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Live Oak Waldorf School

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 June 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
$2.52M (2023)

Expenses
$1.91M (2023)

Total Assets
$1.8M (2023)

Total Liabilities
$81.4k (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,523,322
Expenses
$1,913,675
Net Income
$609,647
Net Assets
$1,716,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $648,271
25.7%
Program Services $1,805,251
71.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $68,273
2.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,527
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $162,344
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $942,570
49.3%
Assets/Debt
Total Assets $1,797,982
Total Liabilities $81,445
Net Assets $1,716,537
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Lynne Poirier (College Chair) $58,144 $0 $0
Sarah Dunbar (Board Member) $54,280 $0 $0
Ashley Camp (Ecv Faculty) $49,920 $0 $0
Thad Huston (Treasurer) $0 $0 $0
Mandy Billett (Parent Chair) $0 $0 $0
Jerome Beauchamp (Board Member) $0 $0 $0
Steve Mueller (At Large Member) $0 $0 $0
Daniel Berger (President) $0 $0 $0
Alisha Lee (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,324,726
Expenses
$1,905,513
Net Income
$419,213
Net Assets
$1,106,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $358,908
15.4%
Program Services $1,940,268
83.5%
Investment Income $183
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $11,787
0.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,580
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $161,046
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $903,008
47.4%
Assets/Debt
Total Assets $1,588,400
Total Liabilities $481,510
Net Assets $1,106,890
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Lynne Poirier (Secretary) $55,189 $0 $0
Noelle Thompson (Board Member) $54,192 $0 $0
Sarah Dunbar (Board Member) $51,665 $0 $0
Mehrey Vaghti (President) $0 $0 $0
Thad Huston (Treasurer) $0 $0 $0
Debra Jacobs (Member At Large) $0 $0 $0
Bobbi Alonso (Member At Large) $0 $0 $0
Andrea Lee (Board Member) $0 $0 $0
Scott Merritt (Board Member) $0 $0 $0
Jerome Beauchamp (Board Member) $0 $0 $0
Brian Buckle (Board Member) $0 $0 $0
Steve Mueller (Strategic Plan) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,797,317
Expenses
$1,652,496
Net Income
$144,821
Net Assets
$685,359
Notable Sources of Revenue Percent of Total Revenue
Contributions $257,720
14.3%
Program Services $1,523,754
84.8%
Investment Income $105
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,844
0.6%
Sales of Assets $0
Net Inventory Sales $629
0.0%
Other Revenue $4,265
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $265,205
16.0%
Professional Fundraising Fees $0
Other Salaries and Wages $688,025
41.6%
Assets/Debt
Total Assets $1,389,650
Total Liabilities $704,291
Net Assets $685,359
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rev Bowen (Administrator) $112,320 $0 $0
Debra Jacobs (Secretary) $49,920 $0 $0
Lynne Poirier (Board Member) $49,920 $0 $0
Noelle Thompson (Board Member) $49,920 $0 $0
Brian Buckle (Board Member) $3,125 $0 $0
Mehrey Vaghti (President) $0 $0 $0
Nik Linsteadt (Treasurer) $0 $0 $0
Bobbi Alonso (Member At Large) $0 $0 $0
Sarah Dunbar (Board Member) $0 $0 $0
Andrea Lee (Board Member) $0 $0 $0
Scott Merritt (Board Member) $0 $0 $0
Jerome Beauchamp (Board Member) $0 $0 $0
Steve Mueller (Strategic Plan) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,843,745
Expenses
$1,854,259
Net Income
-$10,514
Net Assets
$537,951
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,398
3.4%
Program Services $1,717,723
93.2%
Investment Income $184
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $57,385
3.1%
Sales of Assets $0
Net Inventory Sales -$1,949
Other Revenue $7,004
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $154,490
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,012,662
54.6%
Assets/Debt
Total Assets $1,235,021
Total Liabilities $697,070
Net Assets $537,951
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lynne Poirier (Member At Large) $53,689 $0 $0
Debra Jacobs (Secretary) $50,527 $0 $0
Julie Caro (Member At Large) $50,274 $0 $0
Sara Casler (President) $0 $0 $0
Eric Freedman (Vice President) $0 $0 $0
Jazmin Ventura (College Chair) $0 $0 $0
Nik Linsteadt (Treasurer) $0 $0 $0
Keith Gelber (Site Develope) $0 $0 $0
Bobbi Alonso (Member At Large) $0 $0 $0
Danielle Barclay (Parent Council) $0 $0 $0
Sarah Dunbar (Collge Chair) $0 $0 $0
Noelle Thompson (Faculty Rep) $0 $0 $0
Steve Mueller (Strategic Plan) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,663,923
Expenses
$1,614,566
Net Income
$49,357
Net Assets
$539,551
Notable Sources of Revenue Percent of Total Revenue
Contributions $84,967
5.1%
Program Services $1,560,820
93.8%
Investment Income $173
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,029
0.8%
Sales of Assets $0
Net Inventory Sales $1,501
0.1%
Other Revenue $3,433
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $190,668
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $775,409
48.0%
Assets/Debt
Total Assets $886,240
Total Liabilities $346,689
Net Assets $539,551
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jazmin Ventura (College Chair) $47,667 $0 $0
Debra Jacobs (At Large Member) $47,667 $0 $0
Sarah Dunbar (Collge Chair) $47,666 $0 $0
Noelle Thompson (Faculty Rep) $47,666 $0 $0
Sara Casler (Secretary) $0 $0 $0
James Cooper (Treasurer) $0 $0 $0
Eric Freedman (President) $0 $0 $0
Keith Gelber (Site Develope) $0 $0 $0
Danielle Barclay (Parent Council) $0 $0 $0
Steve Mueller (Strategic Plan) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,527,372
Expenses
$1,456,188
Net Income
$71,184
Net Assets
$490,154
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,974
4.0%
Program Services $1,424,722
93.3%
Investment Income $119
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $29,448
1.9%
Sales of Assets $0
Net Inventory Sales $5,814
0.4%
Other Revenue $6,295
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $187,492
12.9%
Professional Fundraising Fees $0
Other Salaries and Wages $677,637
46.5%
Assets/Debt
Total Assets $821,040
Total Liabilities $330,886
Net Assets $490,154
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jazmin Ventura (College Chair) $44,633 $0 $0
Debra Jacobs (Faculty Chair) $44,633 $0 $0
Stephanie Skinner (Faculty Rep) $44,633 $0 $0
Rev Bowen (At Large Member) $44,633 $0 $0
Keith Gelber (Site Develope) $8,960 $0 $0
Debbie Pettit (Director) $0 $0 $0
Danielle Barclay (Parent Council) $0 $0 $0
Steve Mueller (Strategic Plan) $0 $0 $0
Sara Casler (Secretary) $0 $0 $0
Jeremy Burke (Treasurer) $0 $0 $0
Eric Freedman (President) $0 $0 $0
Brian Buckle (Administrator) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,428,912
Expenses
$1,357,028
Net Income
$71,884
Net Assets
$418,970
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,169
5.5%
Program Services $1,310,042
91.7%
Investment Income $90
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,396
1.8%
Sales of Assets $0
Net Inventory Sales $8,670
0.6%
Other Revenue $6,545
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $136,780
10.1%
Professional Fundraising Fees $1,762
0.1%
Other Salaries and Wages $714,511
52.7%
Assets/Debt
Total Assets $730,063
Total Liabilities $311,093
Net Assets $418,970
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Jacobs (Director) $43,003 $0 $0
Lynne Poirier (Director) $42,553 $0 $0
Stephanie Skinner (Faculty Rep) $42,553 $0 $0
Brian Buckle (Administrator) $42,500 $0 $0
Keith Gelber (Director) $8,671 $0 $0
Debbie Pettit (Director) $0 $0 $0
Danielle Barclay (Director) $0 $0 $0
Steve Mueller (Director) $0 $0 $0
Sara Casler (Secretary) $0 $0 $0
Jeremy Burke (Treasurer) $0 $0 $0
Eric Freedman (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,436,685
Expenses
$1,520,406
Net Income
-$83,721
Net Assets
$369,500
Notable Sources of Revenue Percent of Total Revenue
Contributions $84,436
5.9%
Program Services $1,314,869
91.5%
Investment Income $71
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $30,393
2.1%
Sales of Assets $0
Net Inventory Sales $1,706
0.1%
Other Revenue $5,210
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $172,404
11.3%
Professional Fundraising Fees $0
Other Salaries and Wages $677,112
44.5%
Assets/Debt
Total Assets $738,761
Total Liabilities $369,261
Net Assets $369,500
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lynne Poirier (Director) $44,747 $0 $0
Rev Bowen (Director) $43,931 $0 $0
Brian Buckle (Administrator) $42,492 $0 $0
Stephanie Skinner (Secretary) $41,234 $0 $0
Maureen Ashe (Director) $0 $0 $0
Jeremy Burke (Director) $0 $0 $0
Justin Glessner (Director) $0 $0 $0
Gregory Spin (Director) $0 $0 $0
Eric Freedman (Treasurer) $0 $0 $0
Steve Mueller (President & Ceo) $0 $0 $0
Janice Walli (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,472,031
Expenses
$1,538,986
Net Income
-$66,955
Net Assets
$453,244
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,310
3.3%
Program Services $1,380,307
93.8%
Investment Income $72
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $40,330
2.7%
Sales of Assets $0
Net Inventory Sales $3,012
0.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $163,563
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $518,874
33.7%
Assets/Debt
Total Assets $836,990
Total Liabilities $383,746
Net Assets $453,244
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lynne Poirier (Director) $44,265 $0 $0
Rev Bowen (Director) $40,541 $0 $0
Brian Buckle (Administrator) $40,095 $0 $0
Stephanie Skinner (Secretary) $38,662 $0 $0
Maureen Ashe (Director) $0 $0 $0
Jeremy Burke (Director) $0 $0 $0
Justin Glessner (Director) $0 $0 $0
Gregory Spin (Director) $0 $0 $0
Eric Freedman (Treasurer) $0 $0 $0
Steve Mueller (President & Ceo) $0 $0 $0
Janice Walli (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,551,039
Expenses
$1,634,473
Net Income
-$83,434
Net Assets
$519,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $120,917
7.8%
Program Services $1,397,839
90.1%
Investment Income $83
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $31,449
2.0%
Sales of Assets $0
Net Inventory Sales $751
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $143,304
8.8%
Professional Fundraising Fees $0
Other Salaries and Wages $532,205
32.6%
Assets/Debt
Total Assets $901,319
Total Liabilities $381,320
Net Assets $519,999
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lynne Poirier (Director) $38,714 $0 $0
Candice Searles (Director) $35,521 $0 $0
Cale Brandley (Director) $34,669 $0 $0
Brian Buckle (Administrator) $34,400 $0 $0
Jeremy Burke (Director) $0 $0 $0
Keith Sutter (Director) $0 $0 $0
Angela Alcala (Director) $0 $0 $0
Justin Glessner (Director) $0 $0 $0
Gregory Spin (Director) $0 $0 $0
Eric Freedman (Treasurer) $0 $0 $0
Steve Mueller (President & Ceo) $0 $0 $0
Janice Walli (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,702,375
Expenses
$1,622,241
Net Income
$80,134
Net Assets
$577,325
Notable Sources of Revenue Percent of Total Revenue
Contributions $125,835
7.4%
Program Services $1,400,810
82.3%
Investment Income $135
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $50,792
3.0%
Sales of Assets $117,072
6.9%
Net Inventory Sales $3,738
0.2%
Other Revenue $3,993
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $197,067
12.1%
Professional Fundraising Fees $0
Other Salaries and Wages $521,415
32.1%
Assets/Debt
Total Assets $978,673
Total Liabilities $401,348
Net Assets $577,325

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,450,657
Expenses
$1,506,867
Net Income
-$56,210
Net Assets
$497,653
Notable Sources of Revenue Percent of Total Revenue
Contributions $73,102
5.0%
Program Services $1,347,606
92.9%
Investment Income $57
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $9,567
0.7%
Net Fundraising $16,071
1.1%
Sales of Assets $0
Net Inventory Sales $4,254
0.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $130,081
8.6%
Professional Fundraising Fees $0
Other Salaries and Wages $662,398
44.0%
Assets/Debt
Total Assets $909,072
Total Liabilities $411,419
Net Assets $497,653

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,139,183
Expenses
$1,216,431
Net Income
-$77,248
Net Assets
$468,349
Notable Sources of Revenue Percent of Total Revenue
Contributions $90,183
7.9%
Program Services $1,014,920
89.1%
Investment Income $167
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $9,863
0.9%
Net Fundraising $19,022
1.7%
Sales of Assets $425
0.0%
Net Inventory Sales $4,368
0.4%
Other Revenue $235
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $73,903
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $761,796
62.6%
Assets/Debt
Total Assets $910,364
Total Liabilities $442,015
Net Assets $468,349

Document Links

Fiscal Year Ending June
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 June
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 June
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 June
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 June
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 June
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 June
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 June
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 June
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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  • 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.
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  • 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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