Waldorf School Inc
- Assets
- $6.0m
- Revenue
- $4.6m
- Investments
- $0.0
- Employees
- 68
- Location
- Lexington, MA
- Founding
- 04/1976
- Data as of
- 06/2021
- EIN
- 04-2574089
Organization Overview
Waldorf School Inc is located in Lexington, MA. The organization was established in 1976. According to its NTEE Classification (B20) the organization is classified as: Elementary & Secondary Schools, under the broad grouping of Education and related organizations. As of 06/2021, Waldorf School Inc employed 68 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Waldorf School Inc 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 06/2021, Waldorf School Inc generated $4.6m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (0.3%) each year. All expenses for the organization totaled $4.5m during the year ending 06/2021. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE AN EDUCATIONAL ENVIRONMENT THAT SUPPORTS THE PHYSICAL , SPIRITUAL, SOCIAL AND INTELLECTUAL GROWTH AND DEVELOPMENT OF OUR STUDENTS IN GRADES K-8.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ONE OF OVER 1,200 WALDORF SCHOOLS WORLDWIDE, WALDORF SCHOOL OF LEXINGTON (WSL) SERVES NEARLY 200 STUDENTS FROM PRESCHOOL THROUGH GRADE EIGHT. OUR PROGRAM FEATURES HIGHLY TRAINED, EXPERIENCED FACULTY AND AN ACADEMIC CURRICULUM THAT IS CAREFULLY MAPPED TO CHILDREN'S SOCIAL, EMOTIONAL, AND PHYSICAL DEVELOPMENTAL STAGES. THE CORNERSTONE OF WSL'S EARLY CHILDHOOD PROGRAM IS CREATIVE FREE PLAY. WE ARE INTENTIONAL IN OUR FOCUS ON DEVELOPMENT AT EARLY AGES AND DO NOT ACCELERATE ACADEMIC LEARNING IN PRESCHOOL OR KINDERGARTEN. THE SCHOOL OPENED FOR FULL IN-PERSON CLASSES IN SEPTEMBER 2020, FOLLOWING CLOSURE IN SPRING 2020 DUE TO THE COVID-19 PANDEMIC.THE SCHOOL ADOPTED SIGNIFICANT SAFETY PROTOCOLS AND MODIFIED A VARIETY OF ITS PROGRAMS TO ALLOW SAFER DELIVERY OF IN-PERSON LEARNING. THE SCHOOL WAS FULLY OPEN WITH IN PERSON LEARNING FOR THE 2020-2021 SCHOOL YEAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Wendy Margo School Director | Officer | 40 | $97,988 |
Ellen Varney Finance & Operations Director | Officer | 40 | $94,070 |
Lauren Smith Faculty Officer/teacher | Officer | 40 | $55,157 |
Elizabeth Reading Trustee/teacher | Trustee | 40 | $46,319 |
Andrea Faber Trustee/teacher | Trustee | 20 | $33,358 |
Alison Disalvo-Ryan Vice President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $991,492 |
| Noncash contributions included in lines 1a–1f | $36,810 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $991,492 |
| Total Program Service Revenue | $3,588,312 |
| Investment income | $16,266 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$38,423 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $27,710 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,612,852 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $481,171 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $422,668 |
| Compensation of current officers, directors, key employees. | $220,105 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,790,632 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $547,097 |
| Payroll taxes | $227,476 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $30,568 |
| Fees for services: Accounting | $146,617 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $19,855 |
| Advertising and promotion | $24,469 |
| Office expenses | $91,007 |
| Information technology | $32,224 |
| Royalties | $0 |
| Occupancy | $253,885 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $148,883 |
| Insurance | $41,927 |
| All other expenses | $0 |
| Total functional expenses | $4,501,754 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,669,853 |
| Savings and temporary cash investments | $840,772 |
| Pledges and grants receivable | $15,750 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $74,165 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $2,461,143 |
| Investments—publicly traded securities | $941,049 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $6,002,732 |
| Accounts payable and accrued expenses | $25,559 |
| Grants payable | $0 |
| Deferred revenue | $1,176,881 |
| 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 | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $614,820 |
| Total liabilities | $1,817,260 |
| Net assets without donor restrictions | $3,407,693 |
| Net assets with donor restrictions | $777,779 |
| 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 | $6,002,732 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Waldorf School Inc has recieved totaling $71,186.
| Awarding Organization | Amount |
|---|---|
Raymond James Charitable Endowment Fund St Petersberg, FL PURPOSE: GENERAL SUPPORT | $65,000 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $5,849 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $337 |
Endowment Analysis
| Beg. Balance | $805,251 |
| Earnings | $215,233 |
| Net Contributions | $8,525 |
| Ending Balance | $1,029,009 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Albany Academy Albany, NY | $58,726,077 | $27,181,105 |
Cambridge School Of Weston Inc Weston, MA | $57,046,494 | $20,616,161 |
Nichols School Of Buffalo Buffalo, NY | $102,003,479 | $42,213,694 |
Yeshiva Shaare Torah Inc Brooklyn, NY | $32,363,623 | $20,724,747 |
Ideal School Of Manhattan New York, NY | $22,538,816 | $19,239,739 |
Harvey School Katonah, NY | $30,358,551 | $19,988,341 |
Lincoln School Providence, RI | $36,052,997 | $18,197,199 |
The Harley School Rochester, NY | $36,830,266 | $16,619,746 |
Quad Preparatory School New York, NY | $14,717,917 | $18,563,667 |
Amber Charter School New York, NY | $18,229,334 | $20,911,182 |
Green Vale School Old Brookville, NY | $64,002,052 | $17,567,329 |
Winchendon School Inc Winchendon, MA | $68,621,046 | $15,557,946 |