Civic Intelligence

Lake Champlain Waldorf School

EIN 03-0296320 • 501(c)3 • Shelburne, VT

View Organization Page

Profile

Our mission is to create and support a Waldorf school system in the greater Burlington, Vermont, area and to assist in the education of the general public and professional community in the principles and practices of Waldorf education and the philosophy of anthroposophy.

359 Turtle LaneShelburne, VT 05482

www.lakechamplainwaldorfschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.43x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.53x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

53rd percentile

6.0%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

21st percentile

-3.6%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

9.4%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$5,502,960

Down $207,872 (-3.6%) from 2023

Liabilities

Down

$2,362,604

Down $473,004 (-17%) from 2023

Net Assets

Up

$3,140,356

Up $265,132 (+9.2%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin53rd percentile

Revenue

Up

$4,451,680

Up $383,759 (+9.4%) from 2023

Expenses

Up

$4,186,548

Up $486,211 (+13%) from 2023

Net Income

Down

$265,132

Down $102,452 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $2,673,334Liabilities 2011: $1,669,649Net Assets 2011: $1,003,6852011Assets 2012: $2,638,840Liabilities 2012: $1,563,093Net Assets 2012: $1,075,7472012Assets 2013: $4,399,685Liabilities 2013: $2,506,252Net Assets 2013: $1,893,4332013Assets 2014: $4,717,889Liabilities 2014: $2,418,990Net Assets 2014: $2,298,8992014Assets 2015: $5,668,063Liabilities 2015: $3,321,175Net Assets 2015: $2,346,8882015Assets 2016: $4,838,447Liabilities 2016: $2,935,610Net Assets 2016: $1,902,8372016Assets 2017: $4,662,007Liabilities 2017: $2,844,616Net Assets 2017: $1,817,3912017Assets 2018: $4,489,764Liabilities 2018: $2,714,964Net Assets 2018: $1,774,8002018Assets 2019: $4,459,187Liabilities 2019: $2,633,757Net Assets 2019: $1,825,4302019Assets 2020: $4,622,121Liabilities 2020: $2,744,094Net Assets 2020: $1,878,0272020Assets 2021: $5,135,021Liabilities 2021: $2,877,177Net Assets 2021: $2,257,8442021Assets 2022: $4,985,159Liabilities 2022: $2,477,519Net Assets 2022: $2,507,6402022Assets 2023: $5,710,832Liabilities 2023: $2,835,608Net Assets 2023: $2,875,2242023Assets 2024: $5,502,960Liabilities 2024: $2,362,604Net Assets 2024: $3,140,3562024

Highlighted filing

2024

Assets$5,502,960
Liabilities$2,362,604
Net Assets$3,140,356
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,886,885Expenses 2011: $3,007,746Net Income 2011: -$120,8612011Revenue 2012: $3,135,258Expenses 2012: $3,063,025Net Income 2012: $72,2332012Revenue 2013: $3,799,957Expenses 2013: $3,951,873Net Income 2013: -$151,9162013Revenue 2014: $4,450,089Expenses 2014: $4,044,623Net Income 2014: $405,4662014Revenue 2015: $4,417,248Expenses 2015: $4,300,204Net Income 2015: $117,0442015Revenue 2016: $3,845,416Expenses 2016: $4,289,467Net Income 2016: -$444,0512016Revenue 2017: $4,293,030Expenses 2017: $4,349,165Net Income 2017: -$56,1352017Revenue 2018: $4,223,415Expenses 2018: $4,266,530Net Income 2018: -$43,1152018Revenue 2019: $4,235,276Expenses 2019: $4,184,838Net Income 2019: $50,4382019Revenue 2020: $4,037,125Expenses 2020: $3,984,528Net Income 2020: $52,5972020Revenue 2021: $3,497,116Expenses 2021: $3,117,299Net Income 2021: $379,8172021Revenue 2022: $3,703,674Expenses 2022: $3,453,878Net Income 2022: $249,7962022Revenue 2023: $4,067,921Expenses 2023: $3,700,337Net Income 2023: $367,5842023Revenue 2024: $4,451,680Expenses 2024: $4,186,548Net Income 2024: $265,1322024

Highlighted filing

2024

Revenue$4,451,680
Expenses$4,186,548
Net Income$265,132
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,502,960
Liabilities
$2,362,604
Net assets
$3,140,356
Revenue
$4,451,680
Expenses
$4,186,548
Net income
$265,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.50$2.36$3.14$4.45$4.19$0.27
2023Detailed filing. Detailed filing data is available for this year.$5.71$2.84$2.88$4.07$3.70$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.99$2.48$2.51$3.70$3.45$0.25
2021Detailed filing. Detailed filing data is available for this year.$5.14$2.88$2.26$3.50$3.12$0.38
2020Summary only. Only limited summary data is available for this year.$4.62$2.74$1.88$4.04$3.98$0.05
2019Summary only. Only limited summary data is available for this year.$4.46$2.63$1.83$4.24$4.18$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.49$2.71$1.77$4.22$4.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.66$2.84$1.82$4.29$4.35$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.84$2.94$1.90$3.85$4.29$0.44
2015Detailed filing. Detailed filing data is available for this year.$5.67$3.32$2.35$4.42$4.30$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.72$2.42$2.30$4.45$4.04$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$2.51$1.89$3.80$3.95$0.15
2012Summary only. Only limited summary data is available for this year.$2.64$1.56$1.08$3.14$3.06$0.07
2011Summary only. Only limited summary data is available for this year.$2.67$1.67$1.00$2.89$3.01$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$4,480,395
Mission and Program Overview

Mission

Our mission is to create and support a Waldorf school system in the greater Burlington, Vermont, area and to assist in the education of the general public and professional community in the principles and practices of Waldorf education and the philosophy of anthroposophy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,824,564$3,705,243▼ $119,321
Investments in Publicly Traded Securities-$1,569,693-
Cash and Non-Interest-Bearing Accounts$1,606,135$124,258▼ $1,481,877
Savings and Temporary Cash Investments$26,659$26,820▲ $161
Intangible Assets-$23,692-
Investments Other Securities$20,275$20,332▲ $57
Accounts Receivable$219,700$17,306▼ $202,394
Prepaid Expenses and Deferred Charges$2,499$15,616▲ $13,117
Pledges and Grants Receivable$11,000$0▼ $11,000
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Total Assets$5,710,832$5,502,960▼ $207,872
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$2,394,961$1,961,537▼ $433,424
Deferred Revenue$388,584$376,897▼ $11,687
Accounts Payable and Accrued Expenses$52,063$24,170▼ $27,893
Total Liabilities$2,835,608$2,362,604▼ $473,004
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,850,450$3,098,080▲ $247,630
Net Assets With Donor Restrictions$24,774$42,276▲ $17,502
Total Net Assets Fund Balance$2,875,224$3,140,356▲ $265,132
Total Liabilities and Net Assets / Fund Balance$5,710,832$5,502,960▼ $207,872

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,154,795$2,191,893$5,346,688
Other Land Buildings$245,137$93,686$338,823
Equipment$103,924$215,776$319,700
Land$175,000-$175,000
Leasehold Improvements$26,387-$26,387

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$19,275-▲ $1,257-$20,332
2022$17,758-▲ $1,718-$19,275
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Stephen OlsonTrusteeFT$72,120$72,120
Sharon CarlsonTrusteeFT$61,700$61,700
Bailey JohnsTrusteeFT$61,471$61,471

Board Members and Trustees

NameTitle
Amanda HerzbergerPresident
Justine VietsVice President
Christopher SmithTrustee
Melissa CoolidgeTrustee
Danielle DrogalisSecretary
Danielle CoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$293,683
Program Service Revenue
$3,642,067
Investment Income
$75,614
Other Revenue
$440,316
All Other Contributions
$201,545
Change in Net Assets
$265,132

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,451,680
Total Revenue per Audited Statements
$4,451,680
Total Revenue per Form 990
$4,451,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,859,611
Other Expenses$806,792
Grants and Similar Amounts Paid$520,145
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,271,812$458,591-$1,730,403
Other Employee Benefits$391,799$311,965-$703,764
Grants to Domestic Individuals$520,145--$520,145
Payroll Taxes$175,344$54,809-$230,153
Current Officers, Directors, Trustees, and Key Employees$195,291--$195,291
Depreciation Depletion-$148,632-$148,632
Interest-$54,772-$54,772
Advertising-$54,507-$54,507
All Other Expenses-$50,034-$50,034
Insurance-$33,014-$33,014
Other Expenses$28,715$57,477-$28,715
Travel-$15,585-$15,585
Fees for Services Accounting-$14,300-$14,300
Fees for Services Legal-$8,978-$8,978
Conferences and Meetings-$7,594-$7,594
Information Technology-$3,841-$3,841
Office Expenses-$3,552-$3,552
Total Functional Expenses$2,786,616$1,399,932$0$4,186,548

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,186,548
Total Expenses per Audited Statements$4,186,548
Total Expenses per Form 990$4,186,548
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$70,917
Fundraising Direct Expenses$28,715
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Festivals$70,917$70,917$9,897$61,020
Total Events$70,917$70,917$28,715$42,202
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AVeda2016-09-30$2,600,000Refinance previous bond

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The school's Business Administrator reviews the Form 990 and provides feedback to the preparer prior to its review by the school's Finance Committee and Executive Committee.”

Form 990, Part VI, Section B, Line 12C

“Lake Champlain Waldorf School officers, directors, trustees, and key employees who sit on the Board of Trustees are subject to established conflict of interest policies and therefore have an affirmative duty to disclose conflicts of interest as they arise.”

Form 990, Part VI, Section B, Line 15A

“The school's Board of Trustees establishes the compensation for the top official (Head of School) annually by reviewing compensation of the top administrative staff person at other Waldorf schools of similar size and demographics. Additionally, the skill and knowledge base of the individual are considerd, the school's compensation policy is considered, and significantly, the school's ability to offer an appropriate compensation package is taken into consideration.”

Form 990, Part VI, Section B, Line 15B

“The Head of School annually reviews compensation of key employees at other Waldorf schools of similar size and demographics. Additionally, the skill and knowledge base of the individual are considerd, the school's compensation policy is considered, and significantly, the school's ability to offer an appropriate compensation package is taken into consideration.”

Form 990, Part VI, Section C, Line 19

“All Lake Champlain Waldorf School Board of Trustees meetings are open to the public. The school reviews requests for organizational documents and financial statements on a case-by-case basis.”

Filing and Contact Details

Filer

Filer Name
Lake Champlain Waldorf School
EIN
03-0296320
Phone
8029852827
Address
359 Turtle Lane, Shelburne, VT 05482

Signing Officer

Name
Amanda Herzberger
Title
President
Signed
2025-05-15

Organization Details

Principal Officer
Amanda Herzberger
Formed
1984
Legal Domicile
Vt
Voting Board Members
10
Independent Board Members
7
Employees
67
Volunteers
88
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Undecided”

Raw XML AppendixShowing 400 of 555 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt052063
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024170
IRS990/AccountsReceivableGrp/BOYAmt0219700
IRS990/AccountsReceivableGrp/EOYAmt017306
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Our mission is to create and support a Waldorf school system in the greater Burlington, Vermont, area and to assist in the education of the general public and professional community in the principles and practices of Waldorf education and the philosophy of anthroposophy.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt054507
IRS990/AdvertisingGrp/TotalAmt054507
IRS990/AllOtherContributionsAmt0201545
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt050034
IRS990/AllOtherExpensesGrp/TotalAmt050034
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Holly Fournier
IRS990/BooksInCareOfDetail/PhoneNum08029852827
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0359 Turtle Lane
IRS990/BooksInCareOfDetail/USAddress/CityNm0Shelburne
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd005482
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01606135
IRS990/CashNonInterestBearingGrp/EOYAmt0124258
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0195291
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0195291
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt07594
IRS990/ConferencesMeetingsGrp/TotalAmt07594
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0293683
IRS990/CYGrantsAndSimilarPaidAmt0520145
IRS990/CYInvestmentIncomeAmt075614
IRS990/CYOtherExpensesAmt0806792
IRS990/CYOtherRevenueAmt0440316
IRS990/CYProgramServiceRevenueAmt03642067
IRS990/CYRevenuesLessExpensesAmt0265132
IRS990/CYSalariesCompEmpBnftPaidAmt02859611
IRS990/CYTotalExpensesAmt04186548
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04451680
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0388584
IRS990/DeferredRevenueGrp/EOYAmt0376897
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0148632
IRS990/DepreciationDepletionGrp/TotalAmt0148632
IRS990/Desc0Lower School Program: Lake Champlain Waldorf School serves approximately 92 children from First Grade to Sixth Grade.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt024774
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt042276
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt067
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01262900
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014300
IRS990/FeesForServicesAccountingGrp/TotalAmt014300
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt08978
IRS990/FeesForServicesLegalGrp/TotalAmt08978
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0Stephen Olson
IRS990/Form990PartVIISectionAGrp/PersonNm1Sharon Carlson
IRS990/Form990PartVIISectionAGrp/PersonNm2Bailey Johns
IRS990/Form990PartVIISectionAGrp/PersonNm3Amanda Herzberger
IRS990/Form990PartVIISectionAGrp/PersonNm4Christopher Smith
IRS990/Form990PartVIISectionAGrp/PersonNm5Danielle Cox
IRS990/Form990PartVIISectionAGrp/PersonNm6Danielle Drogalis
IRS990/Form990PartVIISectionAGrp/PersonNm7Justine Viets
IRS990/Form990PartVIISectionAGrp/PersonNm8Melissa Coolidge
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt072120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt161700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt261471
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt028715
IRS990/FundraisingDirectExpensesAmt028715
IRS990/FundraisingGrossIncomeAmt070917
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt063423
IRS990/GrantAmt0216069
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0520145
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0520145
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04480395
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03841
IRS990/InformationTechnologyGrp/TotalAmt03841
IRS990/InsuranceGrp/ManagementAndGeneralAmt033014
IRS990/InsuranceGrp/TotalAmt033014
IRS990/IntangibleAssetsGrp/EOYAmt023692
IRS990/InterestGrp/ManagementAndGeneralAmt054772
IRS990/InterestGrp/TotalAmt054772
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt075614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt075614
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt020275
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt020332
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01569693
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02501355
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03824564
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03705243
IRS990/LandBldgEquipCostOrOtherBssAmt06206598
IRS990/LegalDomicileStateCd0VT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Our mission is to create and support a Waldorf school system in the greater Burlington, Vermont, area and to assist in the education of the general public and professional community in the principles and practices of Waldorf education and the philosophy of anthroposophy.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02875224
IRS990/NetAssetsOrFundBalancesEOYAmt03140356
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt042202
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02850450
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03098080
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03552
IRS990/OfficeExpensesGrp/TotalAmt03552
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0311965
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0391799
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0703764
IRS990/OtherExpensesGrp/Desc0Student Supplies & Trips
IRS990/OtherExpensesGrp/Desc1Buildings & Grounds Upkeep
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/Desc3Festivals Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0122281
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt157477
IRS990/OtherExpensesGrp/ProgramServicesAmt0203510
IRS990/OtherExpensesGrp/ProgramServicesAmt128715
IRS990/OtherExpensesGrp/TotalAmt0203510
IRS990/OtherExpensesGrp/TotalAmt1122281
IRS990/OtherExpensesGrp/TotalAmt257477
IRS990/OtherExpensesGrp/TotalAmt328715
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FEMA Reimbursement
IRS990/OtherRevenueMiscGrp/Desc1Forgiven Loan
IRS990/OtherRevenueMiscGrp/Desc2Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04862
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1350000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt243252
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04862
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1350000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt243252
IRS990/OtherRevenueTotalAmt0398114
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0458591
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01271812
IRS990/OtherSalariesAndWagesGrp/TotalAmt01730403
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt054809
IRS990/PayrollTaxesGrp/ProgramServicesAmt0175344
IRS990/PayrollTaxesGrp/TotalAmt0230153
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02499
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015616
IRS990/PrincipalOfficerNm0Amanda Herzberger
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03642067
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03642067
IRS990/ProgSrvcAccomActy2Grp/Desc0Early Childhood Program: Lake Champlain Waldorf School serves approximately 56 children from Nursery-aged to Kindergarten.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0768722
IRS990/ProgSrvcAccomActy2Grp/GrantAmt058918
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0861220
IRS990/ProgSrvcAccomActy3Grp/Desc0Upper School Program: Lake Champlain Waldorf School serves approximately 55 children from Grade Seven to Grade Twelve.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0754994
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0245158
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0845841
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0248950
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0575984
IRS990/PYInvestmentIncomeAmt013317
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0733707
IRS990/PYOtherRevenueAmt0669525
IRS990/PYProgramServiceRevenueAmt03136129
IRS990/PYRevenuesLessExpensesAmt0367584
IRS990/PYSalariesCompEmpBnftPaidAmt02390646
IRS990/PYTotalExpensesAmt03700337
IRS990/PYTotalRevenueAmt04067921
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0265132
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01414861
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026659
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026820
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03154795
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02191893
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05346688
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0200
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt019275
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt020332
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01257
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt017758
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt019275
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01718
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0103924
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0215776
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0319700
IRS990ScheduleD/ExpensesSubtotalAmt04186548
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0175000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0175000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt026387
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt026387
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0245137
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt093686
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0338823
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueSubtotalAmt04451680
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Undecided
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalAcreageCnt021
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03705243
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/TotalExpensesPerForm990Amt04186548
IRS990ScheduleD/TotalRevenuePerForm990Amt04451680
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04451680
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04186548
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.