PLATINUM2024

Waldorf Educational Association of NC, Inc.

From Wonder to Wisdom.

aka Emerson Waldorf School   |   Chapel Hill, NC   |  www.emersonwaldorf.org
GuideStar Charity Check

Waldorf Educational Association of NC, Inc.

EIN: 56-1379068


Mission

We provide a Pre-K-12 grade education based on the insights of Rudolf Steiner that inspires our students to become independent and creative thinkers who are collaborative leaders in social and environmental justice.

Ruling year info

1984

Director of Education

Colleen Everhart

Main address

6211 New Jericho Rd

Chapel Hill, NC 27516 USA

Show more contact info

EIN

56-1379068

Subject area info

Education

Secondary education

Population served info

Children and youth

Adolescents

NTEE code info

Secondary/High School (B25)

Primary/Elementary Schools (B24)

Kindergarten, Nursery Schools, Preschool, Early Admissions (B21)

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

Blog

What we aim to solve

SOURCE: Self-reported by organization

Children are faced with a multitude of problems previous generations never encountered. Violence in their communities, substance abuse, a lack of support at home, unhealthy eating habits resulting in issues from obesity to eating disorders, the impact of a shifting economy, the onslaught of media, and education disparity. All of these factors in combination produce a toxic soup of "too much too soon." Children who do not feel heard or seen will tend to act out later in life to get the attention they desperately crave -- sometimes with deadly results.

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-K through 12th Grade

The Emerson Waldorf School, under the guidance of WEANC, opened in 1984 and has expanded its Kdg. through Grade 8 school to include a high school to Grade 10 in Fall 2003 and will graduate its first Grade 12 in June 2006. Emerson Waldorf School is a full member of the Association of Waldorf Schools of North America and currently educates nearly 250 children each year.

Population(s) Served
Children and youth

Where we work

Awards

Best Early Childhood Learning Facility in Orange County 2022

INDY Best of the Triangle

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of endowments

This metric is no longer tracked.
Totals By Year
Population(s) Served

Children and youth

Related Program

Pre-K through 12th Grade

Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Number of teachers involved in school-wide decisions about student learning

This metric is no longer tracked.
Totals By Year
Related Program

Pre-K through 12th Grade

Type of Metric

Context - describing the issue we work on

Direction of Success

Holding steady

Context Notes

All of our core faculty have input into school-wide decisions about student learning due to the unique structure of a Waldorf School.

Number of children who have the skills necessary to maintain personal health

This metric is no longer tracked.
Totals By Year
Related Program

Pre-K through 12th Grade

Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Number of children who have the ability to use eye-hand coordination, strength, and motor control to use age-appropriate tools and utensils effectively

This metric is no longer tracked.
Totals By Year
Related Program

Pre-K through 12th Grade

Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Context Notes

These numbers represent our early childhood program - Pre-Kindergarten through Kindergarten.

Number of children who have the ability to understand and comprehend communication

This metric is no longer tracked.
Totals By Year
Related Program

Pre-K through 12th Grade

Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Context Notes

These numbers represent our Pre-K and Kindergarten population.

Number of children who have the ability to seek help from and respond appropriately to adults

This metric is no longer tracked.
Totals By Year
Related Program

Pre-K through 12th Grade

Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Number of children able to exercise appropriate control in independent and group activities

This metric is no longer tracked.
Totals By Year
Related Program

Pre-K through 12th Grade

Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

At Emerson, Grit. Resilience. Resourcefulness. Innovation.

These are the products of your investment in Emerson Waldorf School and the qualities we cultivate and value in our students.

At Emerson, children are met with a personalized intellectual and social education that creates a healthy sense of self. Students become self-directed and highly functional, effective in asserting themselves in an ever-changing personal, academic, and, eventually, professional environment.

Physical work, trips and service - time away from a desk - are intentionally woven into the curriculum, opportunities which develop our childrens imagination and understanding and broaden their frame of reference.

At Emerson, creative intelligence and divergent thinking spring from play as a foundation.
Innovation blossoms from being comfortable in ones own skin, enabling intellectual risk taking and experimentation. Developing personal artistic sensibility informs how they develop their lives.

Our students are problem solvers. They seek meaning in the world and in relationships. They excel at synthetic thinking - combining ideas into a complex whole. In a culture that is increasingly devaluing body and heart in favor of intellect, providing a child with a Waldorf education enables them to fully develop their unique capacities.

Your support, along with the passionate, enthusiastic engagement from our Faculty, Staff and Board of Directors bring Emerson into its 40th year. We want our children to love what theyre doing. If you love what youre doing, it becomes play. In this mindset, Emerson Waldorf students can step into anything they want to accomplish - inspiring innovation in whatever field they go into because they know how to learn.

At Emerson Waldorf School, we strive to imbue our students with grit, resilience, resourcefulness and the ability to innovate.

Here, children are met with a personalized intellectual and social education that creates a healthy sense of self. Students become self-directed and highly functional, effective in asserting themselves in an ever-changing personal, academic, and, eventually, professional environment.

Physical work, trips and service - time away from a desk - are intentionally woven into the curriculum, opportunities which develop our children’s imagination and understanding and broaden their frame of reference.

At Emerson, creative intelligence and divergent thinking spring from play as a foundation. Innovation blossoms from being comfortable in one’s own skin, enabling intellectual risk taking and experimentation. Developing personal artistic sensibility informs how they develop their lives.

Our students are problem solvers. They seek meaning in the world and in relationships. They excel at synthetic thinking - combining ideas into a complex whole. In a culture that is increasingly devaluing body and heart in favor of intellect, providing a child with a Waldorf education enables them to fully develop their unique capacities.

The 2023-2024 academic year will mark Emerson's 39th year educating children in North Carolina. We employ a full Waldorf curriculum, which is celebrating its centennial in the world.

282 students are educated in stand-alone classes by devoted faculty who have also completed Waldorf training in addition to their teaching credentials. Emerson also offers many specialty subjects, including Spanish, Handwork, Strings, Orchestra, Chorus, and Practical Arts (Woodworking, Blacksmithing, and Coppersmithing).

Emerson offers a developmentally appropriate, experiential, and academically rigorous approach to education. The arts are integrated into all academic disciplines for children from preschool through twelfth grade to enhance and enrich learning.

Emerson's faculty is dedicated to generating an inner enthusiasm for learning within every child. This eliminates the need for competitive testing, academic placement, and rewards to motivate learning and allows motivation to arise from within. It helps engender the capacity for joyful lifelong learning.

In June 2024, Emerson will graduate its 18th class from our High School. From crafting custom wood furniture and biodynamic farming to AI development and "commerce-engine" platform creation, our graduates are perpetually striving to meet their potential.

Looking ahead, we are working on issues around diversity, equity, inclusion, and sustainability. We are in the midst of school-wide diversity, equity, and inclusion audit with an outside firm beginning in the fall of 2022.

Our newly adopted Vision and Values speak to our progress in this area:

Vision
Our graduates are lifelong learners committed to the service of others and the earth. By the year 2030, our campus will support our social and environmental justice mission and provide opportunities for deeper connections within our school and broader communities.

Core Values
Holistic Education: We honor, protect and nurture the physical, emotional, intellectual, and spiritual development of each student. We cultivate critical thinking as a path to self-reliance by developing authenticity in feeling and intentionality of action.

Social Justice: We work together to promote equity and inclusion for all community members. We respect and revere the natural world and embrace our responsibility as stewards of the earth.

Community and Collaboration: We rely on a commitment from all community members to work together to build strong, collaborative relationships.

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 demonstrated a willingness to learn more by reviewing resources about feedback practice.
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 get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), 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

Financials

Waldorf Educational Association of NC, Inc.
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 2022 info

SOURCE: IRS Form 990

1.40

Average of 0.51 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

5.7

Average of 2.6 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

17%

Average of 21% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Waldorf Educational Association of NC, Inc.

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Waldorf Educational Association of NC, Inc.

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 Educational Association of NC, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Waldorf Educational Association of NC, Inc.’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 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $130,561 $340,211 $382,607 $290,081 $1,109,903
As % of expenses 4.7% 7.9% 8.9% 7.1% 23.1%
Unrestricted surplus (deficit) after depreciation $12,652 $216,006 $254,242 $160,484 $978,708
As % of expenses 0.4% 4.9% 5.8% 3.8% 19.8%
Revenue composition info
Total revenue (unrestricted & restricted) $2,905,158 $4,492,100 $4,621,535 $4,389,934 $5,965,153
Total revenue, % change over prior year -3.7% 54.6% 2.9% -5.0% 35.9%
Program services revenue 89.3% 94.0% 92.0% 84.9% 86.3%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.0% 0.1% 0.1% 0.0% 0.0%
Government grants 0.0% 0.0% 0.0% 0.0% 9.0%
All other grants and contributions 10.3% 5.5% 7.5% 5.9% 4.1%
Other revenue 0.3% 0.4% 0.4% 9.2% 0.5%
Expense composition info
Total expenses before depreciation $2,756,966 $4,297,122 $4,291,710 $4,093,502 $4,810,291
Total expenses, % change over prior year -0.9% 55.9% -0.1% -4.6% 17.5%
Personnel 74.7% 48.8% 49.8% 48.9% 48.4%
Professional fees 5.3% 2.2% 1.5% 1.6% 2.4%
Occupancy 2.4% 1.6% 1.4% 1.6% 1.7%
Interest 2.0% 1.3% 1.2% 1.2% 1.1%
Pass-through 0.0% 36.2% 36.9% 37.9% 36.3%
All other expenses 15.7% 9.9% 9.2% 8.7% 10.2%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $2,874,875 $4,421,327 $4,420,075 $4,223,099 $4,941,486
One month of savings $229,747 $358,094 $357,643 $341,125 $400,858
Debt principal payment $0 $48,124 $0 $0 $467,548
Fixed asset additions $373,521 $0 $0 $0 $0
Total full costs (estimated) $3,478,143 $4,827,545 $4,777,718 $4,564,224 $5,809,892

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 2.4 1.5 2.7 5.1 5.7
Months of cash and investments 2.4 1.5 2.7 5.1 6.3
Months of estimated liquid unrestricted net assets -0.4 0.2 2.1 3.4 4.4
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $544,492 $520,220 $951,932 $1,734,372 $2,266,518
Investments $0 $0 $0 $0 $256,438
Receivables $61,965 $59,505 $36,979 $31,881 $24,733
Gross land, buildings, equipment (LBE) $4,407,310 $4,530,651 $4,569,397 $4,614,903 $4,629,421
Accumulated depreciation (as a % of LBE) 29.5% 31.4% 34.0% 36.5% 39.1%
Liabilities (as a % of assets) 43.0% 40.6% 40.2% 45.6% 33.6%
Unrestricted net assets $1,771,162 $1,987,168 $2,241,410 $2,401,894 $3,380,602
Temporarily restricted net assets $367,965 $222,732 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $367,965 $222,732 $169,950 $176,301 $204,406
Total net assets $2,139,127 $2,209,900 $2,411,360 $2,578,195 $3,585,008

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

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

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

Director of Education

Colleen Everhart

Ms. Everhart has served on the AWSNA Board of Trustees since 2014. Currently, she holds the position of Vice President of the AWSNA Board of Trustees and chair of the Board's Committee on Trustees and the Diversity, Equity, and Inclusion Committee. Between 2008-2017, Ms. Everhart served on AWSNA's Leadership Council for the Great Lakes Region. She was a Chicago Waldorf School Faculty member between 1991-2017 where she taught High School Humanities/Theatre and Early Childhood, and served as the chair of the High School, Early Childhood and College of Teachers. Previous to her Chicago Waldorf School career, Ms. Everhart was a professional actor, appearing in stage, TV and film productions for over 20 years. She has been a guest teacher and teacher mentor and evaluator in many Waldorf schools, including the Brooklyn Waldorf School, City of Lakes Waldorf School, Halton Waldorf School, and the Suncoast Waldorf School of Tampa Bay.

Number of employees

Source: IRS Form 990

Waldorf Educational Association of NC, Inc.

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 Educational Association of NC, Inc.

Board of directors
as of 02/06/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Dr. Jill Austin

Corey McIntyre

National Association of Independent Schools

Allison Weinstock

Keller Williams

Catherine Reyes

Emerson Waldorf School

Benjamin Trueblood

Emerson Waldorf School

Jill Austin

Hillsborough Will & Trusts

Colleen Everhart

Emerson Waldorf School

Cooper Harris

Klickly

Katie Mentz

Emerson Waldorf School

Kim Paolucci

Habitat for Humanity

Nora Wilson Dennis

BlueCross BlueShield

Pegi Brady

Retired, BB&T

Tray Dunkerson

Duke University Health System

Jenny Edgell Lewis

Luis Lopez Naranjo

Mark Shalda

Google

Merideth Tomlinson

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    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? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 2/6/2024

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

No data

Race & ethnicity

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 02/18/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.