WALDEN SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WALDEN SCHOOL (EIN 35-2374612)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-11
- IRS object ID
- 202532239349302153
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-11T11:38:09-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352374612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALDEN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALD | BusinessNameControlTxt |
| Phone | 4155878157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 JOOST AVENUE 204 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4155878157 | PhoneNum |
| Signature | 2025-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2025-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SETH BRENZEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 JOOST AVENUE 204 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,007,573 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WALDENSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE ARTISTIC EXPRESSION AND PERSONAL GROWTH THROUGH EXPERIENTIAL MUSIC PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $1,230 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $591,651 | PYContributionsGrantsAmt |
| CY Contributions Grants | $497,012 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $586,260 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $682,813 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,872 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,180 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$865 | PYOtherRevenueAmt |
| CY Other Revenue | -$846 | CYOtherRevenueAmt |
| PY Total Revenue | $1,186,918 | PYTotalRevenueAmt |
| CY Total Revenue | $1,186,159 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $95,350 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $184,700 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $401,275 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $477,991 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $163,786 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $678,552 | PYOtherExpensesAmt |
| CY Other Expenses | $799,556 | CYOtherExpensesAmt |
| PY Total Expenses | $1,175,177 | PYTotalExpensesAmt |
| CY Total Expenses | $1,462,247 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,741 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$276,088 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $992,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $737,550 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $302,430 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $297,373 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $690,087 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $440,177 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WALDEN SCHOOL INSPIRES ARTISTIC EXPRESSION AND PERSONAL GROWTH THROUGH EXPERIENTIAL MUSIC PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $748,112 | ExpenseAmt |
| Grant | $171,500 | GrantAmt |
| Revenue | $545,944 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $177,758 | ExpenseAmt |
| Grant | $13,200 | GrantAmt |
| Revenue | $136,869 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,663 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE WALDEN SCHOOL HOSTS VARIOUS ALUMNI EVENTS THROUGHOUT THE YEAR, DESIGNED TO CONNECT ALUMNI TO RETAIN A VIBRANT CONNECTION TO THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,319 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE WALDEN SCHOOL'S MUSICIANSHIP COURSE ENCOURAGES STUDENTS TO USE THE MATERIALS THEY STUDY TO CREATE IMPROVISATORY WORKS AND ORIGINAL COMPOSITIONS. THE METHOD NOT ONLY ENHANCES STUDENTS' MUSICAL SKILLS, BUT ALSO DEVELOPS A SENSE OF CREATIVE INDIVIDUALITY IN EXTRA-MUSICAL PURSUITS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,319 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $941,852 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SETH BRENZEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155878157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 JOOST AVENUE SUITE 204 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94131 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PETER COLOHAN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RITA MITRA | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIELLE SCHINDLER CHEUNG | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID ROBERTS | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE MESSNER | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOB BASSETT | ||||||
| DIRECTOR (THROUGH 7/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOANN BALINGIT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BIVINS | ||||||
| DIRECTOR (START 7/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RACHEL BURDICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMIE HAMILTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE HAXO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID KELLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TESSIE MCGOUGH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN SMITH | ||||||
| DIRECTOR (START 7/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH STROUD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SOLON SNIDER SWAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATE VALENTA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER WEIDMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SETH BRENZEL | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $100,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $497,012 | AllOtherContributionsAmt |
| Noncash Contributions | $7,356 | NoncashContributionsAmt |
| Total Contributions | $497,012 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $673,410 | $673,410 |
| APPLICATION FEES | 611600 | $5,185 | $5,185 |
| PARTICIPANT FEES | 611600 | $4,218 | $4,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $682,813 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,287 | TotalRevenueColumnAmt |
| Exclusion | $7,287 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $812,682 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $812,789 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$107 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$107 | TotalRevenueColumnAmt |
| Exclusion | -$107 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,304 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,625 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,321 | TotalRevenueColumnAmt |
| Exclusion | -$6,321 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CREDIT CARD FEES | 900099 | $3,145 | $3,145 | |
| ADVERTISING | 541800 | $1,230 | $1,230 | |
| MISCELLANEOUS REVENUE | 900099 | $1,100 | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,475 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,186,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $682,813 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,230 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,700 | TotalAmt |
| Program Services | $184,700 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,500 | TotalAmt |
| Program Services | $48,375 | ProgramServicesAmt |
| Management And General | $32,250 | ManagementAndGeneralAmt |
| Fundraising | $26,875 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,429 | TotalAmt |
| Program Services | $172,878 | ProgramServicesAmt |
| Management And General | $87,367 | ManagementAndGeneralAmt |
| Fundraising | $72,184 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,445 | TotalAmt |
| Program Services | $3,445 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,617 | TotalAmt |
| Program Services | $17,410 | ProgramServicesAmt |
| Management And General | $9,412 | ManagementAndGeneralAmt |
| Fundraising | $7,795 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,235 | TotalAmt |
| Management And General | $68,235 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,146 | TotalAmt |
| Program Services | $70,769 | ProgramServicesAmt |
| Management And General | $87,718 | ManagementAndGeneralAmt |
| Fundraising | $2,659 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,275 | TotalAmt |
| Program Services | $61,925 | ProgramServicesAmt |
| Management And General | $10,801 | ManagementAndGeneralAmt |
| Fundraising | $549 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,060 | TotalAmt |
| Program Services | $33,125 | ProgramServicesAmt |
| Management And General | $15,748 | ManagementAndGeneralAmt |
| Fundraising | $7,187 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,241 | TotalAmt |
| Program Services | $172,179 | ProgramServicesAmt |
| Management And General | $4,162 | ManagementAndGeneralAmt |
| Fundraising | $7,900 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,676 | TotalAmt |
| Program Services | $32,658 | ProgramServicesAmt |
| Management And General | $17,488 | ManagementAndGeneralAmt |
| Fundraising | $7,530 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,419 | TotalAmt |
| Program Services | $2,419 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694 | TotalAmt |
| Management And General | $694 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,395 | TotalAmt |
| Program Services | $3,367 | ProgramServicesAmt |
| Management And General | $10,243 | ManagementAndGeneralAmt |
| Fundraising | $3,785 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| KITCHEN AND FOOD | $117,246 | $108,930 | $7,034 | $1,282 |
| PIANO RENTAL & MAINTENA | $25,493 | $25,493 | ||
| EVENTS | $24,786 | $646 | $24,140 | |
| BOARD EXPENSES | $5,502 | $3,637 | $1,865 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,388 | TotalAmt |
| Program Services | $4,179 | ProgramServicesAmt |
| Management And General | $1,174 | ManagementAndGeneralAmt |
| Fundraising | $35 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,247 | TotalAmt |
| Program Services | $941,852 | ProgramServicesAmt |
| Management And General | $356,609 | ManagementAndGeneralAmt |
| Fundraising | $163,786 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,303 | BOYAmt |
| EOY | $24,749 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,108 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,100 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,950 | BOYAmt |
| EOY | $4,701 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $864,124 | BOYAmt |
| EOY | $666,269 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,932 | BOYAmt |
| EOY | $41,831 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,517 | BOYAmt |
| EOY | $737,550 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,837 | BOYAmt |
| EOY | $289,419 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,593 | BOYAmt |
| EOY | $7,954 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,430 | BOYAmt |
| EOY | $297,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,770 | BOYAmt |
| EOY | $328,607 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,317 | BOYAmt |
| EOY | $111,570 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,087 | BOYAmt |
| EOY | $440,177 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,517 | BOYAmt |
| EOY | $737,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$276,088 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,178 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,586 | BeginningYearBalanceAmt |
| End Year Balance | $81,586 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,586 | BeginningYearBalanceAmt |
| End Year Balance | $81,586 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,586 | BeginningYearBalanceAmt |
| End Year Balance | $81,586 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,586 | BeginningYearBalanceAmt |
| End Year Balance | $81,586 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,586 | BeginningYearBalanceAmt |
| End Year Balance | $81,586 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $3,600 |
| UNDEPOSITED FUNDS | $30,277 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $7,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $41,831 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $7,954 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,954 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,036,262 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $26,178 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$184,700 | OtherRevenueAmt |
| Revenue Not Reported | -$158,522 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,194,784 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$8,625 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$8,625 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,186,159 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,286,172 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $8,625 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,625 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,277,547 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $184,700 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $184,700 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,462,247 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART X, LINE 2: | FINANCIAL STATEMENT PRESENTATION FOLLOWS THE RECOMMENDATIONS OF ASC 740, INCOME TAXES. UNDER ASC 740, WALDEN IS REQUIRED TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS IT HAS TAKEN BASED ON A TWO-STEP PROCESS THAT SEPARATES RECOGNITION FROM MEASUREMENT. THE FIRST STEP IS DETERMINING WHETHER A TAX POSITION HAS MET THE RECOGNITION THRESHOLD; THE SECOND STEP IS MEASURING A TAX POSITION THAT MEETS THE RECOGNITION THRESHOLD. MANAGEMENT BELIEVES THAT WALDEN HAS ADEQUATELY ADDRESSED ALL TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. MANAGEMENT BELIEVES THAT WALDEN HAS ADEQUATELY EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2024 AND 2023, WALDEN DID NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE OR AN ACCRUAL FOR A TAX LIABILITY WOULD HAVE BEEN NECESSARY. WALDEN HAS RECEIVED NOTIFICATION FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA THAT IT QUALIFIES FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THERE IS NO LEGAL REQUIREMENT TO OBTAIN TAX-EXEMPT STATUS FROM THE STATE OF NEW HAMPSHIRE. THE EXEMPTIONS ARE SUBJECT TO PERIODIC REVIEW BY THE FEDERAL AND CALIFORNIA TAXING AUTHORITIES, AND MANAGEMENT IS CONFIDENT THAT WALDEN CONTINUES TO SATISFY ALL FEDERAL AND STATE STATUTES IN ORDER TO QUALIFY FOR CONTINUED TAX-EXEMPT STATUS. WALDEN MAY PERIODICALLY RECEIVE UNRELATED BUSINESS INCOME REQUIRING WALDEN TO FILE SEPARATE TAX RETURNS UNDER FEDERAL AND STATE STATUTES. UNDER SUCH CONDITIONS, WALDEN CALCULATES, ACCRUES, AND REMITS THE APPLICABLE TAXES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID -184,700. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOOD SOLD -8,625. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOOD SOLD 8,625. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID 184,700. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 36 | RecipientCnt |
| Cash Grant | $184,700 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES NEED-BASED FINANCIAL AID RANGING FROM 13%-100% 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| FORM 990, PART IX, LINE 11G | GUEST ARTISTS AND COMMISSIONS: PROGRAM SERVICE EXPENSES 50,025. MANAGEMENT AND GENERAL EXPENSES 75. FUNDRAISING EXPENSES 2,400. TOTAL EXPENSES 52,500. LAUNDRY AND JANITORIAL: PROGRAM SERVICE EXPENSES 8,895. MANAGEMENT AND GENERAL EXPENSES 311. FUNDRAISING EXPENSES 259. TOTAL EXPENSES 9,465. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,274. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,274. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 11,021. MANAGEMENT AND GENERAL EXPENSES 84,058. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,079. RECORDING ENGINEER: PROGRAM SERVICE EXPENSES 828. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 828. |
Comments