Charity Search / VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC
Education (B21Z) IRS Verified DX Registered 990 on File

VALLEY OF THE SUN WALDORF EDUCATION ASSOCIATION INC

EIN: 86-0769535 · PHOENIX, AZ 85042-4715 · United States · FY 2023 Data
3 out of 5 59 / 100 Based on 2+ years of filings
Financial strength (30%) 89/100
Reliability (20%) 55/100
Effectiveness (25%) 93/100
Impact (25%) No data yet
Financial data: FY 2023 · Scored 9/13/2026
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CharityAI™ Score
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Mission Statement

The mission of Desert Marigold School is to provide an educational context that emphasizes intellectual achievement and the imaginative, artistic, and moral growth of its students. By addressing their heads, hands and hearts, the school will encourage students to be lifelong learners and independent thinkers as well as self motivated, self-disciplined, creative, adaptable and responsible individuals.

Financial Overview — FY 2023
$4.5M
Total Revenue
$3.5M
Total Expenses
$2.6M
Net Assets
62
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 84.9%
Fundraising Efficiency N/A
Operating Reserve 8.84x
Liability-to-Asset 37.7%
Revenue Diversification 93.6%
Executive Compensation $178K
Compared with Peers
FY 2023
Compared with 11,226 similar organizations (United States, Education, $1M–$10M in expenses), FY 2023.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
84.9% 84.5%
P10P90
Above median
Admin expense ratio
Management and general / total expenses · lower is better
15.1% 13.0%
P10P90
Below median
Fundraising expense ratio
Fundraising expenses / total expenses · lower is better
0.0% 0.0%
P10P90
Top quarter
Operating reserve
Months of expenses covered by net assets · higher is better
8.8 mo 8.6 mo
P10P90
Above median
Liabilities to assets
Total liabilities / total assets · lower is better
37.7% 23.0%
P10P90
Below median
Revenue concentration
Share of revenue from the largest source · lower is better
93.6% 90.7%
P10P90
Below median
Revenue growth
Year over year revenue growth
30.9% 7.5%
P10P90
Expense growth
Year over year expense growth
15.7% 11.6%
P10P90
Surplus margin
Surplus as a share of revenue
22.7% 3.2%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2023 $4.5M $3.5M $2.6M 84.9% 62
2022 $3.4M $3.0M $1.5M 83.5% 59
2021 $5.7M $2.9M N/A — 66
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Organization Details
EIN
86-0769535
State
AZ
City
PHOENIX
ZIP
85042-4715
Classification
B21Z
Category
Education
Rating
3★
Coverage
A
Last Updated
Aug 2026
IRS Ruling Year
1994
Foundation Code
11
Form 990
On File
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