Upper Valley Waldorf School
- Assets
- $4.2m
- Revenue
- $2.6m
- Investments
- $0.0
- Employees
- 37
- Location
- Quechee, VT
- Founding
- 05/1989
- Data as of
- 06/2022
- EIN
- 03-0312346
Organization Overview
Upper Valley Waldorf School is located in Quechee, VT. The organization was established in 1989. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 06/2022, Upper Valley Waldorf School employed 37 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Upper Valley Waldorf School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Upper Valley Waldorf School generated $2.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.7% each year. All expenses for the organization totaled $2.7m during the year ending 06/2022. While expenses have increased by 3.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE UPPER VALLEY WALDORF SCHOOL PREPARES STUDENTS TO ENGAGE WITH A CHANGING WORLD, WITHIN A SOCIALLY INCLUSIVE ENVIRONMENT. BASED UPON RUDOLF STEINER'S INSIGHTS INTO CHILD DEVELOPMENT, THE CURRICULUM UTILIZES A RICH APPROACH IN THE REALMS OF SCIENCE, HUMANITIES, AND ARTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE SCHOOL CONTINUED TO CULTIVATE A BALANCE OF INTELLECTUAL ACHIEVEMENT, SPIRITUAL GROWTH, PHYSICAL DEVELOPMENT, AND PERSONAL RESPONSIBILITY THROUGH A CLASSIC EDUCATION THAT REFLECTS AN UNDERSTANDING OF THE GROWING CHILD. THE ORGANIZATION HAD 142 STUDENTS IN PRE-K THROUGH GRADE 8 ENROLLED IN THE PROGRAM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brian Wolff Administrative Director | Officer | 40 | $57,639 |
June Albright Handwork Subject Teacher | Trustee | 40 | $50,779 |
Catherine Erin Castner-Lord Orchestral Strings Teacher | Trustee | 40 | $39,795 |
Julie Thom Secretary | OfficerTrustee | 2 | $0 |
Elizabeth Craib Board Chair | OfficerTrustee | 2 | $0 |
Heidi Thunberg Treasurer | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $75,423 |
| All other contributions, gifts, grants, and similar amounts not included above | $321,320 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $396,743 |
| Total Program Service Revenue | $2,160,715 |
| Investment income | $1 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $2,086 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,559,897 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $650,049 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $175,387 |
| Compensation of current officers, directors, key employees. | $58,277 |
| Compensation to disqualified persons | $1,017,770 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $225,910 |
| Payroll taxes | $105,695 |
| Fees for services: Management | $3,427 |
| Fees for services: Legal | $18,880 |
| Fees for services: Accounting | $19,730 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $2,230 |
| Advertising and promotion | $6,077 |
| Office expenses | $5,587 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $65,758 |
| Travel | $10,491 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $18,051 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $128,620 |
| Insurance | $19,259 |
| All other expenses | $0 |
| Total functional expenses | $2,730,995 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $649,475 |
| Savings and temporary cash investments | $74,775 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $31,779 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $95,814 |
| Net Land, buildings, and equipment | $3,348,456 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,200,299 |
| Accounts payable and accrued expenses | $49,212 |
| Grants payable | $0 |
| Deferred revenue | $362,020 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $394,611 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $805,843 |
| Net assets without donor restrictions | $3,268,034 |
| Net assets with donor restrictions | $126,422 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,200,299 |
Grants Recieved
Over the last fiscal year, we have identified 7 grants that Upper Valley Waldorf School has recieved totaling $161,186.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $77,000 |
Birdseye Foundation Lebanon, NH PURPOSE: GENERAL SUPPORT | $45,000 |
Impactassets Inc Bethesda, MD PURPOSE: GENERAL SUPPORT | $20,000 |
Couch Family Foundation Boston, MA PURPOSE: GENERAL SUPPORT | $15,000 |
The Chin Family Foundation Wilmington, DE PURPOSE: GENERAL & UNRESTRICTED | $3,000 |
Kulakala Point Foundation Seattle, WA PURPOSE: TO FURTHER THE EDUCATIONAL PURPOSE OF THIS PRIVATE SCHOOL. | $1,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Village Community School New York, NY | $70,966,980 | $22,510,782 |
Lycee International De Boston International School Of Boston Inc Cambridge, MA | $37,411,967 | $19,857,918 |
Speyer Legacy School New York, NY | $16,160,814 | $25,812,126 |
Fenn School Inc Concord, MA | $99,819,486 | $20,241,981 |
Eugenio Maria De Hostos Charter School Rochester, NY | $9,947,408 | $17,341,158 |
Buckley Country Day School Roslyn, NY | $25,298,235 | $15,722,484 |
Dedham Country Day School Dedham, MA | $40,544,639 | $16,952,187 |
Big Apple Institute Inc Brooklyn, NY | $4,985,995 | $17,005,118 |
Shore Country Day School Beverly, MA | $51,799,692 | $17,689,477 |
Staten Island Academy Staten Island, NY | $26,680,386 | $12,340,572 |
North Shore Hebrew Academy Great Neck, NY | $11,166,763 | $13,215,052 |
Atmosphere Academy Public Charter Schools Bronx, NY | $2,710,401 | $13,886,209 |