2023-10-06T16:17:33-05:00 2022-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2021-07-01 942538587 SAN FRANCISCO WALDORF SCHOOL ASSOCIATION SANF 4159312750 2938 WASHINGTON STREET SAN FRANCISCO CA 94115 EMILY HILLDORE DIRECTOR OF FINANCE & OPS 4159312750 2023-10-06 1 EMILY HILLDORE 999009999 MAGA E KISRIEV P01008919 4089988400 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CRAIG APPEL 2938 WASHINGTON STREET SAN FRANCISCO CA 94115 18655326 0 X WWW.SFWALDORF.ORG X 1978 CA PRIVATE INDEPENDENT SCHOOL SERVING APPROXIMATELY 400 STUDENTS FROM PRE SCHOOL TO 12TH GRADE. 18 13 193 900 0 0 2260348 2698086 14218159 15614915 96605 111836 262308 160946 16837420 18585783 4885888 5158968 0 0 7449821 8294715 0 0 257085 2806280 3496501 15141989 16950184 1695431 1635599 40584041 39624939 23368750 21576238 17215291 18048701 PROVIDE WALDORF EDUCATION FOR CHILDREN FROM EARLY CHILDHOOD THROUGH HIGH SCHOOL. ACADEMIC EXCELLENCE, SOCIAL RESPONSIBILITY, AND THE RECOGNITION OF EACH INDIVIDUAL'S GIFTS ARE THE GUIDING EDUCATIONAL IDEALS. 0 0 9016397 5158968 7381175 KINDERGARTEN TO 8TH GRADE SERVING APPROXIMATELY 260 STUDENTS 3587849 0 6779810 HIGH SCHOOL: 160 STUDENTS GRADES 9-12 1732423 0 1453930 TWO YEAR PRE-SCHOOL PROGRAM SERVING APPROXIMATELY 60 FAMILIESPARENTING PROGRAM, AFTER SCHOOL PROGRAM, CAMPS. 14336669 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 193 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X EMILY HILLDORE 4158757235 460 W PORTAL AVE SAN FRANCISCO CA 94127 LAURA AMBROSENO PRESIDENT 2.00 X X 0 0 0 TZADDI THOMPSON VICE PRESIDENT 1.00 X X 0 0 0 FELICE BECKMAN SECRETARY 1.00 X X 0 0 0 STEPHEN GOLDMANN TREASURER 1.00 X X 0 0 0 LAURA HUDGENS BOARD MEMBER 1.00 X 0 0 0 GHITA HARRIS-NEWTON BOARD MEMBER 1.00 X 0 0 0 MADHULIKA CHAMBERS BOARD MEMBER 1.00 X 0 0 0 JOHN LUCENA BOARD MEMBER 1.00 X 0 0 0 JESSICA FERNANDES BOARD MEMBER 1.00 X 0 0 0 JOSEPH FREUND BOARD MEMBER 1.00 X 0 0 0 SAMI KUDSI BOARD MEMBER 1.00 X 0 0 0 CAMERON WASHINGTON BOARD MEMBER 1.00 X 0 0 0 KIMBERLY WILLIAMS BOARD MEMBER 1.00 X 0 0 0 CRAIG APPEL DIRECTOR OF ADMINISTRATION 40.00 X X 157902 0 39107 EMILY HILLDORE DIRECTOR OF FINANCE & OPERATIONS 40.00 X X 130717 0 12515 GANGA SIVASANKARAN SECOND VICE PRESIDENT 40.00 X X 67828 0 6569 PAOLO CARINI COLLEGE REP 40.00 X 85046 0 22785 LAURANCE JAQUET COLLEGE REP 40.00 X 83346 0 16308 524839 0 97284 2 0 1 0 MIGUEL ZANABRIA 3753 PALOS VERDES WAY SOUTH SAN FRANCISCO CA 94080 JANITORIAL SERVICES 173192 ONECLICKFIX LLC PO BOX 26087 SAN FRANCISCO CA 94126 IT SERVICES 132730 2 164426 1470400 1063260 13418 2698086 TUITION AND FEES 611600 15614915 15614915 15614915 111836 111836 199393 0 199393 199393 199393 0 164426 69543 -69543 -69543 MISC. INCOME 900099 31096 31096 31096 18585783 15614915 0 272782 5158968 5158968 622123 475674 129572 16877 6028827 4625217 1249239 154371 347074 272320 62519 12235 814925 588750 197318 28857 481766 391288 78337 12141 5686 5686 43450 43450 61499 61499 34046 34046 79751 67567 12184 345712 280980 64732 830364 705386 122008 2970 539861 470759 61544 7558 865123 754387 98624 12112 CLASSROOM SUPPLIES 490281 490281 BAD DEBT 80051 80051 MEMBERSHIP FEES 74481 55092 19389 FUNDRAISING & COMMUNITY 9964 9964 36232 36232 16950184 14336669 2356430 257085 1735245 438860 5893624 8149850 470919 130351 393160 432139 33839388 7994154 26592803 25845234 5498290 4628505 40584041 39624939 687419 586065 1539071 1306962 19669860 19681211 2000 2000 1470400 0 23368750 21576238 X 14055549 15302782 3159742 2745919 17215291 18048701 40584041 39624939 1635599 -802189 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5256128 115524 -870988 4500664 3988545 108793 1158790 5256128 3696837 165214 126494 3988545 3547254 39977 229606 120000 3696837 3442840 41829 172585 110000 3547254 0.39860 0.47500 0.12640 0 0 5736934 5736934 26035098 6588504 19446594 586553 405934 180619 1437590 999716 437874 43213 43213 25845234 X 12694169 -802189 -5158968 -5961157 18655326 -69543 -69543 18585783 11860759 69543 69543 11791216 5158968 5158968 16950184 PART V, LINE 4: LONG TERM SUPPORT OF SCHOOL'S GOALS. PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND THE CALIFORNIA TAX CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION ASSISTANCE RECLASSIFIED TO EXPENSES -5,158,968. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED TO REVENUE -69,543. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED TO REVENUE 69,543. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE RECLASSIFIED TO EXPENSES 5,158,968. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NONDISCRIMINATORY POLICY IS STATED IN THE SCHOOL'S NEWSLETTERS AND BROCHURES. THE SCHOOL ALSO PUBLISHED IT ON ITS WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED LOAN PROCEEDS UNDER THE PAYCHECK PROTECTION PROGRAM. SPRING NIGHT 131191 131191 51638 WINTER FAIR 33235 33235 17905 164426 164426 69543 69543 -69543 1 TUITION ASSISTANCE 195 5158968 0 PART I, LINE 2: THE SCHOOL MONITORS DISBURSEMENT OF FINANCIAL AIDS TO STUDENTS. X X 0 0 0 0 0 0 0 0 0 CRAIG APPEL DIRECTOR OF ADMINISTRATION 157902 0 0 0 0 0 15863 0 23244 0 197009 0 0 0 A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2020-07-31 19950000 SEE PART VI 0 0 0 A 19950000 275395 5637067 14037538 1 0 0 0 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 1 0 0 0 0 A 1 SCHEDULE K, PART I, COLUMN F: THE PROCEEDS OF THE LOAN WERE UTILIZED TO PAY OFF THE PREVIOUS BORROWINGS AND PROVIDE FINANCING FOR IMPROVEMENTS. THE PREVIOUS BOND PROCEEDS WERE USED TO PURCHASE, RENOVATE AND EQUIP A NEW HIGH SCHOOL FACILITY AND TO REFINANCE AND RENOVATE THE EXISTING GRADE SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE RETURN IS PROVIDED TO THE BOARD PRESIDENT AND TREASURER FOR REVIEW PRIOR TO FILING. THE BOARD PRESIDENT AND TREASURER REVIEW THE TAX RETURN FOR ANY ERRORS OR OMISSIONS. WHEN THE PROCESS IS COMPLETE, THE TAX RETURN IS SIGNED AND THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF TRUSTEES ANNUALLY. BOARD TRUSTEES ANNUALLY SIGN THE CONFLICT OF INTEREST STATEMENT. OFFICERS AND KEY EMPLOYEES SIGN AND RETURN THE ACKNOWLEDGEMENT PAGE OF THEIR EMPLOYEE HANDBOOK, WHICH CONTAINS THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE SCHOOL'S OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE BOARD COMPENSATION COMMITTEE. THE ANNUAL COMPENSATION INCREASE IS DETERMINED BY A FORMULA USING COMPARABLE COMPENSATION FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. DOCUMENTS ARE MADE AVAILABLE FOR THE PERIOD OF TIME PER SEC 6104(D).