Civic Intelligence

Lake Champlain Waldorf School

990 • Fiscal year 2021 • EIN 03-0296320

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization Profilewww.lakechamplainwaldorfschool.org

View Organization Page

359 Turtle LaneShelburne, VT 05482

(802) 985-2827

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.56x

Higher debt load relative to assets than 82% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.82x

Higher debt load relative to revenue than 81% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

47th percentile

11%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$84,189

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

54th percentile

11%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-13%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$5,135,021

Up $512,900 (+11%) from 2020

Net Assets

Up

$2,257,844

Up $379,817 (+20%) from 2020

Liabilities

Up

$2,877,177

Up $133,083 (+4.8%) from 2020

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin47th percentile

Revenue

Down

$3,497,116

Down $540,009 (-13%) from 2020

Expenses

Down

$3,117,299

Down $867,229 (-22%) from 2020

Net Income

Up

$379,817

Up $327,220 (+622%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$5,135,021
Liabilities$2,877,177
Net Assets$2,257,844
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$3,497,116
Expenses$3,117,299
Net Income$379,817
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$3,497,116
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$4,043,707$4,043,912▲ $205
Cash and Non-Interest-Bearing Accounts$404,373$945,132▲ $540,759
Pledges and Grants Receivable$34,476$81,538▲ $47,062
Savings and Temporary Cash Investments$24,638$23,341▼ $1,297
Accounts Receivable$54,410$18,581▼ $35,829
Prepaid Expenses and Deferred Charges-$447-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,622,121$5,135,021▲ $512,900
Other Assets Total$60,517$22,070▼ $38,447
Liabilities
Tax Exempt Bond Liabilities$2,280,840$2,204,478▼ $76,362
Deferred Revenue$85,033$331,725▲ $246,692
Other Liabilities$291,644$330,580▲ $38,936
Accounts Payable and Accrued Expenses$86,577$10,394▼ $76,183
Total Liabilities$2,744,094$2,877,177▲ $133,083
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,755,767$2,233,456▲ $477,689
Net Assets With Donor Restrictions$122,260$24,388▼ $97,872
Total Net Assets Fund Balance$1,878,027$2,257,844▲ $379,817
Total Liabilities and Net Assets / Fund Balance$4,622,121$5,135,021▲ $512,900

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,418,785$1,850,198$5,268,983
Equipment$127,142$255,508$382,650
Other Land Buildings$316,091$22,732$338,823
Land$175,000-$175,000
Leasehold Improvements$6,894-$6,894
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleBaseOtherTotal
Abigail Diehl-NobleTrustee$48,591$35,598$84,189
Karen WhiteTrustee$53,313$2,250$55,563
Elizabeth DewsTrustee$6,649-$6,649
Daniel CavanaghTreasurer$154-$154

Board Members and Trustees

NameTitle
Christina BellPresident
Emily Bayer-PachtVice President
Danielle DrogalisTrustee
Jason FrishmanTrustee
Justine VietsTrustee
Katey FosterTrustee
Sharon RichardsTrustee
Rachel DaleySecretary
Travis ElliottSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$888,994
Program Service Revenue
$2,569,717
Investment Income
$5,211
Other Revenue
$33,194
All Other Contributions
$530,722
Change in Net Assets
$379,817

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,497,116
Total Revenue per Audited Statements
$3,497,116
Total Revenue per Form 990
$3,497,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,773,199
Other Expenses$673,060
Grants and Similar Amounts Paid$671,040
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$849,296$309,797-$1,159,093
Grants to Domestic Individuals$671,040--$671,040
Other Employee Benefits$291,937$49,994-$341,931
Current Officers, Directors, Trustees, and Key Employees$146,555--$146,555
Depreciation Depletion-$142,684-$142,684
Payroll Taxes-$125,620-$125,620
Occupancy-$90,251-$90,251
Interest-$67,064-$67,064
Office Expenses-$57,456-$57,456
Insurance-$25,126-$25,126
Advertising-$15,137-$15,137
Fees for Services Accounting-$12,500-$12,500
Other Expenses$100,942$11,868-$11,868
Information Technology-$11,394-$11,394
Fees for Services Legal-$7,592-$7,592
All Other Expenses-$2,331-$2,331
Total Functional Expenses$2,059,770$1,057,529$0$3,117,299

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,117,299
Total Expenses per Audited Statements$3,117,299
Total Expenses per Form 990$3,117,299
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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

Other Reported Liabilities

LiabilityAmount
Paycheck Protection Program Loan$330,580

Bond Issues

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

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,600,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
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, Line 11B: Form 990 Review Process

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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 required to disclosure interests as they arise (affirmative duty).”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“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, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“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, Line 19: Other Organization Documents Publicly Available

“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
Christina Bell
Title
President
Phone
8029852827
Signed
2022-05-13

Organization Details

Principal Officer
Christina Bell
Formed
1984
Legal Domicile
Vt
Voting Board Members
13
Independent Board Members
10
Employees
60
Volunteers
100
Raw XML AppendixShowing 400 of 565 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/BOYAmt086577
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010394
IRS990/AccountsReceivableGrp/BOYAmt054410
IRS990/AccountsReceivableGrp/EOYAmt018581
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/ManagementAndGeneralAmt015137
IRS990/AdvertisingGrp/TotalAmt015137
IRS990/AllOtherContributionsAmt0530722
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02331
IRS990/AllOtherExpensesGrp/TotalAmt02331
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Gloria Irons
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/BOYAmt0404373
IRS990/CashNonInterestBearingGrp/EOYAmt0945132
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0146555
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0146555
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0888994
IRS990/CYGrantsAndSimilarPaidAmt0671040
IRS990/CYInvestmentIncomeAmt05211
IRS990/CYOtherExpensesAmt0673060
IRS990/CYOtherRevenueAmt033194
IRS990/CYProgramServiceRevenueAmt02569717
IRS990/CYRevenuesLessExpensesAmt0379817
IRS990/CYSalariesCompEmpBnftPaidAmt01773199
IRS990/CYTotalExpensesAmt03117299
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03497116
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt085033
IRS990/DeferredRevenueGrp/EOYAmt0331725
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0142684
IRS990/DepreciationDepletionGrp/TotalAmt0142684
IRS990/Desc0Lower School Program: Lake Champlain Waldorf School serves approximately 63 children from First Grade to Sixth Grade.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0122260
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt024388
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt060
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0865103
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012500
IRS990/FeesForServicesAccountingGrp/TotalAmt012500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07592
IRS990/FeesForServicesLegalGrp/TotalAmt07592
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/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
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/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt035598
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Abigail Diehl-Noble
IRS990/Form990PartVIISectionAGrp/PersonNm1Karen White
IRS990/Form990PartVIISectionAGrp/PersonNm2Elizabeth Dews
IRS990/Form990PartVIISectionAGrp/PersonNm3Daniel Cavanagh
IRS990/Form990PartVIISectionAGrp/PersonNm4Christina Bell
IRS990/Form990PartVIISectionAGrp/PersonNm5Emily Bayer-Pacht
IRS990/Form990PartVIISectionAGrp/PersonNm6Rachel Daley
IRS990/Form990PartVIISectionAGrp/PersonNm7Travis Elliott
IRS990/Form990PartVIISectionAGrp/PersonNm8Danielle Drogalis
IRS990/Form990PartVIISectionAGrp/PersonNm9Katey Foster
IRS990/Form990PartVIISectionAGrp/PersonNm10Jason Frishman
IRS990/Form990PartVIISectionAGrp/PersonNm11Sharon Richards
IRS990/Form990PartVIISectionAGrp/PersonNm12Justine Viets
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt048591
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt153313
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26649
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt03879
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0354393
IRS990/GrantAmt0389144
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0671040
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0671040
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03497116
IRS990/GrossRentsGrp/PersonalAmt01700
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011394
IRS990/InformationTechnologyGrp/TotalAmt011394
IRS990/InsuranceGrp/ManagementAndGeneralAmt025126
IRS990/InsuranceGrp/TotalAmt025126
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt067064
IRS990/InterestGrp/TotalAmt067064
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05211
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05211
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02128438
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04043707
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04043912
IRS990/LandBldgEquipCostOrOtherBssAmt06172350
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/NetAssetsOrFundBalancesBOYAmt01878027
IRS990/NetAssetsOrFundBalancesEOYAmt02257844
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01700
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01700
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01755767
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02233456
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt090251
IRS990/OccupancyGrp/TotalAmt090251
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt057456
IRS990/OfficeExpensesGrp/TotalAmt057456
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt060517
IRS990/OtherAssetsTotalGrp/EOYAmt022070
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt049994
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0291937
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0341931
IRS990/OtherExpensesGrp/Desc0Educational Supplies
IRS990/OtherExpensesGrp/Desc1Other Expense
IRS990/OtherExpensesGrp/Desc2Bad Debt
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018950
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt166928
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt242837
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt311868
IRS990/OtherExpensesGrp/ProgramServicesAmt0100942
IRS990/OtherExpensesGrp/TotalAmt0119892
IRS990/OtherExpensesGrp/TotalAmt166928
IRS990/OtherExpensesGrp/TotalAmt242837
IRS990/OtherExpensesGrp/TotalAmt311868
IRS990/OtherLiabilitiesGrp/BOYAmt0291644
IRS990/OtherLiabilitiesGrp/EOYAmt0330580
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt031494
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031494
IRS990/OtherRevenueTotalAmt031494
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0309797
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0849296
IRS990/OtherSalariesAndWagesGrp/TotalAmt01159093
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0125620
IRS990/PayrollTaxesGrp/TotalAmt0125620
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt034476
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt081538
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0447
IRS990/PrincipalOfficerNm0Christina Bell
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02569717
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02569717
IRS990/ProgSrvcAccomActy2Grp/Desc0Upper School Program: Lake Champlain Waldorf School serves approximately 45 children from Grade Seven to Grade Twelve.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0617931
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0272121
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01049135
IRS990/ProgSrvcAccomActy3Grp/Desc0Early Childhood Program: Lake Champlain Waldorf School serves approximately 42 children from Nursery-aged to Kindergarten.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0576736
IRS990/ProgSrvcAccomActy3Grp/GrantAmt09775
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0979192
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0832672
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0795760
IRS990/PYInvestmentIncomeAmt0-413
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0761150
IRS990/PYOtherRevenueAmt05831
IRS990/PYProgramServiceRevenueAmt03199035
IRS990/PYRevenuesLessExpensesAmt052597
IRS990/PYSalariesCompEmpBnftPaidAmt02427618
IRS990/PYTotalExpensesAmt03984528
IRS990/PYTotalRevenueAmt04037125
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0379817
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt01700
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01468789
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt024638
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023341
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/BookValueAmt03418785
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01850198
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05268983
IRS990ScheduleD/EquipmentGrp/BookValueAmt0127142
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0255508
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0382650
IRS990ScheduleD/ExpensesSubtotalAmt03117299
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0175000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0175000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06894
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06894
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0316091
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt022732
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0338823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0330580
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Paycheck Protection Program Loan
IRS990ScheduleD/PreservationPublicUseInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,135,021
Liabilities
$2,877,177
Net assets
$2,257,844
Revenue
$3,497,116
Expenses
$3,117,299
Net income
$379,817
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