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Waldorf Institute Of Southern California

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Details

According to its Aug. 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$336k (2023)

Expenses
$357k (2023)

Total Assets
$138k (2023)

Total Liabilities
$2.11k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$336,150
Expenses
$357,054
Net Income
-$20,904
Net Assets
$136,127
Notable Sources of Revenue Percent of Total Revenue
Contributions $122,835
36.5%
Program Services $214,032
63.7%
Investment Income $150
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$867
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $94,669
26.5%
Professional Fundraising Fees $0
Other Salaries and Wages $151,743
42.5%
Assets/Debt
Total Assets $138,240
Total Liabilities $2,113
Net Assets $136,127
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Alexander Houghton (Trustee) $32,110 $0 $0
Jacqueline De Velle (Trustee) $29,840 $0 $0
Jean Brousseau (Secretary) $28,511 $0 $0
Shiva Burrows Goodwill (Trustee) $3,998 $0 $0
Ellie Jenkins (Trustee) $210 $0 $0
Cathy O'neill (President) $0 $0 $0
John Brousseau (Treasurer) $0 $0 $0
Jennifer Quintana (Trustee) $0 $0 $0
Vern Taylor (Trustee) $0 $0 $0
James Mc Rae (Trustee) $0 $0 $0
Kikanza Ramsey Ray (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$324,898
Expenses
$324,172
Net Income
$726
Net Assets
$157,031
Notable Sources of Revenue Percent of Total Revenue
Contributions $117,988
36.3%
Program Services $210,152
64.7%
Investment Income $179
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$3,421
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $89,186
27.5%
Professional Fundraising Fees $0
Other Salaries and Wages $139,221
42.9%
Assets/Debt
Total Assets $163,179
Total Liabilities $6,148
Net Assets $157,031
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jacqueline De Velle (Trustee) $33,075 $0 $0
Jean Brousseau (Secretary) $28,260 $0 $0
Alexander Houghton (Trustee) $26,370 $0 $0
Ann E Ferraro (Trustee) $1,481 $0 $0
Cathy O'neill (President) $0 $0 $0
John Brousseau (Treasurer) $0 $0 $0
Jennifer Quintana (Trustee) $0 $0 $0
Vern Taylor (Trustee) $0 $0 $0
James Mc Rae (Trustee) $0 $0 $0
Ellie Jenkins (Trustee) $0 $0 $0
Kikanza Ramsey Ray (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$371,896
Expenses
$364,171
Net Income
$7,725
Net Assets
$156,305
Notable Sources of Revenue Percent of Total Revenue
Contributions $121,347
32.6%
Program Services $251,269
67.6%
Investment Income $389
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$1,109
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $76,920
21.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $164,547
Total Liabilities $8,242
Net Assets $156,305
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jacqueline De Velle (Trustee) $32,820 $0 $0
Jean Brousseau (Secretary) $28,350 $0 $0
Alexander Houghton (Trustee) $15,750 $0 $0
Liza Ferraro (Trustee) $3,748 $0 $0
Cathy O'neill (President) $0 $0 $0
John Brousseau (Treasurer) $0 $0 $0
Jennifer Quintana (Trustee) $0 $0 $0
Vern Taylor (Trustee) $0 $0 $0
Pamela Enciso (Trustee) $0 $0 $0
James Mc Rae (Trustee) $0 $0 $0
Ellie Jenkins (Trustee) $0 $0 $0
Kikanza Ramsey Ray (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$311,874
Expenses
$296,837
Net Income
$15,037
Net Assets
$148,580
Notable Sources of Revenue Percent of Total Revenue
Contributions $86,460
27.7%
Program Services $226,735
72.7%
Investment Income $13
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$1,334
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $81,187
27.4%
Professional Fundraising Fees $0
Other Salaries and Wages $106,005
35.7%
Assets/Debt
Total Assets $195,861
Total Liabilities $47,281
Net Assets $148,580
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jacqueline De Velle (Trustee) $32,887 $0 $0
Jean Brousseau (Secretary) $31,925 $0 $0
Alexander Houghton (Trustee) $16,375 $0 $0
Cathy O'neill (President) $0 $0 $0
John Brousseau (Treasurer) $0 $0 $0
Jennifer Quintana (Trustee) $0 $0 $0
Vern Taylor (Trustee) $0 $0 $0
Juanita Gilmore (Trustee) $0 $0 $0
James Mc Rae (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$380,065
Expenses
$364,848
Net Income
$15,217
Net Assets
$133,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $79,814
21.0%
Program Services $279,674
73.6%
Investment Income $13
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,564
5.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $115,816
31.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $141,022
Total Liabilities $7,479
Net Assets $133,543
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Alexander Houghton (Co Director) $35,387 $0 $0
Jean Brousseau (Co Director) $32,788 $0 $0
Jacqueline De Velle (Co Director) $32,638 $0 $0
Charlotte Dukich (Co Director) $15,003 $0 $0
Patricia Murar (President) $0 $0 $0
John Brousseau (Treasurer) $0 $0 $0
Jennifer Quintana (Trustee) $0 $0 $0
James Mc Rae (Trustee) $0 $0 $0
Vern Taylor (Trustee) $0 $0 $0
Wanda Wen (Trustee) $0 $0 $0
Juanita Gilmore (Trustee) $0 $0 $0
Cathy O'neill (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$332,353
Expenses
$360,792
Net Income
-$28,439
Net Assets
$118,326
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,674
12.2%
Program Services $275,840
83.0%
Investment Income $17
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,822
4.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $114,800
31.8%
Professional Fundraising Fees $0
Other Salaries and Wages $70,440
19.5%
Assets/Debt
Total Assets $124,753
Total Liabilities $6,427
Net Assets $118,326
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Alexander Houghton (Co Director) $33,712 $0 $0
Jean Brousseau (Co Director) $32,862 $0 $0
Jacqueline De Velle (Co Director) $32,725 $0 $0
Charlotte Dukich (Co Director) $15,501 $0 $0
Patricia Murar (President) $0 $0 $0
John Brousseau (Treasurer) $0 $0 $0
Jennifer Quintana (Trustee) $0 $0 $0
James Mc Rae (Trustee) $0 $0 $0
Vern Taylor (Trustee) $0 $0 $0
Wanda Wen (Trustee) $0 $0 $0
Juanita Gilmore (Trustee) $0 $0 $0
Cathy O'neill (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$357,482
Expenses
$373,394
Net Income
-$15,912
Net Assets
$146,765
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,212
15.2%
Program Services $295,990
82.8%
Investment Income $29
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,251
2.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $113,363
30.4%
Professional Fundraising Fees $0
Other Salaries and Wages $75,153
20.1%
Assets/Debt
Total Assets $157,005
Total Liabilities $10,240
Net Assets $146,765
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Alexander Houghton (Co Director) $34,527 $0 $0
Jacqueline De Velle (Co Director) $32,525 $0 $0
Jean Brousseau (Co Director) $32,025 $0 $0
Charlotte Dukich (Co Director) $15,786 $0 $0
Patricia Murar (President) $0 $0 $0
John Brousseau (Treasurer) $0 $0 $0
Jennifer Quintana (Trustee) $0 $0 $0
James Mc Rae (Trustee) $0 $0 $0
Vern Taylor (Trustee) $0 $0 $0
Wanda Wen (Trustee) $0 $0 $0
Juanita Gilmore (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$340,191
Expenses
$356,981
Net Income
-$16,790
Net Assets
$162,677
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,404
17.5%
Program Services $280,717
82.5%
Investment Income $70
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $117,975
33.0%
Professional Fundraising Fees $0
Other Salaries and Wages $75,227
21.1%
Assets/Debt
Total Assets $193,005
Total Liabilities $30,328
Net Assets $162,677
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Alexander Houghton (Co Director) $34,331 $0 $0
Jean Brousseau (Co Director) $34,256 $0 $0
Jacqueline De Velle (Co Director) $32,825 $0 $0
Charlotte Dukich (Co Director) $16,563 $0 $0
Patricia Murar (President) $0 $0 $0
John Brousseau (Treasurer) $0 $0 $0
Jennifer Quintana (Trustee) $0 $0 $0
James Mc Rae (Trustee) $0 $0 $0
Vern Taylor (Trustee) $0 $0 $0
Wanda Wen (Trustee) $0 $0 $0
Juanita Gilmore (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$378,730
Expenses
$358,525
Net Income
$20,205
Net Assets
$179,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,358
14.4%
Program Services $324,067
85.6%
Investment Income $305
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $122,935
34.3%
Professional Fundraising Fees $0
Other Salaries and Wages $74,480
20.8%
Assets/Debt
Total Assets $200,783
Total Liabilities $21,316
Net Assets $179,467
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Alexander Houghton (Co Director) $37,962 $0 $0
Jean Brousseau (Co Director) $34,462 $0 $0
Jacqueline De Velle (Co Director) $33,937 $0 $0
Charlotte Dukich (Co Director) $16,574 $0 $0
Patricia Murar (President) $0 $0 $0
John Brousseau (Treasurer) $0 $0 $0
Jennifer Quintana (Trustee) $0 $0 $0
James Mc Rea (Trustee) $0 $0 $0
Vern Taylor (Trustee) $0 $0 $0
Wanda Wen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$335,326
Expenses
$335,202
Net Income
$124
Net Assets
$159,262
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,424
19.5%
Program Services $269,801
80.5%
Investment Income $101
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $116,199
34.7%
Professional Fundraising Fees $0
Other Salaries and Wages $70,900
21.2%
Assets/Debt
Total Assets $168,290
Total Liabilities $9,028
Net Assets $159,262
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Alexander Houghton (Co Director) $33,633 $0 $0
Jean Brousseau (Co Director) $32,858 $0 $0
Jacqueline De Velle (Co Director) $32,717 $0 $0
Charlotte Dukich (Co Director) $16,991 $0 $0
Patricia Murar (President) $0 $0 $0
John Brousseau (Treasurer) $0 $0 $0
Jennifer Quintana (Trustee) $0 $0 $0
James Mc Rea (Trustee) $0 $0 $0
Vern Taylor (Trustee) $0 $0 $0
Wanda Wen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$357,336
Expenses
$336,128
Net Income
$21,208
Net Assets
$159,138
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,278
13.0%
Program Services $310,806
87.0%
Investment Income $252
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $116,793
34.7%
Professional Fundraising Fees $0
Other Salaries and Wages $102,023
30.4%
Assets/Debt
Total Assets $166,214
Total Liabilities $7,076
Net Assets $159,138

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$317,802
Expenses
$296,401
Net Income
$21,401
Net Assets
$137,930
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,319
15.2%
Program Services $269,367
84.8%
Investment Income $116
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $98,000
33.1%
Professional Fundraising Fees $0
Other Salaries and Wages $101,198
34.1%
Assets/Debt
Total Assets $142,116
Total Liabilities $4,186
Net Assets $137,930

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$292,365
Expenses
$287,556
Net Income
$4,809
Net Assets
$85,674
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,463
14.5%
Program Services $249,809
85.4%
Investment Income $93
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $98,000
34.1%
Professional Fundraising Fees $0
Other Salaries and Wages $66,482
23.1%
Assets/Debt
Total Assets $97,992
Total Liabilities $12,318
Net Assets $85,674

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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