San Francisco Waldorf School Association
- Assets
- $40.6m
- Revenue
- $12.0m
- Investments
- $0.0
- Employees
- 180
- Location
- San Francisco, CA
- Founding
- 03/1980
- Data as of
- 06/2021
- EIN
- 94-2538587
Organization Overview
San Francisco Waldorf School Association is located in San Francisco, CA. The organization was established in 1980. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 06/2021, San Francisco Waldorf School Association employed 180 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Francisco Waldorf School Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, San Francisco Waldorf School Association generated $12.0m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 1.9% each year. All expenses for the organization totaled $10.3m during the year ending 06/2021. While expenses have increased by 0.7% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PRIVATE INDEPENDENT SCHOOL SERVING APPROXIMATELY 475 STUDENTS FROM PRE SCHOOL TO 12TH GRADE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
HIGH SCHOOL: 160 STUDENTS GRADES 9-12
KINDERGARTEN TO 8TH GRADE SERVING CA 260 STUDENTS
TWO YEAR PRE-SCHOOL PROGRAM SERVING CA 60 FAMILIESPARENTING PROGRAM, AFTER SCHOOL PROGRAM, CAMPS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Geoff Bennett Director Of Finance & Operations | OfficerTrustee | 40 | $135,957 |
Craig Appel Director Of Administration | OfficerTrustee | 40 | $122,711 |
Joan Caldarera College Rep | Trustee | 40 | $91,352 |
John Burket Second Vice President | OfficerTrustee | 40 | $85,589 |
Heidi Schwarzenbach College Rep | Trustee | 40 | $75,882 |
Laura Ambroseno President | OfficerTrustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Oneclickfix Llc It Services | 6/29/21 | $168,797 |
Miguel Zanabria Janitorial Services | 6/29/21 | $121,129 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $80,711 |
| Related organizations | $0 |
| Government grants | $1,438,300 |
| All other contributions, gifts, grants, and similar amounts not included above | $741,337 |
| Noncash contributions included in lines 1a–1f | $37,909 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,260,348 |
| Total Program Service Revenue | $9,332,271 |
| Investment income | $95,574 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $245,710 |
| Net Gain/Loss on Asset Sales | $1,031 |
| Net Income from Fundraising Events | $16,598 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,951,532 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $472,235 |
| Compensation of current officers, directors, key employees. | $114,691 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $5,457,779 |
| Pension plan accruals and contributions | $221,168 |
| Other employee benefits | $860,488 |
| Payroll taxes | $438,151 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $4,368 |
| Fees for services: Accounting | $37,100 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $32,311 |
| Advertising and promotion | $9,321 |
| Office expenses | $66,484 |
| Information technology | $340,851 |
| Royalties | $0 |
| Occupancy | $731,733 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $493,694 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $662,503 |
| Insurance | $0 |
| All other expenses | $26,725 |
| Total functional expenses | $10,256,101 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,735,245 |
| Savings and temporary cash investments | $5,893,624 |
| Pledges and grants receivable | $470,919 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $393,160 |
| Net Land, buildings, and equipment | $26,592,803 |
| Investments—publicly traded securities | $5,498,290 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $40,584,041 |
| Accounts payable and accrued expenses | $687,419 |
| Grants payable | $0 |
| Deferred revenue | $1,539,071 |
| Tax-exempt bond liabilities | $19,669,860 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $2,000 |
| Unsecured mortgages and notes payable | $1,470,400 |
| Other liabilities | $0 |
| Total liabilities | $23,368,750 |
| Net assets without donor restrictions | $14,055,549 |
| Net assets with donor restrictions | $3,159,742 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $40,584,041 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that San Francisco Waldorf School Association has recieved totaling $228,888.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $105,173 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $67,188 |
Cdvsj Foundation New York, NY PURPOSE: TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. | $40,000 |
The Sam Mazza Foundation San Francisco, CA PURPOSE: EURYTHMY TOURING GRANT | $15,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $1,527 |
Endowment Analysis
| Beg. Balance | $3,988,545 |
| Earnings | $1,158,790 |
| Net Contributions | $108,793 |
| Ending Balance | $5,256,128 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Creative Center Of Los Altos Los Altos, CA | $170,822,611 | $50,231,203 |
Oakwood School North Hollywood, CA | $131,214,925 | $40,512,387 |
Wildwood School Inc Los Angeles, CA | $86,448,080 | $38,177,997 |
Classical Academy Incorporated Escondido, CA | $75,670,985 | $34,177,017 |
Paragon Management Surprise, AZ | $64,904,410 | $28,676,995 |
Harbor Day Endowment Corporation Corona del Mar, CA | $29,496,561 | $8,033,762 |
Center For Early Education West Hollywood, CA | $163,132,439 | $27,283,122 |
Santa Fe Christian Schools Solana Beach, CA | $72,145,924 | $27,955,484 |
Phoenix Country Day School Paradise Valley, AZ | $77,907,724 | $28,726,427 |
Tarbut Vtorah Community Day School Irvine, CA | $104,560,863 | $24,620,400 |
Westside Neighborhood School Los Angeles, CA | $23,646,249 | $23,017,600 |
Town School For Boys San Francisco, CA | $94,398,193 | $22,080,958 |