Austin Waldorf School in Austin, Texas (TX)

Austin Waldorf School
Employer Identification Number (EIN)	742176835
Name of Organization	Austin Waldorf School
Address	8700 South View Rd, Austin, TX 78737-1241
Activities	Private school
Subsection	Educational Organization
Ruling Date	09/1981
Deductibility	Contributions are deductible
Foundation	School
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2014
Assets	$5,000,000 to $9,999,999
Income	$5,000,000 to $9,999,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$7,787,587
Amount of Income	$5,036,070
Form 990 Revenue Amount	$4,976,632

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Functional expenses for 2014

	2012	2013	2014
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	No	Yes	Yes
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	No	No	No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	No	No	No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	No	No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	No	Yes	Yes
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	No	No	No
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No	No
Did the organization report an amount for other liabilities?	Yes	Yes	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	No	No	No
Did the organization obtain separate, independent audited financial statements for the tax year?	Yes	Yes	Yes
Was the organization included in consolidated, independent audited financial statements for the tax year?	No	No	No
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	Yes	Yes
Did the organization maintain an office, employees, or agents outside of the United States?	No	No	No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	No	No	No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	No	No	No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	No	No	No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	No	No	No
Did the organization report more than $15,000 of gross income from gaming activities?	No	No	No
Did the organization operate one or more hospital facilities?	No	No	No
Did the organization attach a copy of its audited financial statements?	No	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	No	No	No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	No	No	No
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	No	No	No
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	No	No	No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	No	No
Did the organization receive more than $25,000 in non-cash contributions?	No	No	No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	No	No	No
Was the organization related to any tax-exempt or taxable entity?	No	No	No
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	No	No	No
Did the organization make any transfers to an exempt non-charitable related organization?	No	No	No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No	No

	2011	2012	2013	2014
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		84	77	61
The number of Forms W-2G		0	0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		87	83	108
Did the organization file all required federal employment tax returns?		Yes	Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	No	No	No	No
Has it filed a Form 990-T for this year?		No	No	No
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		No	No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No	No
Did the organization file Form 8886-T?		No	No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		No	No	No
Did the organization notify the donor of the value of the goods or services provided?		No	No	No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No	No
Initiation fees and capital contributions	$0	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0	$0
Gross income from other sources	$0	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0	$0
The amount of reserves on hand		$0	$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No	No
Has it filed a Form 720 to report these payments?		No	No	No

	2012	2013	2014
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$281,508	$291,013	$298,088
Total reportable compensation from related organizations	$0	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$70,398	$67,407	$67,407
Total number of individuals who received more than $100,000 of reportable compensation from the organization	0	0	0
Total number of independent contractors who received more than $100,000 of compensation from the organization	0	0	0

	2011	2012	2013	2014
Statement of Revenue
Total revenue	$95,726	$4,681,302	$4,870,087	$4,976,632
Contributions, Gifts, Grants and Other Similar Amounts	$32,010	$331,579	$312,096	$300,858
Program Service Revenue	$43,564	$4,233,178	$4,478,994	$4,598,398
900099		$3,842,073	$3,941,559	$4,041,771
900099		$103,163	$116,098	$132,700
900099		$233,806	$230,642	$233,794
900099		$54,136	$66,838	$105,607
900099		$0	$7,945	$6,740
All other program service revenue		$0	$115,912	$77,786
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$7,057	$1,062	$4,725	$3,923
Income from investment of tax-exempt bond proceeds	$0	$0	$0	$0
Royalties	$0	$0	$0	$0
Net rental income	$4,530	$30,177	$26,992	$28,384
Gross rents (Real / Personal)	$4,530 / $0	$30,177 / $0	$26,992 / $0	$28,384 / $0
Less: rental expenses (Real / Personal)	$0 / $0	$0 / $0	$0 / $0	$0 / $0
Rental income or (loss) (Real / Personal)	$4,530 / $0	$30,177 / $0	$26,992 / $0	$28,384 / $0
Net gain/loss from sales of assets other than inventory	$0	$0	$0	$0
Net income/loss from fundraising events	$0	$0	$0	$0
Net income/loss from gaming activities	$0	$0	$0	$0
Net income/loss from sales of inventory	$3,957	$63,814	$47,280	$45,069
Gross sales of inventory, less returns and allowances	$9,570	$140,648	$106,985	$104,507
Less: cost of goods sold	$5,613	$76,834	$59,705	$59,438
Miscellaneous Revenue	$4,608	$21,492	$0	$0

	2011	2012	2013	2014
Statement of Functional Expenses
Total functional expenses	$378,423	$4,549,602	$4,540,323	$4,911,595
Grants and other assistance to domestic organizations and domestic governments		$0	$0	$0
Grants and other assistance to domestic individuals		$0	$0	$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$0	$0	$0
Benefits paid to or for members		$0	$0	$0
Compensation of current officers, directors, trustees, and key employees	$24,148	$298,960	$358,420	$365,495
Compensation not included above, to disqualified persons		$0	$0	$0
Other salaries and wages	$182,418	$2,238,775	$2,356,316	$2,599,644
Pension plan accruals and contributions		$68,031	$70,517	$74,183
Other employee benefits		$485,785	$362,944	$448,475
Payroll taxes	$15,106	$214,895	$218,716	$227,517
Fees for services (non-employees)
Management		$0	$0	$0
Legal		$13,335	$17,131	$81
Accounting		$13,569	$12,784	$12,515
Lobbying		$0	$0	$0
Professional fundraising services	$0	$0	$0	$0
Investment management fees		$0	$0	$0
Other		$0	$168,332	$100,076
Advertising and promotion		$16,065	$48,348	$58,127
Office expenses		$0	$347,104	$390,301
Information technology		$0	$59,916	$50,039
Royalties		$0	$0	$0
Occupancy		$77,426	$72,840	$107,641
Travel		$0	$57,051	$85,621
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0	$0
Conferences, conventions, and meetings		$0	$0	$51,590
Interest		$3,615	$0	$0
Payments to affiliates		$0	$0	$0
Depreciation, depletion, and amortization		$229,775	$235,353	$216,151
Insurance		$58,873	$110,338	$67,474
Other expenses		$63,175	$33,281	$38,576
Other expenses		$78,161	$10,932	$18,089

	2011	2012	2013	2014
Balance Sheet
Total assets	$7,750,894	$7,359,656	$7,830,460	$7,787,587
Cash - non-interest-bearing		$394,107	$497,280	$422,799
Savings and temporary cash investments		$425,321	$6,838	$0
Pledges and grants receivable, net		$0	$0	$0
Accounts receivable, net		$11,575	$106,170	$75,715
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0	$0
Notes and loans receivable, net		$0	$0	$0
Inventories for sale or use		$110,151	$103,190	$102,918
Prepaid expenses and deferred charges		$64,944	$94,651	$80,380
Land, buildings, and equipment: cost or other basis		$4,093,555	$3,994,658	$3,892,858
Investments - publicly traded securities		$2,153,971	$2,925,946	$3,212,917
Investments - other securities		$106,032	$101,727	$0
Investments - program-related		$0	$0	$0
Intangible assets		$0	$0	$0
Other assets		$0	$0	$0
Total liabilities	$1,367,796	$836,757	$968,570	$859,420
Accounts payable and accrued expenses		$119,595	$109,209	$98,319
Grants payable		$0	$0	$0
Deferred revenue		$651,257	$807,831	$727,286
Tax-exempt bond liabilities	$0	$0	$0	$0
Escrow or custodial account liability		$0	$0	$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0	$0
Secured mortgages and notes payable to unrelated third parties	$616,060	$0	$0	$0
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$65,905	$51,530	$33,815
Total net assets or fund balances	$6,383,098	$6,522,899	$6,861,890	$6,928,167
Unrestricted net assets		$6,143,201	$6,510,615	$6,565,942
Temporarily restricted net assets		$170,841	$152,418	$163,368
Permanently restricted net assets		$208,857	$198,857	$198,857
Capital stock or trust principal, or current funds		$0	$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0	$0
Retained earnings, endowment, accumulated income, or other funds	$0	$0	$0	$0

Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:	A school described in section 170(b)(1)(A)(ii)
Number of organizations supported	0
Sum of amounts of support	$0

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Austin Waldorf School to others? (optional)

Yes

Add photo of Austin Waldorf School (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.145.191.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
A-I-R Project in Austin, TX
Ctx Athletic Association, Texas Hardwood Prospects Elite Basketball in Austin, TX
Tejas Caballeros Cowboy Action Shooting Club in Austin, TX
Knighthood Of Buh in Austin, TX
Travis County Sheriffs Posse Inc in Austin, TX
Jeremiah 29 11 Inc in Austin, TX
Youth 2 Seniors Inc in Austin, TX
Do It Like It Means Something in Austin, TX
Ancient Free And Accepted Masons Of Texas, Texana Masonic Lodge No 123 in Austin, TX
Austin Harmony Project in Austin, TX

Recently Added Reviews

A-I-R Project in Austin, TX

Ctx Athletic Association, Texas Hardwood Prospects Elite Basketball in Austin, TX

Tejas Caballeros Cowboy Action Shooting Club in Austin, TX

Knighthood Of Buh in Austin, TX

Travis County Sheriffs Posse Inc in Austin, TX

Jeremiah 29 11 Inc in Austin, TX

Youth 2 Seniors Inc in Austin, TX

Do It Like It Means Something in Austin, TX

Ancient Free And Accepted Masons Of Texas, Texana Masonic Lodge No 123 in Austin, TX

Austin Harmony Project in Austin, TX

Id	Name	Address	State	Established	Total Income
Other organizations in Texas
1	Austin Task Inc	PO BOX 151479, Austin, TX 78715-1479	TX	1997-07	$3,129,713
2	Austin Tenants Council	1640b E 2nd St Ste 150, Austin, TX 78702-4581	TX	1973-10	$737,938
3	Austin Texas Rollergirls Incorporated, Texas Rollergirls	8760 A Research Blvd No 511, Austin, TX 78758-6420	TX	2008-09	$262,098
4	Austin Theatre Alliance	PO BOX 1566, Austin, TX 78767-1566	TX	2001-04	$6,393,329
5	Austin Towing Association Inc	13145 Mill Stone Dr, Austin, TX 78729-2760	TX	2002-01	$3,665
6	Austin Trinity School, Trinity Episcopal School-Austin	3901 Bee Caves Rd, W Lake Hills, TX 78746-6403	TX	1999-11	$12,186,994
7	Austin True Hope Christian Ministries	13610 Old Hwy 20, Manor, TX 78653	TX	2001-07	$0
8	Austin Urban Youth And Family Services Inc	P O Box 16007, Austin, TX 78761	TX	2000-01	$0
9	Austin Visual Arts Association	1700 Alcove Ct, Austin, TX 78757-2901	TX	1978-02	$99,040
10	Austin Voices For Education And Youth	6633 Highway 290 East, Austin, TX 78723-1172	TX	2002-11	$448,322
11	Austin Waldorf School	8700 South View Rd, Austin, TX 78737-1241	TX	1981-09	$5,036,070
12	Austin Wedding And Event Coordinators	PO BOX 28053, Austin, TX 78755-8053	TX	2003-07	$12,293
13	Austin Wildcats Basketball Incorporated	2105 Stone River Dr, Austin, TX 78745-6938	TX	2007-03	$434,491
14	Austin Womens Soccer League	PO BOX 12815, Austin, TX 78711-2815	TX	2011-01	$54,329
15	Austin Woods And Waters Club	PO BOX 80022, Austin, TX 78708-0022	TX	1965-11	$212,153
16	Austin Wranglers Foundation Inc	2209 W Braker Ln, Austin, TX 78758-4031	TX	2006-09	$1,000
17	Austin Yacht Club	5906 Beacon Dr, Austin, TX 78734-1428	TX	1964-01	$818,526
18	Austin Yoga	1608 Dexter St, Austin, TX 78704-2103	TX	1992-03	$43,311
19	Austin Young Lawyers Association	816 Congress Ave, Austin, TX 78701-2442	TX	1979-04	$65,865
20	Austin Young Lawyers Association Foundation	816 Congress Ave, Austin, TX 78701-2442	TX	1990-10	$137,726

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Austin Waldorf School and has no official or unofficial affiliation with Austin Waldorf School