Nonprofit · EIN 54-2115305
WALDEN SCHOOL
Tax-exempt · PROVO, UT 84604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,353,503 | $5,866,770 | $486,733 | $10,313,898 | $3,776,741 | $6,537,157 |
| June 30, 2024 | 990 | $6,370,440 | $5,365,005 | $1,005,435 | $10,220,935 | $4,170,511 | $6,050,424 |
| June 30, 2023 | 990 | $5,536,781 | $4,890,469 | $646,312 | $9,372,917 | $4,327,928 | $5,044,989 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,094,508
- of which government grants
- $6,025,316
- Program service revenue
- $82,283
- Investment income
- $176,712
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $385,052
- Other salaries and wages
- $3,111,174
- Salaries, compensation and benefits (total)
- $4,255,595
- Professional fundraising fees
- $0
- Depreciation
- $197,302
- Program services (functional)
- $5,108,370
- Management and general (functional)
- $758,400
Balance sheet and other
- Total assets, start of year
- $10,220,935
- Total assets, end of year
- $10,313,898
- Total liabilities, end of year
- $3,776,741
- Net assets, end of year
- $6,537,157
- Land, buildings and equipment
- $5,762,690
- Net assets without donor restrictions
- $6,237,157
- Net assets with donor restrictions
- $300,000
- Gross receipts
- $6,353,503
- Employees
- 156
- Volunteers
- 30
- Year formed
- 2003
- State of legal domicile
- UT
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lois Bobo | Executive Dir. Trustee or director, Officer | 40 | $106,477 |
| Hannah West | Middle School Director | 40 | $97,743 |
| Sharon Beecroft | Director Trustee or director | 40 | $94,170 |
| Diana West | Board Trustee Trustee or director, Officer | 40 | $86,662 |
| Matt Turner | Chairman Trustee or director, Officer | 1 | $0 |
| Jennifer Knapp | Board Trustee Trustee or director, Officer | 1 | $0 |
| Camilee Penrod | Board Trustee Trustee or director | 1 | $0 |
| James Duncan | Board Trustee Trustee or director | 1 | $0 |
| Jennie Sanders | Board Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lois Bobo | Board Trustee Trustee or director, Officer | 40 | $98,010 |
| Hanna West | Secretary Trustee or director, Officer | 40 | $90,072 |
| Sharon Beecroft | Trustee Trustee or director | 40 | $84,647 |
| Diana West | Board Trustee Trustee or director, Officer | 40 | $74,838 |
| Bree Goates | Treasurer Trustee or director | 1 | $0 |
| Matt Turner | Chairman Trustee or director, Officer | 1 | $0 |
| Jennifer Knapp | Board Trustee Trustee or director, Officer | 1 | $0 |
| Hilary Hungerford | Board Trustee Trustee or director | 1 | $0 |
| Jeremy Knee | Board Trustee Trustee or director | 1 | $0 |
| Jodi Mccombs | Board Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bree Goates | Treasurer Trustee or director | 1 | $0 |
| Matt Turner | Chairman Trustee or director, Officer | 1 | $0 |
| Jennifer Knapp | Board Trustee Trustee or director, Officer | 1 | $0 |
| Hanna West | Secretary Trustee or director, Officer | 40 | $0 |
| Diana West | Board Trustee Trustee or director, Officer | 40 | $0 |
| Lois Bobo | Board Trustee Trustee or director, Officer | 40 | $0 |
| Hilary Hungerford | Board Trustee Trustee or director | 1 | $0 |
| Jeremy Knee | Board Trustee Trustee or director | 1 | $0 |
| Jodi Mccombs | Board Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4266 N UNIVERSITY AVE, PROVO, UT 84604-4928
- In care of
- % DIANA WEST
- Principal officer (990 for 2024)
- Diana West, 4230 N University Ave, Provo, UT 84604
- Signed the 990
- Diana West, Board Trustee
- Phone
- (801) 374-1545
- Website
- www.waldenschool.us
- Return prepared by
- Aycock Miles & Assoc CPAs
Mission
To manage, operate, guide, direct, and promote a public charter school funded by local, state, and federal sources.
Program accomplishments
- Operation of one public charter school for students from kindergarten to twelfth grade.Expenses $5,108,370 · revenue $6,353,503
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-2115305
- 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
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $10,313,898
- Income (IRS master file)
- $6,353,503
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,353,503 | $5,866,770 | $10,313,898 | XML |
| 990 | June 2024 | $6,370,440 | $5,365,005 | $10,220,935 | XML |
| 990 | June 2023 | $5,536,781 | $4,890,469 | $9,372,917 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 54-2115305).
Questions about WALDEN SCHOOL
- What is the EIN of WALDEN SCHOOL?
- The employer identification number (EIN) of WALDEN SCHOOL is 54-2115305.
- Is WALDEN SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to WALDEN SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDEN 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 WALDEN SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALDEN SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WALDEN SCHOOL?
- The 990 for the year ended June 30, 2025 names Diana West.
- Who are the officers and directors of WALDEN SCHOOL?
- The 990 for the year ended June 30, 2025 lists 9 people; 4 received compensation from the organization, the highest $106,477 (Lois Bobo, Executive Dir.).
- How much revenue does WALDEN SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,353,503, expenses of $5,866,770 and total assets of $10,313,898 at year end.
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