Nonprofit · EIN 95-3641387
ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO
Tax-exempt · SAN DIEGO, CA 92105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2023 | 990 | $6,394,957 | $6,696,936 | -$301,979 | $5,291,296 | $3,886,827 | $1,404,469 |
Financial details: 990 for the year ended June 30, 2023
Revenue
- Contributions, gifts and grants
- $486,938
- Program service revenue
- $5,879,073
- Investment income
- $12
- Net income from sales of inventory
- $28,934
- Other revenue
- $28,934
Expenses
- Grants and similar amounts paid
- $1,849,319
- Compensation of officers, directors and key employees
- $181,353
- Other salaries and wages
- $2,665,752
- Salaries, compensation and benefits (total)
- $3,445,370
- Professional fundraising fees
- $0
- Depreciation
- $133,567
- Program services (functional)
- $5,882,296
- Management and general (functional)
- $680,738
- Fundraising (functional)
- $133,902
Balance sheet and other
- Total assets, start of year
- $5,520,508
- Total assets, end of year
- $5,291,296
- Total liabilities, end of year
- $3,886,827
- Net assets, end of year
- $1,404,469
- Land, buildings and equipment
- $4,682,170
- Net assets without donor restrictions
- $1,223,689
- Net assets with donor restrictions
- $180,780
- Gross receipts
- $6,559,967
- Employees
- 67
- Volunteers
- 47
- Year formed
- 1981
- 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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Rachel Davis | Administrator Trustee or director, Officer | 40 | $42,435 | $2,392 |
| Mary Carmichael | Director Trustee or director | 40 | $38,105 | $3,082 |
| Sudha Dorairaj | Director Trustee or director | 20 | $6,360 | $0 |
| Kate Vance | Director Trustee or director | 1.5 | $3,077 | $0 |
| Heather Corliss | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Nancy Bjork | President Trustee or director, Officer | 2 | $0 | $0 |
| Leigh Elkolli | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Kelly Ryan | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3547 ALTADENA AVE, SAN DIEGO, CA 92105-3612
- In care of
- % KIM GALVIN
- Signed the 990
- Amber Setter, Treasurer
- Phone
- (619) 287-3054
- Return prepared by
- West Rhode & Roberts
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3641387 or by the name ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO.
- 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 EACH STUDENT'S CAPACITY FOR LOVE OF LEARNING, FOR INDEPENDENT THINKING, AND FOR HEARTFELT SERVICE TO THE WORLD. MAKE WALDORF EDUCATION AVAILABLE TO ALL CHILDREN IN THE SAN DIEGO AREA THROUGH ACTIVE ENGAGEMENT WITH FAMILIES OF ALL ETHNIC, SPIRITUAL, AND SOCIOECONOMIC BACKGROUNDS.
Program accomplishments
- K12 EDUCATION. WALDORF SCHOOLS OFFER A DEVELOPMENTALLY APPROPRIATE, EXPERIENTIAL APPROACH TO EDUCATION. THEY INTEGRATE THE ARTS AND ACADEMICS FOR CHILDREN FROM PRESCHOOL THROUGH TWELFTH GRADE. THE AIM OF THE EDUCATION IS TO INSPIRE LIFELONG LEARNING IN EACH STUDENT AND ENABLE THEM TO FULLY DEVELOP THEIR UNIQUE CAPACITIES. FOUNDED IN GERMANY IN THE EARLY 20TH CENTURY, WALDORF EDUCATION IS AN INDEPENDENT AND INCLUSIVE FORM OF EDUCATION BASED ON THE INSIGHTS AND TEACHING OF RENOWNED ANTHROPOSOPHIST, ARTIST,AND SCIENTIST, RUDOLF STEINER. EVOLVING FROM A PROFOUND UNDERSTANDING OF THE HUMAN SPIRIT AND HUMAN DEVELOPMENT,WALDORF EDUCATION IS REGIONALLY ADAPTIVE AND HAS GROWN TO INCLUDE HUNDREDS OF SCHOOLS WORLDWIDE. AN AVERAGE OF 280 STUDENTS WERE ENROLLED AT THE WALDORF SCHOOL OF SAN DIEGO FOR THE 2022/2023 SCHOOL YEAR.Expenses $5,882,296 · grants $1,849,319 · revenue $5,908,007
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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | Not on file |
IRS record
- EIN
- 95-3641387
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $5,291,296
- Income (IRS master file)
- $6,559,967
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2023 | $6,394,957 | $6,696,936 | $5,291,296 | XML |
| 990 | June 2022 | $6,151,678 | $5,710,423 | $5,520,508 | 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 95-3641387).
Questions about ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO
- What is the EIN of ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO?
- The employer identification number (EIN) of ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO is 95-3641387.
- Is ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO 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 ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO 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 ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2023.
- Who are the officers and directors of ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO?
- The 990 for the year ended June 30, 2023 lists 8 people; 4 received compensation from the organization, the highest $42,435 (Rachel Davis, Administrator).
- How much revenue does ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO have?
- On its 990 for the year ended June 30, 2023 it reported revenue of $6,394,957, expenses of $6,696,936 and total assets of $5,291,296 at year end.
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