Nonprofit · EIN 74-2249366
WALDORF SCHOOL ASSOCIATION OF BOULDER INC
Also known as SHINING MOUNTAIN WALDORF SCHOOL INC
Tax-exempt · BOULDER, CO 80304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,411,409 | $6,749,671 | $5,661,738 | $24,664,375 | $5,566,331 | $19,098,044 |
| June 30, 2024 | 990 | $6,035,814 | $4,795,524 | $1,240,290 | $27,621,404 | $14,253,160 | $13,368,244 |
| June 30, 2023 | 990 | $6,546,504 | $4,484,773 | $2,061,731 | $17,919,727 | $5,856,309 | $12,063,418 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,614,317
- Program service revenue
- $3,260,441
- Investment income
- $6,506,104
- Net gain from sales of assets
- $6,406,629
- Net income from fundraising events
- $19,553
- Net income from sales of inventory
- $856
- Other revenue
- $30,547
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $335,481
- Other salaries and wages
- $2,253,037
- Salaries, compensation and benefits (total)
- $3,106,583
- Professional fundraising fees
- $0
- Legal fees
- $53,485
- Occupancy
- $324,237
- Travel
- $778
- Depreciation
- $544,161
- Program services (functional)
- $5,236,383
- Management and general (functional)
- $1,397,880
- Fundraising (functional)
- $115,408
Balance sheet and other
- Total assets, start of year
- $27,621,404
- Total assets, end of year
- $24,664,375
- Total liabilities, end of year
- $5,566,331
- Net assets, end of year
- $19,098,044
- Land, buildings and equipment
- $20,827,990
- Publicly traded securities
- $972,309
- Net assets without donor restrictions
- $18,164,922
- Net assets with donor restrictions
- $933,122
- Gross receipts
- $14,771,670
- Employees
- 104
- Volunteers
- 150
- Year formed
- 1982
- State of legal domicile
- CO
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 |
|---|---|---|---|---|
| MEGAN GARDNER | EXECUTIVE DI Officer | 40 | $95,000 | $2,442 |
| SARAH ENGLE | BUSINESS DIR Officer | 40 | $77,389 | $15,812 |
| THERESA BAKER | TRUSTEE - FA Trustee or director | 40 | $62,514 | $20,430 |
| SARAH GUNERATNE | TRUSTEE - FA Trustee or director | 40 | $50,742 | $8,147 |
| KEITH CONNOGHAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CECILIA HANOVER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL OCZKOWSKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SETH VIDDAL | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT SCHIAPPACASSE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JARED LOVENDUSKI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THYRIA OGLETREE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE KING | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH ENGLE | BUSINESS DIR Officer | 40 | $74,454 | $15,465 |
| CHERIE FLANDRICK | TRUSTEE - FA Trustee or director | 40 | $46,364 | $23,520 |
| JULIE IRWIN | TRUSTEE - FA Trustee or director | 40 | $35,724 | $22,612 |
| LAUREN SMITH | EXECUTIVE DI Officer | 40 | $51,140 | $5,867 |
| JORDAN JACOBSEN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CECILIA HANOVER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL OCZKOWSKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KEITH CONNAGHAN | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DAVE NOTTOLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINDA NEWLIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER HALL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HEATHER BOAK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD SCHOOLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY FAIRFIELD | SCHOOL DIREC Officer | 40 | $145,853 | $11,153 |
| SARAH ENGLE | BUSINESS DIR Officer | 40 | $69,954 | $17,067 |
| THERESA BAKER | TRUSTEE - FA Trustee or director | 40 | $61,074 | $16,657 |
| CHERIE FLANDRICK | TRUSTEE - FA Trustee or director | 40 | $48,356 | $19,764 |
| JORDAN JACOBSEN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SARAH REMMERT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL OCZKOWSKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KEITH CONNAGHAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVE NOTTOLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE KOENIG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINDA NEWLIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MEGAN RUDOLPH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CECILIA HANOVER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN RAISCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER HALL | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 999 VIOLET AVE, BOULDER, CO 80304-0652
- Principal officer (990 for 2024)
- MICHAEL OCZKOWSKI, 999 VIOLET AVE, BOULDER, CO 80304
- Signed the 990
- MICHAEL OCZKOWSKI, TREASURER
- Phone
- (303) 444-7697
- Return prepared by
- ALTRUIC ADVISORS CPAS
Mission
TO OPERATE AN EDUCATIONAL INSTITUTION BASED ON THE INTEGRATION OF PHYSICAL, SOCIAL, EMOTIONAL, INTELLECTUAL, AND SPIRITUAL GROWTH.
Program accomplishments
- PROVIDED WALDORF EDUCATION, BASED ON THE INTEGRATION OF PHYSICAL, EMOTIONAL, INTELLECTUAL AND SPIRITUAL GROWTH, FOR APPROXIMATELY 330 STUDENTS FROM PRE-SCHOOL THROUGH TWELFTH-GRADE. PROVIDED PARENT-TODDLER PROGRAMS, OPERATED A SUMMER CAMP BASED ON WALDORF EDUCATION, AND OFFERED ADDITIONAL PROGRAMS THROUGHOUT THE SCHOOL YEAR INCLUDING ATHLETIC AND COMMUNITY EVENTS.Expenses $5,236,383 · revenue $3,260,441
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
- 74-2249366
- 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
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $24,664,375
- Income (IRS master file)
- $14,771,670
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,411,409 | $6,749,671 | $24,664,375 | XML |
| 990 | June 2024 | $6,035,814 | $4,795,524 | $27,621,404 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $6,546,504 | $4,484,773 | $17,919,727 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 74-2249366).
Questions about WALDORF SCHOOL ASSOCIATION OF BOULDER INC
- What is the EIN of WALDORF SCHOOL ASSOCIATION OF BOULDER INC?
- The employer identification number (EIN) of WALDORF SCHOOL ASSOCIATION OF BOULDER INC is 74-2249366.
- Is WALDORF SCHOOL ASSOCIATION OF BOULDER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to WALDORF SCHOOL ASSOCIATION OF BOULDER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDORF SCHOOL ASSOCIATION OF BOULDER 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 SCHOOL ASSOCIATION OF BOULDER 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 SCHOOL ASSOCIATION OF BOULDER 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 SCHOOL ASSOCIATION OF BOULDER INC?
- The 990 for the year ended June 30, 2025 names MICHAEL OCZKOWSKI.
- Who are the officers and directors of WALDORF SCHOOL ASSOCIATION OF BOULDER INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 4 received compensation from the organization, the highest $95,000 (MEGAN GARDNER, EXECUTIVE DI).
- How much revenue does WALDORF SCHOOL ASSOCIATION OF BOULDER INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,411,409, expenses of $6,749,671 and total assets of $24,664,375 at year end.
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