Nonprofit · EIN 77-0035318
WALDORF ASSOCIATION SANTA BARBARA
Tax-exempt · GOLETA, CA 93116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,478,789 | $2,061,371 | $417,418 | $1,201,522 | $223,003 | $978,519 |
| June 30, 2024 | 990 | $2,185,427 | $1,941,947 | $243,480 | $788,049 | $226,948 | $561,101 |
| June 30, 2023 | 990 | $1,888,262 | $1,889,727 | -$1,465 | $600,490 | $282,869 | $317,621 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $393,195
- Program service revenue
- $2,063,922
- Investment income
- $13,861
- Net income from fundraising events
- -$6,922
- Net income from sales of inventory
- $12,169
- Other revenue
- $7,811
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $82,294
- Other salaries and wages
- $1,268,604
- Salaries, compensation and benefits (total)
- $1,593,745
- Professional fundraising fees
- $0
- Accounting fees
- $16,122
- Occupancy
- $228,556
- Program services (functional)
- $1,616,794
- Management and general (functional)
- $418,522
- Fundraising (functional)
- $26,055
Balance sheet and other
- Total assets, start of year
- $788,049
- Total assets, end of year
- $1,201,522
- Total liabilities, end of year
- $223,003
- Net assets, end of year
- $978,519
- Net assets without donor restrictions
- $834,880
- Net assets with donor restrictions
- $143,639
- Gross receipts
- $2,503,278
- Employees
- 34
- Volunteers
- 133
- Year formed
- 1984
- State of legal domicile
- CA
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 |
|---|---|---|---|---|
| MARLA WITCHER | FACULTY REPRESENTATIVE Trustee or director | 40 | $65,228 | $11,408 |
| OLIVIER DESCHENES | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| BRINA CAREY | VICE-CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| EMILY COTTER | TREASURER Trustee or director, Officer | 8 | $0 | $0 |
| LISA ITAMURA | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| JOHN GILL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SARA OJJEH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATTHEW POTOSKI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BROOKE ANDERSON | FACULTY REPRESENTATIVE Trustee or director | 40 | $65,892 | $9,132 |
| LAWRENCE MARSTON | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| LISA ITAMURA | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| OLIVIER DESCHENES | TREASURER Trustee or director, Officer | 4.5 | $0 | $0 |
| JOHN GILL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRINA CAREY | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BROOKE ANDERSON | FACULTY REPRESENTATIVE Trustee or director | 40 | $60,994 | $8,414 |
| LAWRENCE MARSTON | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| LISA ITAMURA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| OLIVIER DESCHENES | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| JOHN GILL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 788, GOLETA, CA 93116-0788
- Principal officer (990 for 2024)
- LISA ITAMURA, PO BOX 788, GOLETA, CA 93116
- Signed the 990
- LISA ITAMURA, CO-CHAIR
- Phone
- (805) 967-6656
- Website
- WWW.WALDORFSANTABARBARA.ORG
- Return prepared by
- TRAVIS J WILSON CPA CFP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0035318 or by the name WALDORF ASSOCIATION SANTA BARBARA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE WALDORF SCHOOL OF SANTA BARBARA IS COMMITTED TO PROVIDING A HEALTHY, BROAD, REVERENT EDUCATION THAT HONORS THE HEAD, HEART, HANDS-THE WHOLE-OF THE CHILD. DRAWING ON A RIGOROUS, DEVELOPMENTALLY APPROPRIATE, AND BEAUTY-ATTUNED CURRICULUM, WALDORF EDUCATION CULTIVATES THE FULL FLOWERING OF THE INDIVIDUAL STUDENT AND THE COMMUNITY AT LARGE, UNDERSTANDING THE PROFOUND INTERDEPENDENCE OF BOTH. THE WALDORF SCHOOL OF SANTA BARBARA SEEKS TO NOT MERELY REFLECT SOCIETY BUT HELP GUIDE AND SHAPE IT.
Program accomplishments
- THE THEME OF WALDORF PEDAGOGY IS THE DEVELOPMENT OF THE HUMAN BEING. THE FOCUS OF EACH GRADE IS TO PROVIDE EDUCATIONAL ACTIVITIES THAT RESPOND TO THE EMOTIONAL, PHYSICAL, SPRITUAL AND INTELLECTUAL NEEDS OF THE CHILDREN AS THEY GO THROUGH DEFINABLE STAGES OF DEVELOPMENT. THE INTENTION OF OUR OVERNIGHT CLASS TRIPS, DAY FIELD TRIPS, AND AFTER SCHOOL CARE PROGRAMS IS TO ALLOW THE CHILDREN A TIME TO UNWIND FROM THE SCHOOL DAY AND GAIN ENRICHMENT IN OTHER AREAS OUTSIDE OF THE CLASSROOM SETTING.Expenses $1,616,794 · revenue $2,078,655
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
- 77-0035318
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $1,201,522
- Income (IRS master file)
- $2,503,278
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,478,789 | $2,061,371 | $1,201,522 | XML |
| 990 | June 2024 | $2,185,427 | $1,941,947 | $788,049 | IRS |
| 990 | June 2023 | $1,888,262 | $1,889,727 | $600,490 | XML |
| 990 | June 2022 | $1,697,300 | $1,725,657 | $557,781 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 77-0035318).
Questions about WALDORF ASSOCIATION SANTA BARBARA
- What is the EIN of WALDORF ASSOCIATION SANTA BARBARA?
- The employer identification number (EIN) of WALDORF ASSOCIATION SANTA BARBARA is 77-0035318.
- Is WALDORF ASSOCIATION SANTA BARBARA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to WALDORF ASSOCIATION SANTA BARBARA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDORF ASSOCIATION SANTA BARBARA 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 ASSOCIATION SANTA BARBARA 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 ASSOCIATION SANTA BARBARA 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 ASSOCIATION SANTA BARBARA?
- The 990 for the year ended June 30, 2025 names LISA ITAMURA.
- Who are the officers and directors of WALDORF ASSOCIATION SANTA BARBARA?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $65,228 (MARLA WITCHER, FACULTY REPRESENTATIVE).
- How much revenue does WALDORF ASSOCIATION SANTA BARBARA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,478,789, expenses of $2,061,371 and total assets of $1,201,522 at year end.
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