ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO Charity Report

Public IRS 990 nonprofit record

ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO

EIN 95-3641387 · Education N.E.C. (B99)

What they do

to AWAKEN EACH STUDENTS CAPACITY for LOVE of LEARNING, for INDEPENDENT THINKING, and for HEARTFELT SERVICE to THE WORLD. MAKE WALDORF EDUCATION AVAILABLE to ALL CHILDREN IN THE SAN DIEGO AREA THROUGH ACTIVE ENGAGEMENT WITH FAMILIES of ALL ETHNIC, SPIRITUAL, and SOCIOECONOMIC BACKGROUNDS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.80 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 2022The report may be old. Ask for a newer one.

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

They name their leaders8 people are listed in the latest report.

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

Money made simple

91.98%of revenue went to mission work87.8% of expenses · Program services

2.09%of revenue went to fundraising2.0% of expenses

$104.72spent for every $100 of revenueSpending was higher than revenue this year.

10.64%of revenue went to management and office costs10.2% of expenses

$0.79in assets for every $1 spent this yearSome assets cannot be spent right away.

7.6%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 $301,979 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $44,827 for RACHEL DAVIS (ADMINISTRATOR). 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 2022

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$6,394,957

Mission workProgram services$5,882,29691.98% of revenue87.8% of expenses

ManagementOffice and general costs$680,73810.64% of revenue10.2% of expenses

FundraisingAsking for donations$133,9022.09% of revenue2.0% of expenses

Total expenses$6,696,936104.72% 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

2022CurrentExpense mix: 87.8% mission · 10.2% management · 2.0% fundraisingTotal expenses: 104.72% of revenue

2021Expense mix: 87.6% mission · 12.1% management · 0.3% fundraisingTotal expenses: 92.83% of revenue

2020Expense mix: 83.7% mission · 11.8% management · 4.5% fundraisingTotal expenses: 99.74% of revenue

2019Expense mix: 82.9% mission · 16.5% management · 0.6% fundraisingTotal expenses: 103.59% of revenue

2018Expense mix: 83.7% mission · 15.7% management · 0.6% fundraisingTotal expenses: 102.13% of revenue

2017Expense mix: 78.2% mission · 19.4% management · 2.4% fundraisingTotal expenses: 98.64% of revenue

2016Expense mix: 80.9% mission · 16.9% management · 2.2% fundraisingTotal expenses: 94.61% of revenue

2015Expense mix: 80.1% mission · 17.3% management · 2.6% fundraisingTotal expenses: 94.65% of revenue

Money in and money out

Revenue$6,394,957

Expenses$6,696,936

Annual shortfall $301,979 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)$5,882,296 · 87.8% of expenses

Management and office costs$680,738 · 10.2% of expenses

Fundraising$133,902 · 2.0% of expenses

See all reported dollar amounts

Revenue$6,394,957

Expenses$6,696,936

Assets$5,291,296

Income$6,559,967

Contributions$486,938

Mission work (program services)$5,882,296

Fundraising$133,902

Management and general$680,738

Executive compensation (total)$286,177

People

Leadership and board

Tax year 2022

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

People reported as paid

Person and titleCompensation

RACHEL DAVISADMINISTRATOR · 40 hrs/week $44,827Base $42,435 · Other $2,392

MARY CARMICHAELDIRECTOR · 40 hrs/week $41,187Base $38,105 · Other $3,082

SUDHA DORAIRAJDIRECTOR · 20 hrs/week $6,360

KATE VANCEDIRECTOR · 2 hrs/week $3,077

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 (8)

RACHEL DAVISADMINISTRATOR

MARY CARMICHAELDIRECTOR

SUDHA DORAIRAJDIRECTOR

KATE VANCEDIRECTOR

HEATHER CORLISSVICE PRESIDENT

KELLY RYANDIRECTOR

LEIGH ELKOLLITREASURER

NANCY BJORKPRESIDENT

About this charity

Recognized since: January 1981
Location: 3547 ALTADENA AVE, SAN DIEGO, CA 92105-3612
County: San Diego
In care of: % KIM GALVIN
Primary officer: Amber Setter, Treasurer

How to reach them

WebsiteVisit the charity’s website Emailadmissions@waldorfsandiego.org Phone(619) 287-3054

Filing and classification

Latest tax year: 2022
Tax period began: July 1, 2022
Return type: 990
Tax preparer: WEST RHODE & ROBERTS
NTEE classification: Education N.E.C. (B99)
IRS tax category: Education N.E.C.