WALDORF SCHOOL OF THE PENINSULA Charity Report

Public IRS 990 nonprofit record

WALDORF SCHOOL OF THE PENINSULA

EIN 94-2941604 · Education (B21Z)

What they do

to AWAKEN CHILDREN to THEIR OWN INDIVIDUALITY and UNFOLD THEIR HIGHER CAPACITIES of THINKING, FEELING and WILLING, THUS CREATING A TRULY HUMAN WORLD THROUGH AN EDUCATION THAT is A SOURCE of SOCIAL CHANGE. WALDORF EDUCATION REACHES BEYOND CONTENT to FREEING THE HUMAN SPIRIT.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $76.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders13 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

80.91%of revenue went to mission work76.6% of expenses · Program services

3.01%of revenue went to fundraising2.9% of expenses

$105.57spent for every $100 of revenueSpending was higher than revenue this year.

21.66%of revenue went to management and office costs20.5% of expenses

$0.47in assets for every $1 spent this yearSome assets cannot be spent right away.

3.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $620,203 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $308,392 for JON HERZENBERG (SCHOOL DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$11,126,995

Mission workProgram services$9,002,39980.91% of revenue76.6% of expenses

ManagementOffice and general costs$2,409,80521.66% of revenue20.5% of expenses

FundraisingAsking for donations$334,9943.01% of revenue2.9% of expenses

Total expenses$11,747,198105.57% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 76.6% mission · 20.5% management · 2.9% fundraisingTotal expenses: 105.57% of revenue

2023Expense mix: 79.8% mission · 17.9% management · 2.3% fundraisingTotal expenses: 103.42% of revenue

2022Expense mix: 79.2% mission · 18.1% management · 2.7% fundraisingTotal expenses: 102.02% of revenue

2021Expense mix: 76.5% mission · 20.7% management · 2.8% fundraisingTotal expenses: 92.75% of revenue

2020Expense mix: 76.7% mission · 21.0% management · 2.3% fundraisingTotal expenses: 85.36% of revenue

2019Expense mix: 71.9% mission · 24.6% management · 3.5% fundraisingTotal expenses: 94.53% of revenue

2018Expense mix: 75.7% mission · 21.4% management · 2.8% fundraisingTotal expenses: 98.96% of revenue

2016Expense mix: 74.7% mission · 22.5% management · 2.8% fundraisingTotal expenses: 99.87% of revenue

Money in and money out

Revenue$11,126,995

Expenses$11,747,198

Annual shortfall $620,203 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$9,002,399 · 76.6% of expenses

Management and office costs$2,409,805 · 20.5% of expenses

Fundraising$334,994 · 2.9% of expenses

See all reported dollar amounts

Revenue$11,126,995

Expenses$11,747,198

Assets$5,539,274

Income$11,725,327

Contributions$415,264

Mission work (program services)$9,002,399

Fundraising$334,994

Management and general$2,409,805

Stocks and bonds$4,192,730

Accounting fees$91,599

Investing fees$14,120

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JON HERZENBERGSCHOOL DIRECTOR · 40 hrs/week $308,392Base $281,490 · Other $26,902

JOANN WALDMAN ENDED 1224DIR. OF FINANCE/OPERATIONS · 40 hrs/week $177,686Base $166,295 · Other $11,391

YASUKO INOUEFACULTY BOARD MEMBER · 40 hrs/week $80,277Base $74,160 · Other $6,117

SUMAN DESAIFACULTY BOARD MEMBER · 40 hrs/week $78,259Base $72,281 · Other $5,978

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (13)

JON HERZENBERGSCHOOL DIRECTOR

JOANN WALDMAN ENDED 1224DIR. OF FINANCE/OPERATIONS

YASUKO INOUEFACULTY BOARD MEMBER

SUMAN DESAIFACULTY BOARD MEMBER

AUTUMN QUINNBOARD MEMBER

ILANA NAHOURAIIBOARD MEMBER

JENNIFER DIRKING ENDED 1024BOARD MEMBER

MARSHALL BRICKEENBOARD MEMBER

PIERRE LAURENT ENDED 0824BOARD MEMBER

SAIMA YUSUFBOARD MEMBER

SANDY WELCHBOARD MEMBER

STEFAN KLOCEKBOARD MEMBER

VIKRANT BATRAPRESIDENT

About this charity

Recognized since: January 1985
Location: 11311 MORA DR, LOS ALTOS, CA 94024-6523
County: Santa Clara
In care of: VIKRANT BATRA
Primary officer: VIKRANT BATRA, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(650) 209-9400

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Education (B21Z)