Nonprofit · EIN 33-0275108
WALDORF SCHOOL OF ORANGE COUNTY
Tax-exempt · COSTA MESA, CA 92627
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $6,603,261 | $6,764,921 | -$161,660 | $9,018,081 | $5,020,474 | $3,997,607 |
| July 31, 2024 | 990 | $6,806,736 | $7,084,796 | -$278,060 | $9,458,301 | $5,337,215 | $4,121,086 |
| July 31, 2023 | 990 | $6,916,147 | $6,277,253 | $638,894 | $9,471,571 | $5,072,425 | $4,399,146 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $98,015
- Program service revenue
- $6,258,631
- Investment income
- $128,041
- Net rental income
- -$4,934
- Net income from fundraising events
- $30,103
- Net income from sales of inventory
- $93,405
- Other revenue
- $118,574
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $256,663
- Other salaries and wages
- $3,728,328
- Salaries, compensation and benefits (total)
- $4,794,704
- Professional fundraising fees
- $0
- Legal fees
- $7,226
- Accounting fees
- $57,484
- Occupancy
- $385,948
- Depreciation
- $109,723
- Program services (functional)
- $4,197,978
- Management and general (functional)
- $2,240,270
- Fundraising (functional)
- $326,673
Balance sheet and other
- Total assets, start of year
- $9,458,301
- Total assets, end of year
- $9,018,081
- Total liabilities, end of year
- $5,020,474
- Net assets, end of year
- $3,997,607
- Land, buildings and equipment
- $1,828,194
- Net assets without donor restrictions
- $3,997,607
- Gross receipts
- $7,080,316
- Employees
- 93
- Volunteers
- 0
- Year formed
- 1988
- State of legal domicile
- CA
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 |
|---|---|---|---|---|
| KEVIN MCDUFF | BOARD MEMBER Trustee or director | 40 | $85,306 | $27,693 |
| GINA GARRISON | BOARD MEMBER Trustee or director | 40 | $78,091 | $15,856 |
| ANDREA HUBERT | BOARD MEMBER Trustee or director | 40 | $76,409 | $14,013 |
| BELINDA DE LA LIBERTAD | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| KRIS MARTINEZ | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BEN BOHR | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LINDA TIMMONS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANGELICA HINOJOS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CINDY BRADY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHARON DIAZE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KATI GINGOLD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ALEXANDER MURCIA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KIM SAVA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended July 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN MCDUFF | BOARD MEMBER Trustee or director | 40 | $79,831 | $22,868 |
| SARA RODELO | BOARD MEMBER Trustee or director | 40 | $50,355 | $42,760 |
| GINA GARRISON | BOARD MEMBER Trustee or director | 40 | $68,383 | $10,234 |
| NANCY MITCHELL | TREASURER Trustee or director, Officer | 20 | $20,617 | $0 |
| MEGAN BROWN | BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| MARGARET O'BRIEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| AMY RASMUSSEN | CO CHAIR Trustee or director | 2 | $0 | $0 |
| JAMES GAOR | CO CHAIR Trustee or director | 2 | $0 | $0 |
| BELINDA DE LA LIBERTAD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GINA ILLES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| THERESA ALARCON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KRIS MARTINEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended July 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN MCDUFF | BOARD MEMBER Trustee or director | 40 | $79,831 | $22,868 |
| SARA RODELO | BOARD MEMBER Trustee or director | 40 | $50,355 | $42,276 |
| GINA GARRISON | BOARD MEMBER Trustee or director | 40 | $68,383 | $10,234 |
| NANCY MITCHELL | TREASURER Trustee or director, Officer | 20 | $20,617 | $0 |
| MEGAN BROWN | BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| MARGARET O'BRIEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| AMY RASMUSSEN | CO CHAIR Trustee or director | 2 | $0 | $0 |
| JAMES GAOR | CO CHAIR Trustee or director | 2 | $0 | $0 |
| BELINDA DE LA LIBERTAD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GINA ILLES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2350 CANYON DR, COSTA MESA, CA 92627-3948
- Principal officer (990 for 2024)
- KIMBERLY MCGOVERN, 2350 CANYON DRIVE, COSTA MESA, CA 92627
- Signed the 990
- KIMBERLY MCGOVERN, BUSINESS MANAGER
- Phone
- (949) 574-7775
- Website
- WWW.WALDORFSCHOOL.COM
- Return prepared by
- REDWITZ INC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0275108 or by the name WALDORF SCHOOL OF ORANGE COUNTY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PROVIDING ACADEMIC EXCELLENCE, AN INTEREST IN THE WORLD, A LOVE OF LEARNING AND A SENSE OF PURPOSE IN LIFE, DEVELOPING INITIATIVE, CREATIVITY, CRITICAL THINKING AND SELF RELIANCE.
Program accomplishments
- PRESCHOOL AND KINDERGARTEN THROUGH HIGH SCHOOL EDUCATION; APPROXIMATELY 323 STUDENTS.Expenses $4,197,978 · revenue $6,475,143
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
- 33-0275108
- 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
- 1988
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,018,081
- Income (IRS master file)
- $7,080,316
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $6,603,261 | $6,764,921 | $9,018,081 | XML |
| 990-T | July 2025 | – | – | – | IRS |
| 990 | July 2024 | $6,806,736 | $7,084,796 | $9,458,301 | XML |
| 990-T | July 2024 | – | – | – | IRS |
| 990 | July 2023 | $6,916,147 | $6,277,253 | $9,471,571 | XML |
| 990-T | July 2023 | – | – | – | IRS |
| 990 | July 2022 | $5,458,433 | $5,667,269 | $5,545,501 | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | 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 33-0275108).
Questions about WALDORF SCHOOL OF ORANGE COUNTY
- What is the EIN of WALDORF SCHOOL OF ORANGE COUNTY?
- The employer identification number (EIN) of WALDORF SCHOOL OF ORANGE COUNTY is 33-0275108.
- Is WALDORF SCHOOL OF ORANGE COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to WALDORF SCHOOL OF ORANGE COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDORF SCHOOL OF ORANGE COUNTY 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 WALDORF SCHOOL OF ORANGE COUNTY 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 WALDORF SCHOOL OF ORANGE COUNTY 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 WALDORF SCHOOL OF ORANGE COUNTY?
- The 990 for the year ended July 31, 2025 names KIMBERLY MCGOVERN.
- Who are the officers and directors of WALDORF SCHOOL OF ORANGE COUNTY?
- The 990 for the year ended July 31, 2025 lists 13 people; 3 received compensation from the organization, the highest $85,306 (KEVIN MCDUFF, BOARD MEMBER).
- How much revenue does WALDORF SCHOOL OF ORANGE COUNTY have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $6,603,261, expenses of $6,764,921 and total assets of $9,018,081 at year end.
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