Nonprofit · EIN 94-2365874
SANTA CRUZ WALDORF SCHOOL ASSN
Tax-exempt · SANTA CRUZ, CA 95060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $5,372,395 | $4,287,512 | $1,084,883 | $2,692,017 | $1,175,972 | $1,516,045 |
| July 31, 2024 | 990 | $4,371,253 | $4,119,401 | $251,852 | $1,361,758 | $930,596 | $431,162 |
| July 31, 2023 | 990 | $3,711,007 | $4,084,503 | -$373,496 | $1,205,180 | $1,012,638 | $192,542 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $806,620
- of which government grants
- $535,763
- Program service revenue
- $4,377,528
- Investment income
- $151,404
- Net income from fundraising events
- $7,772
- Net income from sales of inventory
- $21,606
- Other revenue
- $36,843
Expenses
- Grants and similar amounts paid
- $1,111,117
- Compensation of officers, directors and key employees
- $275,184
- Other salaries and wages
- $1,775,854
- Salaries, compensation and benefits (total)
- $2,468,145
- Professional fundraising fees
- $0
- Depreciation
- $36,770
- Program services (functional)
- $3,653,077
- Management and general (functional)
- $632,834
- Fundraising (functional)
- $1,601
Balance sheet and other
- Total assets, start of year
- $1,361,758
- Total assets, end of year
- $2,692,017
- Total liabilities, end of year
- $1,175,972
- Net assets, end of year
- $1,516,045
- Land, buildings and equipment
- $531,835
- Net assets without donor restrictions
- $1,491,045
- Net assets with donor restrictions
- $25,000
- Gross receipts
- $5,372,395
- Employees
- 57
- Volunteers
- 150
- Year formed
- 1975
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDRA WOODS | President Trustee or director, Officer | 4 | $68,796 |
| RICHARD CORBAL | Member Trustee or director | 2 | $68,796 |
| SCOTT OLMSTED | Member Trustee or director | 2 | $68,796 |
| XIMENA SIERRA | MEMBER Trustee or director | 2 | $68,796 |
| IVY YOUNG | MEMBER Trustee or director | 2 | $0 |
| JAMIE ARON | Member Trustee or director | 2 | $0 |
| GREG HARMON | MEMBER Trustee or director | 2 | $0 |
| DIETER RAMAEKERS | MEMBER Trustee or director | 2 | $0 |
| STEVE SPITALNY | Vice President Trustee or director, Officer | 4 | $0 |
| KATIE BRAMLETT | Secretary Trustee or director | 4 | $0 |
| ERIN MUNNING | Secretary Trustee or director, Officer | 4 | $0 |
| TOM BURROW | MEMBER Trustee or director | 2 | $0 |
| DANIEL YUM | MEMBER Trustee or director | 2 | $0 |
| KRISTA COOK | Treasurer Trustee or director, Officer | 4 | $0 |
| KATIE MONSON | MEMBER Trustee or director | 2 | $0 |
990 for the year ended July 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IVY YOUNG | MEMBER Trustee or director | 2 | $65,045 |
| STEVE SPITALNY | MEMBER Trustee or director | 4 | $62,745 |
| RICHARD CORBAL | Member Trustee or director | 2 | $60,164 |
| SCOTT OLMSTED | Member Trustee or director | 2 | $49,816 |
| MARGARET ROSAS | President Trustee or director, Officer | 4 | $0 |
| JAMIE ARON | Member Trustee or director | 2 | $0 |
| GREG HARMON | MEMBER Trustee or director | 2 | $0 |
| DIETER RAMAEKERS | MEMBER Trustee or director | 2 | $0 |
| KATIE MONSEN | Secretary Trustee or director, Officer | 4 | $0 |
| ERIN MUNNING | Member Trustee or director | 3 | $0 |
| TOM BURROW | MEMBER Trustee or director | 2 | $0 |
| DANIEL YUM | MEMBER Trustee or director | 2 | $0 |
| MICHAEL KANG | Treasurer Trustee or director, Officer | 4 | $0 |
990 for the year ended July 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE SPITALNY | MEMBER Trustee or director | 4 | $66,817 |
| SCOTTS OLMSTEAD | Member Trustee or director | 2 | $66,817 |
| IVY YOUNG | MEMBER Trustee or director | 2 | $66,568 |
| RICHARD CORBAL | Member Trustee or director | 2 | $65,687 |
| MARGARET ROSAS | President Trustee or director, Officer | 4 | $0 |
| JAMIE ARON | Member Trustee or director | 2 | $0 |
| GREG HARMON | MEMBER Trustee or director | 2 | $0 |
| DIETER RAMAEKERS | MEMBER Trustee or director | 2 | $0 |
| KATIE MONSEN | Secretary Trustee or director, Officer | 4 | $0 |
| ERIN MUNNING | Member Trustee or director | 3 | $0 |
| TOM BURROW | MEMBER Trustee or director | 2 | $0 |
| DANIEL YUM | MEMBER Trustee or director | 2 | $0 |
| MICHAEL KANG | Treasurer Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 2190 EMPIRE GRADE, SANTA CRUZ, CA 95060-9746
- Signed the 990
- Krista Cook, Treasurer
- Website
- www.santacruzwaldorf.org
- Return prepared by
- Walters & Kondrasheff CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2365874 or by the name SANTA CRUZ WALDORF SCHOOL ASSN.
- 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
Santa Cruz Waldorf School honors students individual development and capacities, and nurtures a love of learning through our rich curriculum inspired by Rudolf Steiner. At our rural, forested campus, our community, led by creative Waldorf-trained teachers, encourages the protection of childhood and respect for all life.
Program accomplishments
- Santa Cruz Waldorf School cultivates self-directed, empathetic and free-thinking individuals with the courage and capacities to serve an ever-evolving humanity.Expenses $3,653,077 · grants $1,111,117
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 94-2365874
- 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
- 1978
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $2,692,017
- Income (IRS master file)
- $5,372,395
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $5,372,395 | $4,287,512 | $2,692,017 | XML |
| 990 | July 2024 | $4,371,253 | $4,119,401 | $1,361,758 | XML |
| 990 | July 2023 | $3,711,007 | $4,084,503 | $1,205,180 | XML |
| 990 | July 2022 | $2,977,264 | $3,153,461 | $1,418,418 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 94-2365874).
Questions about SANTA CRUZ WALDORF SCHOOL ASSN
- What is the EIN of SANTA CRUZ WALDORF SCHOOL ASSN?
- The employer identification number (EIN) of SANTA CRUZ WALDORF SCHOOL ASSN is 94-2365874.
- Is SANTA CRUZ WALDORF SCHOOL ASSN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to SANTA CRUZ WALDORF SCHOOL ASSN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA CRUZ WALDORF SCHOOL ASSN 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 SANTA CRUZ WALDORF SCHOOL ASSN due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA CRUZ WALDORF SCHOOL ASSN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who are the officers and directors of SANTA CRUZ WALDORF SCHOOL ASSN?
- The 990 for the year ended July 31, 2025 lists 15 people; 4 received compensation from the organization, the highest $68,796 (ALEXANDRA WOODS, President).
- How much revenue does SANTA CRUZ WALDORF SCHOOL ASSN have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $5,372,395, expenses of $4,287,512 and total assets of $2,692,017 at year end.
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- PACIFIC COLLEGIATE SCHOOL EIN 77-0485136 · last filed 990 for 2025
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- GATEWAY SCHOOL EIN 94-2441484 · last filed 990 for 2025
- BAY SCHOOL EIN 94-3313535 · last filed 990 for 2025
- LIFE LAB SCIENCE PROGRAM EIN 94-2778848 · last filed 990 for 2025
- TIERRA PACIFICA CHARTER SCHOOL EIN 03-0507280 · last filed 990 for 2025
- FRIENDS OF THE SANTA CRUZ PUBLIC LIBRARIES INC EIN 94-2612557 · last filed 990 for 2024