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Waldorf School of Bend

Bend, OR   |  http://bendwaldorf.com
GuideStar Charity Check

Waldorf School of Bend

EIN: 93-1217269


Mission

THE WALDORF SCHOOL OF BEND IS AN INDEPENDENT SCHOOL THAT CULTIVATES ACADEMIC EXCELLENCE THROUGH OUR HANDS-ON CURRICULUM RICH IN THE ARTS, SCIENCES, AND PRACTICAL WORKS. WE HONOR EACH CHILD'S UNIQUE SPIRIT BY BUILDING CAPACITIES OF WILL, FREE THOUGHT, COMPASSION AND SOCIAL RESPONSIBILITY. IN THIS WAY, CHILDREN DEVELOP WITH PURPOSE TO ACT AS POWERFUL WORLD CITIZENS.

Ruling year info

1998

Principal Officer

John McCormick

Main address

2150 NE Studio Rd Ste 2

Bend, OR 97701 USA

Show more contact info

EIN

93-1217269

Subject area info

Elementary and secondary education

Population served info

Children and youth

NTEE code info

Elementary, Secondary Ed (B20)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

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

Tax forms

Communication

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Pre-Kindergarten

Our Pre-K classes offer care for children 3 to 4 years old in a warm and loving environment. The preschool is a home away from home, where children experience the smell of baking bread and the sounds of gentle singing as a bridge for spending time away from home.

Our experienced Waldorf early childhood teachers hold a strong but flexible rhythm of the day, which allows for plenty of time to play, to eat, to go to the restroom, to rest, to hear stories, songs, and rhymes, and to be out in the fresh air. The classrooms and play yard are filled with open-ended, natural toys and materials for imaginative play, and the classroom is entirely screen-free and media-free.

Population(s) Served

Where we work

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback, The people we serve tell us they find data collection burdensome, Staff find it hard to prioritize feedback collection and review due to lack of time, It is difficult to get honest feedback from the people we serve

Financials

Waldorf School of Bend
Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

0.31

Average of 0.70 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

1.6

Average of 2 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

19%

Average of 12% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Waldorf School of Bend

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Waldorf School of Bend

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Waldorf School of Bend

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Waldorf School of Bend’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation $29,416 -$155,427 $183,744 -$129,496 -$241,159
As % of expenses 2.5% -11.9% 30.7% -8.9% -18.1%
Unrestricted surplus (deficit) after depreciation $18,518 -$174,600 $173,670 -$136,338 -$246,670
As % of expenses 1.6% -13.2% 28.6% -9.3% -18.4%
Revenue composition info
Total revenue (unrestricted & restricted) $1,212,021 $1,155,160 $767,229 $1,322,844 $1,092,256
Total revenue, % change over prior year 41.1% -4.7% -33.6% 72.4% -17.4%
Program services revenue 88.1% 92.3% 54.7% 73.6% 98.8%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.0% 0.1% 0.0% 0.0% 0.0%
Government grants 0.0% 0.0% 27.6% 26.1% 0.0%
All other grants and contributions 11.9% 7.6% 17.7% 0.3% 1.2%
Other revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Expense composition info
Total expenses before depreciation $1,174,130 $1,304,642 $597,905 $1,452,340 $1,333,415
Total expenses, % change over prior year 32.5% 11.1% -54.2% 142.9% -8.2%
Personnel 67.3% 69.2% 67.5% 69.8% 66.4%
Professional fees 0.3% 0.8% 3.4% 1.5% 1.6%
Occupancy 17.3% 21.9% 15.6% 16.0% 20.4%
Interest 0.0% 0.1% 0.3% 0.1% 1.3%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 15.2% 8.0% 13.1% 12.6% 10.3%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $1,185,028 $1,323,815 $607,979 $1,459,182 $1,338,926
One month of savings $97,844 $108,720 $49,825 $121,028 $111,118
Debt principal payment $0 $0 $40,755 $0 $0
Fixed asset additions $43,079 $0 $0 $0 $0
Total full costs (estimated) $1,325,951 $1,432,535 $698,559 $1,580,210 $1,450,044

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 0.5 2.3 7.7 3.1 1.6
Months of cash and investments 0.5 2.3 7.7 3.1 1.6
Months of estimated liquid unrestricted net assets -0.6 -2.0 -0.6 -1.3 -3.6
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $46,741 $254,451 $383,020 $375,045 $180,246
Investments $0 $0 $0 $0 $0
Receivables $0 $0 $0 $0 $0
Gross land, buildings, equipment (LBE) $88,227 $92,525 $92,525 $92,525 $92,525
Accumulated depreciation (as a % of LBE) 50.8% 69.2% 80.0% 87.4% 93.4%
Liabilities (as a % of assets) 103.0% 159.1% 103.0% 137.7% 302.2%
Unrestricted net assets -$11,320 -$185,920 -$12,250 -$148,588 -$395,258
Temporarily restricted net assets $8,475 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $8,475 $14,420 $0 $0 $0
Total net assets -$2,845 -$171,500 -$12,250 -$148,588 -$395,258

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Principal Officer

John McCormick

Number of employees

Source: IRS Form 990

Waldorf School of Bend

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Waldorf School of Bend

Board of directors
as of 04/10/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

John McCormick

Nicole Handley

Jen Price

Andrew McGuire

Michele Gere

Kyle Nelson

Cyndi Pointer

Kris Porto