Nonprofit · EIN 56-1379068
WALDORF EDUCATIONAL ASSOCIATION OF NC INC
Tax-exempt · CHAPEL HILL, NC 27516
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,100,525 | $6,898,670 | $201,855 | $6,523,279 | $1,557,303 | $4,965,976 |
| June 30, 2024 | 990 | $6,243,390 | $5,908,003 | $335,387 | $6,429,811 | $1,797,815 | $4,631,996 |
| June 30, 2023 | 990 | $5,719,772 | $5,207,335 | $512,437 | $5,914,801 | $1,751,550 | $4,163,251 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $209,259
- Program service revenue
- $6,674,379
- Investment income
- $95,080
- Net gain from sales of assets
- $64
- Net income from fundraising events
- $6,131
- Other revenue
- $121,807
Expenses
- Grants and similar amounts paid
- $2,420,790
- Compensation of officers, directors and key employees
- $232,350
- Other salaries and wages
- $2,299,043
- Salaries, compensation and benefits (total)
- $3,054,313
- Professional fundraising fees
- $0
- Legal fees
- $22,606
- Accounting fees
- $44,000
- Occupancy
- $89,190
- Travel
- $112,857
- Depreciation
- $152,988
- Program services (functional)
- $6,013,831
- Management and general (functional)
- $796,960
- Fundraising (functional)
- $87,879
Balance sheet and other
- Total assets, start of year
- $6,429,811
- Total assets, end of year
- $6,523,279
- Total liabilities, end of year
- $1,557,303
- Net assets, end of year
- $4,965,976
- Land, buildings and equipment
- $2,907,462
- Publicly traded securities
- $1,367,957
- Net assets without donor restrictions
- $4,642,374
- Net assets with donor restrictions
- $323,602
- Gross receipts
- $7,113,649
- Employees
- 120
- Volunteers
- 100
- Year formed
- 1984
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COLLEEN EVERHARDT-MASSIE | DIRECTOR OF EDUCATION/BOARD Trustee or director, Officer | 40 | $66,770 | $645 |
| BENJAMIN TRUEBLOOD | BOARD MEMBER/FACULTY REP Trustee or director | 40 | $50,996 | $12,728 |
| ANDREW HUBBUCH | BOARD MEMBER/FACULTY REP Trustee or director | 40 | $48,250 | $460 |
| CATHERINE REYES | BOARD MEMBER/FACULTY REP Trustee or director | 40 | $44,996 | $428 |
| LUIS LOPEZ NARANJO | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| ENGLISH SALL | VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| COREY MCINTYRE | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| TREY DUNKERSON | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| MARK SHALDA | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| RAJASIMHAN MANIVANNAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JOANNE WILSON MD | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ALLISON WEINSTOCK | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| COOPER HARRIS | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JENNY EDGELL LEWIS | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JILL AUSTIN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COLLEEN EVERHART-MASSIE | DIRECTOR OF EDUCATION/BOAR Officer | 40 | $65,500 | $0 |
| BENJAMIN TRUEBLOOD | BOARD MEMBER/FACULTY REP Trustee or director | 40 | $48,190 | $11,800 |
| ANDREW HUBBUCH | BOARD MEMBER/FACULTY REP Trustee or director | 40 | $49,800 | $0 |
| CATHERINE REYES | BOARD MEMBER/FACULTY REP Trustee or director | 40 | $40,749 | $0 |
| JILL AUSTIN | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| LUIS LOPEZ NARANJO | VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| COREY MCINTYRE | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| JENNY EDGELL LEWIS | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| MARK SHALDA | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| TRAY DUNKERSON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| MEREDITH TOMLINSON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ENGLISH SALL | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JOANNE WILSON MD | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| RAJASIMHAN MANIVANNAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ALLISON WEINSTOCK | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| COOPER HARRIS | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBIN OLSON | BOARD MEMBER Trustee or director | 40 | $53,088 | $13,476 |
| COLLEEN EVERHART-MASSIE | DIRECTOR OF EDUCATION/BOARD MEMBER Officer | 40 | $64,500 | $0 |
| GARETH DICKER | BOARD MEMBER Trustee or director | 40 | $39,825 | $11,780 |
| COREY MCINTYRE | CO-TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| MARK DAVIS | CO-TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| JILL AUSTIN | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| KATHRYN MENTZ | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| ALLISON WEINSTOCK | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| COOPER HARRIS | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| TRAY DUNKERSON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| KIMBERLY PAOLUCCI | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| HENRY CHAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| NORA DENNIS | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| TIKI WINDLEY | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6211 NEW JERICHO RD, CHAPEL HILL, NC 27516-8171
- Principal officer (990 for 2024)
- COREY MCINTYRE, 6211 NEW JERICHO ROAD, CHAPEL HILL, NC 275168171
- Signed the 990
- COREY MCINTYRE, TREASURER
- Phone
- (919) 967-1858
- Website
- WWW.EMERSONWALDORF.ORG
- Return prepared by
- THOMAS JUDY & TUCKER PA
Mission
THE EMERSON WALDORF SCHOOL PROVIDES AN INTEGRATED WALDORF CURRICULUM AND ENVIRONMENT WHICH ENCOURAGE AND PROMOTE INDEPENDENT THINKING AND SOCIAL RESPONSIBILITY AS WELL AS ACADEMIC AND ARTISTIC EXCELLENCE. THE UNIQUE GIFTS AND CONTRIBUTIONS OF EACH CHILD ARE HONORED THROUGH A DEVELOPMENTALLY APPROPRIATE AWAKENING OF THINKING, FEELING, AND WILLING. FURTHER, THE EMERSON WALDORF SCHOOL UNDERSTANDS CHILDREN AS BEINGS OF BODY, SOUL, AND SPIRIT, AND GUIDES THEM TO DEVELOP COMPASSION AND REVERENCE FOR THEMSELVES AND THE WORLD COMMUNITY. THE EMERSON WALDORF SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, CREED, OR NATIONAL OR ETHNIC ORIGIN IN THE ADMINISTRATION OF ITS EDUCATION POLICIES, ADMISSIONS POLICIES, TUITION ADJUSTMENT PROGRAM, ATHLETIC, OR OTHER SCHOOL ADMINISTERED PROGRAMS.
Program accomplishments
- THE WALDORF EDUCATIONAL ASSOCIATION OF NORTH CAROLINA, INC., DOING BUSINESS AS EMERSON WALDORF SCHOOL, OPERATES AS A SCHOOL AND ENCOURAGES AND SPONSORS EDUCATIONAL ACTIVITIES IN NORTH CAROLINA BASED ON THE PRINCIPLES AND PHILOSOPHIES GIVEN BY RUDOLF STEINER. THE SCHOOL PROVIDES STUDENTS A STRONG FOUNDATION IN LITERATURE, FOREIGN LANGUAGE, HISTORY, GEOGRAPHY, MUSIC, FINE AND PRACTICAL ARTS, MATHEMATICS, AND SCIENCE; RESPONDS TO THE NEEDS OF THE CHILD AT EACH STAGE OF DEVELOPMENT; AND PROMOTES CREATIVITY, CRITICAL THINKING, AND A LIFELONG LOVE OF LEARNING. THIS FISCAL YEAR, THE SCHOOL SERVED CHILDREN IN NURSERY SCHOOL THROUGH HIGH SCHOOL. OUR STUDENTS MEET AND EXCEED THE STATE AVERAGE SAT SCORES AND ARE ROUTINELY ACCEPTED INTO PRIVATE AND PUBLIC COLLEGES AND UNIVERSITIES.Expenses $6,013,831 · grants $2,420,790 · revenue $6,790,055
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1379068
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $6,523,279
- Income (IRS master file)
- $7,113,649
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,100,525 | $6,898,670 | $6,523,279 | XML |
| 990 | June 2024 | $6,243,390 | $5,908,003 | $6,429,811 | XML |
| 990 | June 2023 | $5,719,772 | $5,207,335 | $5,914,801 | XML |
| 990 | June 2022 | $5,965,153 | $4,941,486 | $5,399,066 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1379068).
Questions about WALDORF EDUCATIONAL ASSOCIATION OF NC INC
- What is the EIN of WALDORF EDUCATIONAL ASSOCIATION OF NC INC?
- The employer identification number (EIN) of WALDORF EDUCATIONAL ASSOCIATION OF NC INC is 56-1379068.
- Is WALDORF EDUCATIONAL ASSOCIATION OF NC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to WALDORF EDUCATIONAL ASSOCIATION OF NC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDORF EDUCATIONAL ASSOCIATION OF NC INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WALDORF EDUCATIONAL ASSOCIATION OF NC INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALDORF EDUCATIONAL ASSOCIATION OF NC INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WALDORF EDUCATIONAL ASSOCIATION OF NC INC?
- The 990 for the year ended June 30, 2025 names COREY MCINTYRE.
- Who are the officers and directors of WALDORF EDUCATIONAL ASSOCIATION OF NC INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 4 received compensation from the organization, the highest $66,770 (COLLEEN EVERHARDT-MASSIE, DIRECTOR OF EDUCATION/BOARD).
- How much revenue does WALDORF EDUCATIONAL ASSOCIATION OF NC INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,100,525, expenses of $6,898,670 and total assets of $6,523,279 at year end.
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