Nonprofit · EIN 84-1179460
ASPEN WALDORF FOUNDATION
Also known as ASPEN WALDORF SCHOOL
Tax-exempt · CARBONDALE, CO 81623
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,038,823 | $5,963,525 | $75,298 | $6,841,236 | $702,311 | $6,138,925 |
| June 30, 2024 | 990 | $5,887,280 | $5,714,673 | $172,607 | $6,177,690 | $285,429 | $5,892,261 |
| June 30, 2023 | 990 | $5,087,621 | $5,210,938 | -$123,317 | $5,920,418 | $388,132 | $5,532,286 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $823,736
- Program service revenue
- $5,035,713
- Investment income
- $177,633
- Net gain from sales of assets
- $64,113
- Net income from fundraising events
- -$10,089
- Net income from sales of inventory
- $11,830
- Other revenue
- $1,741
Expenses
- Grants and similar amounts paid
- $548,608
- Compensation of officers, directors and key employees
- $308,113
- Other salaries and wages
- $2,737,675
- Salaries, compensation and benefits (total)
- $4,613,724
- Professional fundraising fees
- $0
- Legal fees
- $1,175
- Accounting fees
- $48,199
- Occupancy
- $139,571
- Depreciation
- $153,482
- Program services (functional)
- $5,378,701
- Management and general (functional)
- $468,942
- Fundraising (functional)
- $115,882
Balance sheet and other
- Total assets, start of year
- $6,177,690
- Total assets, end of year
- $6,841,236
- Total liabilities, end of year
- $702,311
- Net assets, end of year
- $6,138,925
- Land, buildings and equipment
- $2,221,584
- Publicly traded securities
- $3,165,811
- Net assets without donor restrictions
- $3,565,193
- Net assets with donor restrictions
- $2,573,732
- Gross receipts
- $6,862,843
- Employees
- 74
- Volunteers
- 6
- Year formed
- 1991
- State of legal domicile
- CO
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 | Other / benefits |
|---|---|---|---|---|
| BRIE FITZSIMMONS EX OFFICIO | BUSINESS ADMINISTRATOR Officer | 40 | $115,731 | $55,739 |
| MORGAN JACOBER EX OFFICIO | COMMUNITY DEVELOPMENT DIRECTOR Highest-paid employee | 40 | $103,453 | $59,822 |
| HARLEY STROH | TRUSTEE/OFFICE MANAGER Trustee or director | 40 | $58,322 | $57,850 |
| THEA PRATT | TRUSTEE/FACULTY REPRESENTATIVE Trustee or director | 40 | $71,583 | $35,090 |
| CASEY KEALEY | TRUSTEE/FACULTY REPRESENTATIVE Trustee or director | 40 | $60,476 | $11,819 |
| MAURA WAMSLEY | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| DANA ELLIS | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| MACKENZIE THORN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| ALLISON SPAYD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BRITTANY CONKLIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMANDA ERVIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MORGAN JACOBER EX OFFICIO | COMMUNITY DEVELOPMENT DIRE Trustee or director | 40 | $90,681 | $75,712 |
| JOHN MOFFITT EX OFFICIO | FACULTY ADMINISTRATOR Trustee or director, Officer | 40 | $90,942 | $54,762 |
| LARRY SMITH EX OFFICIO | BUSINESS ADMINISTRATOR Trustee or director, Officer | 40 | $93,170 | $11,708 |
| HARLEY STROH | TRUSTEE/OFFICE MANAGER Trustee or director | 40 | $51,658 | $52,914 |
| ELIZABETH ALLEN | PRESIDENT Trustee or director, Officer | 3.75 | $0 | $0 |
| MAURA WAMSLEY | VICE PRESIDENT Trustee or director, Officer | 3.75 | $0 | $0 |
| DANA ELLIS | SECRETARY Trustee or director, Officer | 3.75 | $0 | $0 |
| MACKENZIE THORN | TREASURER Trustee or director, Officer | 3.75 | $0 | $0 |
| CHRIS MULLALLY | TRUSTEE Trustee or director | 3.75 | $0 | $0 |
| ALICIA NOLFI | TRUSTEE Trustee or director | 3.75 | $0 | $0 |
| HOLLY RICHARDSON | TRUSTEE/FACULTY REPRESENTA Trustee or director | 3.75 | $0 | $0 |
| ALEXANDER MARCHAND | TRUSTEE/FACULTY REPRESENTA Trustee or director | 3.75 | $0 | $0 |
| BRIE FITZSIMMONS | BUSINESS ADMINISTRATOR Trustee or director, Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MORGAN JACOBER EX OFFICIO | COMMUNITY DEVELOPMENT DIRE Trustee or director | 40 | $74,125 | $65,111 |
| JOHN MOFFIT EX OFFICIO | FACULTY ADMINISTRATOR Trustee or director, Officer | 40 | $87,763 | $50,533 |
| LARRY SMITH EX OFFICIO | BUSINESS ADMINISTRATOR Trustee or director, Officer | 40 | $86,313 | $12,188 |
| HARLEY STROH | TRUSTEE/OFFICE MANAGER Trustee or director | 40 | $48,614 | $49,316 |
| ELIZABETH ALLEN | PRESIDENT Trustee or director, Officer | 6.25 | $0 | $0 |
| MAURA WAMSLEY | VICE PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DANA ELLIS | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| MACKENZIE THORN | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
| CHRIS MULLALLY | TRUSTEE Trustee or director | 1.25 | $0 | $0 |
| ALICIA NOLFI | TRUSTEE Trustee or director | 1.25 | $0 | $0 |
| HOLLY RICHARDSON | TRUSTEE/FACULTY REPRESENTATIVE Trustee or director | 1.25 | $0 | $0 |
| ALEXANDER MARCHAND | TRUSTEE/FACULTY REPRESENTATIVE Trustee or director | 1.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 16543 HIGHWAY 82, CARBONDALE, CO 81623-9550
- In care of
- % BARBI SHEFFER
- Principal officer (990 for 2024)
- MACKENZIE THORN, 16543 HIGHWAY 82, CARBONDALE, CO 81623
- Signed the 990
- MACKENZIE THORN, TREASURER
- Phone
- (970) 963-1960
- Website
- WWW.WALDORFSCHOOLRF.COM
- Return prepared by
- REESE HENRY & COMPANY INC
Mission
TO INSPIRE THE SPIRIT OF THE CHILD AND ELICIT ACADEMIC EXCELLENCE THROUGH EDUCATIONAL ARTISTRY.
Program accomplishments
- EDUCATIONAL AND AFTER SCHOOL SERVICES TO CHILDREN 18 MONTHS OLD TO EIGHTH GRADE.Expenses $5,378,701 · grants $548,608 · revenue $5,047,543
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
- 84-1179460
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24I)
- Assets (IRS master file)
- $6,841,236
- Income (IRS master file)
- $6,862,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,038,823 | $5,963,525 | $6,841,236 | IRS |
| 990 | June 2024 | $5,887,280 | $5,714,673 | $6,177,690 | IRS |
| 990 | June 2023 | $5,087,621 | $5,210,938 | $5,920,418 | XML |
| 990 | June 2022 | $4,004,301 | $4,040,354 | $6,400,493 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 84-1179460).
Questions about ASPEN WALDORF FOUNDATION
- What is the EIN of ASPEN WALDORF FOUNDATION?
- The employer identification number (EIN) of ASPEN WALDORF FOUNDATION is 84-1179460.
- Is ASPEN WALDORF FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to ASPEN WALDORF FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASPEN WALDORF FOUNDATION 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 ASPEN WALDORF FOUNDATION 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 ASPEN WALDORF FOUNDATION 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 ASPEN WALDORF FOUNDATION?
- The 990 for the year ended June 30, 2025 names MACKENZIE THORN.
- Who are the officers and directors of ASPEN WALDORF FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 5 received compensation from the organization, the highest $115,731 (BRIE FITZSIMMONS EX OFFICIO, BUSINESS ADMINISTRATOR).
- How much revenue does ASPEN WALDORF FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,038,823, expenses of $5,963,525 and total assets of $6,841,236 at year end.
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