Tucson Waldorf Education Association
Nonprofit profile at a glance
- EIN
- 860729122
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Tucson, AZ, USA
- Phone
- 5205291032
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $2,917,462
- Expenses
- $2,784,820
- Assets
- $7,064,325
- Liabilities
- $2,373,796
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- OLGA RYAN (PAST PRESIDENT)
- SARIYA JARASVIROJ-BROWN (PRESIDENT)
Highest reported compensation
- REBECCA BRIAMONTE (DIRECTOR): $77,372 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Tucson waldorf school is a community dedicated to joy in learning. We believe in engaging each child through meaningful experiences, attuned to the unique stages of childhood. Tucson waldorf school serves children from 6-weeks old through 8th grade with an education that promotes joy in learning and scholarly engagement through art, music, practical work, gardening, life skills, and main lessons for core subjects. Graduates approach life with purpose, intention, and commitment to social responsibility, confident of their place in the world.
What it reported doing in 2024
Provided education consisting of art, music, languages, drama, reading, math, writing, history, gardening, handwork, to preschool andkindergarten through 8th grade children through the following three programs: quail's nest program - supported a parent-child community from birth through age 3 which provided education to parents, enabled healthy socialization and play for children, built lasting connections for a parent community, and created strong rhythms empowering families both in the classroom and at home to provide a healthy supportive environment for their growing toddlers.
Operating model
- Revenue model
- Earned-program. 96% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 62
- Transparency & Controls: 90
- Accountability: 76
- Sustainability: 55
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 67.6%; rating input score 68
- Program expense ratio: 72.7%; rating input score 73
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 4.5%; rating input score 49; 49th percentile among comparable filings
- Total-asset coverage ratio: 2.54; rating input score 69; 69th percentile among comparable filings
- Liabilities to assets ratio: 0.34; rating input score 31; 31st percentile among comparable filings
- Officer compensation ratio: 2.8%; rating input score 71; 71st percentile among comparable filings
Growth
- Program expense growth: 5.7% per year; rating input score 100; 44th percentile among comparable filings
- Revenue growth: 4.2% per year; rating input score 100; 35th percentile among comparable filings
- Asset growth: 3.8% per year; rating input score 100; 28th percentile among comparable filings
Details
- Where the money goes: 67.6% of revenue deployed · 72.7% of spending went to programs
- Governance: 7 of 7 board members independent · 3 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $2M in reported program spending
- Leadership: top reported pay $77K · 8 people listed
- Consistency: 29 of 29 current checks pass
- Schedules: 6 filed schedules
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: Filed and resolved organization relationships.
- 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- Moderate — Sustainability: Operating margin scored 49/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 31/100.