Nonprofit · EIN 94-2429431
LIVE OAK WALDORF SCHOOL
Tax-exempt · MEADOW VISTA, CA 95722
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,419,453 | $2,331,548 | $87,905 | $2,141,393 | $177,082 | $1,964,311 |
| June 30, 2024 | 990 | $2,347,382 | $2,188,328 | $159,054 | $2,067,064 | $190,658 | $1,876,406 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $127,691
- Program service revenue
- $2,215,943
- Investment income
- $39,025
- Net rental income
- $755
- Net income from fundraising events
- $34,298
- Net income from sales of inventory
- $1,741
- Other revenue
- $36,794
Expenses
- Grants and similar amounts paid
- $56,660
- Compensation of officers, directors and key employees
- $180,496
- Other salaries and wages
- $1,161,025
- Salaries, compensation and benefits (total)
- $1,484,315
- Professional fundraising fees
- $0
- Legal fees
- $2,665
- Accounting fees
- $17,535
- Occupancy
- $39,528
- Travel
- $26,437
- Depreciation
- $48,544
- Program services (functional)
- $1,759,465
- Management and general (functional)
- $511,155
- Fundraising (functional)
- $60,928
Balance sheet and other
- Total assets, start of year
- $2,067,064
- Total assets, end of year
- $2,141,393
- Total liabilities, end of year
- $177,082
- Net assets, end of year
- $1,964,311
- Land, buildings and equipment
- $851,308
- Net assets without donor restrictions
- $1,862,271
- Net assets with donor restrictions
- $102,040
- Gross receipts
- $2,448,470
- Employees
- 56
- Volunteers
- 200
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 |
|---|---|---|---|
| Meg Connell | co-Chairman Trustee or director | 40 | $62,580 |
| Kristen Rice | Chairman Trustee or director | 40 | $59,236 |
| Koronado Apuzen | co-Chairman Trustee or director | 40 | $58,680 |
| Daniel Berger | Member at Large Trustee or director, Officer | 0.5 | $0 |
| Pat Bollinger | Vice President Trustee or director, Officer | 2.5 | $0 |
| Hayden Tucker | Treasurer Trustee or director, Officer | 1 | $0 |
| Mark Rhodes | Strategic Plan Trustee or director | 0.5 | $0 |
| Rob Adams | Bldgs & Grounds Trustee or director | 0.5 | $0 |
| Danielle Barclay | Chairman Trustee or director | 0.5 | $0 |
| Brittni Jacobson | Governance Gp Trustee or director | 0.5 | $0 |
| Steve Mueller | At-large Member Trustee or director, Officer | 0.5 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lynne Poirier | College Chair Trustee or director | 40 | $63,200 |
| Sarah Dunbar | Board Member Trustee or director | 40 | $59,600 |
| Ashley Camp | ECV Faculty Trustee or director | 40 | $53,300 |
| Daniel Berger | President Trustee or director, Officer | 3 | $0 |
| Pat Bollinger | Vice President Trustee or director, Officer | 1 | $0 |
| Alisha Lee | Treasurer Trustee or director, Officer | 1 | $0 |
| Crystal Tobin | Parent Council Trustee or director | 1 | $0 |
| Mark Rhodes | Strategic Plan Trustee or director | 1 | $0 |
| Rob Adams | Bldgs & Grounds Trustee or director | 1 | $0 |
| Jerome Beauchamp | Board Member Trustee or director | 1 | $0 |
| Steve Mueller | At-large Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 410 CROTHER RD, MEADOW VISTA, CA 95722-9431
- Principal officer (990 for 2024)
- Hayden Tucker, 410 Crother Road, Meadow Vista, CA 95722
- Signed the 990
- Hayden Tucker, Treasurer
- Phone
- (530) 878-8720
- Website
- liveoakwaldorf.org
- Return prepared by
- Suzanne H Peterson CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2429431 or by the name LIVE OAK 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
To provide a school for children that follows the Waldorf method of teaching.
Program accomplishments
- Academic: Operation of primary school - grades K-8: Student enrollment ranged from 150 to 154 during the school year, with enrollment of 150 students as of year-end on June 30. 39 students (34 families) received tuition assistance, plus 20 families of school staff. Academics include organizing and hosting special academic enriching events for students and community such as a Pentathlon with 10 schools participating and 200 participants, May Faire (250 participants), Holiday Faire (200 participated,) and Pumpkin Path Event with approx 890 participants, and team sports for the students.Expenses $1,299,243 · grants $56,660 · revenue $1,805,168
- Auxiliary: Provided Pre-school (enrollment of 47 students), children's "Continuing Care" program during after-school hours (72 students,) summer day camps (146 students,) and Parent-Child program (13 children).Expenses $460,222 · revenue $405,077
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
- 94-2429431
- 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
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $2,141,393
- Income (IRS master file)
- $2,448,470
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,419,453 | $2,331,548 | $2,141,393 | XML |
| 990 | June 2024 | $2,347,382 | $2,188,328 | $2,067,064 | XML |
| 990 | June 2023 | $2,523,322 | $1,913,675 | $1,797,982 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 94-2429431).
Questions about LIVE OAK WALDORF SCHOOL
- What is the EIN of LIVE OAK WALDORF SCHOOL?
- The employer identification number (EIN) of LIVE OAK WALDORF SCHOOL is 94-2429431.
- Is LIVE OAK WALDORF SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to LIVE OAK WALDORF SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVE OAK 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 LIVE OAK 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 LIVE OAK 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 LIVE OAK WALDORF SCHOOL?
- The 990 for the year ended June 30, 2025 names Hayden Tucker.
- Who are the officers and directors of LIVE OAK WALDORF SCHOOL?
- The 990 for the year ended June 30, 2025 lists 11 people; 3 received compensation from the organization, the highest $62,580 (Meg Connell, co-Chairman).
- How much revenue does LIVE OAK WALDORF SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,419,453, expenses of $2,331,548 and total assets of $2,141,393 at year end.
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