BROOKLYN WALDORF SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BROOKLYN WALDORF SCHOOL (EIN 80-0329417)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201521329349305002
- Schema version
- 2013v4.0
- 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
- 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 | 2015-05-12T20:48:46-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800329417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROOKLYN WALDORF SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 7187833270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 JEFFERSON AVENUE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11238 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY HANDERHAN | PersonNm |
| Person Title | BUSINESS ADMINISTRATOR | PersonTitleTxt |
| Phone | 7187833270 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISRAEL TANNENBAUM | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY HANDERHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 JEFFERSON AVENUE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,943,609 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BROOKLYNWALDORF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | FOUNDED IN 2009, THE BROOKLYN WALDORF SCHOOL (TBWS) IS A NON-SECTARIAN EDUCATION CENTER THAT IS PART OF THE GROWING INTERNATIONAL WALDORF SCHOOL MOVEMENT. TBWS IS COMMITTED TO CREATING A WALDORF SCHOOL COMMUNITY WHOSE STUDENTS AND FAMILIES REFLECT THE ECONOMIC, CULTURAL, AND RACIAL DIVERSITY OF BROOKLYN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 80 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $608,169 | PYContributionsGrantsAmt |
| CY Contributions Grants | $773,528 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,214,521 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,889,501 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $259,289 | PYOtherRevenueAmt |
| CY Other Revenue | $254,463 | CYOtherRevenueAmt |
| PY Total Revenue | $5,081,979 | PYTotalRevenueAmt |
| CY Total Revenue | $5,917,492 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $703,385 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $713,290 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,019,736 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,451,981 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $347,556 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,404,855 | PYOtherExpensesAmt |
| CY Other Expenses | $1,471,277 | CYOtherExpensesAmt |
| PY Total Expenses | $5,127,976 | PYTotalExpensesAmt |
| CY Total Expenses | $5,636,548 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$45,997 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $280,944 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,539,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,298,462 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,624,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,102,966 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $914,552 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,195,496 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WALDORF EDUCATION INTEGRATES THE ARTS, HUMANITIES, AND SCIENCES IN A MANNER THAT REFLECTS AND NURTURES THE DEVELOPMENTAL NEEDS OF EACH CHILD. WITH A CURRICULUM ROOTED IN THE ARTS AND THE POWER OF STORYTELLING, WALDORF TEACHERS AWAKEN IN THEIR PUPILS A LIFE-LONG LOVE OF LEARNING, EMPATHY TOWARD OTHERS, CREATIVE THINKING, AND SELF-CONFIDENCE. FOUNDED IN 2009, THE BROOKLYN WALDORF SCHOOL (TBWS) IS A NON-SECTARIAN EDUCATION CENTER THAT IS PART OF THE GROWING INTERNATIONAL WALDORF SCHOOL MOVEMENT. TBWS IS COMMITTED TO CREATING A WALDORF SCHOOL COMMUNITY WHOSE STUDENTS AND FAMILIES REFLECT THE ECONOMIC, CULTURAL, AND RACIAL DIVERSITY OF BROOKLYN. MANY VIEW PRIVATE EDUCATION AS A MERE COMMODITY TO BE PURCHASED BY A FAMILY FOR THEIR CHILD. TBWS SEEKS TO DEPART FROM THIS CONSUMPTION-BASED PERSPECTIVE ON EDUCATION AND MOVE TOWARDS A PARTNERSHIP APPROACH THAT ENGENDERS AMONG ITS STUDENTS AND COMMUNITY A SENSE OF JUSTICE, EQUITY, AND COMPASSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,541,202 | ExpenseAmt |
| Grant | $713,290 | GrantAmt |
| Revenue | $5,032,818 | RevenueAmt |
| Desc | THE SCHOOL EXPERIENCED ADDITIONAL GROWTH DURING THE YEAR, SERVING MORE STUDENTS IN 2014. COMBINED REVENUES FOR TUITION INCREASED FROM $4,214,521 TO $4,889,501 THIS YEAR. THIS ENCOMPASSES THE SCHOOL'S EARLY CHILDHOOD (NURSERY AND KINDERGARTEN), LOWER SCHOOL (GRADES 1-8) AND PART TIME PROGRAMS. | Desc |
| Total Program Service Expenses | $4,541,202 | 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 | 0 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | 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 | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 80 | 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 | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | MARY HANDERHAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7187833270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 JEFFERSON STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11238 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RANDALL YUEN | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEXANDER BLADES | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANA LYON | ||||||
| SECRETARY/SUB TEACHER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DARIUS MARDER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ORLANDO COLON | ||||||
| BOARD MEMBER/FACULTY REP | 36.00 | Yes (X) | $54,561 | $0 | $0 | |
| ROXANA SOSA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GIANINNA ZLATAR | ||||||
| BOARD MEMBER/FACULTY REP | 36.00 | Yes (X) | $72,981 | $0 | $0 | |
| TOM SCOTT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALDYRIA MELLO | ||||||
| DIRECTOR OF ADMINISTRATION | 41.00 | Yes (X) | Yes (X) | $108,350 | $0 | $5,226 |
| MARY HANDERHAN | ||||||
| BUSINESS ADMINISTRATOR | 36.00 | Yes (X) | Yes (X) | $87,380 | $0 | $5,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $323,272 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,452 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOHO CONTRACTING CORP | |||||
| 266 WEST STREET | NEW YORK | NY | 10013 | FACADE WORK ON BUILDING | $143,336 |
| STEADFAST DEVELOPMENT AND CONSTRUCTION I | |||||
| 315 E 91ST STREET | NEW YORK | NY | 10128 | BUILDING CONSTRUCTION | $107,408 |
| LINEAR ENVIRONMENTAL | |||||
| 10-25 44TH AVE | LONG ISLAND CITY | NY | 11101 | LEAD REMOVAL | $105,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $60,050 | FundraisingAmt |
| All Other Contributions | $713,478 | AllOtherContributionsAmt |
| Total Contributions | $773,528 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $4,889,501 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,889,501 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,889,501 | TotalProgramServiceRevenueAmt |
| Fundraising Gross Income | $49,002 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $60,050 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $26,117 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,885 | TotalRevenueColumnAmt |
| Exclusion | $22,885 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MATERIAL FEES | 561000 | $113,908 | $113,908 |
| SERVICE CHARGES | 561000 | $29,409 | $29,409 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,261 | TotalRevenueColumnAmt |
| Exclusion | $88,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $231,578 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,917,492 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,032,818 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $111,146 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,290 | TotalAmt |
| Program Services | $713,290 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,684 | TotalAmt |
| Program Services | $174,831 | ProgramServicesAmt |
| Management And General | $16,455 | ManagementAndGeneralAmt |
| Fundraising | $14,398 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,575,200 | TotalAmt |
| Program Services | $2,188,920 | ProgramServicesAmt |
| Management And General | $206,016 | ManagementAndGeneralAmt |
| Fundraising | $180,264 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,251 | TotalAmt |
| Program Services | $12,963 | ProgramServicesAmt |
| Management And General | $1,220 | ManagementAndGeneralAmt |
| Fundraising | $1,068 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,783 | TotalAmt |
| Program Services | $333,015 | ProgramServicesAmt |
| Management And General | $31,343 | ManagementAndGeneralAmt |
| Fundraising | $27,425 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,063 | TotalAmt |
| Program Services | $224,454 | ProgramServicesAmt |
| Management And General | $21,125 | ManagementAndGeneralAmt |
| Fundraising | $18,484 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,570 | TotalAmt |
| Management And General | $92,570 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,373 | TotalAmt |
| Management And General | $20,373 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,132 | TotalAmt |
| Management And General | $35,132 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140 | TotalAmt |
| Management And General | $140 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,076 | TotalAmt |
| Program Services | $10,743 | ProgramServicesAmt |
| Management And General | $86,592 | ManagementAndGeneralAmt |
| Fundraising | $10,741 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,279 | TotalAmt |
| Program Services | $495,218 | ProgramServicesAmt |
| Management And General | $145,374 | ManagementAndGeneralAmt |
| Fundraising | $72,687 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,347 | TotalAmt |
| Program Services | $80,347 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,155 | TotalAmt |
| Program Services | $10,622 | ProgramServicesAmt |
| Fundraising | $7,533 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,299 | TotalAmt |
| Program Services | $219,869 | ProgramServicesAmt |
| Management And General | $24,430 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,824 | TotalAmt |
| Program Services | $14,956 | ProgramServicesAmt |
| Management And General | $29,912 | ManagementAndGeneralAmt |
| Fundraising | $14,956 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROFESSIONAL DEV. | $47,602 | $47,602 | |
| HOSPITALITY | $26,654 | $26,654 | |
| MEMBERSHIP | $10,454 | $10,454 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,372 | TotalAmt |
| Program Services | $14,372 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,636,548 | TotalAmt |
| Program Services | $4,541,202 | ProgramServicesAmt |
| Management And General | $747,790 | ManagementAndGeneralAmt |
| Fundraising | $347,556 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,389 | BOYAmt |
| EOY | $1,822,810 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,500 | BOYAmt |
| EOY | $69,145 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,724 | BOYAmt |
| EOY | $223,664 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,499 | BOYAmt |
| EOY | $16,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,035,931 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $869,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,828,407 | BOYAmt |
| EOY | $5,166,546 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,539,519 | BOYAmt |
| EOY | $7,298,462 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,061 | BOYAmt |
| EOY | $311,526 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,119,799 | BOYAmt |
| EOY | $2,579,246 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,000 | BOYAmt |
| EOY | $172,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,000 | BOYAmt |
| EOY | $98,089 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,892,107 | BOYAmt |
| EOY | $2,942,105 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,624,967 | BOYAmt |
| EOY | $6,102,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,552 | BOYAmt |
| EOY | $1,195,496 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,552 | BOYAmt |
| EOY | $1,195,496 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,539,519 | BOYAmt |
| EOY | $7,298,462 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $280,944 | 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 | 0 | FSAuditedInd |
| 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,730,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $660,793 | DepreciationAmt |
| Book Value | $5,069,663 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $305,475 | OtherCostOrOtherBasisAmt |
| Depreciation | $208,592 | DepreciationAmt |
| Book Value | $96,883 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,166,546 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $2,942,105 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,942,105 | TotalLiabilityAmt |
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 | 0 | 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 SCHOOL PUBLISHES A PARENT HANDBOOK AND SCHOOL BROCHURE ANNUALLY. THESE DOCUMENTS ALONG WITH THE SCHOOL'S WEBSITE PROVIDE INFORMATION REGARDING THE SCHOOL'S NON-DISCRIMINATORY POLICY. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINTER FAIR | NameOfEvent1Amt |
| Gross Receipts Event1 | $49,002 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $49,002 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $2,268 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $17,794 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | SCOOTATHON | NameOfEvent2Amt |
| Gross Receipts Event2 | $60,050 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $60,050 | CharitableContriEvent2Amt |
| Oth Direct Expnss Other Events | $6,055 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $109,052 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $60,050 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,002 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $2,268 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,849 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,117 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $22,885 | NetIncomeSummaryAmt |
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 | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 76 | RecipientCnt |
| Cash Grant | $713,290 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TUITION ASSISTANCE IS AWARDED BASED ON ELIGIBILITY AND DEMONSTRATED NEED BY THE TIER REVIEW COMMITTEE, COMPRISED OF THE SCHOOL ADMINISTRATOR, A REPRESENTATIVE OF THE FINANCE COMMITTEE AND THE ADMISSIONS COORDINATOR. THE PROCESS BEGINS WITH THE FAMILIES APPLYING TO THE TIER REVIEW COMMITTEE FOR A PARTICULAR TUITION LEVEL ON AN ANNUAL BASIS. THEY SUBMIT TO THE COMMITTEE SUPPORTING DOCUMENTATION AND INFORMATION (INCLUDING INCOME, EXPENSES AND SPECIAL CONDITIONS) VIA AN SSS NAIS, WHICH PROVIDES AN ANALYSIS OF THE FAMILY'S CONTRIBUTION (RFC). WITH THE RFC REPORT AND THE TIER APPLICATION, THE TIER REVIEW COMMITTEE DEFINES THE TUITION LEVEL FOR EACH FAMILY. ADDITIONAL TUITION ASSISTANCE IS AVAILABLE TO FAMILIES THAT REQUESTS, QUALIFIES AND DEMONSTRATES A NEED. | 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 |
|---|---|---|---|---|---|---|---|
| RANDALL YUEN | |||||||
| BOARD MEMBER | WORKING CAPITAL | Yes (X) | $97,000 | $97,000 | 0 | Yes (1) | Yes (1) |
| MICHELLE MANKINS | |||||||
| FORMER BOARD MEMBER | WORKING CAPITAL | Yes (X) | $75,000 | $75,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $172,000 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO SUBMISSION OF THE FORM 990 AND REQUIRED SCHEDULES TO THE IRS, COPIES OF THE DOCUMENTS WILL BE PROVIDED TO THE FULL BOARD FOR REVIEW AND DISCUSSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL REQUIRES ALL DIRECTORS, MEMBERS OF MANAGEMENT, AS WELL AS MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ALL POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD PRESIDENT. AN INTERESTED PERSON (SOMEONE WITH A CONFLICT) MUST RECUSE THEMSELVES DURING THE DISCUSSION AS WELL AS THE VOTE OVER THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | WE REVIEW COMPENSATION OF COMPARABLE POSITIONS AT TAX-EXEMPT ORGANIZATIONS OF SIMILAR SIZE AND TYPE. INFORMATION IS DERIVED THROUGH DIRECT CONTACT WITH OTHER WALDORF SCHOOLS, AND REVIEW OF 990S. THE COMPENSATION WAS LAST DETERMINED JUNE 2011. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS (AUDITED OR UNAUDITED) ARE MADE AVAILABLE UPON REQUEST. |
| PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
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