2022-08-15T16:29:18-05:00 2021-09-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2020-10-01 352374612 THE WALDEN SCHOOL WALD 4155878157 7 JOOST AVENUE NO 204 SAN FRANCISCO CA 94131 SETH BRENZEL EXECUTIVE DIRECTOR 4155878157 2022-08-15 1 SETH BRENZEL 999009999 MICHAEL LUMSDEN P01262236 4159561500 2022-08-15 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X SETH BRENZEL 7 JOOST AVENUE NO 204 SAN FRANCISCO CA 94131 1154265 0 X WWW.WALDENSCHOOL.ORG X 1972 NH TO INSPIRE ARTISTIC EXPRESSION AND PERSONAL GROWTH THROUGH EXPERIENTIAL MUSIC PROGRAMS. 15 15 28 25 0 0 473530 537506 72460 459291 1014 -41 -698 3983 546306 1000739 9700 124200 0 0 268625 355678 0 0 109973 210157 530524 488482 1010402 57824 -9663 458459 513130 155932 231090 302527 282040 THE WALDEN SCHOOL INSPIRES ARTISTIC EXPRESSION AND PERSONAL GROWTH THROUGH EXPERIENTIAL MUSIC PROGRAMS. 0 0 570201 109200 369815 THE 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. 199355 15000 90229 THE 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. 14089 0 0 THE WALDEN SCHOOL HOSTS VARIOUS ALUMNI EVENTS, INCLUDING: (I) WALDEN WINTER WEDNESDAYS (FROM JANUARY 27TH - MARCH 10TH, 2021), A SERIES OF CASUAL ONLINE GATHERINGS OVER ZOOM; (II) A COMPOSERS FORUM, FEATURING MEMBERS OF THE INTERNATIONAL CONTEMPORARY ENSEMBLE PERFORMING WORKS COMPOSED BY WALDEN ALUMNI; AND (III) AN ALUMNI COMPOSERS FORUM FEATURING YARN/WIRE PERFORMING WORKS COMPOSED BY WALDEN ALUMNI. 783645 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA X SETH BRENZEL 4155878157 7 JOOST AVENUE SUITE 204 SAN FRANCISCO CA 94131 RITA MITRA CHAIR 1.00 X X 0 0 0 PETER COLOHAN VICE CHAIR 1.00 X X 0 0 0 STEVE MESSNER TREASURER 1.00 X X 0 0 0 DANIELLE SCHINDLER CHEUNG SECRETARY 1.00 X X 0 0 0 BOB BASSETT DIRECTOR START JULY 17, 2021 1.00 X 0 0 0 ELLEN BERNARD DIRECTOR 1.00 X 0 0 0 LORING CATLIN JR DIRECTOR 1.00 X 0 0 0 CHRISTINE DOKKO DIRECTOR 1.00 X 0 0 0 RACHEL FISSELL DIRECTOR 1.00 X 0 0 0 ANNE HAXO DIRECTOR 1.00 X 0 0 0 MATT LEVY DIRECTOR START JULY 17, 2021 1.00 X 0 0 0 DAVID ROBERTS DIRECTOR 1.00 X 0 0 0 CARLOS SHIMZU DIRECTOR 1.00 X 0 0 0 GIL SPITZER DIRECTOR THROUGH JULY 17, 2021 1.00 X 0 0 0 SARAH STROUD DIRECTOR START JULY 17, 2021 1.00 X 0 0 0 JENNIFER WEIDMAN DIRECTOR 1.00 X 0 0 0 SETH BRENZEL EXECUTIVE DIRECTOR 40.00 X 97500 0 0 97500 0 0 0 0 0 0 0 77988 459518 150315 537506 TUITION & FEES 611600 455850 455850 APPLICATION FEES 611600 2630 2630 PARTICIPANT TRAVEL & FEES 611600 811 811 459291 273 273 150001 150315 -314 -314 -314 3964 3211 753 753 MISCELLANEOUS REVENUE 900099 2617 2617 CREDIT CARD FEES 900099 613 613 3230 1000739 460044 0 3189 124200 124200 98751 44438 29625 24688 229100 159562 10120 59418 27827 17253 3339 7235 12984 12984 59123 53670 4203 1250 47710 30820 16290 600 191875 174090 9352 8433 6055 4844 1211 172547 152902 11296 8349 17018 17966 -948 18992 500 18492 SKILLS DEVELOPMENT 2900 2850 50 DUES AND SUBSCRIPTIONS 1320 550 770 1010402 783645 116784 109973 127859 84614 25484 15204 2000 33000 1000 1526 0 0 268941 370486 33175 8300 458459 513130 24294 151333 68650 24360 62988 55397 155932 231090 X 186901 166414 115626 115626 302527 282040 458459 513130 -9663 1230 -12054 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86312 86312 86312 86312 86312 86312 86312 86312 86312 86312 0.00000 1.00000 0.00000 0 0 0 PART V, LINE 4: THE 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE 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. 1 STUDENT FINANCIAL AID 34 124200 PART I, LINE 2: THE 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. X 1 150315 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B AN 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 12C EACH 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 15A MEMBERS 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 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST.