2021-08-16T18:40:55-05:00 2020-09-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2019-10-01 352374612 THE WALDEN SCHOOL WALD 4155878157 30 MONTEREY BOULEVARD NO E SAN FRANCISCO CA 94131 SETH BRENZEL EXECUTIVE DIRECTOR 4155878157 2021-08-16 1 MICHAEL LUMSDEN P01262236 4159561500 2021-08-16 2019 2022-09-23 18:48:47Z SETH BRENZEL 30 MONTEREY BOULEVARD NO E SAN FRANCISCO CA 94131 700190 0 X WWW.WALDENSCHOOL.ORG X 1972 NH TO INSPIRE ARTISTIC EXPRESSION AND PERSONAL GROWTH THROUGH EXPERIENTIAL MUSIC PROGRAMS. 13 13 31 29 0 0 477981 473530 481679 72460 1654 1014 1814 -698 963128 546306 145150 9700 0 0 337617 268625 0 0 107904 529163 210157 1011930 488482 -48802 57824 475853 458459 231215 155932 244638 302527 THE WALDEN SCHOOL INSPIRES ARTISTIC EXPRESSION AND PERSONAL GROWTH THROUGH EXPERIENTIAL MUSIC PROGRAMS. 0 0 181547 7175 58182 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. IN SUMMER 2020, THE PROGRAM TOOK PLACE ONLINE. 79466 2525 12928 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. IN SUMMER 2020, THE PROGRAM TOOK PLACE ONLINE. 12311 0 0 THE WALDEN SCHOOL HOSTS VARIOUS ALUMNI EVENTS, INCLUDING TWO COMPOSERS FORUMS (IN NEW YORK ON JANUARY 19 AND SAN FRANCISCO ON FEBRUARY 22), WHICH FEATURED WORKS BY 23 ALUMNI OF WALDEN PROGRAMS (WHO EACH TOOK TO THE STAGE AFTER EACH PIECE TO ANSWER QUESTIONS FROM MODERATORS AS WELL AS AUDIENCE MEMBERS). ADDITIONAL ALUMNI EVENTS INCLUDE THE COLLABORATIVE CONCERT WITH FACE THE MUSIC (HELD AT THE KAUFMAN MUSIC CENTER IN NEW YORK CITY, WHICH FEATURED STUDENTS OF BOTH PROGRAMS). 273324 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 24 0 1 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 30 MONTEREY BOULEVARD SUITE E SAN FRANCISCO CA 94131 SETH BRENZEL EXECUTIVE DIRECTOR 40.00 X 95000 0 0 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 ELLEN BERNARD SECR. THROUGH 07/2020 / DIRECTOR 1.00 X X 0 0 0 DANIELLE SCHINDLER CHEUNG DIRECTOR / SECR. EFFECTIVE 07/2020 1.00 X X 0 0 0 LORING CAITLIN 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 JOE MURILLO DIRECTOR THROUGH 10/2019 1.00 X 0 0 0 DAVID ROBERTS DIRECTOR 1.00 X 0 0 0 CARLOS SHIMIZU DIRECTOR 1.00 X 0 0 0 GIL SPITZER DIRECTOR 1.00 X 0 0 0 JENNIFER WEIDMAN DIRECTOR 1.00 X 0 0 0 95000 0 0 0 0 0 0 0 473530 162346 473530 TUITION REVENUE 611600 70250 70250 APPLICATION FEES 611600 2210 2210 72460 1162 1162 151273 151421 -148 -148 -148 1113 2463 -1350 -1350 MISCELLANEOUS REVENUE 900099 350 350 CREDIT CARD FEES 900099 302 302 652 546306 71110 0 1666 9700 9700 95000 42750 28500 23750 156035 90358 7027 58650 17590 9327 2489 5774 714 714 11612 11612 2780 2580 200 72938 61852 9132 1954 15580 6573 5619 3388 15222 8946 4505 1771 33953 14769 11008 8176 6025 709 5316 3660 1050 65 2545 650 650 16758 16758 GUESTS ARTISTS 23325 22550 775 PRINTING & REPRODUCTION 5571 4740 128 703 KITCHEN & FOOD 1369 1151 218 488482 273324 107254 107904 36975 127859 592 25484 21570 2000 400 1000 19006 19006 0 0 411616 268941 4700 33175 475853 458459 231215 24294 68650 62988 231215 155932 X 129012 186901 115626 115626 244638 302527 475853 458459 57824 65 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 19006 19006 0 0 SECURITY DEPOSITS 4700 UNDEPOSITED FUNDS 28475 33175 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 18 9700 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 3 162436 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.