Civic Intelligence

Lake Champlain Waldorf School

990 • Fiscal year 2023 • EIN 03-0296320

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

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

79th percentile

0.50x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.70x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

60th percentile

9.0%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$57,250

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

70th percentile

15%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

9.8%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$5,710,832

Up $725,673 (+15%) from 2022

Net Assets

Up

$2,875,224

Up $367,584 (+15%) from 2022

Liabilities

Up

$2,835,608

Up $358,089 (+14%) from 2022

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin60th percentile

Revenue

Up

$4,067,921

Up $364,247 (+9.8%) from 2022

Expenses

Up

$3,700,337

Up $246,459 (+7.1%) from 2022

Net Income

Up

$367,584

Up $117,788 (+47%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2023

Assets$5,710,832
Liabilities$2,835,608
Net Assets$2,875,224
Open 2023 Filing

Operations Trend

Revenue Growth56th 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

2023

Revenue$4,067,921
Expenses$3,700,337
Net Income$367,584
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$4,088,790
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$3,970,463$3,824,564▼ $145,899
Cash and Non-Interest-Bearing Accounts$930,479$1,606,135▲ $675,656
Accounts Receivable$30,320$219,700▲ $189,380
Savings and Temporary Cash Investments$32,640$26,659▼ $5,981
Pledges and Grants Receivable$1,000$11,000▲ $10,000
Prepaid Expenses and Deferred Charges$1,499$2,499▲ $1,000
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$4,985,159$5,710,832▲ $725,673
Other Assets Total$18,758$20,275▲ $1,517
Liabilities
Tax Exempt Bond Liabilities$2,125,873$2,394,961▲ $269,088
Deferred Revenue$348,785$388,584▲ $39,799
Accounts Payable and Accrued Expenses$2,861$52,063▲ $49,202
Total Liabilities$2,477,519$2,835,608▲ $358,089
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,479,849$2,850,450▲ $370,601
Net Assets With Donor Restrictions$27,791$24,774▼ $3,017
Total Net Assets Fund Balance$2,507,640$2,875,224▲ $367,584
Total Liabilities and Net Assets / Fund Balance$4,985,159$5,710,832▲ $725,673

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,267,585$2,079,103$5,346,688
Other Land Buildings$268,788$70,035$338,823
Equipment$106,296$208,814$315,110
Land$175,000-$175,000
Leasehold Improvements$6,895-$6,895

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$17,758-▲ $1,718-$19,275
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sharon CarlsonTrusteeFT$57,250$57,250
Bailey JohnsTrusteeFT$54,060$54,060

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
$248,950
Program Service Revenue
$3,136,129
Investment Income
$13,317
Other Revenue
$669,525
All Other Contributions
$184,550
Change in Net Assets
$367,584

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,067,921
Total Revenue per Audited Statements
$4,067,921
Total Revenue per Form 990
$4,067,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,390,646
Other Expenses$733,707
Grants and Similar Amounts Paid$575,984
Total Fundraising Expense$30,804
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,237,268$182,535-$1,419,803
Grants to Domestic Individuals$575,984--$575,984
Other Employee Benefits$449,166$73,315-$522,481
Current Officers, Directors, Trustees, and Key Employees-$257,130-$257,130
Payroll Taxes$141,094$50,138-$191,232
Depreciation Depletion-$151,127-$151,127
Fees for Services Other-$81,501$30,804$112,305
Interest-$57,286-$57,286
Insurance-$31,154-$31,154
Travel-$23,713-$23,713
Other Expenses$129,965$13,891-$13,891
Fees for Services Accounting-$12,835-$12,835
Advertising-$10,963-$10,963
Fees for Services Legal-$7,681-$7,681
Office Expenses-$3,467-$3,467
Information Technology-$1,436-$1,436
All Other Expenses-$1,296-$1,296
Total Functional Expenses$2,533,477$1,136,056$30,804$3,700,337

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,700,337
Total Expenses per Audited Statements$3,700,337
Total Expenses per Form 990$3,700,337
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,528
Fundraising Direct Expenses$20,869
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Benefit$59,528$59,528$3,789$55,739
Total Events$59,528$59,528$20,869$38,659
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$2,600,000---

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 required to disclosure interests as they arise affirmative duty.”

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
2024-05-15

Organization Details

Principal Officer
Amanda Herzberger
Formed
1984
Legal Domicile
Vt
Voting Board Members
8
Independent Board Members
6
Employees
69
Volunteers
88
Supplemental Narrative

Financial Statement Notes

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

“Undecided”

Raw XML AppendixShowing 400 of 543 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/BOYAmt02861
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt052063
IRS990/AccountsReceivableGrp/BOYAmt030320
IRS990/AccountsReceivableGrp/EOYAmt0219700
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/ManagementAndGeneralAmt010963
IRS990/AdvertisingGrp/TotalAmt010963
IRS990/AllOtherContributionsAmt0184550
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01296
IRS990/AllOtherExpensesGrp/TotalAmt01296
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/BOYAmt0930479
IRS990/CashNonInterestBearingGrp/EOYAmt01606135
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0257130
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0257130
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0248950
IRS990/CYGrantsAndSimilarPaidAmt0575984
IRS990/CYInvestmentIncomeAmt013317
IRS990/CYOtherExpensesAmt0733707
IRS990/CYOtherRevenueAmt0669525
IRS990/CYProgramServiceRevenueAmt03136129
IRS990/CYRevenuesLessExpensesAmt0367584
IRS990/CYSalariesCompEmpBnftPaidAmt02390646
IRS990/CYTotalExpensesAmt03700337
IRS990/CYTotalFundraisingExpenseAmt030804
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04067921
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0348785
IRS990/DeferredRevenueGrp/EOYAmt0388584
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0151127
IRS990/DepreciationDepletionGrp/TotalAmt0151127
IRS990/Desc0Lower School Program: Lake Champlain Waldorf School serves approximately 95 children from First Grade to Sixth Grade.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt027791
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt024774
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt069
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01308045
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012835
IRS990/FeesForServicesAccountingGrp/TotalAmt012835
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07681
IRS990/FeesForServicesLegalGrp/TotalAmt07681
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt030804
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt081501
IRS990/FeesForServicesOtherGrp/TotalAmt0112305
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/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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/PersonNm0Sharon Carlson
IRS990/Form990PartVIISectionAGrp/PersonNm1Bailey Johns
IRS990/Form990PartVIISectionAGrp/PersonNm2Amanda Herzberger
IRS990/Form990PartVIISectionAGrp/PersonNm3Danielle Cox
IRS990/Form990PartVIISectionAGrp/PersonNm4Danielle Drogalis
IRS990/Form990PartVIISectionAGrp/PersonNm5Justine Viets
IRS990/Form990PartVIISectionAGrp/PersonNm6Christopher Smith
IRS990/Form990PartVIISectionAGrp/PersonNm7Melissa Coolidge
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt057250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt154060
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt020869
IRS990/FundraisingDirectExpensesAmt020869
IRS990/FundraisingGrossIncomeAmt059528
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt043531
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0575984
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0575984
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04088790
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01436
IRS990/InformationTechnologyGrp/TotalAmt01436
IRS990/InsuranceGrp/ManagementAndGeneralAmt031154
IRS990/InsuranceGrp/TotalAmt031154
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt057286
IRS990/InterestGrp/TotalAmt057286
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013317
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013317
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt02
IRS990/LandBldgEquipAccumDeprecAmt02357952
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03970463
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03824564
IRS990/LandBldgEquipCostOrOtherBssAmt06182516
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/NetAssetsOrFundBalancesBOYAmt02507640
IRS990/NetAssetsOrFundBalancesEOYAmt02875224
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038659
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02479849
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02850450
IRS990/NoncashContributionsAmt01103
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03467
IRS990/OfficeExpensesGrp/TotalAmt03467
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt018758
IRS990/OtherAssetsTotalGrp/EOYAmt020275
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt073315
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0449166
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0522481
IRS990/OtherExpensesGrp/Desc0Buildings & Grounds Upkeep
IRS990/OtherExpensesGrp/Desc1Student Supplies & Trips
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0140040
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt136548
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213891
IRS990/OtherExpensesGrp/ProgramServicesAmt0129965
IRS990/OtherExpensesGrp/TotalAmt0140040
IRS990/OtherExpensesGrp/TotalAmt1129965
IRS990/OtherExpensesGrp/TotalAmt236548
IRS990/OtherExpensesGrp/TotalAmt313891
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ERC Refunds
IRS990/OtherRevenueMiscGrp/Desc1Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0601043
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt129823
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0601043
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt129823
IRS990/OtherRevenueTotalAmt0630866
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0182535
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01237268
IRS990/OtherSalariesAndWagesGrp/TotalAmt01419803
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt050138
IRS990/PayrollTaxesGrp/ProgramServicesAmt0141094
IRS990/PayrollTaxesGrp/TotalAmt0191232
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01499
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02499
IRS990/PrincipalOfficerNm0Amanda Herzberger
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03136129
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03136129
IRS990/ProgSrvcAccomActy2Grp/Desc0Early Childhood Program: Lake Champlain Waldorf School serves approximately 55 children from Nursery-aged to Kindergarten.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0757290
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0937430
IRS990/ProgSrvcAccomActy3Grp/Desc0Upper School Program: Lake Champlain Waldorf School serves approximately 34 children from Grade Seven to Grade Twelve.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0468142
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0579502
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0679437
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0601835
IRS990/PYInvestmentIncomeAmt0-677
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0673494
IRS990/PYOtherRevenueAmt039088
IRS990/PYProgramServiceRevenueAmt02985826
IRS990/PYRevenuesLessExpensesAmt0249796
IRS990/PYSalariesCompEmpBnftPaidAmt02178549
IRS990/PYTotalExpensesAmt03453878
IRS990/PYTotalRevenueAmt03703674
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0367584
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01619197
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032640
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026659
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/BookValueAmt03267585
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02079103
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05346688
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0200
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt017758
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt019275
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01718
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0106296
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0208814
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0315110
IRS990ScheduleD/ExpensesSubtotalAmt03700337
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0175000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0175000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06895
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06895
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0268788
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt070035
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0338823
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueSubtotalAmt04067921
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Undecided
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalAcreageCnt021
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03824564
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/TotalExpensesPerForm990Amt03700337
IRS990ScheduleD/TotalRevenuePerForm990Amt04067921
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04067921
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03700337
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Lake Champlain Waldorf School received COVID-related grants/loans from the State of Vermont
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,710,832
Liabilities
$2,835,608
Net assets
$2,875,224
Revenue
$4,067,921
Expenses
$3,700,337
Net income
$367,584
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