2024-05-15T10:53:59-05:00 2023-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-07-01 930797531 WALDORF ASSOCIATION OF PORTLAND INC WALD 5036542200 2300 SE HARRISON ST MILWAUKIE OR 972227527 HAN LIANG TREASURER 5036542200 2024-05-14 1 HAN LIANG 999009999 0 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMIE LLOYD 2300 SE HARRISON ST MILWAUKIE OR 972227527 5138867 0 X PORTLANDWALDORF.ORG X 1981 OR PORTLAND WALDORF SCHOOL EDUCATES CHILDREN FOR THE WHOLE OF LIFE IN ORDER TO UPLIFT HUMANITY. 13 13 97 125 0 0 1170975 515299 3764842 4512392 2282 11784 40454 14986 4978553 5054461 0 0 0 0 3168111 3311885 53500 53500 92922 1183232 1278993 4404843 4644378 573710 410083 5711990 8564966 2946011 5388904 2765979 3176062 X PORTLAND WALDORF SCHOOL EDUCATES CHILDREN FOR THE WHOLE OF LIFE IN ORDER TO UPLIFT HUMANITY. OUT OF THE INSIGHTS OF ANTHROPOSOPHY, THE SCHOOL NURTURES THE IMAGINATION, CULTIVATES THE INTELLECT, AND RECOGNIZES THE UNIQUE SPIRIT OF EACH CHILD IN THE COMMUNITY. SEE SCH OIN THIS WAY, CHILDREN ARE SURROUNDED BY STRIVING ADULTS AND STRENGTHENED INDIVIDUALLY AND SOCIALLY TO MEET THE CHALLENGES OF LIFE. STUDENTS EMERGE AS CREATIVE, INDEPENDENT THINKERS WHO MEET THE WORLD WITH INITIATIVE AND PURPOSE. 0 0 3715502 4539789 PORTLAND WALDORF SCHOOL EMBRACES THE OPPORTUNITY TO SERVE CHILDREN AND THEIR FAMILIES FROM ALL WALKS OF LIFE, FROM INFANCY THROUGH HIGH SCHOOL, BUILDING ON RUDOLF STEINER'S TRANSFORMATIVE VISION OF THE HUMAN BEING TO EDUCATE TOWARD A MORE EQUITABLE AND SUSTAINABLE SOCIETY. THE SCHOOL PROVIDES AN INTEGRATED CURRICULUM TO OVER 300 STUDENTS FROM PARENT/CHILD CLASSES THROUGH HIGH SCHOOL THAT NURTURES THE IMAGINATION, CULTIVATES THE INTELLECT, AND RECOGNIZES THE SPIRIT OF EACH CHILD, SO THAT THE CHILDREN ARE STRENGTHENED INDIVIDUALLY AND SOCIALLY TO MEET THE CHALLENGES OF LIFE. 3715502 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 41 0 97 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 OR X X CRYSTAL LAWRENCE 5036542200 2300 HARRISON STREET MILWAUKIE OR 97222 REBECCA SOLOWAY PRESIDENT 10.00 X X 0 0 0 NICK HURNDON VP 5.00 X X 0 0 0 AIMEE PANYARD SECRETARY 5.00 X X 9750 0 0 HAN LIANG TREASURER 5.00 X X 0 0 0 DAVE RENZEMA BOARD MEMBER 2.00 X 0 0 0 JILL DESANTIS BOARD MEMBER 40.00 X 51912 0 18589 NINA CHURCHILL BOARD MEMBER 40.00 X 65079 0 2030 CONNIE STOKES BOARD MEMBER 2.00 X 40838 0 839 KATHY REM BOARD MEMBER 2.00 X 0 0 0 NATE THELEN BOARD MEMBER 2.00 X 0 0 0 KATRINA DIMICK BOARD MEMBER 2.00 X 0 0 0 KIM SINCLAIR BOARD MEMBER 40.00 X 45903 0 18399 KIM YBARRA BOARD MEMBER 2.00 X 0 0 0 JAMES LLOYD SCHOOL DIRECTOR 40.00 X 95274 0 8916 CHIAKI UCHIYAMA MANAGEMENT 40.00 X 44537 0 3715 353293 0 52488 0 0 0 0 0 66330 168413 280556 6602 515299 TUITION REVENUE 611600 4214855 4214855 PROGRAM INCOME 611710 297537 297537 4512392 11784 11784 12253 66330 46702 -34449 -34449 6830 415 6415 6415 64686 37289 27397 27397 MISCELLANEOUS REVENUE 900099 15623 15623 15623 5054461 4539789 0 -627 437312 367141 69869 302 2217905 1790193 425409 2303 378492 317408 61084 278176 224611 53066 499 24345 24345 53500 53500 274426 54767 202659 17000 87770 1431 86339 42125 3111 39014 95761 95761 224680 224680 70789 17674 53115 SUPPLIES AND EQUIPMENT 302110 267097 34323 690 DUES AND FEES 66243 7625 58586 32 STAFF DEVELOPMENT 29811 21228 8583 OVERHEAD ALLOCATION 0 636203 -638810 2607 60933 7013 37931 15989 4644378 3715502 835954 92922 370 646 1719350 2044460 477 52442 119815 169627 27626 21628 21981 21003 241862 298777 8929596 3005273 3543030 5924323 37479 32060 5711990 8564966 100507 90786 1126970 1280701 1473488 3778783 245046 238634 2946011 5388904 X 2389620 2907906 376359 268156 2765979 3176062 5711990 8564966 410083 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6101 3 3 6101 6101 6 6 6101 6181 7 87 6101 6167 14 6181 6101 66 6167 1.00000 0 0 477709 477709 7712701 2605022 5107679 357837 205921 151916 381349 194330 187019 5924323 CLASS FUNDS HELD 232914 BOOSTER CLUB FUNDS HELD 1195 STUDENT COUNCIL FUNDS HELD 4525 238634 X 5578302 523841 523841 5054461 0 5054461 5168219 523841 523841 4644378 0 4644378 PART V, LINE 4: ENDOWMENT FUND CONSISTS OF CONTRIBUTION TOTALING $6,101 RESTRICTED FOR A PERMANENT ENDOWMENT WHEREBY THE PRINCIPAL WILL BE HELD IN PERPETUITY AND THE INCOME EARNED WILL BE RESTRICTED FOR TUITION ASSISTANCE. PART X, LINE 2: THE ASSOCIATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY APPEARS IN ALL ADVERTISEMENTS AND BROCHURES AND IS LISTED ON OUR WEBSITE AND IS PART OF THE APPLICATION, ENROLLMENT MATERIALS, AND TUITION AGREEMENT CONTRACT. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED EMPLOYEE RETENTION CREDITS OF $168,413 IN 2023. X X X X X X 1 ROSE CITY PHILANTHROPY 1470 NW LANCASHIRE CT BEAVERTON OR 97006 FUNDRAISING CONSULTANT 0 0 27500 -27500 BRENDA MCCOY 114 GREENRIGE CT LAKE OSWEGO OR 97035 FUNDRAISING MANAGER 0 0 48000 -48000 75500 -75500 AUCTION 78583 66330 12253 7250 6100 24288 150 8914 78583 66330 12253 7250 6100 24288 150 8914 46702 -34449 SCHEDULE G, PART I, LINE 2B, COLUMN (V) EXPENSES INCURRED BY THE FUNDRAISERS ARE INCLUDED IN THEIR FEES. JAMES LLOYD SCHOOL DIRECTOR; SPOUSE IS AN EMPLOYEE 66295 SPOUSE RECEIVES EMPLOYEE COMPENSATION AND BENEFITS 0 KATHY REM BOARD MEMBER; DAUGHTER IS AN EMPLOYEE 62489 DAUGHTER RECEIVED COMPENSATION + BENEFITS 0 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED TO INCREASE NUMBER OF TRUSTEES FROM FIFTEEN TO SEVENTEEN; TERMINOLOGY UPDATES. FORM 990, PART VI, SECTION A, LINE 8B COPIES OF WRITTEN REPORTS PRESENTED AT COMMITTEE MEETINGS ARE AVAILABLE UPON REQUEST. IN ADDITION, SUMMARY PRESENTATIONS OF THE DISCUSSIONS AND DECISIONS MADE BY EACH COMMITTEE ARE GIVEN TO THE FULL GOVERNING BODY AT THE NEXT SCHEDULED MEETING OF SAME. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE 990 WITH INFORMATION REMOVED OR REDACTED (DONOR NAMES AND ADDRESSES FOR ANONYMOUS DONORS) ARE DISTRIBUTED VIA EMAIL TO THE MEMBERS OF THE FULL GOVERNING BOARD AND THEN DISCUSSED AT A REGULARLY SCHEDULED BOARD MEETING IN ADVANCE OF ITS SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ARE COVERED BY CONFLICT OF INTEREST POLICY; LEGAL COUNSEL IS CONSULTED; CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD CHAIR AND SCHOOL DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD RECRUITS AND SELECTS THE SCHOOL DIRECTOR AND USES COMPENSATION DATA FROM SALARY SURVEYS DONE BY OTHER INDEPENDENT SCHOOLS IN THE US. LAST UNDERTAKEN IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.