Live Oak Waldorf School
- Assets
- $2.1m
- Revenue
- $2.3m
- Investments
- $0.0
- Employees
- 57
- Location
- Meadow Vista, CA
- Founding
- 02/1978
- Data as of
- 06/2024
- EIN
- 94-2429431
Organization Overview
Live Oak Waldorf School is located in Meadow Vista, CA. The organization was established in 1978. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 06/2024, Live Oak Waldorf School employed 57 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Live Oak Waldorf School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, Live Oak Waldorf School generated $2.3m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 5.6% each year. All expenses for the organization totaled $2.2m during the year ending 06/2024. While expenses have increased by 4.1% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE A SCHOOL FOR CHILDREN THAT FOLLOWS THE WALDORF METHOD OF TEACHING.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ACADEMIC: OPERATION OF PRIMARY SCHOOL - GRADES K-8: STUDENT ENROLLMENT WAS AT 203 FOR THE SCHOOL YEAR, WITH ENROLLMENT OF 149 STUDENTS AS OF YEAR-END ON JUNE 30. 47 STUDENTS RECEIVING TUITION ASSISTANCE, PLUS 26 CHILDREN OF SCHOOL STAFF. ACADEMICS INCLUDE ORGANIZING AND HOSTING SPECIAL ACADEMIC ENRICHING EVENTS FOR STUDENTS AND COMMUNITY SUCH AS A PENTATHLON WITH 10 SCHOOLS PARTICIPATING AND 198 PARTICIPANTS, MAY FAIRE (250 PARTICIPANTS), HOLIDAY FAIRE (200 PARTICIPATED,) AND PUMPKIN PATH EVENT WITH APPROX 860 PARTICIPANTS, AND TEAM SPORTS FOR THE STUDENTS.
AUXILIARY: PROVIDED PRE-SCHOOL (ENROLLMENT OF 48 STUDENTS), CHILDREN'S "CONTINUING CARE" PROGRAM DURING AFTER-SCHOOL HOURS (115 STUDENTS,) SUMMER DAY CAMPS (103 STUDENTS,) AND PARENT-CHILD PROGRAM (25 CHILDREN).
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lynne Poirier College Chair | Trustee | 40 | $63,200 |
Sarah Dunbar Board Member | Trustee | 40 | $59,600 |
Ashley Camp Ecv Faculty | Trustee | 40 | $53,300 |
Daniel Berger President | OfficerTrustee | 3 | $0 |
Pat Bollinger Vice President | OfficerTrustee | 1 | $0 |
Alisha Lee Treasurer | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $9,744 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $160,608 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $170,352 |
| Total Program Service Revenue | $2,125,648 |
| Investment income | $34,597 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $2,425 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,347,382 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $51,594 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $176,100 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,048,140 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $259,653 |
| Payroll taxes | $93,203 |
| Fees for services: Management | $2,800 |
| Fees for services: Legal | $10,408 |
| Fees for services: Accounting | $32,578 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $48,630 |
| Advertising and promotion | $14,049 |
| Office expenses | $0 |
| Information technology | $6,931 |
| Royalties | $0 |
| Occupancy | $41,812 |
| Travel | $31,995 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $28,073 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $40,552 |
| Insurance | $65,866 |
| All other expenses | $50,448 |
| Total functional expenses | $2,188,328 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $248,357 |
| Savings and temporary cash investments | $981,662 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $48,326 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $17,353 |
| Prepaid expenses and deferred charges | $53,752 |
| Net Land, buildings, and equipment | $717,614 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $2,067,064 |
| Accounts payable and accrued expenses | $95,149 |
| Grants payable | $0 |
| Deferred revenue | $95,509 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $190,658 |
| Net assets without donor restrictions | $1,770,686 |
| Net assets with donor restrictions | $105,720 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,067,064 |