Nonprofit · EIN 93-0797531
WALDORF ASSOCIATION OF PORTLAND INC
Tax-exempt · MILWAUKIE, OR 97222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,717,637 | $5,669,317 | $48,320 | $9,112,358 | $5,658,538 | $3,453,820 |
| June 30, 2024 | 990 | $5,688,650 | $5,459,212 | $229,438 | $9,261,885 | $5,856,385 | $3,405,500 |
| June 30, 2023 | 990 | $5,054,461 | $4,644,378 | $410,083 | $8,564,966 | $5,388,904 | $3,176,062 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $552,451
- of which government grants
- $175,039
- Program service revenue
- $5,018,499
- Investment income
- $100,389
- Net income from fundraising events
- -$34,577
- Net income from gaming
- $9,620
- Net income from sales of inventory
- $37,541
- Other revenue
- $46,298
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $392,500
- Other salaries and wages
- $3,060,118
- Salaries, compensation and benefits (total)
- $4,201,367
- Professional fundraising fees
- $0
- Legal fees
- $5,350
- Accounting fees
- $27,745
- Occupancy
- $124,741
- Depreciation
- $269,867
- Program services (functional)
- $4,439,642
- Management and general (functional)
- $1,115,839
- Fundraising (functional)
- $113,836
Balance sheet and other
- Total assets, start of year
- $9,261,885
- Total assets, end of year
- $9,112,358
- Total liabilities, end of year
- $5,658,538
- Net assets, end of year
- $3,453,820
- Land, buildings and equipment
- $5,656,549
- Net assets without donor restrictions
- $3,321,778
- Net assets with donor restrictions
- $132,042
- Gross receipts
- $5,806,323
- Employees
- 139
- Volunteers
- 150
- Year formed
- 1981
- State of legal domicile
- OR
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 |
|---|---|---|---|---|
| CRYSTAL LAWRENCE | DIRECTOR OF ADMINISTRATION Officer | 40 | $71,152 | $31,720 |
| CHIAKI UCHIYAMA | SCHOOL DIRECTOR Officer | 40 | $89,459 | $7,497 |
| JACK PALMER | BOARD MEMBER (BEG 1/20/25) Trustee or director | 40 | $56,473 | $8,166 |
| KIM SINCLAIR | BOARD MEMBER (ENDED 10/20/24) Trustee or director | 5 | $50,272 | $13,632 |
| CONNIE STOKES | BOARD MEMBER (ON LEAVE OF ABSENCE) Trustee or director | 2 | $18,000 | $0 |
| REBECCA SOLOWAY | PRESIDENT (ENDED 1/20/25) Trustee or director, Officer | 40 | $0 | $0 |
| DAVE RENZEMA | VICE CHAIR Trustee or director, Officer | 0 | $0 | $0 |
| AIMEE PANYARD | CHAIR/BOARD MEMBER Trustee or director, Officer | 5 | $0 | $0 |
| KYLE MILLER | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| KATRINA DIMICK | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| NATE THELEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CAREY CALDWELL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SETH PODOLSKY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| WENDY SUE HORN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEWELIE RANDALL | BOARD MEMBER (BEG 6/20/25) Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CRYSTAL LAWRENCE | DIRECTOR OF ADMINISTRATION Officer | 40 | $57,286 | $41,237 |
| CHIAKI UCHIYAMA | SCHOOL DIRECTOR Officer | 40 | $83,541 | $7,073 |
| NINA CHURCHILL | BOARD MEMBER Trustee or director | 40 | $67,579 | $11,188 |
| KIM SINCLAIR | BOARD MEMBER Trustee or director | 40 | $47,354 | $28,700 |
| JILL DESANTIS | BOARD MEMBER Trustee or director | 40 | $53,136 | $12,881 |
| CONNIE STOKES | BOARD MEMBER (ON LEAVE OF ABSENCE) Trustee or director | 2 | $18,000 | $0 |
| REBECCA SOLOWAY | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| DAVE RENZEMA | VP Trustee or director, Officer | 5 | $0 | $0 |
| AIMEE PANYARD | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| HAN LIANG | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| KYLE MILLER | BOARD MEMBER/TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| KATRINA DIMICK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KATHY REM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NATE THELEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| WENDY SUE HORN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SETH PODOLSKY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES LLOYD | SCHOOL DIRECTOR Officer | 40 | $95,274 | $8,916 |
| JILL DESANTIS | BOARD MEMBER Trustee or director | 40 | $51,912 | $18,589 |
| NINA CHURCHILL | BOARD MEMBER Trustee or director | 40 | $65,079 | $2,030 |
| KIM SINCLAIR | BOARD MEMBER Trustee or director | 40 | $45,903 | $18,399 |
| CHIAKI UCHIYAMA | MANAGEMENT Officer | 40 | $44,537 | $3,715 |
| CONNIE STOKES | BOARD MEMBER Trustee or director | 2 | $40,838 | $839 |
| AIMEE PANYARD | SECRETARY Trustee or director, Officer | 5 | $9,750 | $0 |
| REBECCA SOLOWAY | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| NICK HURNDON | VP Trustee or director, Officer | 5 | $0 | $0 |
| HAN LIANG | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| DAVE RENZEMA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KATHY REM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NATE THELEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KATRINA DIMICK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KIM YBARRA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2300 SE HARRISON ST, MILWAUKIE, OR 97222-7527
- Principal officer (990 for 2024)
- CHIAKI UCHIYAMA, 2300 SE HARRISON ST, MILWAUKIE, OR 972227527
- Signed the 990
- KYLE MILLER, TREASURER
- Phone
- (503) 654-2200
- Website
- PORTLANDWALDORF.ORG
- Return prepared by
- MCDONALD JACOBS PC
Mission
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.
Program accomplishments
- 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.Expenses $4,439,642 · revenue $5,056,040
- PORTLAND WALDORF SCHOOL RECEIVED ITS RE-ACCREDITATION FROM THE ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA IN 2025 THROUGH 2032.
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
- 93-0797531
- 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
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $9,112,358
- Income (IRS master file)
- $5,806,323
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,717,637 | $5,669,317 | $9,112,358 | IRS |
| 990 | June 2024 | $5,688,650 | $5,459,212 | $9,261,885 | IRS |
| 990 | June 2023 | $5,054,461 | $4,644,378 | $8,564,966 | XML |
| 990 | June 2022 | $4,978,553 | $4,404,843 | $5,711,990 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 93-0797531).
Questions about WALDORF ASSOCIATION OF PORTLAND INC
- What is the EIN of WALDORF ASSOCIATION OF PORTLAND INC?
- The employer identification number (EIN) of WALDORF ASSOCIATION OF PORTLAND INC is 93-0797531.
- Is WALDORF ASSOCIATION OF PORTLAND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to WALDORF ASSOCIATION OF PORTLAND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALDORF ASSOCIATION OF PORTLAND 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 ASSOCIATION OF PORTLAND 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 ASSOCIATION OF PORTLAND 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 ASSOCIATION OF PORTLAND INC?
- The 990 for the year ended June 30, 2025 names CHIAKI UCHIYAMA.
- Who are the officers and directors of WALDORF ASSOCIATION OF PORTLAND INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 5 received compensation from the organization, the highest $71,152 (CRYSTAL LAWRENCE, DIRECTOR OF ADMINISTRATION).
- How much revenue does WALDORF ASSOCIATION OF PORTLAND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,717,637, expenses of $5,669,317 and total assets of $9,112,358 at year end.
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