Upper Columbia Association on Behalf of Waldorf Education

Nonprofit profile at a glance

EIN
453208378
IRS 990-EZ coverage
2013–2020
Forms available
Form 990-EZ 2020, Form 990-N 2012
Location
Colville, WA, USA
Phone
5096805258
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Primary, Elementary Schools

Official website

Reported finances

Revenue
$145,024
Expenses
$137,771
Assets
$75,893
Liabilities
$4,772

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • MONICA VOLTZ (PRESIDENT)

People named in this filing

  • MONICA VOLTZ (PRESIDENT)
  • KRIS GROOMS (SECRETARY)
  • COURTNEY SMOKE (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We have created the educational institution of riverwood community school to teach children utilizing the methods of the waldorf education as developed by rudolf steiner.

What it reported doing in 2020

Upper columbia association on behalf of waldorf education, dba riverwood community school, served families in stevens county Washington in serveral unique ways. We are the only school between nelson, british columbia and spokane Washington that uses the waldorf education model as a pedagogical foundation for our teaching methods and curriculum. Our early childhood program, which offered a mixed-ages kindergarten class for children ages 4 to 6, had 15 enrolled students part or full-time. All of the snacks and meals that we served throughout the day were wholesome and healthy, and when possible - organic, non-gmo, and locally sourced. Our full-time grades program served 23 first through eighth grade children. With the onset of covid-19, we moved our classes 100% outdoors for four months untill the weather became too severe, after which we creatd the only indoor-outdoor hybrid program in the surrounding area. The 2020-21 school year was a difficult time for all, but the great insight into the need of our families we were able to accomplish our goal of completeting a successful year of in person schooling, without any outbreaks. This way of schooling is still new for many, but we saw how much the students flourished in being able to remain in-person and being fully immersed in nature for a rich, experiential learning environment. Our grads classes continued to receive the full curriculum of waldorf-inspired education, and students'resiliency was proven when end-of-year testing showed high scores and marked improvement. All students will move forward to the next grade and our families were still able to maintain some sort of normalcy with the security of knowing their children were learning as much or more in a safe environment.

Operating model

Revenue model
Earned-program. 72% 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

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: 97
  • Transparency & Controls: 82
  • Sustainability: 39
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95%; rating input score 95
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 5%; rating input score 36; 36th percentile among comparable filings
  • Total-asset coverage ratio: 0.55; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 39; 39th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 66; 66th percentile among comparable filings

Growth

  • Program expense growth: 9.6% per year; rating input score 100; 66th percentile among comparable filings
  • Revenue growth: 9.9% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 32.3% per year; rating input score 100; 84th percentile among comparable filings

Details

  • Where the money goes: 95% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $138K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2013 to 2020
  • Contacts: How to reach this organization
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Sustainability: Operating margin scored 36/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 39/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.