2020-08-17T14:04:04-05:00 2019-09-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2018-10-01 352374612 THE WALDEN SCHOOL WALD 4155878157 30 MONTEREY BOULEVARD NO E SAN FRANCISCO CA 94131 SETH BRENZEL EXECUTIVE DIRECTOR 4155878157 2020-08-14 1 MICHAEL LUMSDEN P01262236 4159561500 2020-08-14 76.14.38.113 2020-08-14 16:45:28 PD P 00C4359F54289D19625D58AABAD73364CEA05A5F 00C4359F54289D19625D58AABAD73364CEA05A5F 2018 2020-09-23 17:36:50Z SETH BRENZEL 30 MONTEREY BOULEVARD NO E SAN FRANCISCO CA 94131 1067688 0 X WWW.WALDENSCHOOL.ORG X 1972 NH TO INSPIRE ARTISTIC EXPRESSION AND PERSONAL GROWTH THROUGH EXPERIENTIAL MUSIC PROGRAMS. 12 12 31 16 2255 -500 522370 477981 328940 481679 6399 1654 10173 1814 867882 963128 0 145150 0 0 321699 337617 0 0 135368 596790 529163 918489 1011930 -50607 -48802 518807 475853 225263 231215 293544 244638 THE WALDEN SCHOOL INSPIRES ARTISTIC EXPRESSION AND PERSONAL GROWTH THROUGH EXPERIENTIAL MUSIC PROGRAMS. 0 0 546183 121800 375525 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. 191902 23350 106154 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. 738085 1 1 0 0 0 0 0 0 0 1 1 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 20 0 1 31 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 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 ANNE HAXO SECRETARY THROUGH 7/2019 1.00 X X 0 0 0 ELLEN BERNARD SECRETARY EFFECTIVE 07/20/2019 1.00 X X 0 0 0 JAMES ATHEY DIRECTOR THROUGH 07/19/2019 1.00 X 0 0 0 LORING CAITLIN JR DIRECTOR 1.00 X 0 0 0 RACHEL FISSELL DIRECTOR EFFECTIVE 07/19/2019 1.00 X 0 0 0 ROBIN KENNEY DIRECTOR THROUGH 07/19/2019 1.00 X 0 0 0 MIKYOUNG KIM DIRECTOR THROUGH 11/27/2018 1.00 X 0 0 0 TERESA MCCOLLOUGH DIRECTOR 1.00 X 0 0 0 JOE MURILLO DIRECTOR 1.00 X 0 0 0 DANIELLE SCHINDLER CHEUNG DIRECTOR EFFECTIVE 07/19/2019 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 SETH BRENZEL EXECUTIVE DIRECTOR 40.00 X 95000 0 0 95000 0 0 0 0 0 0 0 477981 105764 477981 TUITION 611600 474611 474611 PARTICIPANT TRAVEL/FEE 611600 3818 3818 APPLICATION FEES 611600 3250 3250 481679 2127 2127 100160 100633 -473 -473 -473 2134 3927 -1793 -1793 ADVERTISING 541800 2255 2255 MISCELLANEOUS REVENUE 900099 750 750 CREDIT CARD FEES 900099 602 602 3607 963128 479886 2255 3006 145150 145150 95000 42750 28500 23750 218189 127559 28486 62144 24428 13210 4452 6766 2373 2373 10761 10761 11347 11262 85 30847 21962 5555 3330 42435 22919 13073 6443 7260 3310 2111 1839 167962 149187 10733 8042 35047 24877 7777 2393 7816 3985 3831 10 10 15213 500 14713 KITCHEN & FOOD 109919 108615 1304 GUESTS ARTISTS 42900 42900 PIANO RENTAL 13505 13505 PRINTING & REPRODUCTION 12535 7880 218 4437 19233 2499 4341 12393 1011930 738085 138477 135368 36955 36975 601 592 12110 21570 -100 400 19006 19006 0 0 464541 411616 4700 4700 518807 475853 225263 231215 225263 231215 X 177918 129012 29314 29314 86312 86312 293544 244638 518807 475853 -48802 -104 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86312 86312 86312 86312 86312 86312 86312 86312 86312 86312 1.00000 0 0 19006 19006 0 0 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 45 145150 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 2 105764 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED (DEFINED AS EACH SEPARATE GIFT, RATHER THAN EACH SHARE RECEIVED) 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.