Nonprofit · EIN 31-0846773
CINCINNATI WALDORF SCHOOL
Tax-exempt · CINCINNATI, OH 45227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $5,158,851 | $4,658,240 | $500,611 | $3,926,399 | $1,888,775 | $2,037,624 |
| July 31, 2024 | 990 | $4,589,579 | $4,572,395 | $17,184 | $3,531,246 | $1,994,233 | $1,537,013 |
| July 31, 2023 | 990 | $4,451,924 | $4,558,896 | -$106,972 | $3,774,311 | $2,254,482 | $1,519,829 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $942,859
- of which government grants
- $892,188
- Program service revenue
- $4,123,899
- Investment income
- $73,787
- Net income from fundraising events
- $15,763
- Other revenue
- $18,306
Expenses
- Grants and similar amounts paid
- $1,222,964
- Compensation of officers, directors and key employees
- $205,403
- Other salaries and wages
- $1,869,734
- Salaries, compensation and benefits (total)
- $2,450,263
- Professional fundraising fees
- $0
- Legal fees
- $570
- Accounting fees
- $23,678
- Occupancy
- $252,820
- Depreciation
- $111,116
- Program services (functional)
- $3,908,509
- Management and general (functional)
- $677,027
- Fundraising (functional)
- $72,704
Balance sheet and other
- Total assets, start of year
- $3,531,246
- Total assets, end of year
- $3,926,399
- Total liabilities, end of year
- $1,888,775
- Net assets, end of year
- $2,037,624
- Land, buildings and equipment
- $1,267,959
- Publicly traded securities
- $578,435
- Net assets without donor restrictions
- $2,034,006
- Net assets with donor restrictions
- $3,618
- Gross receipts
- $5,167,659
- Employees
- 64
- Volunteers
- 15
- Year formed
- 1973
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Connie Davis | Faculty Chair Trustee or director | 40 | $53,110 | $7,363 |
| Susan Gray | Admin Director - End 02/25 Trustee or director | 40 | $48,033 | $5,872 |
| Sarah Kimball | Faculty Rep Trustee or director | 40 | $44,840 | $3,791 |
| Dexter Simpson | Admin Chair - Start 06/25 Trustee or director | 40 | $39,140 | $3,252 |
| Amie Duncan | PA Rep Trustee or director | 1 | $0 | $0 |
| Jeff Brandt | President - Exit 06/25 Trustee or director, Officer | 1 | $0 | $0 |
| Joshua Dorsey | President Trustee or director, Officer | 1 | $0 | $0 |
| Nick Hummel | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Maggie Jones | At Large Member Trustee or director | 1 | $0 | $0 |
| Dan Bryant | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Amy Tyson | At Large Member - Start 07/25 Trustee or director | 1 | $0 | $0 |
| Angela Campos | At Large Member - Start 02/25 Trustee or director | 1 | $0 | $0 |
| Katie Fallat | At Large Member - Start 06/25 Trustee or director | 1 | $0 | $0 |
| Mark Evans | At Large Member - Start 07/25 Trustee or director | 1 | $0 | $0 |
| Mark Scheid | Treasurer - Start 06/25 Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended July 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Connie Davis | Faculty Chair Trustee or director | 40 | $46,803 | $6,324 |
| Susan Gray | Admin Chair Trustee or director | 40 | $46,122 | $5,662 |
| Sarah Kimball - Start 1223 | Faculty Representative Trustee or director | 40 | $40,883 | $3,453 |
| Bari Mairose - Exit 1223 | Faculty Representative Trustee or director | 40 | $19,827 | $6,750 |
| Amie Duncan | PA Rep Trustee or director | 1 | $0 | $0 |
| Esly Caldwell | Secretary - Exit 05/24 Trustee or director, Officer | 1 | $0 | $0 |
| Jeff Brandt | President Trustee or director, Officer | 1 | $0 | $0 |
| Joshua Dorsey | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Kelly Gruber | At Large - Exit 05/24 Trustee or director | 1 | $0 | $0 |
| Nick Hummel | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Rickey Harris | At Large Member - Exit 07/24 Trustee or director | 1 | $0 | $0 |
| Maggie Jones | At Large Member Trustee or director | 1 | $0 | $0 |
| Dan Bryant | Secretary - Start 03/24 Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended July 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Connie Davis | Faculty Chair Trustee or director | 40 | $56,905 | $5,510 |
| Susan Gray | Administrative Chair Trustee or director | 40 | $43,743 | $5,422 |
| Bari Mairose | Faculty Representative Trustee or director | 40 | $36,293 | $10,562 |
| Amie Duncan | PA Rep Trustee or director | 1 | $0 | $0 |
| Esly Caldwell | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Jeff Brandt | President Trustee or director, Officer | 1 | $0 | $0 |
| Joshue Dorsey | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Kelly Gruber | At Large Trustee or director | 1 | $0 | $0 |
| Nick Hummel | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Partick Gates | Treasurer - Left 11/01/22 Trustee or director, Officer | 1 | $0 | $0 |
| Rickey Harris | At Large Member Trustee or director | 1 | $0 | $0 |
| Iain Jones | At Large Member - Left 11/01/22 Trustee or director | 1 | $0 | $0 |
| Maggie Jones | At Large Member - Started 12/01/22 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6743 CHESTNUT ST, CINCINNATI, OH 45227-3606
- Principal officer (990 for 2024)
- Joshua Dorsey, 6743 Chestnut Street, Cincinnati, OH 45227
- Signed the 990
- Mark Scheid, Treasurer
- Phone
- (513) 541-0220
- Return prepared by
- Barnes Dennig & Co LTD
Mission
The Cincinnati Waldorf School educates the unfolding capacities of children by engaging the creative imagination of the mind, the spirit of the heart, and the skillful use of the hands. The community actively participates in creating an environment that supports raising children who become self-reliant, creative, and responsible adults.
Program accomplishments
- Provided classical education to 278 students from infancy to grade twelve. The CWS Early Childhood programs built a strong foundation for later intellectual growth through our nursery, kindergartens and parent and tots/nature tots programs. The grade school programs provided a classical academic education utilizing an interdisciplinary, hands-on approach to learning. The high school program educated students based on the knowledge that learning is not only an intellectual exercise but a process that engages a child's empathy and initiative. CWS offered many lectures and other learning opportunities for community members and the public regarding Waldorf Education throughout the year.Expenses $3,908,509 · grants $1,222,964 · revenue $4,123,899
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 31-0846773
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,926,399
- Income (IRS master file)
- $5,167,659
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $5,158,851 | $4,658,240 | $3,926,399 | XML |
| 990 | July 2024 | $4,589,579 | $4,572,395 | $3,531,246 | IRS |
| 990 | July 2023 | $4,451,924 | $4,558,896 | $3,774,311 | XML |
| 990 | July 2022 | $4,474,212 | $4,456,928 | $3,133,204 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0846773).
Questions about CINCINNATI WALDORF SCHOOL
- What is the EIN of CINCINNATI WALDORF SCHOOL?
- The employer identification number (EIN) of CINCINNATI WALDORF SCHOOL is 31-0846773.
- Is CINCINNATI WALDORF SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to CINCINNATI WALDORF SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CINCINNATI WALDORF SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CINCINNATI WALDORF SCHOOL due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CINCINNATI WALDORF SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of CINCINNATI WALDORF SCHOOL?
- The 990 for the year ended July 31, 2025 names Joshua Dorsey.
- Who are the officers and directors of CINCINNATI WALDORF SCHOOL?
- The 990 for the year ended July 31, 2025 lists 15 people; 4 received compensation from the organization, the highest $53,110 (Connie Davis, Faculty Chair).
- How much revenue does CINCINNATI WALDORF SCHOOL have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $5,158,851, expenses of $4,658,240 and total assets of $3,926,399 at year end.
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