Nonprofit · EIN 59-3075718
SUNCOAST WALDORF ASSOCIATION INC
Tax-exempt · PALM HARBOR, FL 34683
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,894,415 | $1,619,396 | $275,019 | $2,805,770 | $1,348,710 | $1,457,060 |
| June 30, 2024 | 990 | $1,644,481 | $1,580,665 | $63,816 | $2,545,447 | $1,363,404 | $1,182,043 |
| July 31, 2023 | 990 | $1,980,836 | $1,662,676 | $318,160 | $2,693,638 | $1,504,321 | $1,189,317 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $111,011
- of which government grants
- $4,350
- Program service revenue
- $1,756,375
- Investment income
- $16,494
- Net income from fundraising events
- -$305
- Other revenue
- $10,535
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $157,862
- Other salaries and wages
- $878,407
- Salaries, compensation and benefits (total)
- $1,120,025
- Professional fundraising fees
- $0
- Legal fees
- $11,729
- Accounting fees
- $21,513
- Occupancy
- $130,523
- Travel
- $2,700
- Depreciation
- $52,176
- Program services (functional)
- $1,198,012
- Management and general (functional)
- $415,989
- Fundraising (functional)
- $5,395
Balance sheet and other
- Total assets, start of year
- $2,545,447
- Total assets, end of year
- $2,805,770
- Total liabilities, end of year
- $1,348,710
- Net assets, end of year
- $1,457,060
- Land, buildings and equipment
- $1,417,094
- Net assets without donor restrictions
- $1,425,308
- Net assets with donor restrictions
- $31,752
- Gross receipts
- $1,904,550
- Employees
- 39
- Volunteers
- 50
- Year formed
- 1991
- State of legal domicile
- FL
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 |
|---|---|---|---|
| Tonya Stoddard | Board Member Trustee or director | 1 | $57,045 |
| Susan Brown | Board Member Trustee or director | 1 | $56,845 |
| Elizabeth Bedore | Administrator Officer | 40 | $43,972 |
| James O'Connor | Board Member Trustee or director | 1 | $0 |
| Emily Fishel | Board Member Trustee or director | 1 | $0 |
| Alison Flinchum | Board Member Trustee or director | 1 | $0 |
| Jeff Kwoka | Board Member Trustee or director | 1 | $0 |
| Haley Lemon | President Trustee or director, Officer | 1 | $0 |
| Jessica McCausland | Vice President Trustee or director, Officer | 1 | $0 |
| Jacqueline Summie | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Brown | Board Member Trustee or director | 1 | $52,621 |
| Cara Sutherland | Administrative Director Officer | 40 | $51,629 |
| James O'Connor | Board Member Trustee or director | 1 | $0 |
| Emily Fishel | Board Member Trustee or director | 1 | $0 |
| Alison Flinchum | Board Member Trustee or director | 1 | $0 |
| Tonya Stoddard | Board Member Trustee or director | 1 | $0 |
| Jessica McCausland | President Trustee or director, Officer | 1 | $0 |
| Haley Lemon | Vice President Trustee or director, Officer | 1 | $0 |
| Jacqueline Summie | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended July 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Brown | Board Member Trustee or director | 1 | $52,135 |
| Cara Sutherland | Administrative Director Officer | 40 | $42,323 |
| Jacqueline Summie | Secretary Trustee or director, Officer | 1 | $600 |
| James O'Connor | Board Member Trustee or director | 1 | $0 |
| Emily Fishel | Board Member Trustee or director | 1 | $0 |
| Alison Flinchum | Board Member Trustee or director | 1 | $0 |
| Jessica McCausland | President Trustee or director, Officer | 1 | $0 |
| Elizabeth Bedore | Vice President Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1857 CURLEW RD, PALM HARBOR, FL 34683-6816
- Principal officer (990 for 2024)
- Haley Lemon, 1857 Curlew Rd, Palm Harbor, FL 34683
- Signed the 990
- Haley Lemon, President
- Phone
- (727) 786-8311
- Website
- waldorftampabay.org
- Return prepared by
- Ellen Fontana CPA LLC
Mission
The Waldorf School of Tampa Bay is a community of teachers, staff, parents, and friends who honor childhood and value each stage of human development. Our goal is to educate the whole child to meet the world with grace, integrity and initiative through a balanced and comprehensive academic, artistic, and practical curriculum.
Program accomplishments
- Every child has an innate, limitless capacity for intellect, critical thinking, problem-solving, creativity and innovation. At The Waldorf School of Tampa Bay, we use a proven, 100 year-old pedagogy to enable your child to thrive physically, mentally and emotionally through direct experience, appropriate challenge, and honoring the unique, multi-dimensionality of each child.Expenses $1,198,012 · revenue $1,756,375
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
- 59-3075718
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,805,770
- Income (IRS master file)
- $1,904,550
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,894,415 | $1,619,396 | $2,805,770 | XML |
| 990 | June 2024 | $1,644,481 | $1,580,665 | $2,545,447 | XML |
| 990 | July 2023 | $1,980,836 | $1,662,676 | $2,693,638 | XML |
| 990 | July 2022 | $1,654,160 | $1,148,639 | $2,411,327 | 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 59-3075718).
Questions about SUNCOAST WALDORF ASSOCIATION INC
- What is the EIN of SUNCOAST WALDORF ASSOCIATION INC?
- The employer identification number (EIN) of SUNCOAST WALDORF ASSOCIATION INC is 59-3075718.
- Is SUNCOAST WALDORF ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to SUNCOAST WALDORF ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUNCOAST WALDORF ASSOCIATION INC 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 SUNCOAST WALDORF ASSOCIATION INC 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 SUNCOAST WALDORF ASSOCIATION INC 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 SUNCOAST WALDORF ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 names Haley Lemon.
- Who are the officers and directors of SUNCOAST WALDORF ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 3 received compensation from the organization, the highest $57,045 (Tonya Stoddard, Board Member).
- How much revenue does SUNCOAST WALDORF ASSOCIATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,894,415, expenses of $1,619,396 and total assets of $2,805,770 at year end.
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