVEY INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THESE DOCUMENTS ARE MAINTAINED AT THE ADMINISTRATIVE OFFICE OF THE SCHOOL AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -1.