Nonprofit · EIN 95-4869859
WAVERLY SCHOOL
Tax-exempt · PASADENA, CA 91105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,273,832 | $12,854,238 | -$580,406 | $17,855,760 | $12,182,094 | $5,673,666 |
| June 30, 2024 | 990 | $11,415,464 | $12,113,600 | -$698,136 | $18,542,402 | $12,288,330 | $6,254,072 |
| June 30, 2023 | 990 | $14,863,369 | $10,881,832 | $3,981,537 | $19,783,720 | $12,831,512 | $6,952,208 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $739,621
- Program service revenue
- $11,274,395
- Investment income
- $186,083
- Net income from fundraising events
- $67,098
- Other revenue
- $73,733
Expenses
- Grants and similar amounts paid
- $2,844,942
- Compensation of officers, directors and key employees
- $540,288
- Other salaries and wages
- $5,266,638
- Salaries, compensation and benefits (total)
- $7,020,264
- Professional fundraising fees
- $0
- Legal fees
- $100,352
- Accounting fees
- $40,329
- Occupancy
- $362,672
- Depreciation
- $341,385
- Program services (functional)
- $11,683,692
- Management and general (functional)
- $852,408
- Fundraising (functional)
- $318,138
Balance sheet and other
- Total assets, start of year
- $18,542,402
- Total assets, end of year
- $17,855,760
- Total liabilities, end of year
- $12,182,094
- Net assets, end of year
- $5,673,666
- Land, buildings and equipment
- $12,186,006
- Net assets without donor restrictions
- $5,381,363
- Net assets with donor restrictions
- $292,303
- Gross receipts
- $12,326,852
- Employees
- 106
- Volunteers
- 20
- Year formed
- 2009
- 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 |
|---|---|---|---|---|
| CLARKE WEATHERSPOON | HEAD OF SCHOOL Officer | 50 | $305,416 | $26,807 |
| MOLLY GELLER | HEAD OF ELEMENTARY SCHOOL Highest-paid employee | 40 | $151,393 | $64,313 |
| JULI KHOE | DIRECTOR OF FINANCE AND OPERATIONS Officer | 40 | $157,826 | $21,898 |
| AMY SLOBODA | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $171,600 | $1,571 |
| RICCO SIASOCO | DIRECTOR OF STUDENT LIFE Highest-paid employee | 40 | $152,235 | $12,670 |
| JACK ANDERSON | FACULTY AND AFTER SCHOOL DIRECTOR Highest-paid employee | 40 | $123,120 | $12,950 |
| JACK KNIGHT | FACULTY Highest-paid employee | 40 | $114,361 | $19,599 |
| SERITA YOUNG | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JESSICA CLEMENTS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NOAH MAYER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| WENDY LOPATA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANTHONY ALVARADO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBBIE LENNON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELIZABETH LAWRENCE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOANNE TOLL | TRUSTEE Trustee or director | 2 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KESEH MORGAN | TRUSTEE Trustee or director | 2 | $0 |
| LORNE GREEN | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL PINTO | TRUSTEE Trustee or director | 2 | $0 |
| MONTI OLSON | TRUSTEE Trustee or director | 2 | $0 |
| NADINE TANIO | TRUSTEE Trustee or director | 2 | $0 |
| STEPHEN ROUNTREE | TRUSTEE Trustee or director | 2 | $0 |
| VIJAY NATRAJ | TRUSTEE Trustee or director | 2 | $0 |
| YVETTE BONAPARTE | TRUSTEE Trustee or director | 2 | $0 |
| HARRY KIDD | TRUSTEE Trustee or director | 2 | $0 |
| MELANIE SCHIFF | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CLARKE WEATHERSPOON | HEAD OF SCHOOL Officer | 50 | $289,029 | $12,295 |
| MOLLY GELLER | ELEMENTARY SCHOOL DIRECTOR Highest-paid employee | 40 | $137,650 | $60,184 |
| JULI KHOE | DIRECTOR OF FINANCE AND OPERATIONS Officer | 40 | $148,689 | $19,823 |
| AMY SLOBODA | MIDDLE SCHOOL DIRECTOR Highest-paid employee | 40 | $141,900 | $1,446 |
| MARSILLE REED | DIRECTOR OF ENROLLMENT MANAGEMENT Highest-paid employee | 40 | $131,278 | $5,629 |
| JACK ANDERSON | AFTERSCHOOL AND SUMMER CAMP Highest-paid employee | 40 | $121,525 | $12,275 |
| JACK KNIGHT | TEACHER Highest-paid employee | 40 | $105,586 | $18,341 |
| SERITA YOUNG | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JESSICA CLEMENTS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOANNE TOLL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| WENDY LOPATA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANTHONY ALVARADO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBBIE LENNON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELIZABETH LAWRENCE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KESEH MORGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LORNE GREEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MICHAEL PINTO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MONTI OLSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NADINE TANIO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NOAH MAYER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEPHEN ROUNTREE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| VIJAY NATRAJ | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN HUBER | INTERIM HEAD OF SCHOOL THRU 6/15/22 Officer | 50 | $160,080 | $14,636 |
| CLARKE WEATHERSPOON | HEAD OF SCHOOL FROM 7/1/22 Officer | 50 | $153,380 | $2,000 |
| RALINDA WATTS | HIGH SCHOOL DIRECTOR Highest-paid employee | 40 | $137,225 | $6,199 |
| JULI KHOE | DIR. OF FINANCE & OPERATION Officer | 40 | $130,651 | $12,199 |
| MOLLY GELLER | ELEMENTARY SCHOOL DIRECTOR FROM 7/1/22 Highest-paid employee | 40 | $127,353 | $12,460 |
| JACK ANDERSON | AFTERSCHOOL & SUMMER CAMP DIRECTOR Highest-paid employee | 40 | $120,896 | $12,250 |
| MARSILLE REED | DIRECTOR OF ENROLLMENT Highest-paid employee | 40 | $123,034 | $5,132 |
| AMY SLOBODA | MIDDLE SCHOOL DIRECTOR Highest-paid employee | 40 | $125,000 | $1,262 |
| SERITA YOUNG | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JESSICA CLEMENTS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOANNE TOLL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| WENDY LOPATA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANTHONY ALVARADO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LORNE GREEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ELIZABETH LAWRENCE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DEBBIE LENNON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NOAH MAYER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KESEH MORGAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| VIJAY NATRAJ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHELBY OTTENGHEIME | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MICHAEL PINTO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEPHEN ROUNTREE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NADINE TANIO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CARL VIOLANO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 67 W BELLEVUE DR, PASADENA, CA 91105-2501
- In care of
- % STEPHEN F TOBIA
- Principal officer (990 for 2024)
- CLARKE WEATHERSPOON, 67 WEST BELLEVUE DRIVE, PASADENA, CA 91105
- Signed the 990
- CLARKE WEATHERSPOON, HEAD OF SCHOOL
- Phone
- (626) 792-5940
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4869859 or by the name WAVERLY 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
THE WAVERLY SCHOOL IS A NONSECTARIAN, COEDUCATIONAL, COLLEGE PREPARATORY PROGRESSIVE DAY SCHOOL THAT SPANS PRESCHOOL THROUGH HIGH SCHOOL. IT IS FULLY ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOL AND COLLEGES AND THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS.THE SCHOOL PROMOTES CONFIDENT, CURIOUS, RESOURCEFUL LEARNERS WHO DEMONSTRATE INTELLECTUAL ENGAGEMENT, CRITICAL AND CREATIVE THINKING, RESPECT FOR INDIVIDUAL DIFFERENCES, AND A STRONG SENSE OF PERSONAL AND SOCIAL RESPONSIBILITY.
Program accomplishments
- THE WAVERLY SCHOOL IS A NON-PROFIT, EDUCATIONAL INSTITUTION, SERVING CHILDREN FROM PRESCHOOL THROUGH TWELFTH GRADE. THE CURRENT WHOLE SCHOOL ENROLLMENT IS 320 STUDENTS. FAMILIES WHO CHOSE THE WAVERLY SCHOOL COME FROM DIVERSE BACKGROUNDS IN TERMS OF THEIR ETHNICITY, CULTURE, SOCIOECONOMIC STATUS, PROFESSION AND EDUCATIONAL ATTAINMENT LEVEL.Expenses $11,683,692 · grants $2,844,942 · revenue $11,274,395
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
- 95-4869859
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $17,855,760
- Income (IRS master file)
- $12,326,852
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,273,832 | $12,854,238 | $17,855,760 | IRS |
| 990 | June 2024 | $11,415,464 | $12,113,600 | $18,542,402 | XML |
| 990 | June 2023 | $14,863,369 | $10,881,832 | $19,783,720 | XML |
| 990 | June 2022 | $11,218,445 | $10,721,944 | $15,060,172 | 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 95-4869859).
Questions about WAVERLY SCHOOL
- What is the EIN of WAVERLY SCHOOL?
- The employer identification number (EIN) of WAVERLY SCHOOL is 95-4869859.
- Is WAVERLY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to WAVERLY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WAVERLY 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 WAVERLY 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 WAVERLY 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 WAVERLY SCHOOL?
- The 990 for the year ended June 30, 2025 names CLARKE WEATHERSPOON.
- Who are the officers and directors of WAVERLY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 25 people; 7 received compensation from the organization, the highest $305,416 (CLARKE WEATHERSPOON, HEAD OF SCHOOL).
- How much revenue does WAVERLY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,273,832, expenses of $12,854,238 and total assets of $17,855,760 at year end.
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