Nonprofit · EIN 68-0100520
ASSOCIATION FOR WALDORF EDUCATION IN DAVIS
Tax-exempt · DAVIS, CA 95616
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,502,090 | $3,406,456 | $95,634 | $4,340,485 | $283,457 | $4,057,028 |
| June 30, 2024 | 990 | $3,334,742 | $3,118,108 | $216,634 | $4,169,939 | $208,545 | $3,961,394 |
| June 30, 2023 | 990 | $3,166,142 | $2,771,133 | $395,009 | $4,007,015 | $234,734 | $3,772,281 |
| June 30, 2022 | 990 | $3,236,575 | $2,412,042 | $824,533 | $3,631,540 | $254,267 | $3,377,273 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $131,609
- Program service revenue
- $3,228,633
- Investment income
- $0
- Net income from fundraising events
- $141,848
- Other revenue
- $141,848
Expenses
- Grants and similar amounts paid
- $216,615
- Other salaries and wages
- $2,197,422
- Salaries, compensation and benefits (total)
- $2,591,203
- Professional fundraising fees
- $0
- Accounting fees
- $28,255
- Travel
- $28,117
- Depreciation
- $69,248
- Program services (functional)
- $3,161,159
- Management and general (functional)
- $116,144
- Fundraising (functional)
- $129,153
Balance sheet and other
- Total assets, start of year
- $4,169,939
- Total assets, end of year
- $4,340,485
- Total liabilities, end of year
- $283,457
- Net assets, end of year
- $4,057,028
- Land, buildings and equipment
- $2,092,433
- Net assets without donor restrictions
- $3,893,420
- Net assets with donor restrictions
- $163,608
- Gross receipts
- $3,527,894
- Employees
- 89
- Volunteers
- 60
- Year formed
- 1986
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER SLATER | DIRECTOR Trustee or director | 40 | $93,774 |
| CERI BERMAN | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY NICHOLS | CHAIR Trustee or director, Officer | 5 | $0 |
| CAROLINA ROBERTS | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| NEIL KOEHLER | TREASURER Trustee or director, Officer | 1 | $0 |
| JESSICA EFSTRATIS | DIRECTOR Trustee or director | 1 | $0 |
| LUCIANA TURKOVICH | DIRECTOR Trustee or director | 1 | $0 |
| KRISTIN SESSER | SECRETARY Trustee or director, Officer | 1 | $0 |
| SOPHIA LEONARD | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER SLATER | DIRECTOR Trustee or director | 40 | $86,441 |
| CERI BERMAN | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY NICHOLS | CHAIR Trustee or director, Officer | 5 | $0 |
| ROBIN CARLSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| CAROLINA ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| NEIL KOEHLER | TREASURER Trustee or director, Officer | 1 | $0 |
| CASEY POWERS | DIRECTOR Trustee or director | 1 | $0 |
| BEN RATNER | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA EFSTRATIS | DIRECTOR Trustee or director | 1 | $0 |
| LUCIANA TURKOVICH | DIRECTOR Trustee or director | 1 | $0 |
| JOSEPH WISEMAN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER SLATER | DIRECTOR Trustee or director | 40 | $91,000 |
| CERI BERMAN | DIRECTOR Trustee or director | 5 | $0 |
| HOLLY NICHOLS | CHAIR Trustee or director, Officer | 5 | $0 |
| ROBIN CARLSON | SECRETARY Trustee or director, Officer | 5 | $0 |
| CAROLINA ROBERTS | DIRECTOR Trustee or director | 5 | $0 |
| NEIL KOEHLER | TREASURER Trustee or director, Officer | 5 | $0 |
| CASEY POWERS | DIRECTOR Trustee or director | 5 | $0 |
| BEN RATNER | DIRECTOR Trustee or director | 5 | $0 |
| JESSICA EFSTRATIS | DIRECTOR Trustee or director | 5 | $0 |
| LUCIANA TURKOVICH | DIRECTOR Trustee or director | 5 | $0 |
| JOSEPH WISEMAN | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended June 30, 2022: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER SLATER | DIRECTOR Trustee or director | 40 | $57,594 |
| EMILY LALANDE | DIRECTOR Trustee or director | 5 | $50,648 |
| MOLLYE FRYDAY | DIRECTOR Trustee or director | 5 | $28,052 |
| DEAN VOGEL | DIRECTOR Trustee or director | 5 | $0 |
| CERI BEEMAN | CHAIR Trustee or director, Officer | 5 | $0 |
| ROBIN SCHULZ | SECRETARY Trustee or director, Officer | 5 | $0 |
| CAROLINA ROBERTS | DIRECTOR Trustee or director | 5 | $0 |
| NEIL KOEHLER | TREASURER Trustee or director, Officer | 5 | $0 |
| HOLLY NICHOLS | DIRECTOR Trustee or director | 5 | $0 |
| MARY NICHOLS | DIRECTOR Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 3100 SYCAMORE LN, DAVIS, CA 95616-5732
- Principal officer (990 for 2024)
- HOLLY NICHOLS, 3100 SYCAMORE LANE, DAVIS, CA 95616
- Signed the 990
- NEIL KOEHLER, TREASURER
- Phone
- (530) 753-1651
- Website
- WWW.DAVISWALDORF.ORG
- Return prepared by
- PUZDRAK AND STORTZ LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0100520 or by the name ASSOCIATION FOR WALDORF EDUCATION IN DAVIS.
- 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
SEE SCHEDULE O
Program accomplishments
- DAVIS WALDORF SCHOOL OFFERS WELL-ROUNDED, VIGOROUS ACADEMIC PROGRAMS, SERVICES AND EVENTS THAT PREPARE STUDENTS FOR THE REAL WORLD. WITH A CREATIVE AND ARTISTIC APPROACH TO LEARNING, STUDENTS DEVELOP A WIDE RANGE OF SKILLS AND APTITUDE THROUGH MAIN LESSON AND SUBJECT CLASSES INCLUDING EARLY CHILDHOOD EURYTHMY, HANDWORK, STRINGS, MUSIC, SPANISH, GARDENING, MATH, WOODWORKING, AND GAMES.FOR THE FY25 SCHOOL YEAR WE STARTED A ROBOTICS PROGRAM RUN BY PARENT VOLUNTEERS AND INCLUDED INSTRUCTION FROM STEVE HARVEY, THE FOUNDER OF THE DAVIS YOUTH ROBOTICS PROGRAM WHERE OUR CHILDREN WERE PART OF THE COMPETITION AND WON. WE BROUGHT BACK OUR SOCCER PROGRAM IN THE SPRING. WE HAD A ROBUST SEASONAL ELECTIVE PROGRAM INCLUDING CIRCUS ARTS, COOKING, FRENCH, MICROPUBLISHING, ACTING, WOODWORKING, AND EMBROIDERY.APPROXIMATELY 211.8 FTE STUDENTS ATTENDED DAVIS WALDORF SCHOOL FROM PRESCHOOL THROUGH 8TH GRADE IN THE 2024-2025 SCHOOL YEAR.Expenses $3,161,159 · grants $216,615 · revenue $3,003,329
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
- 68-0100520
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,340,485
- Income (IRS master file)
- $3,527,894
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,502,090 | $3,406,456 | $4,340,485 | IRS |
| 990 | June 2024 | $3,334,742 | $3,118,108 | $4,169,939 | IRS |
| 990 | June 2023 | $3,166,142 | $2,771,133 | $4,007,015 | XML |
| 990 | June 2022 | $3,236,575 | $2,412,042 | $3,631,540 | XML |
| 990 | June 2021 | – | – | – | 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 68-0100520).
Questions about ASSOCIATION FOR WALDORF EDUCATION IN DAVIS
- What is the EIN of ASSOCIATION FOR WALDORF EDUCATION IN DAVIS?
- The employer identification number (EIN) of ASSOCIATION FOR WALDORF EDUCATION IN DAVIS is 68-0100520.
- Is ASSOCIATION FOR WALDORF EDUCATION IN DAVIS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to ASSOCIATION FOR WALDORF EDUCATION IN DAVIS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASSOCIATION FOR WALDORF EDUCATION IN DAVIS 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 ASSOCIATION FOR WALDORF EDUCATION IN DAVIS 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 ASSOCIATION FOR WALDORF EDUCATION IN DAVIS 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 ASSOCIATION FOR WALDORF EDUCATION IN DAVIS?
- The 990 for the year ended June 30, 2025 names HOLLY NICHOLS.
- Who are the officers and directors of ASSOCIATION FOR WALDORF EDUCATION IN DAVIS?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $93,774 (JENNIFER SLATER, DIRECTOR).
- How much revenue does ASSOCIATION FOR WALDORF EDUCATION IN DAVIS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,502,090, expenses of $3,406,456 and total assets of $4,340,485 at year end.
Other nonprofits in DAVIS
- THE U C DAVIS FOUNDATION EIN 94-6081352 · last filed 990 for 2025
- UNIVERSITY RETIREMENT COMMUNITY AT DAVIS INC EIN 93-1179254 · last filed 990 for 2025
- YOLO HOSPICE INC EIN 94-2597528 · last filed 990 for 2025
- CONNECTIVITY STANDARDS ALLIANCE EIN 38-3655436 · last filed 990 for 2024
- CALIFORNIA STATEWIDE CERTIFIED DEVELOPMENT CORPORATION EIN 94-3064064 · last filed 990 for 2025
- COMMUNITY ALLIANCE WITH FAMILY FARMERS FOUNDATION EIN 94-2914745 · last filed 990 for 2024
- YOLO COUNTY CHILDRENS ALLIANCE EIN 68-0526185 · last filed 990 for 2025
- PUBLIC HEALTH ADVOCATES EIN 95-4723901 · last filed 990 for 2024