Nonprofit · EIN 94-2941604
WALDORF SCHOOL OF THE PENINSULA INC
Tax-exempt · LOS ALTOS, CA 94024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,126,995 | $11,747,198 | -$620,203 | $5,539,274 | $1,923,462 | $3,615,812 |
| June 30, 2024 | 990 | $11,552,661 | $11,947,247 | -$394,586 | $6,254,075 | $2,276,400 | $3,977,675 |
| June 30, 2023 | 990 | $10,668,325 | $10,884,057 | -$215,732 | $7,352,045 | $3,134,716 | $4,217,329 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $415,264
- Program service revenue
- $10,553,148
- Investment income
- $105,817
- Net gain from sales of assets
- -$151
- Net income from fundraising events
- $14,314
- Net income from sales of inventory
- $22,808
- Other revenue
- $52,766
Expenses
- Grants and similar amounts paid
- $2,999,912
- Compensation of officers, directors and key employees
- $648,924
- Other salaries and wages
- $4,362,722
- Salaries, compensation and benefits (total)
- $6,304,863
- Professional fundraising fees
- $0
- Legal fees
- $10,273
- Accounting fees
- $91,599
- Occupancy
- $1,022,159
- Depreciation
- $129,628
- Program services (functional)
- $9,002,399
- Management and general (functional)
- $2,409,805
- Fundraising (functional)
- $334,994
Balance sheet and other
- Total assets, start of year
- $6,254,075
- Total assets, end of year
- $5,539,274
- Total liabilities, end of year
- $1,923,462
- Net assets, end of year
- $3,615,812
- Land, buildings and equipment
- $70,214
- Publicly traded securities
- $4,192,730
- Net assets without donor restrictions
- $3,462,673
- Net assets with donor restrictions
- $153,139
- Gross receipts
- $11,725,327
- Employees
- 84
- Volunteers
- 32
- Year formed
- 1984
- 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 | Other / benefits |
|---|---|---|---|---|
| JON HERZENBERG | SCHOOL DIRECTOR Trustee or director, Officer | 40 | $281,490 | $26,902 |
| JOANN WALDMAN ENDED 1224 | DIR. OF FINANCE/OPERATIONS Officer | 40 | $166,295 | $11,391 |
| YASUKO INOUE | FACULTY BOARD MEMBER Trustee or director | 40 | $74,160 | $6,117 |
| SUMAN DESAI | FACULTY BOARD MEMBER Trustee or director | 40 | $72,281 | $5,978 |
| VIKRANT BATRA | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| PIERRE LAURENT ENDED 0824 | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| SANDY WELCH | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| AUTUMN QUINN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| MARSHALL BRICKEEN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| STEFAN KLOCEK | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| SAIMA YUSUF | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| JENNIFER DIRKING ENDED 1024 | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| ILANA NAHOURAII | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PIERRE LAURENT | VP/ADMINISTRATOR Trustee or director, Officer | 40 | $204,117 | $276 |
| JOANN WALDMAN | DIRECTOR OF FINANCE Officer | 40 | $160,200 | $25,318 |
| JON HERZENBERG | ADMINISTRATOR Officer | 40 | $111,208 | $10,337 |
| YASUKO INOUE | TRUSTEE Trustee or director | 40 | $78,083 | $35,248 |
| KERSTIN PINTUS | TRUSTEE Trustee or director | 40 | $73,801 | $13,108 |
| VIKRANT BATRA | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| SANDRA WELCH | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| AMY SHIMMICK | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| JENNIFER DIRKING | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BOB FROELICH | TRUSTEE Trustee or director | 5 | $0 | $0 |
| AUTUMN QUINN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MARSHALL BRICKEEN | TRUSTEE Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANN WALDMAN | DIRECTOR OF FINANCE Officer | 40 | $161,450 | $22,158 |
| PIERRE LAURENT | ADMINISTRATOR Officer | 40 | $181,151 | $246 |
| YASUKO INOUE | TRUSTEE Trustee or director | 40 | $72,310 | $33,251 |
| KERSTIN PINTUS | TRUSTEE Trustee or director | 40 | $73,285 | $15,244 |
| SANDRA WELCH | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| VIKRANT BATRA | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| JENNIFER DIRKING | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BOB FROELICH | TRUSTEE Trustee or director | 5 | $0 | $0 |
| AMY SHIMMICK | TRUSTEE Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11311 MORA DR, LOS ALTOS, CA 94024-6523
- Principal officer (990 for 2024)
- JON HERZENBERG, 11311 MORA DRIVE, LOS ALTOS, CA 94024
- Signed the 990
- VIKRANT BATRA, PRESIDENT
- Phone
- (650) 209-9400
- Website
- WWW.WALDORFPENINSULA.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2941604 or by the name WALDORF SCHOOL OF THE PENINSULA INC.
- 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 AWAKEN CHILDREN TO THEIR OWN INDIVIDUALITY AND UNFOLD THEIR HIGHER CAPACITIES OF THINKING, FEELING AND WILLING, THUS CREATING A TRULY HUMAN WORLD THROUGH AN EDUCATION THAT IS A SOURCE OF SOCIAL CHANGE. WALDORF EDUCATION REACHES BEYOND CONTENT TO FREEING THE HUMAN SPIRIT.
Program accomplishments
- TUITION - WALDORF SCHOOL IS AN INDEPENDENT NURSERY THROUGH TWELFTH GRADE SCHOOL, PROVIDING EDUCATION FOR 293 STUDENTS. OUR MISSION IS TO AWAKEN CHILDREN TO THEIR OWN INDIVIDUALITY AND UNFOLD THEIR HIGH CAPACITIES OF THINKING, FEELING AND WILLING, THUS CREATING A TRULY HUMAN WORLD THROUGH AN EDUCATION THAT IS A SOURCE OF SOCIAL CHANGE. WALDORF EDUCATION REACHES BEYOND CONTENT TO FREEING THE HUMAN SPIRIT.Expenses $8,670,495 · grants $2,999,912 · revenue $10,173,711
- AFTERCARE FEES - THE EXTENDED CARE PROGRAM SERVES THE FAMILIES IN OUR COMMUNITY BY OFFERING A SAFE AND NURTURING ENVIRONMENT CONSISTENT WITH THE PRINCIPLES OF WALDORF EDUCATION FOR CHILDREN FROM NURSERY THROUGH GRADE 5.Expenses $254,772 · revenue $341,524
- PARENT CHILD PROGRAM - OUR PARENT-CHILD PROGRAM SUPPORTS AND EMPOWERS PARENTS AND CAREGIVERS DURING THE EARLY YEARS. THESE CLASSES OFFER A SIMPLE, ACCESSIBLE, PLAYFUL AND ARTISTIC VISION FOR NURTURING THE GROWING FAMILY.Expenses $77,132 · revenue $37,913
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
- 94-2941604
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $5,539,274
- Income (IRS master file)
- $11,725,327
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,126,995 | $11,747,198 | $5,539,274 | IRS |
| 990 | June 2024 | $11,552,661 | $11,947,247 | $6,254,075 | IRS |
| 990 | June 2023 | $10,668,325 | $10,884,057 | $7,352,045 | XML |
| 990 | June 2022 | $8,899,447 | $8,253,832 | $5,417,816 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 94-2941604).
Questions about WALDORF SCHOOL OF THE PENINSULA INC
- What is the EIN of WALDORF SCHOOL OF THE PENINSULA INC?
- The employer identification number (EIN) of WALDORF SCHOOL OF THE PENINSULA INC is 94-2941604.
- Is WALDORF SCHOOL OF THE PENINSULA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to WALDORF SCHOOL OF THE PENINSULA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDORF SCHOOL OF THE PENINSULA INC 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 THE PENINSULA INC 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 THE PENINSULA INC 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 THE PENINSULA INC?
- The 990 for the year ended June 30, 2025 names JON HERZENBERG.
- Who are the officers and directors of WALDORF SCHOOL OF THE PENINSULA INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 4 received compensation from the organization, the highest $281,490 (JON HERZENBERG, SCHOOL DIRECTOR).
- How much revenue does WALDORF SCHOOL OF THE PENINSULA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,126,995, expenses of $11,747,198 and total assets of $5,539,274 at year end.
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