Waldorf School of Orange County

Analysis

Waldorf School of Orange County is a registered charity in United States, based in Costa Mesa, CA. It received its IRS tax-exemption ruling in October 1988, 38 years ago. The IRS classifies it as a school under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending July 2023, Waldorf School of Orange County reported income of $6.9m and spending of $6.3m, spending 91% of its income. Across the 5 years on record, from July 2019 to July 2023, income grew from $5.0m to $6.9m (+39%), an average of +8.5% a year. The sharpest change came in the year to July 2023, when income rose by 27%. Over the whole period it spent 100% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Waldorf School of Orange County sits at the 94th percentile: it is larger than about 94% of them. Against every charity in United States with reported income it ranks in the 94th percentile, and in the 94th percentile within CA. Charities of a similar size with the same main cause include Lansing Christian School ($6.9m), Harmony House Inc ($6.9m) and Boys & Girls Clubs of Springfield Inc ($6.9m).

On its Form 990 for the period ending July 2023, revenue came from contributions and grants 1.1% and program service revenue 90% of the total. Compensation of current officers, directors and key employees was $263k (4.2% of expenses). Other salaries and wages came to $3.4m. At year end it held assets of $9.5m against liabilities of $5.1m, net assets of $4.4m. It reported 81 employees.