CHICAGO WALDORF SCHOOL: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHICAGO WALDORF SCHOOL (EIN 36-6095133)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202031969349303903
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T14:18:50-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362658780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUELLER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14300 RAVINIA AVE | AddressLine1Txt |
| City | ORLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366095133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO WALDORF SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 7738288453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 N ASHLAND AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEUKOS GOODWIN | PersonNm |
| Person Title | ADMIN. DIRECTOR | PersonTitleTxt |
| Phone | 7738288453 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH G DAEMICKE | PreparerPersonNm |
| PTIN | P00094743 | PTIN |
| Phone | 8478888600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.115.53.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 14:06:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2F370A643925D669F83BDB970FFE73CAA4B77F15 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA6BAB64CC35E0BF1C55BCC057CBFD41292168C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEUKOS GOODWIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 N ASHLAND AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,115,477 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHICAGOWALDORF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING AND PROMOTING WALDORF EDUCATION FROM DAY CARE THROUGH THE TWELFTH GRADE AND PROMOTING WALDORF EDUCATION THROUGH COMMUNITY OUTREACH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 95 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,396,634 | PYContributionsGrantsAmt |
| CY Contributions Grants | $352,467 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,291,988 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,322,268 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,659 | PYInvestmentIncomeAmt |
| CY Investment Income | $347,413 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,086 | PYOtherRevenueAmt |
| CY Other Revenue | $18,763 | CYOtherRevenueAmt |
| PY Total Revenue | $9,709,367 | PYTotalRevenueAmt |
| CY Total Revenue | $8,040,911 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,300,889 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,209,119 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,121,917 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,286,399 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $173,049 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,175,973 | PYOtherExpensesAmt |
| CY Other Expenses | $2,908,222 | CYOtherExpensesAmt |
| PY Total Expenses | $7,598,779 | PYTotalExpensesAmt |
| CY Total Expenses | $8,403,740 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,110,588 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$362,829 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,249,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,254,311 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,843,282 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,210,818 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,406,322 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,043,493 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDING AND PROMOTING WALDORF EDUCATION FROM DAY CARE THROUGH THE TWELFTH GRADE AND PROMOTING WALDORF EDUCATION THROUGH COMMUNITY OUTREACH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,589,710 | ExpenseAmt |
| Grant | $2,209,119 | GrantAmt |
| Revenue | $7,322,268 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAM AND SCHOOL, DAY CARE THROUGH TWELFTH GRADE. | Desc |
| Total Program Service Expenses | $6,589,710 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 95 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEUKOS GOODWIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7738288453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 N ASHLAND | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60640 | 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 |
|---|---|---|---|---|---|---|
| DANA HEGEDORN | ||||||
| PRESIDENT AND CHAIR | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN FIGIEL | ||||||
| VICE-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRAD MULCAHEY | ||||||
| TREASURER/FIN CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOE MULHERIN | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEUKOS GOODWIN | ||||||
| ADMIN. DIRECTOR | 40.00 | Yes (X) | $77,479 | $0 | $66,977 | |
| KAREN ANDERSON | ||||||
| COMMITTEE ON TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE CLARY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SYLVIE DESOUCHES | ||||||
| FACULTY TRUSTEE | 40.00 | Yes (X) | $31,417 | $0 | $17,270 | |
| MELISSA GORDON | ||||||
| CO-CHAIR OF ADVANCEMENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN HOFFMANN | ||||||
| VP CO-CHAIR OF ADVANCEMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADAM KING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIAH SHAPIRO | ||||||
| CHAIR OF MARKETING | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN TREVILLION | ||||||
| CHAIR OF THE COLLEGE OF TE | 40.00 | Yes (X) | $42,577 | $0 | $7,399 | |
| CLAIRE HOWARD | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY KAHN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARA BLUMSTEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY SZYMANSKI | ||||||
| FACULTY TRUSTEE | 40.00 | Yes (X) | $42,274 | $0 | $7,399 | |
| MATTHEW EGING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TARAH HARTUNG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $193,747 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,045 | 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 |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FH PASCHEN | |||||
| 5515 N EAST RIVER ROAD | CHICAGO | IL | 60656 | BUILDING RENOVATION | $3,247,335 |
| ARCHITRAVE | |||||
| 1128 W CHICAGO AVE | CHICAGO | IL | 60642 | BUILDING RENOVATION | $218,198 |
| MBB ENTERPRISES | |||||
| 3352 W GRAND AVENUE | CHICAGO | IL | 60651 | BUILDING RENOVATION | $130,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $352,467 | AllOtherContributionsAmt |
| Noncash Contributions | $12,459 | NoncashContributionsAmt |
| Total Contributions | $352,467 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $7,121,287 | $7,121,287 |
| MISCELLANEOUS PROGRAM INCOME | 900099 | $200,981 | $200,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,322,268 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,493 | TotalRevenueColumnAmt |
| Exclusion | $4,493 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,404,829 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,061,909 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $342,920 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $342,920 | TotalRevenueColumnAmt |
| Exclusion | $342,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $31,420 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $12,657 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,763 | TotalRevenueColumnAmt |
| Exclusion | $18,763 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,040,911 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,322,268 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $366,176 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,209,119 | TotalAmt |
| Program Services | $2,209,119 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,197 | TotalAmt |
| Program Services | $155,244 | ProgramServicesAmt |
| Management And General | $38,667 | ManagementAndGeneralAmt |
| Fundraising | $7,286 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,586,988 | TotalAmt |
| Program Services | $1,996,121 | ProgramServicesAmt |
| Management And General | $497,178 | ManagementAndGeneralAmt |
| Fundraising | $93,689 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,434 | TotalAmt |
| Program Services | $237,650 | ProgramServicesAmt |
| Management And General | $70,784 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,780 | TotalAmt |
| Program Services | $146,227 | ProgramServicesAmt |
| Management And General | $43,553 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,098 | TotalAmt |
| Management And General | $20,098 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,555 | TotalAmt |
| Management And General | $32,555 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,904 | TotalAmt |
| Management And General | $138,904 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,877 | TotalAmt |
| Management And General | $63,877 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,009 | TotalAmt |
| Management And General | $75,009 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,172 | TotalAmt |
| Management And General | $139,172 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,938 | TotalAmt |
| Program Services | $582,511 | ProgramServicesAmt |
| Management And General | $145,087 | ManagementAndGeneralAmt |
| Fundraising | $27,340 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,331 | TotalAmt |
| Program Services | $336,672 | ProgramServicesAmt |
| Management And General | $83,857 | ManagementAndGeneralAmt |
| Fundraising | $15,802 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,225 | TotalAmt |
| Program Services | $294,925 | ProgramServicesAmt |
| Management And General | $73,458 | ManagementAndGeneralAmt |
| Fundraising | $13,842 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,106 | TotalAmt |
| Management And General | $73,106 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ACADEMIC SUPPLIES AND S | $504,331 | $504,331 | ||
| BAD DEBT EXPENSE | $95,707 | $95,707 | ||
| MISCELLANEOUS | $94,119 | $79,029 | $15,090 | |
| TEACHER AND STAFF DEVEL | $51,065 | $31,203 | $19,862 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,785 | TotalAmt |
| Management And General | $46,785 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,403,740 | TotalAmt |
| Program Services | $6,589,710 | ProgramServicesAmt |
| Management And General | $1,640,981 | ManagementAndGeneralAmt |
| Fundraising | $173,049 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,837 | BOYAmt |
| EOY | $795,251 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,661 | BOYAmt |
| EOY | $30,323 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,822 | BOYAmt |
| EOY | $237,454 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,820 | BOYAmt |
| EOY | $81,532 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,752 | BOYAmt |
| EOY | $77,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,341,087 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,439,454 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,156,292 | BOYAmt |
| EOY | $11,901,633 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,420 | BOYAmt |
| EOY | $130,477 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,249,604 | BOYAmt |
| EOY | $13,254,311 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,144 | BOYAmt |
| EOY | $319,627 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,269 | BOYAmt |
| EOY | $320,191 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,789,869 | BOYAmt |
| EOY | $7,821,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,843,282 | BOYAmt |
| EOY | $9,210,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,602,568 | BOYAmt |
| EOY | $3,634,496 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,682,763 | BOYAmt |
| EOY | $287,917 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,991 | BOYAmt |
| EOY | $121,080 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,406,322 | BOYAmt |
| EOY | $4,043,493 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,249,604 | BOYAmt |
| EOY | $13,254,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$362,829 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $160,455 | BeginningYearBalanceAmt |
| Contributions | $8,119 | ContributionsAmt |
| Investment Earnings Or Losses | $2,969 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $171,543 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,784 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | $71 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $160,455 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,779 | BeginningYearBalanceAmt |
| Contributions | $37,709 | ContributionsAmt |
| Investment Earnings Or Losses | $296 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $159,784 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,973 | BeginningYearBalanceAmt |
| Contributions | $32,032 | ContributionsAmt |
| Investment Earnings Or Losses | $774 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $211,779 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,363 | BeginningYearBalanceAmt |
| Contributions | $505 | ContributionsAmt |
| Investment Earnings Or Losses | $105 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $178,973 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,231,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,231,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,607,983 | OtherCostOrOtherBasisAmt |
| Depreciation | $213,004 | DepreciationAmt |
| Book Value | $10,394,979 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $477,640 | OtherCostOrOtherBasisAmt |
| Depreciation | $297,631 | DepreciationAmt |
| Book Value | $180,009 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,024,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $928,819 | DepreciationAmt |
| Book Value | $95,645 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,901,633 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $6,606,826 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $12,657 | OtherRevenueAmt |
| Revenue Not Reported | $12,657 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,594,169 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,446,742 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,446,742 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,040,911 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,969,655 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $12,657 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,657 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,956,998 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,446,742 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,446,742 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,403,740 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL HAS THREE ENDOWMENT FUNDS: (1) THE VICTOR AND DINAH LAZAR ENDOWMENT FUND WAS ESTABLISHED TO OFFSET A PORTION OF THE SCHOOL'S AGGREGATE FINANCIAL AID; (2) THE ELIZABETH LAUDER EARLY ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT THE HIGH SCHOOL WOMEN'S BASKETBALL TEAM; (3) THE RUSCITTI ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT THE SCHOOL'S ATHLETIC PROGRAMS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS DIRECT EXPENSES 12,657. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | OTHER FINANCIAL AID AND SCHOLARSHIPS 1,257,416. SIBLING TUITION DISCOUNTS 189,326. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS DIRECT EXPENSES 12,657. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | OTHER FINANCIAL AID AND SCHOLARSHIPS 1,257,416. SIBLING TUITION DISCOUNTS 189,326. |
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 | OUR STUDENT HANDBOOK WHICH IS AVAILABLE VIA THE SCHOOL'S WEBSITE STATES: THE CHICAGO WALDORF SCHOOL VALUES THE DIVERSITY OF OUR TALENTED STUDENTS, FACULTY AND STAFF AND SEEKS TO SUPPORT THE INCLUSION OF PEOPLE WITH DIFFERENT BACKGROUNDS TO STRENGTHEN OUR SCHOOL COMMUNITY AND REFLECT THE RICH COMPLEXITY OF THE CITY OF CHICAGO. THE SCHOOL DOES NOT DISCRIMINATE AGAINST QUALIFIED APPLICANTS FOR EMPLOYMENT OR ADMISSION TO THE SCHOOL ON THE BASIS OF RACE, COLOR, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN, RELIGION, AGE, MENTAL OR PHYSICAL ABILITY IN THE ADMINISTRATION OF ITS HIRING, EDUCATIONAL POLICIES, SCHOLARSHIP, TUITION ADJUSTMENT, ATHLETIC, AND OTHER SCHOOL-ADMINISTRATED PROGRAMS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOLIDAY FAIR REVENUE | Event1Nm |
| Gross Receipts Event1 | $18,659 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $18,659 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,802 | OtherDirectExpensesEvent1Amt |
| Event2 | MAY FAIR REVENUE | Event2Nm |
| Gross Receipts Event2 | $12,761 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $12,761 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,855 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $31,420 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $31,420 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,657 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,657 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,763 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID AND SCHOLAR | 16 | $1,257,416 |
| TUITION REMISSION | 42 | $762,377 |
| SIBLING DISCOUNTS | 58 | $189,326 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A FACULTY AND STAFF TUITION ADJUSTMENT COMMITTEE, USING FINANCIAL DATA FROM AN OBJECTIVE OUTSIDE SOURCE, AWARDS ALL FINANCIAL AID AND SCHOLARSHIPS. GRANTS ARE NON-MONETARY, INVOLVING REDUCTION IN TUITION COSTS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| VALERIE COLIS | |||||||
| FORMER TRUSTEE | BLDG ACQUISITION | Yes (X) | $514,896 | $514,896 | 0 | Yes (1) | Yes (1) |
| DAN HOFFMANN | |||||||
| TRUSTEE | BLDG ACQUISITION | Yes (X) | $257,448 | $257,448 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $772,344 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| TRUSTEE | |||
| TRUSTEE/FAMILY | $20,110 | TUITION ASSISTANCE | TUITION REDUCTION |
| LEUKOS GOODWIN | |||
| TRUSTEE/FAMILY | $48,526 | TUITION REMISSION | TUITION REDUCTION |
| MATT EGING | |||
| TRUSTEE/FAMILY | $50,594 | TUITION REMISSION | TUITION REDUCTION |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KATE GOODWIN | |||
| SPOUSE OF TRUSTEE | $47,900 | FACULTY | 0 |
| BREANNE PETERSEN | |||
| SPOUSE OF TRUSTEE | $102,558 | FACULTY | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART III, GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS: | FOR CONFIDENTIALITY PURPOSES, THE NAMES OF ALL INDIVIDUALS RECEIVING FINANCIAL AID AND SCHOLARSHIPS AND THE AMOUNTS ARE NOT DISCLOSED. THE PROCESS FOR DETERMINING TUITION ADJUSTMENTS AND AWARDS IS DESCRIBED IN THE FOLLOWING PARAGRAPHS. ELIGIBILITY FOR TUITION ADJUSTMENTS AND AWARDS IS THE SAME FOR TRUSTEE FAMILY MEMBERS AS IT IS FOR ANY OTHER STUDENTS. THE ANNUAL AMOUNT OF TUITION ADJUSTMENT IS ESTABLISHED IN THE ANNUAL BUDGET. IN ADDITION TO TUITION ADJUSTMENTS, CHICAGO WALDORF SCHOOL AWARDS SCHOLARSHIPS ANNUALLY. THE OPPORTUNITY FOR TUITION ADJUSTMENTS AND SCHOLARSHIPS ARE AVAILABLE TO THE FAMILIES OF ALL STUDENTS. ANY INDIVIDUALS WHO DESIRE TUITION ADJUSTMENTS AND/OR SCHOLARSHIPS MUST FILE AN APPLICATION WITH AN OUTSIDE FINANCIAL AID PROGRAM VENDOR. THE PROGRAM VENDOR ASSESSES INCOME, ASSETS AND DEBT, DETERMINES A FAMILY'S ABILITY TO PAY TUITION, AND RECOMMENDS A TUITION ADJUSTMENT AND/OR SCHOLARSHIP.THE SCHOOL'S TUITION ADJUSTMENT COMMITTEE (COMPRISED OF FACULTY AND THE MANAGEMENT TEAM) USES THIS INFORMATION TO MAKE INDIVIDUAL TUITION ADJUSTMENTS BASED UPON THE DEMONSTRATED NEED OF THE FAMILY AND AVAILABILITY OF FUNDS FOR AWARDS.THE SCHOLARSHIP COMMITTEE (COMPRISED OF FACULTY) USES THE FINANCIAL INFORMATION ALONG WITH A PARENT ESSAY AND DEFINED MERIT CRITERIA TO AWARD FIVE HIGH SCHOOL SCHOLARSHIPS EACH YEAR TO INCOMING FRESHMAN. THE SCHOLARSHIP WILL BE RENEWED EACH YEAR, AS LONG AS THE STUDENT REMAINS IN GOOD ACADEMIC STANDING AND FINANCIAL STANDING AND CONTINUES TO DEMONSTRATE ELIGIBILITY FOR FINANCIAL AID. ELIGIBILITY FOR TUITION REMISSION IS THE SAME FOR TRUSTEE FACULTY AND STAFF FAMILY MEMBERS AS IT IS FOR FAMILY MEMBERS OF ANY FACULTY AND STAFF WHO ARE NOT TRUSTEES. |
| SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | MS. GOODWIN IS A FACULTY MEMBER AND THE SPOUSE OF TRUSTEE AND ADMINISTRATIVE DIRECTOR LEUKOS GOODWIN. THE VALUE OF TUITION REMISSION AND FAMILY HEALTH INSURANCE IS ATTRIBUTABLE TO MR. GOODWIN'S EMPLOYMENT AND INCLUDED IN HIS COMPENSATION REPORTED ON FORM 990, PART VII, LINE 1(A) AS MS. GOODWIN WAS HIRED AFTER MR. GOODWIN.MS. PETERSEN IS A FACULTY MEMBER AND THE SPOUSE OF TRUSTEE MATTHEW EGING. THE VALUE OF TUITION REMISSION AND FAMILY HEALTH INSURANCE IS ATTRIBUTABLE TO MS. PETERSEN'S EMPLOYMENT AND INCLUDED IN HER COMPENSATION REPORTED ON SCH. L PART IV. THIS IS THE SAME TUITION REMISSION REFLECTED FOR MR. EGING IN SCH L,PART III. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990. MANAGEMENT AND THE AUDIT COMMITTEE REVIEW AND COMMENT ON THE COMPLETED FORM 990 AND PROVIDE A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE 990 AND ASK QUESTIONS DIRECTLY TO MANAGEMENT AND THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEETINGS ARE HELD REGULARLY AND THE CONFLICT OF INTEREST POLICY IS DISCUSSED IN RESPONSE TO RELEVANT CIRCUMSTANCES, SIGNED ANNUALLY BY ALL TRUSTEES AND OFFICERS, AND IS ENFORCED AS NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE EVALUATION, REVIEW AND COMPENSATION SETTING OF THE ADMINISTRATIVE DIRECTOR. NO OFFICERS ARE PAID, AS ALL OFFICERS ARE NON-FACULTY TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE SCHOOL'S ADMINISTRATIVE OFFICE AND ARE AVAILABLE FOR INSPECTION OR COPYING UPON REQUEST. THE INFORMATION SUMMARIZING THE FINANCIAL STATEMENTS IS ALSO INCLUDED IN THE SCHOOL'S ANNUAL REPORT WHICH IS AVAILABLE ON THE SCHOOL'S WEBSITE. |
| PART XII LINE 2C | NO CHANGE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
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