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VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC Organization Name provided in the GuideStar Exchange* as of 02/19/2014: VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC

Organization Name as listed in the IRS Business Master File as of 06/09/2014: VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

AKA  Desert Marigold School
Phoenix, AZ
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GuideStar Summary

&1002; GuideStar Exchange Committed to transparency ?
This organization is a Silver-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2012, 2011, and 2010 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is not available
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Basic Organization Information

VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC Organization Name provided in the GuideStar Exchange* as of 02/19/2014: VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC

Organization Name as listed in the IRS Business Master File as of 06/09/2014: VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Also Known As: Desert Marigold School
Physical Address: Phoenix, AZ 85042 
EIN: 86-0769535
Web URL: www.arizonawaldorf.org 
NTEE Category: B Educational Institutions
B21 Kindergarten, Nursery Schools, Preschool, Early Admissions
B Educational Institutions
B24 Primary/Elementary Schools
B Educational Institutions
B25 Secondary/High School
Year Founded: 1994 
Ruling Year: 1995 
How This Organization Is Funded: State of Arizona Equalization - $1,895,045
Tuition and Fees - Private Programs - $178,895
Fundraising - $106,809


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Mission Statement

The mission of Desert Marigold School is educate children so that each can reach their full potential, becoming adults who will have a sound knowledge of the past, a true perception of the present and have the will and vision to create the future. Desert Marigold School nurtures and challenges students, within the developmentally appropriate framework of Waldorf Education, to develop those capacities needed to adapt and navigate the complex social and economic realities of life in the modern global world. By fostering self-reflection and social understanding, responsibility and accountability, economic and environmental literacy, self-discipline and initiative taking, DMS enables the students to become individuals who are courageous, creative, resilient, self-directed innovators with the social awareness, skills, commitment, and practical judgment to successfully collaborate with others to make a contribution to the “whole.” Further, the school community will organize itself to serve as an example of what we would hope and profess to bring into being within the children: An inclusive “learning community” creatively exploring innovative approaches and forms, courageously collaborating, engaged with the issues of the times, reverent and grateful stewards of this unique place, with the candor and practical judgment to learn along the way, and the commitment, resilience and will to be the instrument of the educational, political and social change that can lead to social renewal.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

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Annual Revenue & Expenses

(GuideStar Exchange,
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February 2014)

Fiscal Year Starting: July 1, 2012
Fiscal Year Ending: June 30, 2013

Total Revenue $2,441,780
Total Expenses $2,292,552

Revenue & Expenses

(GuideStar Exchange,
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February 2014)

Fiscal Year Starting: July 1, 2012
Fiscal Year Ending: June 30, 2013

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

Financial Statements

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Annual Reports

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Leadership

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February 2014)

Mr. Charles D. Burkam

Profile:

Charles Burkam A.B. (Econ), Princeton University Juris Doctor, Harvard Law School Charles has been involved with Waldorf education for over 35 years, and has been Administrative Director at DMS since 2010. Previously a practicing attorney, he turned to non-profit and community management after serving as Mayor for Somersworth, NH. In 1986 he moved his family to England to study Anthroposophy and was Bursar at Michael Hall Steiner School for seven years, before becoming the first Advisor on Administration for the Steiner Schools Fellowship and the Director of Finance & Development at Emerson College. While at Emerson, he assisted in the creation of a Biodynamic Community Farm Coop and served as Chairman of the Mercury Provident ethical pension fund. He returned to Arizona with his family in 2000 to establish a small-holding in northern Arizona. He has consulted for the Biodynamic Farming and Gardening Association, the Santa Fe Waldorf School and was Managing Director of the Institute for Responsible Technology before coming to DMS. He also was the central caregiver for his father for several years until his passing over in their home at the age of 93.

Board Chair (GuideStar Exchange,
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February 2014)

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Board Co-Chair

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Board of Directors

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Board Leadership Practices (GuideStar Exchange,
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February 2014)
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Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Response Not Provided
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Response Not Provided
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Response Not Provided
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Response Not Provided
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Response Not Provided

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

Highest Paid Employee data is not available for this organization.

People information was last updated by the nonprofit in February 2014

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Programs

Program: Desert Marigold School (GuideStar Exchange,
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February 2014)

Budget:
$2,400,000
Category:
Elementary & Secondary Education
Population Served:
Children and Youth (infants - 19 years.)
None
None

Program Description:

A Pre-K through 12 Public Waldorf School

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

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Impact Summary from the Nonprofit

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Organization Data Available

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