WALDEN SCHOOL: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WALDEN SCHOOL (EIN 35-2374612)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-31
IRS object ID
202312439349301776
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-31T16:28:22-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SECOND STREET SUITE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352374612EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WALDEN SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALDBusinessNameControlTxt
Phone4155878157PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 JOOST AVENUE 204AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSETH BRENZELPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4155878157PhoneNum
Signature2023-08-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSETHPersonFirstNm
Person LastBRENZELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LUMSDENPreparerPersonNm
PTINP01262236PTIN
Phone4159561500PhoneNum
Preparation2023-08-31PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSETH BRENZELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 JOOST AVENUE 204AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,610,207GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WALDENSCHOOL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateNHLegalDomicileStateCd
Activity Or MissionTO INSPIRE ARTISTIC EXPRESSION AND PERSONAL GROWTH THROUGH EXPERIENTIAL MUSIC PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee36TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$537,506PYContributionsGrantsAmt
CY Contributions Grants$967,464CYContributionsGrantsAmt
PY Program Service Revenue$459,291PYProgramServiceRevenueAmt
CY Program Service Revenue$480,325CYProgramServiceRevenueAmt
PY Investment Income-$41PYInvestmentIncomeAmt
CY Investment Income$2,189CYInvestmentIncomeAmt
PY Other Revenue$3,983PYOtherRevenueAmt
CY Other Revenue$1,121CYOtherRevenueAmt
PY Total Revenue$1,000,739PYTotalRevenueAmt
CY Total Revenue$1,451,099CYTotalRevenueAmt
PY Grants And Similar Paid$124,200PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$110,700CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$355,678PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$374,710CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$107,141CYTotalFundraisingExpenseAmt
PY Other Expenses$530,524PYOtherExpensesAmt
CY Other Expenses$573,705CYOtherExpensesAmt
PY Total Expenses$1,010,402PYTotalExpensesAmt
CY Total Expenses$1,059,115CYTotalExpensesAmt
PY Revenues Less Expenses-$9,663PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$391,984CYRevenuesLessExpensesAmt
Total Assets BOY$513,130TotalAssetsBOYAmt
Total Assets EOY$879,304TotalAssetsEOYAmt
Total Liabilities BOY$231,090TotalLiabilitiesBOYAmt
Total Liabilities EOY$206,210TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$282,040NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$673,094NetAssetsOrFundBalancesEOYAmt
MissionTHE WALDEN SCHOOL INSPIRES ARTISTIC EXPRESSION AND PERSONAL GROWTH THROUGH EXPERIENTIAL MUSIC PROGRAMS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$605,280ExpenseAmt
Grant$94,600GrantAmt
Revenue$387,376RevenueAmt
DescTHE WALDEN SCHOOL YOUNG MUSICIANS PROGRAM PROVIDES AN UNPARALLELED CREATIVE SUMMER EXPERIENCE FOR MUSICALLY INCLINED STUDENTS AGES 9 TO 19. PART SCHOOL, PART CAMP, AND PART FESTIVAL, THE PROGRAM CONVENES EACH SUMMER FOR FIVE WEEKS IN DUBLIN, NH. THROUGH RIGOROUS AND INNOVATIVE DAILY INSTRUCTION, STUDENTS HONE THEIR MUSICAL AND CREATIVE SKILLS WITHIN A SUPPORTIVE COMMUNITY OF LIKE-MINDED PEERS AND MENTORS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$164,199ExpenseAmt
Grant$16,100GrantAmt
Revenue$92,405RevenueAmt
DescTHE WALDEN SCHOOL CREATIVE MUSICIANS RETREAT (CMR) OFFERS TRAINING AND DEVELOPMENT OPPORTUNITIES FOR THE WELL-ROUNDED MUSICIANS (AGES 18+). AT THE CREATIVE MUSICIANS RETREAT (CMR), PARTICIPANTS TAKE CLASSES (INCLUDING COURSES IN THE WALDEN SCHOOLS MUSICIANSHIP COURSE), SING IN THE CHORUS, WRITE MUSIC, AND IMPROVISE. PARTICIPANTS ARE EXPOSED TO A VARIETY OF WALDEN MUSICIANSHIP MATERIALS, INCLUDING ACOUSTICS, DRILLS WITH INTERVALS AND TRIADS, RESOLVING STRUCTURES, RHYTHMS, SOLFEGE AND HARMONIC ANALYSIS. CLASSES ALSO INCLUDE TOPICS IN CONTEMPORARY MUSIC AND COMPUTER MUSIC. COMPOSITION LESSONS AND MASTER CLASSES ARE OFFERED.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$8,603ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTHE WALDEN SCHOOL HOSTS VARIOUS ALUMNI EVENTS THROUGHOUT THE YEAR, DESIGNED TO CONNECT ALUMNI TO RETAIN A VIBRANT CONNECTION TO THE ORGANIZATION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$778,082TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee36EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SETH BRENZELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155878157PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 JOOST AVENUE SUITE 204AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94131ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RITA MITRA
CHAIR THRU 7/2022 / VICE CHAIR START 7/20221.00Yes (X)Yes (X)$0$0$0
PETER COLOHAN
VICE CHAIR THRU 7/2022 / CHAIR START 7/20221.00Yes (X)Yes (X)$0$0$0
DANIELLE SCHINDLER CHEUNG
SECRETARY THRU 7/2022 / VICE CHAIR START 7/20221.00Yes (X)Yes (X)$0$0$0
DAVID ROBERTS
SECRETARY START 7/20221.00Yes (X)Yes (X)$0$0$0
STEVE MESSNER
TREASURER1.00Yes (X)Yes (X)$0$0$0
BOB BASSETT
DIRECTOR1.00Yes (X)$0$0$0
JOANN BALINGIT
DIRECTOR START 07/20221.00Yes (X)$0$0$0
ELLEN BERNARD
DIRECTOR THRU 07/20221.00Yes (X)$0$0$0
LORING CAITLIN JR
DIRECTOR1.00Yes (X)$0$0$0
CHRISTINE DOKKO
DIRECTOR1.00Yes (X)$0$0$0
RACHEL FISSELL
DIRECTOR1.00Yes (X)$0$0$0
JAMIE HAMILTON
DIRECTOR START 07/20221.00Yes (X)$0$0$0
ANNE HAXO
DIRECTOR1.00Yes (X)$0$0$0
DAVID KELLER
DIRECTOR START 07/20221.00Yes (X)$0$0$0
MATT LEVY
DIRECTOR THRU 1/20221.00Yes (X)$0$0$0
CARLOS SHIMZU
DIRECTOR THRU 1/20221.00Yes (X)$0$0$0
SARAH STROUD
DIRECTOR1.00Yes (X)$0$0$0
KATE VALENTA
DIRECTOR START 07/20221.00Yes (X)$0$0$0
JENNIFER WEIDMAN
DIRECTOR1.00Yes (X)$0$0$0
SETH BRENZEL
EXECUTIVE DIRECTOR40.00Yes (X)$99,999$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$99,999TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$55,397GovernmentGrantsAmt
All Other Contributions$912,067AllOtherContributionsAmt
Noncash Contributions$156,015NoncashContributionsAmt
Total Contributions$967,464TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION611600$474,910$474,910
APPLICATION FEES611600$3,660$3,660
PARTICIPANT TRAVEL & FEES611600$1,755$1,755
FieldValueIRS element (for citing)
Total Program Service Revenue$480,325TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$488TotalRevenueColumnAmt
Exclusion$488ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$156,015SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$154,314SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,701SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,701TotalRevenueColumnAmt
Exclusion$1,701ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$4,250GrossSalesOfInventoryAmt
Cost Of Goods Sold$4,794CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$544TotalRevenueColumnAmt
Related Or Exempt Func Income-$544RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CREDIT CARD FEES900099$1,650$1,650
MISCELLANEOUS REVENUE900099$15$15
FieldValueIRS element (for citing)
Other Revenue Total$1,665OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,451,099TotalRevenueColumnAmt
Related Or Exempt Func Income$479,781RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,854ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$110,700TotalAmt
Program Services$110,700ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$99,999TotalAmt
Program Services$45,000ProgramServicesAmt
Management And General$30,000ManagementAndGeneralAmt
Fundraising$24,999FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$246,703TotalAmt
Program Services$144,652ProgramServicesAmt
Management And General$41,043ManagementAndGeneralAmt
Fundraising$61,008FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,008TotalAmt
Program Services$15,321ProgramServicesAmt
Management And General$5,739ManagementAndGeneralAmt
Fundraising$6,948FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,286TotalAmt
Management And General$3,286ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,470TotalAmt
Management And General$9,470ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$59,959TotalAmt
Program Services$45,270ProgramServicesAmt
Management And General$13,977ManagementAndGeneralAmt
Fundraising$712FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$40,491TotalAmt
Program Services$34,417ProgramServicesAmt
Management And General$4,049ManagementAndGeneralAmt
Fundraising$2,025FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$36,485TotalAmt
Program Services$31,012ProgramServicesAmt
Management And General$3,649ManagementAndGeneralAmt
Fundraising$1,824FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,486TotalAmt
Program Services$5,513ProgramServicesAmt
Management And General$649ManagementAndGeneralAmt
Fundraising$324FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$186,018TotalAmt
Program Services$158,115ProgramServicesAmt
Management And General$18,602ManagementAndGeneralAmt
Fundraising$9,301FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$34,601TotalAmt
Program Services$25,550ProgramServicesAmt
Management And General$9,051ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,260TotalAmt
Program Services$7,260ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$330TotalAmt
Management And General$330ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,282TotalAmt
Management And General$21,282ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DINING SERVICES / FOOD$101,610$101,610
PIANO RENTAL / TUNING$27,214$27,214
SPECIAL EVENTS$7,695$7,695
PROGRAM SUPPLIES$7,305$7,305

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,213TotalAmt
Program Services$11,448ProgramServicesAmt
Management And General$12,765ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,059,115TotalAmt
Program Services$778,082ProgramServicesAmt
Management And General$173,892ManagementAndGeneralAmt
Fundraising$107,141FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$84,614BOYAmt
EOY$197,377EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,204BOYAmt
EOY$9,106EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$33,000BOYAmt
EOY-$1,050EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,526BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$370,486BOYAmt
EOY$647,999EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,300BOYAmt
EOY$25,872EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$513,130BOYAmt
EOY$879,304EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$151,333BOYAmt
EOY$206,210EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$24,360BOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$55,397BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$231,090BOYAmt
EOY$206,210EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$166,414BOYAmt
EOY$557,468EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$115,626BOYAmt
EOY$115,626EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$282,040BOYAmt
EOY$673,094EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$513,130BOYAmt
EOY$879,304EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$391,984ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$930NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$86,312BeginningYearBalanceAmt
End Year Balance$86,312EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$86,312BeginningYearBalanceAmt
End Year Balance$86,312EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$86,312BeginningYearBalanceAmt
End Year Balance$86,312EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$86,312BeginningYearBalanceAmt
End Year Balance$86,312EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$86,312BeginningYearBalanceAmt
End Year Balance$86,312EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE ENDOWMENT FUNDS REPRESENT DONOR CONTRIBUTIONS THAT ARE SUBJECT TO RESTRICTION OF GIFT INSTRUMENTS REQUIRING THAT THE PRINCIPAL BALANCE BE MAINTAINED IN PERPETUITY; THE ENDOWMENT IS INTENDED TO ENSURE THE ORGANIZATION CAN CONTINUE TO OFFER PROGRAMS THAT EMPHASIZE CREATIVITY THROUGH MUSICIANSHIP, IMPROVISATION, AND COMPOSITION.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE WALDEN SCHOOL INCLUDES ITS NON-DISCRIMINATION POLICY STATEMENT IN ITS APPLICATION MATERIALS, IN ADDITION TO BEING POSTED ON ITS WEBSITE, (WWW.WALDENSCHOOL.ORG), EMPLOYMENT DATA, BROCHURES, HANDBOOKS.
SCHEDULE E, PART I, LINE 6DURING FY2022, THE ORGANIZATION RECEIVED GOVERNMENT AID IN THE FORM OF RELIEF OF A PAYCHECK PROTECTION PROGRAM LOAN WHICH WAS FORGIVEN.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTUDENT FINANCIAL AIDGrantTypeTxt
Recipient34RecipientCnt
Cash Grant$110,700CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PROVIDES NEED-BASED FINANCIAL AID RANGING FROM 13%-88% OF TUITION, ROOM, AND BOARD. EACH STUDENT APPLYING FOR FINANCIAL AID IS REQUIRED TO COMPLETE A FINANCIAL AID APPLICATION AND PROVIDE HIS/HER GUARDIAN'S TAX RETURNS, WHICH THE ORGANIZATION UTILIZES IN DETERMINING THE AMOUNT OF FINANCIAL AID AWARDED.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$156,015NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) ON SCHEDULE M, PART I, COLUMN (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BAN INDEPENDENT TAX ACCOUNTANT PREPARES A DRAFT OF THE FORM 990; THE EXECUTIVE DIRECTOR REVIEWS A DRAFT OF THE FORM 990 AND PROVIDES COMMENTS, EDITS, AND CORRECTIONS. AFTER REVISIONS, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CEACH DIRECTOR, PRIOR TO TAKING HIS OR HER POSITION ON THE BOARD, AND ALL PRESENT DIRECTORS, SHALL SUBMIT IN WRITING TO THE CHAIR OF THE BOARD A LIST OF ALL BUSINESSES OR OTHER ORGANIZATIONS OF WHICH HE OR SHE IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OWNER, SHAREHOLDER, EMPLOYEE, OR AGENT, WITH WHICH THE BUSINESS HAS, OR MIGHT REASONABLY IN THE FUTURE ENTER INTO, A RELATIONSHIP OR TRANSACTION IN WHICH THE DIRECTOR WOULD HAVE CONFLICTING INTERESTS. THE CHAIR SHALL BECOME FAMILIAR WITH THE STATEMENTS OF ALL DIRECTORS IN ORDER TO GUIDE HIS OR HER CONDUCT SHOULD A CONFLICT ARISE. AT SUCH TIME AS ANY MATTER COMES BEFORE THE BOARD IN SUCH A WAY AS TO GIVE RISE TO A CONFLICT OF INTEREST, THE AFFECTED DIRECTOR SHALL MAKE KNOWN THE POTENTIAL CONFLICT, WHETHER DISCLOSED BY HIS OR HER WRITTEN STATEMENT OR NOT, AND AFTER ANSWERING ANY QUESTIONS THAT MIGHT BE ASKED OF HIM OR HER, SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER CONTINUES UNDER DISCUSSION. IN ADDITION, OTHER DIRECTORS WHO THEMSELVES HAVE HAD PECUNIARY BENEFIT TRANSACTIONS WITH THE BUSINESS WITHIN THE SAME FISCAL YEAR, SHOULD ALSO NOT BE PRESENT AND NOT PARTICIPATE IN THE DISCUSSION. SHOULD THE MATTER BE BROUGHT TO A VOTE, NEITHER THE AFFECTED DIRECTOR NOR ANY OTHER DIRECTOR WITH A PECUNIARY BENEFIT TRANSACTION WITH THE BUSINESS THE SAME FISCAL YEAR SHALL VOTE ON IT.
FORM 990, PART VI, SECTION B, LINE 15AMEMBERS OF THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY THOUGH THE ORGANIZATION'S ANNUAL BUDGETING PROCESS AND IN ACCORDANCE WITH THE IRS RULES AND REGULATIONS. COMPENSATION DATA FROM INDUSTRY SOURCES ARE CONSULTED. FORM 990, PART VI, SECTION B, LINE 15B HAS BEEN ANSWERED "NO" AS THE ORGANIZATION DOES NOT COMPENSATE ANY ADDITIONAL OFFICERS OR KEY EMPLOYEES (BY DEFINITION OF THE FORM 990 INSTRUCTIONS).
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.

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