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Santa Cruz Waldorf School Assn

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.

Category: Educational Institutions and Related Activities / Primary, Elementary Schools (NTEE)

Donations to this organization are tax deductible.

Details

According to its July 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
$3.71M (2023)

Expenses
$4.08M (2023)

Total Assets
$1.21M (2023)

Total Liabilities
$1.01M (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 July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,711,007
Expenses
$4,084,503
Net Income
-$373,496
Net Assets
$192,542
Notable Sources of Revenue Percent of Total Revenue
Contributions $277,479
7.5%
Program Services $3,340,780
90.0%
Investment Income $816
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $59,301
1.6%
Sales of Assets $0
Net Inventory Sales $30,753
0.8%
Other Revenue $1,878
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $265,889
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,578,127
38.6%
Assets/Debt
Total Assets $1,205,180
Total Liabilities $1,012,638
Net Assets $192,542
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Steve Spitalny (Member) $66,817 $0 $0
Scotts Olmstead (Member) $66,817 $0 $0
Ivy Young (Member) $66,568 $0 $0
Richard Corbal (Member) $65,687 $0 $0
Margaret Rosas (President) $0 $0 $0
Jamie Aron (Member) $0 $0 $0
Greg Harmon (Member) $0 $0 $0
Dieter Ramaekers (Member) $0 $0 $0
Katie Monsen (Secretary) $0 $0 $0
Erin Munning (Member) $0 $0 $0
Tom Burrow (Member) $0 $0 $0
Daniel Yum (Member) $0 $0 $0
Michael Kang (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,977,264
Expenses
$3,153,461
Net Income
-$176,197
Net Assets
$566,038
Notable Sources of Revenue Percent of Total Revenue
Contributions $499,489
16.8%
Program Services $2,459,723
82.6%
Investment Income $1,797
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $16,255
0.5%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $326,500
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,398,197
44.3%
Assets/Debt
Total Assets $1,418,418
Total Liabilities $852,380
Net Assets $566,038
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Victor Mwai (Pedagogical Dir) $102,500 $0 $0
Jim Benz (Admin Director) $102,500 $0 $0
Scotts Olmstead (Director) $60,750 $0 $0
Jodi Casey (Director) $60,750 $0 $0
Margaret Rosas (President) $0 $0 $0
Richard Corbal (Vice President) $0 $0 $0
Jamie Aron (Director) $0 $0 $0
Amanda Mcleod (Secretary) $0 $0 $0
Alexandra Woods (Director) $0 $0 $0
Bridget Olp (Treasurer) $0 $0 $0
Katie Monsen (Director) $0 $0 $0
Erin Munning (Director) $0 $0 $0
Angela Oswald (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,542,348
Expenses
$2,574,677
Net Income
-$32,329
Net Assets
$742,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $587,405
23.1%
Program Services $1,851,320
72.8%
Investment Income $2,937
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $89,300
3.5%
Sales of Assets $0
Net Inventory Sales $8,016
0.3%
Other Revenue $3,370
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $224,496
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,116,582
43.4%
Assets/Debt
Total Assets $1,661,781
Total Liabilities $919,546
Net Assets $742,235
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Scotts Olmstead (Director) $62,025 $0 $0
Jodi Casey (Director) $61,174 $0 $0
Angela Oswald (Director) $59,634 $0 $0
Tori Milburn (Admin Director) $41,663 $0 $0
Krista Cook (Director) $0 $0 $0
Margaret Rosas (Board Chair) $0 $0 $0
Mara Liske (Director) $0 $0 $0
Tom Harper (Director) $0 $0 $0
Amanda Mcleod (Director) $0 $0 $0
Alexandra Woods (Director) $0 $0 $0
Bridget Olp (Treasurer) $0 $0 $0
Katie Monsen (Director) $0 $0 $0
Jamie Aron (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,755,013
Expenses
$2,784,815
Net Income
-$29,802
Net Assets
$725,261
Notable Sources of Revenue Percent of Total Revenue
Contributions $152,590
5.5%
Program Services $2,560,834
93.0%
Investment Income $4,833
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $12,038
0.4%
Sales of Assets $0
Net Inventory Sales $17,514
0.6%
Other Revenue $7,204
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $168,480
6.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,132,096
40.7%
Assets/Debt
Total Assets $1,405,837
Total Liabilities $680,576
Net Assets $725,261
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Tori Milburn (Admin Director) $58,760 $0 $0
Scotts Olmstead (Director) $54,860 $0 $0
Jodi Casey (Vice President) $54,860 $0 $0
Krista Cook (President) $0 $0 $0
Margaret Rosas (Director) $0 $0 $0
Tamara Liske (Treasurer) $0 $0 $0
Tom Harper (Director) $0 $0 $0
Amanda Mcleod (Secretary) $0 $0 $0
Alexandra Woods (Director) $0 $0 $0
Naomi Bayer (Director) $0 $0 $0
Anya Hobley (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,693,121
Expenses
$2,600,934
Net Income
$92,187
Net Assets
$755,063
Notable Sources of Revenue Percent of Total Revenue
Contributions $171,405
6.4%
Program Services $2,459,064
91.3%
Investment Income $1,644
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $37,405
1.4%
Sales of Assets $0
Net Inventory Sales $19,803
0.7%
Other Revenue $3,800
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $162,500
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,162,266
44.7%
Assets/Debt
Total Assets $1,282,943
Total Liabilities $527,880
Net Assets $755,063
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Tori Milburn (Admin Director) $58,000 $0 $0
Scotts Olmstead (Vice President) $52,250 $0 $0
Jodi Casey (Director) $52,250 $0 $0
Krista Cook (President) $0 $0 $0
Margaret Rosas (Director) $0 $0 $0
Tamara Liske (Treasurer) $0 $0 $0
Tom Harper (Director) $0 $0 $0
Amanda Mcleod (Secretary) $0 $0 $0
Alexandra Woods (Director) $0 $0 $0
Naomi Bayer (Director) $0 $0 $0
Anya Hobley (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,415,494
Expenses
$2,297,428
Net Income
$118,066
Net Assets
$662,876
Notable Sources of Revenue Percent of Total Revenue
Contributions $134,277
5.6%
Program Services $2,192,823
90.8%
Investment Income $247
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $55,503
2.3%
Sales of Assets -$1,383
Net Inventory Sales $24,358
1.0%
Other Revenue $6,029
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,178,001
51.3%
Assets/Debt
Total Assets $1,492,820
Total Liabilities $829,944
Net Assets $662,876
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Tori Milburn (Admin Director) $57,126 $0 $0
Christopher Sblendorio (Director) $55,926 $0 $0
Richard Corbal (Director) $48,750 $0 $0
Scotts Olmstead (Vice President) $48,750 $0 $0
Jody Casey (Director) $48,750 $0 $0
Krista Cook (Treasurer) $0 $0 $0
Margaret Rosas (Director) $0 $0 $0
Lara Triona (President) $0 $0 $0
Andrew Griffin (Secretary) $0 $0 $0
Amanda Mcleod (Secretary) $0 $0 $0
Alexandra Woods (Director) $0 $0 $0
Nancy Park (Director) $0 $0 $0
Naomi Bayer (At Large) $0 $0 $0
Anya Hobley (At Large) $0 $0 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,277,916
Expenses
$2,123,984
Net Income
$153,932
Net Assets
$544,810
Notable Sources of Revenue Percent of Total Revenue
Contributions $101,940
4.5%
Program Services $2,100,325
92.2%
Investment Income $158
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $48,498
2.1%
Sales of Assets $0
Net Inventory Sales $19,316
0.8%
Other Revenue $4,359
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $209,676
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $879,882
41.4%
Assets/Debt
Total Assets $1,133,560
Total Liabilities $588,750
Net Assets $544,810
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Deborah Lindsay (Admin Director) $56,250 $0 $0
Christopher Sblendorio (Director) $55,926 $0 $0
Richard Corbal (Director) $48,750 $0 $0
Scotts Olmstead (Vice President) $48,750 $0 $0
Krista Cook (Treasurer) $0 $0 $0
Margaret Rosas (Director) $0 $0 $0
Lara Triona (President) $0 $0 $0
Andrew Griffin (Secretary) $0 $0 $0
Alexandra Woods (Director) $0 $0 $0
Nancy Park (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,138,415
Expenses
$1,944,489
Net Income
$193,926
Net Assets
$381,575
Notable Sources of Revenue Percent of Total Revenue
Contributions $115,818
5.4%
Program Services $1,954,306
91.4%
Investment Income $98
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,087
1.5%
Sales of Assets $0
Net Inventory Sales $17,754
0.8%
Other Revenue $15,352
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $194,610
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $804,874
41.4%
Assets/Debt
Total Assets $833,302
Total Liabilities $451,727
Net Assets $381,575
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Deborah Lindsay (Admin Director) $55,313 $0 $0
Christopher Sblendorio (Director) $50,945 $0 $0
Richard Corbal (Director) $46,752 $0 $0
Jodi Casey (Vice President) $41,600 $0 $0
Krista Cook (Treasurer) $0 $0 $0
Margaret Rosas (Director) $0 $0 $0
Lara Triona (Secretary) $0 $0 $0
Mark Briscoe (President) $0 $0 $0
Alexandra Woods (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,116,232
Expenses
$1,984,957
Net Income
$131,275
Net Assets
$187,647
Notable Sources of Revenue Percent of Total Revenue
Contributions $146,067
6.9%
Program Services $1,916,102
90.5%
Investment Income $33
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $8,542
0.4%
Net Fundraising $21,942
1.0%
Sales of Assets $0
Net Inventory Sales $17,671
0.8%
Other Revenue $5,875
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $152,375
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $747,593
37.7%
Assets/Debt
Total Assets $707,508
Total Liabilities $519,861
Net Assets $187,647
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Scott Olmsted (Director) $46,750 $0 $0
Richard Corbal (Director) $38,000 $0 $0
Deborah Lindsay (Admin Director) $35,625 $0 $0
Ximena Sierra (Vice President) $32,000 $0 $0
Anne Mandler (President) $0 $0 $0
Samuel Couder (Treasurer) $0 $0 $0
Lara Triona (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,048,993
Expenses
$1,994,067
Net Income
$54,926
Net Assets
$56,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $132,542
6.5%
Program Services $1,867,555
91.1%
Investment Income $41
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $11,907
0.6%
Net Fundraising $23,417
1.1%
Sales of Assets $0
Net Inventory Sales $13,531
0.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $191,750
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $699,222
35.1%
Assets/Debt
Total Assets $547,324
Total Liabilities $490,952
Net Assets $56,372

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,958,458
Expenses
$2,020,079
Net Income
-$61,621
Net Assets
$1,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,239
3.4%
Program Services $1,822,010
93.0%
Investment Income $31
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $13,453
0.7%
Net Fundraising $32,582
1.7%
Sales of Assets $0
Net Inventory Sales $21,166
1.1%
Other Revenue $1,977
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $75,780
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $823,874
40.8%
Assets/Debt
Total Assets $689,711
Total Liabilities $688,265
Net Assets $1,446

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,100,051
Expenses
$2,010,666
Net Income
$89,385
Net Assets
$63,067
Notable Sources of Revenue Percent of Total Revenue
Contributions $84,288
4.0%
Program Services $1,910,910
91.0%
Investment Income $98
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $14,899
0.7%
Net Fundraising $57,579
2.7%
Sales of Assets $1,472
0.1%
Net Inventory Sales $24,783
1.2%
Other Revenue $6,022
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $206,280
10.3%
Professional Fundraising Fees $0
Other Salaries and Wages $594,831
29.6%
Assets/Debt
Total Assets $701,136
Total Liabilities $638,069
Net Assets $63,067

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,455,506
Expenses
$1,273,568
Net Income
$181,938
Net Assets
$69,991
Notable Sources of Revenue Percent of Total Revenue
Contributions $85,873
5.9%
Program Services $1,283,002
88.1%
Investment Income $308
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,000
0.8%
Net Fundraising $44,940
3.1%
Sales of Assets $1,960
0.1%
Net Inventory Sales $22,742
1.6%
Other Revenue $4,681
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $205,532
16.1%
Professional Fundraising Fees $0
Other Salaries and Wages $528,249
41.5%
Assets/Debt
Total Assets $759,541
Total Liabilities $689,550
Net Assets $69,991

Document Links

Fiscal Year Ending July
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 July
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 July
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 July
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 July
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 July
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 July
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 July
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

Fiscal Year Ending July
2002

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 July
2001

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 »

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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.
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