Nonprofit · EIN 93-1217269
WALDORF SCHOOL OF BEND
Also known as SAGEWOOD SCHOOL, Sagewood School
Tax-exempt · BEND, OR 97701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,459,232 | $1,390,768 | $68,464 | $106,130 | $631,387 | -$525,257 |
| June 30, 2024 | 990 | $1,242,552 | $1,441,015 | -$198,463 | $80,358 | $674,079 | -$593,721 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $36,907
- of which government grants
- $8,571
- Program service revenue
- $1,422,012
- Investment income
- $313
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $713,404
- Salaries, compensation and benefits (total)
- $839,089
- Professional fundraising fees
- $0
- Legal fees
- $458
- Accounting fees
- $14,762
- Occupancy
- $363,067
- Travel
- $577
- Depreciation
- $1,766
- Program services (functional)
- $1,158,405
- Management and general (functional)
- $228,789
- Fundraising (functional)
- $3,574
Balance sheet and other
- Total assets, start of year
- $80,358
- Total assets, end of year
- $106,130
- Total liabilities, end of year
- $631,387
- Net assets, end of year
- -$525,257
- Land, buildings and equipment
- $856
- Net assets without donor restrictions
- -$525,257
- Gross receipts
- $1,459,232
- Employees
- 26
- Year formed
- 1997
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASEY DUFFY | FACULTY Trustee or director | 2 | $52,913 |
| ERIN BLISS | FACULTY Trustee or director | 2 | $0 |
| KATHERINE CABALLERO | SECRETARY Trustee or director, Officer | 3.75 | $0 |
| MICHELE GERE | DIRECTOR Trustee or director | 2.5 | $0 |
| KYLE NELSON | PRESIDENT Trustee or director, Officer | 5 | $0 |
| KOORASH RASSEKH | DIRECTOR Trustee or director | 2.5 | $0 |
| AMANDA WRENN | TREASURER Trustee or director, Officer | 3.75 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNDI POINTER | FACULTY Trustee or director | 2 | $57,681 |
| KRIS PORTO | FACULTY Trustee or director | 2 | $48,384 |
| MICHELE GERE | DIRECTOR Trustee or director | 2.5 | $0 |
| NICOLE HANDLEY | SECRETARY Trustee or director, Officer | 3.75 | $0 |
| JOHN MCCORMICK | PRESIDENT Trustee or director, Officer | 5 | $0 |
| KYLE NELSON | DIRECTOR Trustee or director | 2.5 | $0 |
| MARLENE OLSON | DIRECTOR Trustee or director, Officer | 2 | $0 |
| JENNIFER PRICE | TREASURER Trustee or director, Officer | 3.75 | $0 |
Address and contacts
- Address (IRS master file)
- 2150 NE STUDIO RD, BEND, OR 97701-3640
- Mailing address (990-N for 2009)
- 19888 Rocking Horse Rd, Bend OR 97702
- Principal officer (990 for 2024)
- KYLE NELSON, 63651 BOYD ACRES RD, BEND, OR 97701
- Principal officer (990-N for 2009)
- Wayne Yeatman, 19888 Rocking Horse Rd, Bend OR 97702
- Signed the 990
- KATHERINE CABALLERO, SECRETARY
- Phone
- (541) 330-8841
- Website
- www.bendwaldorf.com
- Return prepared by
- HWC TAX & BUSINESS CONSULTING PC
Mission
WALDORF SCHOOL OF BEND IS A PRIVATE SCHOOL. THE WALDORF SCHOOL OF BEND CULTIVATES ACADEMIC EXCELLENCE THROUGH OUR EXPERIMENTAL CURRICULUM RICH IN THE ARTS, SCIENCES, AND PRACTICAL WORKS. WE HONOR EACH CHILD'S UNIQUE SPIRIT BY BUILDING CAPACITIES OF WILL, FREE THOUGHT, COMPASSION AND SOCIAL RESPONSIBILITY. IN THIS WAY, CHILDREN DEVELOP WITH PURPOSE TO ACT AS POWERFUL WORLD CITIZENS.
Program accomplishments
- PRIVATE SCHOOL FOLLOWING THE WALDORF EDUCATION CURRICULUM OPEN TO ALL INTERESTED FAMILIESExpenses $1,158,405 · revenue $1,422,012
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
- 93-1217269
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20Z)
- Assets (IRS master file)
- $106,130
- Income (IRS master file)
- $1,459,232
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,459,232 | $1,390,768 | $106,130 | IRS |
| 990 | June 2024 | $1,242,552 | $1,441,015 | $80,358 | XML |
| 990 | June 2023 | $1,092,256 | $1,338,926 | $195,451 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: Wayne Yeatman | June 30, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
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 93-1217269).
Questions about WALDORF SCHOOL OF BEND
- What is the EIN of WALDORF SCHOOL OF BEND?
- The employer identification number (EIN) of WALDORF SCHOOL OF BEND is 93-1217269.
- Is WALDORF SCHOOL OF BEND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WALDORF SCHOOL OF BEND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDORF SCHOOL OF BEND 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 SCHOOL OF BEND 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 WALDORF SCHOOL OF BEND 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 WALDORF SCHOOL OF BEND?
- The 990 for the year ended June 30, 2025 names KYLE NELSON.
- Who are the officers and directors of WALDORF SCHOOL OF BEND?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $52,913 (CASEY DUFFY, FACULTY).
- How much revenue does WALDORF SCHOOL OF BEND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,459,232, expenses of $1,390,768 and total assets of $106,130 at year end.
Other nonprofits in BEND
- OREGON FAMILY SCHOOL EIN 83-0799650 · last filed 990 for 2025
- CASCADES ACADEMY OF CENTRAL OREGON INC EIN 41-2086942 · last filed 990 for 2025
- MORNING STAR CHRISTIAN SCHOOL EIN 93-0936063 · last filed 990 for 2025
- SEVEN PEAKS SCHOOL EIN 93-1200323 · last filed 990 for 2025
- DESERT SKY MONTESSORI EIN 47-2518719 · last filed 990 for 2025
- PRIMERFIELD FOUNDATION EIN 83-3567299 · last filed 990 for 2024
- DESCHUTES PUBLIC LIBRARY FOUNDATION INC EIN 94-3178822 · last filed 990 for 2025
- MAYANTIGO CHARITABLE FOUNDATION EIN 46-5479956 · last filed 990-PF for 2026