Nonprofit · EIN 87-0777434
GREAT LAKES WALDORF INSTITUTE INC
Tax-exempt · MILWAUKEE, WI 53222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $434,942 | $324,142 | $110,800 | $254,783 | $23,931 | $230,852 |
| March 31, 2024 | 990-EZ | $181,563 | $155,196 | $26,367 | $122,599 | $2,547 | $120,052 |
| March 31, 2023 | 990-EZ | $122,704 | $112,995 | $9,709 | $96,230 | $2,545 | $93,685 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $88,336
- Program service revenue
- $346,503
- Investment income
- $103
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $92,275
- Other salaries and wages
- $108,978
- Salaries, compensation and benefits (total)
- $108,978
- Professional fundraising fees
- $0
- Accounting fees
- $7,874
- Program services (functional)
- $290,425
- Management and general (functional)
- $33,717
Balance sheet and other
- Total assets, start of year
- $122,599
- Total assets, end of year
- $254,783
- Total liabilities, end of year
- $23,931
- Net assets, end of year
- $230,852
- Gross receipts
- $434,942
- Employees
- 2
- Volunteers
- 10
- Year formed
- 2006
- State of legal domicile
- WI
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Monika Sutherland | MEMBER Trustee or director, Highest-paid employee | 40 | $66,762 |
| Mary Rudd | President Officer | 5 | $0 |
| David Owen-Cruise | Treasurer Officer | 5 | $0 |
| 0 | MEMBER Trustee or director | 1 | $0 |
| Milexis Torres | MEMBER Trustee or director | 1 | $0 |
| Juliana Nocker Ferry | MEMBER Trustee or director | 5 | $0 |
990-EZ for the year ended March 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY NOTLEY | BOARD PRESIDENT | 5 | $0 |
| JUDITH LARSON | TREASURER | 5 | $0 |
| MORIYA RUSSELL | MEMBER | 1 | $0 |
| GYASI KRESSA | MEMBER | 1 | $0 |
| DAVID OWEN-CRUISE | MEMBER | 1 | $0 |
990-EZ for the year ended March 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY NOTLEY | BOARD PRESIDENT | 5 | $0 |
| STEPHANIE CHARD | BOARD SECRETARY | 5 | $0 |
| JUDITH LARSON | TREASURER | 5 | $0 |
| MORIYA RUSSELL | MEMBER | 1 | $0 |
| GYASI KRESSA | MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2900 N MENOMONEE RIVER PKWY, MILWAUKEE, WI 53222-4545
- In care of
- % EDUCATION DEPT MMU
- Mailing address (990-N for 2012)
- 2110 N 69th St, Wauwatosa WI 53213
- Principal officer (990 for 2024)
- JUDITH LARSON, 315 Rustic Ln, Hartland, WI 53029
- Principal officer (990-N for 2012)
- Lori Barian, 2110 N 69th St, Wauwatosa WI 53213
- Signed the 990
- JUDITH LARSON, TREASURER
- Phone
- (262) 424-6683
- Website
- www.greatlakeswaldorf.org
- Return prepared by
- Judith L Larson CPA
Mission
PROVIDING A 3 YEAR WALDORF TEACHER TRAINING CERTIFICATE
Program accomplishments
- TEACHER TRAINING RESULTING IN A WALDORF CERTIFICATEExpenses $179,177 · grants $59,275 · revenue $170,078
- TEACHER TRAINING PILOT PROGRAMExpenses $100,309 · grants $33,000 · revenue $120,500
- PROFESSIONAL DEVELOPEMENT COURSESExpenses $10,939 · revenue $20,200
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 87-0777434
- 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
- 2008
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B41)
- Assets (IRS master file)
- $254,783
- Income (IRS master file)
- $434,942
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $434,942 | $324,142 | $254,783 | XML |
| 990-EZ | March 2024 | $181,563 | $155,196 | $122,599 | XML |
| 990-EZ | March 2023 | $122,704 | $112,995 | $96,230 | XML |
| 990-EZ | March 2022 | – | – | – | IRS |
| 990-EZ | March 2021 | – | – | – | IRS |
| 990-N for 2012 Officer: Lori Barian | June 30, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 87-0777434).
Questions about GREAT LAKES WALDORF INSTITUTE INC
- What is the EIN of GREAT LAKES WALDORF INSTITUTE INC?
- The employer identification number (EIN) of GREAT LAKES WALDORF INSTITUTE INC is 87-0777434.
- Is GREAT LAKES WALDORF INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to GREAT LAKES WALDORF INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GREAT LAKES WALDORF INSTITUTE 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 GREAT LAKES WALDORF INSTITUTE INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREAT LAKES WALDORF INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of GREAT LAKES WALDORF INSTITUTE INC?
- The 990 for the year ended March 31, 2025 names JUDITH LARSON.
- Who are the officers and directors of GREAT LAKES WALDORF INSTITUTE INC?
- The 990 for the year ended March 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $66,762 (Monika Sutherland, MEMBER).
- How much revenue does GREAT LAKES WALDORF INSTITUTE INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $434,942, expenses of $324,142 and total assets of $254,783 at year end.
Other nonprofits in MILWAUKEE
- THE MEDICAL COLLEGE OF WISCONSIN INC EIN 39-0806261 · last filed 990 for 2025
- MARQUETTE UNIVERSITY EIN 39-0806251 · last filed 990 for 2025
- HERZING UNIVERSITY LTD EIN 27-1503981 · last filed 990 for 2025
- MILWAUKEE SCHOOL OF ENGINEERING EIN 39-0477970 · last filed 990 for 2025
- ST AUGUSTINE PREPARATORY ACADEMY INC EIN 47-1800734 · last filed 990 for 2025
- UNIVERSITY SCHOOL OF MILWAUKEE CORPORATION EIN 39-6076442 · last filed 990 for 2025
- ALVERNO COLLEGE EIN 39-0806263 · last filed 990 for 2025
- CARDINAL ACADEMY INC EIN 93-3740945 · last filed 990 for 2025