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Haleakala 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
$4.77M (2023)

Expenses
$5.31M (2023)

Total Assets
$2.76M (2023)

Total Liabilities
$1.13M (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
$4,768,908
Expenses
$5,311,468
Net Income
-$542,560
Net Assets
$1,632,925
Notable Sources of Revenue Percent of Total Revenue
Contributions $182,580
3.8%
Program Services $4,509,343
94.6%
Investment Income $27,409
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $38,606
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,970
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $120,425
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $2,578,765
48.6%
Assets/Debt
Total Assets $2,763,751
Total Liabilities $1,130,826
Net Assets $1,632,925
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Matthew Clement (Operations D) $104,989 $0 $10,799
Sarah Suwanjindar (President) $0 $0 $0
Agna Pang (Secretary) $0 $0 $0
Shannon Rusnak (Treasurer) $0 $0 $0
Sherry Lynn Fisher (Director) $0 $0 $0
Brian Heustis (Director) $0 $0 $0
Madelyn Denbeau (Director) $0 $0 $0
Jeana Naluai (Director) $0 $0 $0
David Taylor (Director) $0 $0 $0
Kim Thomson Kerr (Director) $0 $0 $0
Alyse Parker (Director) $0 $0 $0
Dave Futch (Director) $0 $0 $0
Sarah Martins (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,848,736
Expenses
$4,872,013
Net Income
-$23,277
Net Assets
$2,175,485
Notable Sources of Revenue Percent of Total Revenue
Contributions $769,766
15.9%
Program Services $4,055,395
83.6%
Investment Income $127
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $5,266
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18,182
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $124,172
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,351,289
48.3%
Assets/Debt
Total Assets $2,721,050
Total Liabilities $545,565
Net Assets $2,175,485
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Matthew Clement (Operations D) $102,211 $0 $16,904
Sarah Suwanjindar (President) $0 $0 $0
Agna Pang (Secretary) $0 $0 $0
Shannon Rusnak (Treasurer) $0 $0 $0
Kalia Kelmenson (Director) $0 $0 $4,925
Sherry Lynn Fisher (Director) $0 $0 $0
Brian Heustis (Director) $0 $0 $0
Madelyn Denbeau (Director) $0 $0 $0
David Taylor (Director) $0 $0 $0
Jeana Naluai (Director) $0 $0 $16,320

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,271,003
Expenses
$4,590,135
Net Income
-$319,132
Net Assets
$2,198,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $701,734
16.4%
Program Services $3,565,957
83.5%
Investment Income $251
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $374
0.0%
Net Fundraising $2,687
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $112,201
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $2,067,396
45.0%
Assets/Debt
Total Assets $3,574,814
Total Liabilities $1,376,052
Net Assets $2,198,762
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Matthew Clement (Operations D) $86,427 $0 $8,512
Sarah Suwanjindar (President) $0 $0 $0
Agna Pang (Secretary) $0 $0 $0
Shannon Rusnak (Treasurer) $0 $0 $0
Kalia Kelmenson (Director) $0 $0 $0
Sherry Lynn Fisher (Director) $0 $0 $0
Brian Heustis (Director) $0 $0 $0
Madelyn Denbeau (Director) $0 $0 $0
Jeana Naluai (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,332,708
Expenses
$4,805,068
Net Income
-$472,360
Net Assets
$2,517,894
Notable Sources of Revenue Percent of Total Revenue
Contributions $246,977
5.7%
Program Services $4,009,192
92.5%
Investment Income $16,725
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $694
0.0%
Net Fundraising $59,120
1.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $190,693
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,109,225
43.9%
Assets/Debt
Total Assets $3,461,239
Total Liabilities $943,345
Net Assets $2,517,894
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Kelly Brewer (Past Adminis) $129,404 $0 $12,526
Denise Cohen (Administrato) $20,640 $0 $0
James Frazier (President) $0 $0 $0
Sarah Suwanjindar (Vice Preside) $0 $0 $0
Agna Pang (Secretary) $0 $0 $0
Martin Brass (Treasurer) $0 $0 $0
Pualani Enos (Director) $0 $0 $0
Chelsea Hill (Director) $0 $0 $0
Bernie Stroh (Director) $0 $0 $0
Kalia Kelmenson (Director) $0 $0 $0
Michael Tengan (Director) $0 $0 $0
Chelsie Haunga (Director) $0 $0 $0
Matthew Clement (Interim Dir.) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,837,832
Expenses
$4,610,188
Net Income
$227,644
Net Assets
$2,990,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $298,809
6.2%
Program Services $4,513,376
93.3%
Investment Income $5,107
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,253
0.0%
Net Fundraising $18,234
0.4%
Sales of Assets $959
0.0%
Net Inventory Sales $0
Other Revenue $94
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $198,488
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $2,050,684
44.5%
Assets/Debt
Total Assets $3,920,883
Total Liabilities $930,629
Net Assets $2,990,254
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Kelly Brewer (Administrato) $108,325 $0 $11,345
Teresa Rizzo (Finance Dire) $49,730 $0 $6,182
Naomi Adams (Finance Dire) $20,000 $0 $2,906
Martin Brass (Treasurer) $0 $0 $0
Bennett Cale (Director) $0 $0 $0
Pualani Enos (Director) $0 $0 $0
James Frazier (President) $0 $0 $0
Chelsea Hill (Director) $0 $0 $0
Agna Pang (Secretary) $0 $0 $0
Bernard Stroh (Director) $0 $0 $0
Sarah Suwanjindar (Vice Preside) $0 $0 $0
Louis Young (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,721,279
Expenses
$4,489,601
Net Income
$231,678
Net Assets
$2,682,943
Notable Sources of Revenue Percent of Total Revenue
Contributions $336,547
7.1%
Program Services $4,336,949
91.9%
Investment Income $6,261
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,516
0.0%
Net Fundraising $35,920
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,086
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,152,473
47.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,041,659
Total Liabilities $1,358,716
Net Assets $2,682,943
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Kelly Brewer (Administrator) $94,702 $0 $0
Carrie Fidance (Staff) $48,576 $0 $0
Shellie Smith (Teacher) $48,000 $0 $0
James Frazier (President) $0 $0 $0
Sarah Suwanjindar (Vice President) $0 $0 $0
Agna Pang (Secretary) $0 $0 $0
Martin Brass (Treasurer) $0 $0 $0
Bennett Cale (Director) $0 $0 $0
Pualani Enos (Director) $0 $0 $0
Chelsea Hill (Director) $0 $0 $0
Bernard Stroh (Director) $0 $0 $0
Louis Young (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,814,380
Expenses
$4,580,351
Net Income
$234,029
Net Assets
$2,502,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $557,000
11.6%
Program Services $4,220,901
87.7%
Investment Income $2,369
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $655
0.0%
Net Fundraising $6,834
0.1%
Sales of Assets $7
0.0%
Net Inventory Sales $0
Other Revenue $26,614
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $215,803
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,154,128
47.0%
Assets/Debt
Total Assets $3,733,171
Total Liabilities $1,230,522
Net Assets $2,502,649
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Teresa Rizzo (Finance Dire) $75,555 $0 $9,126
Kelly Brewer (Administrato) $68,529 $0 $9,885
Louis Young (Dir./Frmr Ch) $52,708 $0 $0
Richard Spork (Co President) $0 $0 $0
Stefan Schaefer (Co President) $0 $0 $0
Marie Fitzsimons (Secretary) $0 $0 $0
Bennett Cale (Treasurer) $0 $0 $0
Marianne Asher (Director) $0 $0 $0
Madelyn D'enbeau (Director) $0 $0 $0
Martin Diamond (Director) $0 $0 $0
Pualani Enos (Director) $0 $0 $0
Dave Futch (Director) $0 $0 $0
Susanne Knappstein (Director) $0 $0 $0
Bryen Lehto (Director) $0 $0 $0
Ken Moore (Director) $0 $0 $0
Melissa Newirth (Director) $0 $0 $0
Meg Obenauf (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,629,631
Expenses
$4,615,425
Net Income
$14,206
Net Assets
$2,268,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $427,266
9.2%
Program Services $4,175,119
90.2%
Investment Income $909
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $990
0.0%
Net Fundraising $21,408
0.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,939
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $115,277
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,389,715
51.8%
Assets/Debt
Total Assets $3,716,354
Total Liabilities $1,447,734
Net Assets $2,268,620
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Antje Bojarsky (Interim Chai) $62,500 $0 $6,736
Bryen Lehto (Director) $50,313 $0 $4,276
Louis Young (Chair Of Sch) $49,685 $0 $575
Jocelyn Romero Demirbag (Chair Of Sch) $15,279 $0 $1,623
Richard Spork (President) $0 $0 $0
Stefan Schaefer (Vice Preside) $0 $0 $0
Meg Obenauf (Secretary) $0 $0 $0
Tom Lambert (Treasurer) $0 $0 $0
Bennett Cale (Director) $0 $0 $0
Martin Diamond (Director) $0 $0 $0
Glen Fickbohm (Director) $0 $0 $0
Marie Fitzsimons (Director) $0 $0 $0
Dave Futch (Director) $0 $0 $0
Linda Taylor (Director) $0 $0 $0
Marianne Asher (Director) $0 $0 $0
Ted Tucker (Director) $0 $0 $0
Tod Wood (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,551,551
Expenses
$4,358,042
Net Income
$193,509
Net Assets
$2,254,414
Notable Sources of Revenue Percent of Total Revenue
Contributions $555,781
12.2%
Program Services $3,949,948
86.8%
Investment Income $749
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $33,486
0.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,587
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $147,326
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $2,152,469
49.4%
Assets/Debt
Total Assets $3,326,072
Total Liabilities $1,071,658
Net Assets $2,254,414
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jocelyn Romero Demirbag (Chair Of Sch) $81,335 $0 $9,897
Teresa Rizzo (Finance Dire) $65,992 $0 $5,650
Astrid Grupenhoff (Advancement) $55,729 $0 $2,560
Richard Spork (President) $0 $0 $0
Laura Harrelson (Vice Preside) $0 $0 $0
Ted Tucker (Secretary) $0 $0 $0
Anne Carter (Treasurer) $0 $0 $0
Bennett Cale (Director) $0 $0 $0
Dorothy Day (Director) $0 $0 $0
Martin Diamond (Director) $0 $0 $0
Glen Fickbohm (Director) $0 $0 $0
Marie Fitzsimons (Director) $0 $0 $0
Dave Futch (Director) $0 $0 $0
Kristina Lyons Lambert (Director) $0 $0 $0
John Morey (Director) $0 $0 $0
Meg Obenauf (Director) $0 $0 $0
Stefan Schaefer (Director) $0 $0 $0
Linda Taylor (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,417,430
Expenses
$4,208,230
Net Income
$209,200
Net Assets
$2,060,905
Notable Sources of Revenue Percent of Total Revenue
Contributions $618,648
14.0%
Program Services $3,720,066
84.2%
Investment Income $736
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $74,657
1.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,323
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $159,970
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,971,164
46.8%
Assets/Debt
Total Assets $3,100,319
Total Liabilities $1,039,414
Net Assets $2,060,905
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jocelyn Romero Demirbag (Chair Of Sch) $89,794 $0 $3,741
Teresa Rizzo (Finance Dire) $70,176 $0 $3,741
Kristina Lyons Lambert (Vice Preside) $0 $0 $0
Glen Fickbohm (Director) $0 $0 $0
Laura Harrelson (President) $0 $0 $0
Ted Tucker (Secretary) $0 $0 $0
Joan Selix Berman (Director) $0 $0 $0
Tod Wood (Treasurer) $0 $0 $0
Anne Carter (Director) $0 $0 $0
Marie Fitzsimons (Director) $0 $0 $0
Dave Futch (Director) $0 $0 $0
Peggy Harmon (Director) $0 $0 $0
John Morey (Director) $0 $0 $0
Richard Spork (Director) $0 $0 $0
Stefan Schaefer (Director) $0 $0 $0
Linda Taylor (Director) $0 $0 $0
Michael Murphy (Director) $0 $0 $0
Meg Obenauf (Director) $0 $0 $0
Thomas Lambert (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,001,543
Expenses
$3,549,169
Net Income
$452,374
Net Assets
$1,851,706
Notable Sources of Revenue Percent of Total Revenue
Contributions $747,558
18.7%
Program Services $3,181,976
79.5%
Investment Income $463
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $68,935
1.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,611
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $157,492
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,734,192
48.9%
Assets/Debt
Total Assets $2,875,615
Total Liabilities $1,023,909
Net Assets $1,851,706

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,621,223
Expenses
$3,317,978
Net Income
$303,245
Net Assets
$1,399,332
Notable Sources of Revenue Percent of Total Revenue
Contributions $762,903
21.1%
Program Services $2,856,899
78.9%
Investment Income $421
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,000
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $152,742
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,556,378
46.9%
Assets/Debt
Total Assets $2,275,127
Total Liabilities $875,795
Net Assets $1,399,332

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,547,222
Expenses
$3,105,394
Net Income
$441,828
Net Assets
$1,096,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $639,019
18.0%
Program Services $2,846,928
80.3%
Investment Income $248
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $58,707
1.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,320
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $85,500
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,562,615
50.3%
Assets/Debt
Total Assets $2,004,842
Total Liabilities $908,755
Net Assets $1,096,087

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

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.

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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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