Nonprofit · EIN 93-0763150
WALDORF EDUCATION ASSOCIATION OF
Tax-exempt · EUGENE, OR 97405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $2,146,130 | $2,214,865 | -$68,735 | $1,271,804 | $484,081 | $787,723 |
| July 31, 2024 | 990 | $1,638,509 | $1,937,396 | -$298,887 | $1,334,912 | $481,754 | $853,158 |
| July 31, 2023 | 990 | $1,659,453 | $1,925,733 | -$266,280 | $1,438,824 | $289,254 | $1,149,570 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $54,287
- of which government grants
- $23,659
- Program service revenue
- $2,052,039
- Investment income
- $21,222
- Net rental income
- $6,481
- Net income from fundraising events
- $6,499
- Net income from sales of inventory
- $233
- Other revenue
- $18,582
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $178,848
- Other salaries and wages
- $864,364
- Salaries, compensation and benefits (total)
- $1,418,686
- Professional fundraising fees
- $0
- Accounting fees
- $18,613
- Occupancy
- $89,513
- Depreciation
- $65,240
- Program services (functional)
- $1,666,612
- Management and general (functional)
- $548,253
Balance sheet and other
- Total assets, start of year
- $1,334,912
- Total assets, end of year
- $1,271,804
- Total liabilities, end of year
- $484,081
- Net assets, end of year
- $787,723
- Land, buildings and equipment
- $720,943
- Net assets without donor restrictions
- $787,723
- Gross receipts
- $2,150,042
- Employees
- 50
- Volunteers
- 175
- Year formed
- 1980
- State of legal domicile
- OR
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICOLE MORRISON | SECRETARY Trustee or director, Officer | 40 | $46,852 |
| ATTA TURCK | COLLEGE CHAI Trustee or director | 40 | $44,213 |
| IAN STEARNS | COLLEGE REP Trustee or director | 40 | $41,917 |
| SARAH SAMS | COLLEGE REP Trustee or director | 40 | $39,917 |
| JAMES HOLZGRAF | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| KELLI WILLIAMSON | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| REBECCA HUOT | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| CAMERON STEARNS | TREASURER Officer | 5 | $0 |
| ANDREW SMITH | COMMUNITY ME Trustee or director | 5 | $0 |
| PETER SISTROM | COMMUNITY ME Trustee or director | 5 | $0 |
| KARA HUNTERMOON | COMMUNITY ME Trustee or director | 5 | $0 |
990 for the year ended July 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ATTA TURCK | COLLEGE CHAI Trustee or director | 40 | $42,985 |
| NICOLE MORRISON | SECRETARY Trustee or director, Officer | 40 | $42,785 |
| IAN STEARNS | COLLEGE REP Trustee or director | 40 | $40,806 |
| SARAH SAMS | COLLEGE REP Trustee or director | 40 | $40,620 |
| JAMIE HOLZGRAF | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| KARA HUNTERMOON | COMMUNITY ME Trustee or director | 5 | $0 |
| REBECCA HUOT | COMMUNITY ME Trustee or director | 5 | $0 |
| PETER SISTROM | COMMUNITY ME Trustee or director | 5 | $0 |
| ANDREW SMITH | COMMUNITY ME Trustee or director | 5 | $0 |
| KELLI WILLIAMSON | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| CAMERON STEARNS | TREASURER Officer | 5 | $0 |
990 for the year ended July 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICOLE MORRISON | SECRETARY Trustee or director, Officer | 40 | $39,492 | $12,980 |
| ATTA TURCK | COLLEGE CHAI Trustee or director | 40 | $45,671 | $0 |
| IAN STEARNS | COLLEGE REP Trustee or director | 40 | $39,733 | $0 |
| MARINA TAYLOR | COLLEGE REP Trustee or director | 40 | $39,345 | $0 |
| YUQUAN ALTEN FU | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ANDREW SMITH | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| KELLI WILLAMSON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CAMERON STEARNS | TREASURER Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1350 MCLEAN BLVD, EUGENE, OR 97405-1998
- Principal officer (990 for 2024)
- JAMES HOLZGRAF, 1350 MCLEAN BLVD, EUGENE, OR 97405
- Signed the 990
- NICOLE MORRISON, SECRETARY
- Phone
- (541) 683-6951
- Website
- EUGENEWALDORF.ORG
- Return prepared by
- BVAL CPAS & ADVISORS LLP
Mission
OUR MISSION IS TO EDUCATE THE WHOLE CHILD FOR THE FUTURE, EQUALLY ENGAGING BODY, MIND AND SPIRIT. OUR TEACHERS FOSTER A LOVE OF LEARNING BY ENLIVENING THE IMAGINATION, STRENGTHENING THE CREATIVE WILL, DEEPENING UNDERSTANDING, AND AWAKENING A SENSE OF COMMUNITY. WE STRIVE TO HELP ALL CHILDREN DEVELOP THEIR UNIQUE PHYSICAL, EMOTIONAL, INTELLECTUAL, AND SPIRITUAL CAPACITIES. THIS ENABLES EACH INDIVIDUAL TO RESPONSIBLY ENTER IN FREEDOM INTO AN EVER- CHANGING LOCAL AND GLOBAL COMMUNITY.
Program accomplishments
- OUR ACADEMIC PROGRAM INTEGRATES THE ARTS, HUMANITIES, AND SCIENCES. OUR DEDICATED AND LOVING TEACHERS PROVIDE A SOLID FOUNDATION FOR LIFELONG LEARNING BY JOYFULLY IMMERSING CHILDREN IN ARTS, MUSIC, MATH LANGUAGE, MOVEMENT AND PLAY; SERVING STUDENTS IN PRESCHOOL THROUGH GRADE EIGHT. PRE K = 28 GRADE K = 27 GRADE 1 = 19 GRADE 2 = 10 GRADE 3 = 10 GRADE 4 = 12 GRADE 5 = 16 GRADE 6 = 12 GRADE 7 = 7 GRADE 8 = 0 TOTAL = 141Expenses $1,666,612 · revenue $2,052,039
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 93-0763150
- 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
- 1980
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $1,271,804
- Income (IRS master file)
- $2,150,042
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $2,146,130 | $2,214,865 | $1,271,804 | XML |
| 990 | July 2024 | $1,638,509 | $1,937,396 | $1,334,912 | XML |
| 990 | July 2023 | $1,659,453 | $1,925,733 | $1,438,824 | XML |
| 990 | July 2022 | $1,399,762 | $1,536,629 | $1,675,451 | 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 93-0763150).
Questions about WALDORF EDUCATION ASSOCIATION OF
- What is the EIN of WALDORF EDUCATION ASSOCIATION OF?
- The employer identification number (EIN) of WALDORF EDUCATION ASSOCIATION OF is 93-0763150.
- Is WALDORF EDUCATION ASSOCIATION OF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to WALDORF EDUCATION ASSOCIATION OF tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDORF EDUCATION ASSOCIATION OF 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 WALDORF EDUCATION ASSOCIATION OF due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALDORF EDUCATION ASSOCIATION OF last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of WALDORF EDUCATION ASSOCIATION OF?
- The 990 for the year ended July 31, 2025 names JAMES HOLZGRAF.
- Who are the officers and directors of WALDORF EDUCATION ASSOCIATION OF?
- The 990 for the year ended July 31, 2025 lists 11 people; 4 received compensation from the organization, the highest $46,852 (NICOLE MORRISON, SECRETARY).
- How much revenue does WALDORF EDUCATION ASSOCIATION OF have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $2,146,130, expenses of $2,214,865 and total assets of $1,271,804 at year end.
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