2026-05-15T16:01:25-05:00 2025-06-30 362239746 SASSETTI LLC 2107 SWIFT DRIVE SUITE 210 OAK BROOK IL 60523 990 2024-07-01 366095133 CHICAGO WALDORF SCHOOL CHIC 7734652662 5200 NORTH ASHLAND AVENUE CHICAGO IL 60640 FRASER COFFEEN ADMINISTRATIVE DIRECTOR 7734652662 2026-05-15 1 1 MYRNA MEJIA P00417859 7083861433 2026-05-15 2024 2025-03-06 01:10:19Z FRASER COFFEEN 5200 NORTH ASHLAND AVENUE CHICAGO IL 60640 12709547 0 X WWW.CHICAGOWALDORF.ORG X 1959 IL PROVIDING AND PROMOTING WALDORF EDUCATION FROM EARLY CHILDHOOD THROUGH THE TWELFTH GRADE AND PROMOTING WALDORF EDUCATION THROUGH COMMUNITY OUTREACH. 15 14 87 125 0 0 1044530 289991 8913623 9458816 14154 20736 46493 2927919 10018800 12697462 4230578 4628418 0 0 3864935 3740484 0 0 261879 2438805 2785921 10534318 11154823 -515518 1542639 12729021 14079227 7642968 7449280 5086053 6629947 PROVIDING AND PROMOTING WALDORF EDUCATION FROM EARLY CHILDHOOD THROUGH THE TWELFTH GRADE AND PROMOTING WALDORF EDUCATION THROUGH COMMUNITY OUTREACH. 0 0 9495523 4628418 9458816 EDUCATIONAL PROGRAM AND SCHOOL, EARLY CHILDHOOD THROUGH TWELFTH GRADE. 9495523 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 28 0 87 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X FRASER COFFEEN 7734652662 5200 NORTH ASHLAND AVENUE CHICAGO IL 60640 DANNY HALLUM FACULTY TRUSTEE 40.00 X 52975 0 53885 ADAM COHEN-LEADHOLM FACULTY TRUSTEE 40.00 X 47273 0 19115 JANNA STAUFFER FACULTY TRUSTEE 40.00 X 44734 0 9349 NANCY SZYMANSKI FACULTY TRUSTEE (UNTIL 12/24) 40.00 X 50699 0 11576 SYLVIE DESOUCHES FACULTY TRUSTEE 40.00 X 50546 0 9349 KAREN ANDERSON BOARD CHAIR 10.00 X X 0 0 0 DAN HOFFMANN VICE PRESIDENT 5.00 X X 0 0 0 CHRYSTAL POZIN TREASURER 5.00 X X 0 0 0 KIAH SHAPIRO SECRETARY 5.00 X X 0 0 0 ANTHONY BALLAGAMBA FACULTY TRUSTEE (UNTIL 08/24) 40.00 X 49075 0 51545 MARITA ESPINOSA TRUSTEE 2.00 X 0 0 0 NICK GIANOU TRUSTEE 2.00 X 0 0 0 TARAH HARTUNG TRUSTEE 2.00 X 0 0 0 NGANDU KASUKU TRUSTEE 2.00 X 0 0 0 JOHN LEONARD TRUSTEE 2.00 X 0 0 0 JAMES LOW TRUSTEE 2.00 X 0 0 0 JESSICA MCCARTHY TRUSTEE 2.00 X 0 0 0 LISA MEEHAN TRUSTEE 2.00 X 0 0 0 HERNAN SIERRA TRUSTEE 2.00 X 0 0 0 ANNE WAGNER TRUSTEE 2.00 X 0 0 0 FRASER COFFEEN ADMINISTRATIVE DIRECTOR 40.00 X 86269 0 74657 ANDREA SHAFFER FACULTY DIRECTOR 40.00 X 86610 0 20772 468181 0 250248 0 0 1 0 M&M CLEANING SERVICES 700 E ELM AVE LAGRANGE IL 60525 JANITORIAL SERVICES 147953 1 5170 284821 1000 289991 TUITION AND FEES 611710 9403016 9403016 ENROLLMENT FEES 900099 55800 55800 9458816 20736 20736 49238 0 49238 49238 49238 47990 5170 12085 35905 35905 INSURANCE CLAIM 900099 2722832 2722832 HOT LUNCH REVENUE 900099 80657 80657 MERCHANDISE SHOP 900099 2028 2028 37259 37259 2842776 12697462 9458816 0 2948655 4628418 4628418 577680 463804 86662 27214 2681611 2152996 402288 126327 248793 199750 37323 11720 232400 186588 34864 10948 19558 19558 23871 23871 79818 79818 115212 115212 162375 162375 966679 767033 158317 41329 377632 295941 61083 20608 434883 340806 70344 23733 129770 129770 ACADEMIC SUPPORT 424006 424006 BAD DEBT EXPENSE 31000 31000 STAFF DEVELOPMENT 5721 3627 2094 15396 1554 13842 11154823 9495523 1397421 261879 1423781 3011037 176308 418139 98505 99254 14066884 3729108 10772659 10337776 107448 112821 150320 100200 12729021 14079227 70067 58154 165692 140141 7250406 7152470 156803 98515 7642968 7449280 X 4865227 6440852 220826 189095 5086053 6629947 12729021 14079227 1542639 1255 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 131550 5374 136924 126413 5137 131550 125061 1352 126413 177237 -3519 48657 125061 174914 2323 177237 0.00000 0.88730 0.11270 0 0 1231000 1231000 11778913 2693694 9085219 1009071 987514 21557 47900 47900 0 10337776 OPERATING LEASE LIABILITY 98515 98515 X 9017899 1255 1255 9016644 3680818 3680818 12697462 7474005 12085 12085 7461920 3692903 3692903 11154823 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 X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT IT DID NOT ENGAGE IN ANY UNRELATED BUSINESS ACTIVITIES; THUS, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. SCHOOL'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS -12,085. SIBLING TUITION DISCOUNTS 15,300. OTHER FINANCIAL AID AND SCHOLARSHIPS 94,175. TUITION ASSISTANCE 3,583,428. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 12,085. PART XII, LINE 4B - OTHER ADJUSTMENTS: SIBLING TUITION DISCOUNTS 15,300. TUITION ASSISTANCE 3,583,428. OTHER FINANCIAL AID AND SCHOLARSHIPS 94,175. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 AS STATED ON THE SCHOOL'S WEBSITE: THE CHICAGO WALDORF SCHOOL NOT ONLY DOES NOT DISCRIMINATE IN ITS HIRING PRACTICES, BUT BEYOND THAT HAS A DEEP COMMITMENT TO RESPECT AND CELEBRATE THE DIFFERENCES IN STUDENTS, FACULTY, AND ADMINISTRATION FROM WIDELY DIVERSE SOCIAL, ECONOMIC, CULTURAL, LINGUISTIC, INTELLECTUAL, RACIAL, EDUCATIONAL, AND RELIGIOUS BACKGROUNDS. THERE IS A SUSTAINED EFFORT AND CLEAR RECOGNITION THAT OUR EDUCATIONAL EXCELLENCE AND FULFILLMENT OF OUR SCHOOL'S MISSION IS DEPENDENT ON EMBRACING DIVERSITY IN OUR SCHOOL COMMUNITY. WE SEEK TO FULLY INCLUDE AND AFFIRM FACULTY, STAFF, AND STUDENTS IN ALL OF THEIR IDENTITIES. IN EVERYTHING WE DO WE WORK TOWARD FREEDOM, RESPONSIBILITY AND EXCELLENCE. THE CHICAGO WALDORF SCHOOL PROVIDES ITS TEACHERS, ADMINISTRATORS, AND FAMILIES WITH ONGOING OPPORTUNITIES TO STUDY AND DISCUSS ASPECTS OF DIVERSITY. A MORE DETAILED DESCRIPTION OF THE POLICY IS AVAILABLE IN THE STUDENT HANDBOOK, AVAILABLE ON THE WEBSITE, BEGINNING ON PAGE 75 HOLIDAY FAIR 24777 24777 850 3974 MAY FAIR 18133 18133 753 4363 1 10250 5170 5080 1983 162 53160 5170 47990 3586 162 8337 12085 35905 1 TUITION ASSISTANCE 215 3583428 TUITION REMISSION 35 935515 SIBLING DISCOUNTS 5 15300 SCHOLARSHIPS 14 94175 PART I, LINE 2: A FACULTY AND STAFF TUITION ADJUSTMENT COMMITTEE, USING FINANCIAL DATA FROM AN OBJECTIVE OUTSIDE SOURCE, AWARDS ALL TUITION AND SCHOLARSHIPS. GRANTS ARE NON-MONETARY, INVOLVING REDUCTION IN TUITION COSTS. TUITION REMISSION AND SIBLING DISCOUNTS ARE BASED UPON A BOARD APPROVED POLICY AND NOT DETERMINED BY THE TUITION ADJUSTMENT COMMITTEE. NUMBER OF RECIPIENTS IS BASED ON NUMBER OF STUDENTS. 1 X X X X 0 0 0 0 0 0 0 0 0 FRASER COFFEEN ADMINISTRATIVE DIRECTOR 86269 0 0 0 0 0 0 0 74657 0 160926 0 0 0 TRUSTEE 53885 TUITION REMMISSION FURTHERING EDUCATION SPOUSE OF TRUSTEE 30600 TUITION REMMISSION FURTHERING EDUCATION SPOUSE OF TRUSTEE 52885 TUITION REMMISSION FURTHERING EDUCATION KRISTIN HOFFMANN SPOUSE OF TRUSTEE 37818 STAFF COMPENSATION 0 THOMAS MCCARTHY SPOUSE OF TRUSTEE 42588 STAFF COMPENSATION 0 MONTSERRAT AGUERO SPOUSE OF TRUSTEE 46670 STAFF COMPENSATION 0 LISA MEEHAN TRUSTEE 2500 PHOTOGRAPHY SERVICES 0 MARITA ESPINOSA TRUSTEE 2210 SUBSTITUTE SERVICES 0 SCHEDULE L, PART III, GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS: FOR CONFIDENTIALITY PURPOSES, THE NAMES OF ALL INDIVIDUALS UTILIZING THE FAMILY INDIVIDUALIZED TUITION MODEL AND/OR RECEIVING SCHOLARSHIPS ARE NOT DISCLOSED. THE PROCESS FOR DETERMINING TUITION AMOUNTS AND AWARDS IS DESCRIBED IN THE FOLLOWING PARAGRAPHS. ELIGIBILITY FOR FAMILYINDIVIDUALIZED TUITION AND SCHOLARSHIP AWARDS IS THE SAME FOR TRUSTEE FAMILY MEMBERS AS IT IS FOR ANY OTHER STUDENTS AND BOTH OPPORTUNITIES ARE AVAILABLE TO THE FAMILIES OF ALL STUDENTS. ANY INDIVIDUALS WHO DESIRE TO APPLY FOR THE FAMILY INDIVIDUALIZED TUITION 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 TUITIONAMOUNT AND/OR SCHOLARSHIP. THE SCHOOL'S TUITION COMMITTEE (COMPRISED OF MEMBERS OF THE ADMINISTRATIVE TEAM) USES THIS INFORMATION TO DETERMINE INDIVIDUAL TUITION AMOUNTS BASED UPON THE DEMONSTRATED FINANCIAL ABILITY OF THE FAMILY. FAMILIES WHO DO NOT APPLY TO THIS PROGRAM PAYTHE FULL TUITION FEE, WHICH IS DETERMINED ANNUALLY BY THE BOARD. THE SCHOLARSHIP COMMITTEE (COMPRISED OF MEMBERS OF THE LEADERSHIP TEAM) USES THE FINANCIAL INFORMATION ALONG WITH A PARENT ESSAY AND DEFINED MERIT CRITERIA TO AWARD UP TO FIVE HIGH SCHOOL SCHOLARSHIPS EACH YEARTO 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 THE FAMILY INDIVIDUALIZED TUITION. ELIGIBILITY FOR TUITION REMISSION IS THE SAME FOR FAMILY MEMBERS OF TRUSTEE FACULTY AND STAFF OR RELATED TO TRUSTEES 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. AGUERO WAS A FACULTY MEMBER DURING THE 2024-25 SCHOOL YEAR AND THE SPOUSE OF TRUSTEE HERNAN SIERRA. MS. AGUERO DOES NOT RECEIVE FAMILY HEALTH INSURANCE. MS. HOFFMANN WAS A FACULTY MEMBER DURING THE 2024-25 SCHOOL YEAR AND THE SPOUSE OF TRUSTEE DAN HOFFMANN. MS. HOFFMANN DOES NOT RECEIVE FAMILY HEALTH INSURANCE. MR. MCCARTHY WAS A FACULTY MEMBER DURING THE 2024-25 SCHOOL YEAR AND THE SPOUSE OF TRUSTEE JESSICA MCCARTHY. THE VALUE OF FAMILY HEALTH INSURANCE ISATTRIBUTABLE TO MR. MCCARTHY'S EMPLOYMENT AND INCLUDED IN HIS COMPENSATION REPORTED ON SCH. L, PART IV.MS. MEEHAN IS BOTH A TRUSTEE AND THE OWNER OF LISA MEEHAN PHOTOGRAPHY. CHICAGO WALDORF SCHOOL PAID LISA MEEHAN PHOTOGRAPHY FOR PHOTOGRAPHY SERVICES IN FY25. MS. ESPINOSA IS BOTH A TRUSTEE AND INDEPENDENT CONTRACTOR DOING SUBSTITUTE WORK. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO AUDIT THE ORGANIZATION'S FINANCIAL STATEMENTS AND PREPARE THE FORM 990. MANAGEMENT AND THE AUDIT COMMITTEE REVIEW AND COMMENT ON THE DRAFT FORM 990 AND PROVIDE A COMPLETE DRAFT 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 AND FACULTY DIRECTOR. THE ADMINISTRATIVE DIRECTOR AMD FACULTY DIRECTOR ARE RECUSED FROM ALL DETERMINATIONS OF THEIR COMPENSATION. NO OFFICERS ARE PAID, AS ALL OFFICERS ARE NON-FACULTY TRUSTEES. THE ADMINISTRATIVE DIRECTOR AND FACULTY DIRECTOR COLLABORATE WITH THE FINANCE COMMITTEE TO SET WAGES AND SALARIES AS PART OF THE ANNUAL BUDGET. THIS BUDGET IS THEN APPROVED BY THE BOARD, WHICH DOES NOT INCLUDE ANY KEY EMPLOYEES OR PAID OFFICERS. 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 WRITTEN REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D).