Nonprofit · EIN 77-0227794
SIERRA WALDORF SCHOOL
Tax-exempt · JAMESTOWN, CA 95327
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,314,117 | $1,543,224 | -$229,107 | $875,769 | $52,693 | $823,076 |
| June 30, 2024 | 990 | $1,362,716 | $1,448,144 | -$85,428 | $1,162,159 | $82,774 | $1,079,385 |
| June 30, 2023 | 990 | $1,252,355 | $1,269,471 | -$17,116 | $1,070,786 | $91,365 | $979,421 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $129,295
- Program service revenue
- $1,081,813
- Investment income
- $7,433
- Net income from fundraising events
- $95,576
- Other revenue
- $95,576
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,070,933
- Salaries, compensation and benefits (total)
- $1,166,003
- Professional fundraising fees
- $0
- Legal fees
- $9,552
- Accounting fees
- $1,400
- Occupancy
- $80,356
- Depreciation
- $41,415
- Program services (functional)
- $1,522,126
- Management and general (functional)
- $21,098
Balance sheet and other
- Total assets, start of year
- $1,162,159
- Total assets, end of year
- $875,769
- Total liabilities, end of year
- $52,693
- Net assets, end of year
- $823,076
- Land, buildings and equipment
- $412,495
- Net assets without donor restrictions
- $679,123
- Net assets with donor restrictions
- $143,953
- Gross receipts
- $1,332,182
- Employees
- 44
- Year formed
- 1990
- 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 |
|---|---|---|---|
| JOSEE BROMLEY | EX OFFICIO Trustee or director | – | $0 |
| MARIA BROMLEY | EX-OFFICIO M Trustee or director | – | $0 |
| JENNIFER EDWARDS | BOARD MEMBER Trustee or director | – | $0 |
| ANN FREMD | PRESIDENT Trustee or director, Officer | – | $0 |
| KIM KRISTENSON-LEE | VICE PRESIDE Trustee or director, Officer | – | $0 |
| JARIE MCCOY | TREASURER Trustee or director, Officer | – | $0 |
| ANDREW PEKAREK | SECRETARY Trustee or director, Officer | – | $0 |
| KARA SIGLER | FACULTY REP Trustee or director | – | $0 |
| KAYLA WILSON | FACULTY REP Trustee or director | – | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA BROMLEY | EX-OFFICIO M Trustee or director | – | $0 |
| JENNIFER EDWARDS | TREASURER Trustee or director, Officer | – | $0 |
| ANN FREMD | PARENT ASSOC Trustee or director | – | $0 |
| KIM KRISTENSON-LEE | BOARD MEMBER Trustee or director | – | $0 |
| KRISTI ROBINSON | FACULTY REP Trustee or director | – | $0 |
| CRAIG WEST | PRESIDENT Trustee or director, Officer | – | $0 |
| GALEN WESTON | BOARD MEMBER Trustee or director | – | $0 |
| KAYLA WILSON | FACULTY REP Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA BROMLEY | EX-OFFICIO M Trustee or director | – | $0 |
| CASSY BUCKINGHAM | VICE PRESIDE Trustee or director, Officer | – | $0 |
| JENNIFER EDWARDS | TREASURER Trustee or director, Officer | – | $0 |
| MAE FRANTZ | PRESIDENT Trustee or director, Officer | – | $0 |
| ELIZABETH MCDANIEL | DIRECTOR Trustee or director | – | $0 |
| KRISTI ROBINSON | DIRECTOR Trustee or director | – | $0 |
| STEFANIE VEGA-STRONG | SECRETARY Trustee or director, Officer | – | $0 |
| CRAIG WEST | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 19234 RAWHIDE RD, JAMESTOWN, CA 95327-9627
- Principal officer (990 for 2024)
- JARIE MCCOY
- Signed the 990
- JARIE MCCOY, TREASURER
- Phone
- (209) 984-0454
- Website
- SIERRAWALDORF.COM
- Return prepared by
- CARLSON & ASSOCIATES CPAS INC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0227794 or by the name SIERRA WALDORF SCHOOL.
- 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
SIERRA WALDORF SCHOOL IS COMMITTED TO PROVIDING A WALDORF EDUCATION TO CHILDREN WHICH DEVELOPS THEIR CAPACITIES FOR THINKING, FEELING AND WILLING, WHILE NURTURING AND HONORING THEIR SPIRIT, SOUL AND PHYSICAL BODIES. OUR COMPASSIONATE COMMUNITY IS DEDICATED TO THE TASK OF SOCIAL RENEWAL IN THE WORLD.
Program accomplishments
- PROVIDING A WALDORF EDUCATION TO CHILDREN WHICH DEVELOPS THEIR CAPACITIES FOR THINKING, FEELING AND WILLING, WHILE NURTURING AND HONORING THEIR SPIRIT, SOUL AND PHYSICAL BODIES. OUR COMPASSIONATE COMMUNITY IS DEDICATED TO THE TASK OF SOCIAL RENEWAL IN THE WORLD.Expenses $1,520,563
- PROVIDING A WALDORF EDUCATION TO CHILDREN WHICH DEVELOPS THEIR CAPACITIES FOR THINKING, FEELING AND WILLING, WHILE NURTURING AND HONORING THEIR SPIRIT, SOUL AND PHYSICAL BODIES. OUR COMPASSIONATE COMMUNITY IS DEDICATED TO THE TASK OF SOCIAL RENEWAL IN THE WORLD.Expenses $1,563
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
- 77-0227794
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $875,769
- Income (IRS master file)
- $1,332,182
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,314,117 | $1,543,224 | $875,769 | XML |
| 990 | June 2024 | $1,362,716 | $1,448,144 | $1,162,159 | XML |
| 990 | June 2023 | $1,252,355 | $1,269,471 | $1,070,786 | XML |
| 990 | June 2022 | $1,189,023 | $1,173,422 | $981,876 | IRS |
| 990 | June 2021 | $1,114,505 | $1,114,049 | $1,117,857 | 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 77-0227794).
Questions about SIERRA WALDORF SCHOOL
- What is the EIN of SIERRA WALDORF SCHOOL?
- The employer identification number (EIN) of SIERRA WALDORF SCHOOL is 77-0227794.
- Is SIERRA WALDORF SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to SIERRA WALDORF SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIERRA 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 SIERRA WALDORF 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 SIERRA WALDORF 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 SIERRA WALDORF SCHOOL?
- The 990 for the year ended June 30, 2025 names JARIE MCCOY.
- Who are the officers and directors of SIERRA WALDORF SCHOOL?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SIERRA WALDORF SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,314,117, expenses of $1,543,224 and total assets of $875,769 at year end.
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