Association of Waldorf Schools of North America
Nonprofit profile at a glance
- EIN
- 232083226
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024, Form 990-T 2024
- Location
- Longmont, CO, USA
- Phone
- 7202045505
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $3,011,693
- Expenses
- $3,444,523
- Assets
- $1,046,958
- Liabilities
- $164,083
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- VALERIE COLIS (PRESIDENT)
Highest reported compensation
- STEPHANIE RYNAS (EX DIR, OP &): $128,396 total reported compensation
- MELANIE REISER (EX DIR, MEMB): $125,092 total reported compensation
- BEVERLY MAE AMICO (EX DIR, ADVA): $26,313 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The association of waldorf schools of north america (awsna) is an association of independent waldorf schools and teacher education institutes. Awsna's mission is to strengthen and support the schools and inform the public about the benefits of waldorf education.
What it reported doing in 2024
Member services: provide direct services to more than 160 waldorf affiliated schools and institutes including accreditation; self-study and peer review; visitations by experienced practitioners; research projects on curriculum, teaching, governance and economic aspects for members; public relations support; on-line resources for teachers and administration; and national conferences. Awsna reaches outward by engaging in advocacy; marketing and outreach; and authentic information about waldorf education on our website.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 49% for direct work, and 51% for grants.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 93
- Transparency & Controls: 77
- Accountability: 87
- Sustainability: 18
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 87.6%; rating input score 88
- Fundraising efficiency: $40.68 raised per $1 spent on fundraising; rating input score 75; 75th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: 1 of 8 controls in place; rating input score 12
- Claims monitoring procedures: Pass
- Requires narrative reports: Limited
- Conducts field audits: Limited
- May suspend future funding: Limited
- Requires financial reports: Limited
- Conducts site visits: Limited
- Requires grant agreements: Limited
- May require repayment: Limited
- Grant itemization coverage: 99.9%; rating input score 100; 42nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 76.9%; rating input score 77; 13th percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -14.4%; rating input score 10; 10th percentile among comparable filings
- Total-asset coverage ratio: 0.3; rating input score 10; 10th percentile among comparable filings
- Liabilities to assets ratio: 0.16; rating input score 49; 49th percentile among comparable filings
- Officer compensation ratio: 8.1%; rating input score 36; 36th percentile among comparable filings
Growth
- Program expense growth: 7.9% per year; rating input score 100; 55th percentile among comparable filings
- Revenue growth: 4.2% per year; rating input score 100; 35th percentile among comparable filings
- Asset growth: 6.2% per year; rating input score 100; 41st percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 87.6% of spending went to programs
- Governance: 10 of 13 board members independent · 8 of 8 filing controls reported
- Programs: 4 filed program accomplishments · $3M in reported program spending
- Leadership: top reported pay $128K · 13 people listed
- Consistency: 39 of 39 current checks pass
- Schedules: 6 filed schedules · includes major donors, foreign activity, and grants
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 10/100.
- High — Sustainability: Total-asset coverage ratio scored 10/100.
- Moderate — Sustainability: Officer compensation ratio scored 36/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 49/100.