Civic Intelligence

Upper Valley Waldorf School

990 • Fiscal year 2019 • EIN 03-0312346

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 25, 2020

Organization ProfileWWW.UVWS.ORG

View Organization Page

PO Box 709Quechee, VT 05059

(802) 296-2496

Siviq Scores

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

Liabilities / Assets

66th percentile

0.21x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.43x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

29th percentile

-4.0%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$62,017

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-7.4%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$4,303,191

Up $61,754 (+1.5%) from 2018

Net Assets

Down

$3,390,791

Down $85,475 (-2.5%) from 2018

Liabilities

Up

$912,400

Up $147,229 (+19%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin29th percentile

Revenue

Down

$2,136,828

Down $169,832 (-7.4%) from 2018

Expenses

Down

$2,222,303

Down $61,472 (-2.7%) from 2018

Net Income

Down

-$85,475

Down $108,360 (-473%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,667,898Liabilities 2010: $1,171,588Net Assets 2010: $496,3102010Assets 2011: $1,770,567Liabilities 2011: $1,204,940Net Assets 2011: $565,6272011Assets 2012: $1,749,791Liabilities 2012: $1,104,242Net Assets 2012: $645,5492012Assets 2013: $1,623,971Liabilities 2013: $1,015,959Net Assets 2013: $608,0122013Assets 2014: $1,770,614Liabilities 2014: $1,060,672Net Assets 2014: $709,9422014Assets 2015: $1,887,094Liabilities 2015: $1,105,747Net Assets 2015: $781,3472015Assets 2016: $1,909,487Liabilities 2016: $1,039,555Net Assets 2016: $869,9322016Assets 2017: $4,596,949Liabilities 2017: $1,143,569Net Assets 2017: $3,453,3802017Assets 2018: $4,241,437Liabilities 2018: $765,171Net Assets 2018: $3,476,2662018Assets 2019: $4,303,191Liabilities 2019: $912,400Net Assets 2019: $3,390,7912019Assets 2020: $4,289,541Liabilities 2020: $973,594Net Assets 2020: $3,315,9472020Assets 2021: $4,339,471Liabilities 2021: $773,917Net Assets 2021: $3,565,5542021Assets 2022: $4,200,299Liabilities 2022: $805,843Net Assets 2022: $3,394,4562022Assets 2023: $4,025,033Liabilities 2023: $934,723Net Assets 2023: $3,090,3102023Assets 2024: $3,886,026Liabilities 2024: $1,096,045Net Assets 2024: $2,789,9812024

Highlighted filing

2019

Assets$4,303,191
Liabilities$912,400
Net Assets$3,390,791
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,674,6342010Revenue 2011: $1,844,331Expenses 2011: $1,778,014Net Income 2011: $66,3172011Expenses 2012: $1,904,8462012Revenue 2013: $1,898,143Expenses 2013: $1,935,678Net Income 2013: -$37,5352013Revenue 2014: $2,056,663Expenses 2014: $1,954,733Net Income 2014: $101,9302014Revenue 2015: $2,184,552Expenses 2015: $2,113,146Net Income 2015: $71,4062015Revenue 2016: $2,277,559Expenses 2016: $2,224,968Net Income 2016: $52,5912016Revenue 2017: $4,900,842Expenses 2017: $2,317,392Net Income 2017: $2,583,4502017Revenue 2018: $2,306,660Expenses 2018: $2,283,775Net Income 2018: $22,8852018Revenue 2019: $2,136,828Expenses 2019: $2,222,303Net Income 2019: -$85,4752019Revenue 2020: $2,254,282Expenses 2020: $2,329,125Net Income 2020: -$74,8432020Revenue 2021: $2,813,804Expenses 2021: $2,564,197Net Income 2021: $249,6072021Revenue 2022: $2,559,897Expenses 2022: $2,730,995Net Income 2022: -$171,0982022Revenue 2023: $2,523,028Expenses 2023: $2,827,174Net Income 2023: -$304,1462023Revenue 2024: $2,511,730Expenses 2024: $2,812,059Net Income 2024: -$300,3292024

Highlighted filing

2019

Revenue$2,136,828
Expenses$2,222,303
Net Income-$85,475
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 25, 2020
Return Version
2018v3.2
Gross Receipts
$2,137,705
Mission and Program Overview

Mission

The upper valley waldorf school prepares students to engage with a changing world, in a socially inclusive environment, using curriculum rich in the sciences, humanities, and arts, based on rudolf steiner's insights into child development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,443,402$3,562,923▲ $119,521
Cash and Non-Interest-Bearing Accounts$400,823$529,082▲ $128,259
Prepaid Expenses and Deferred Charges$107,833$88,245▼ $19,588
Savings and Temporary Cash Investments$151,507$63,855▼ $87,652
Pledges and Grants Receivable$133,341$38,941▼ $94,400
Accounts Receivable$4,531$20,145▲ $15,614
Total Assets$4,241,437$4,303,191▲ $61,754
Liabilities
Mortgage Notes Payable Secured by Investment Property$477,141$453,434▼ $23,707
Deferred Revenue$218,287$409,351▲ $191,064
Accounts Payable and Accrued Expenses$69,743$49,615▼ $20,128
Total Liabilities$765,171$912,400▲ $147,229
Net Assets / Fund Balance
Unrestricted Net Assets$3,217,978$3,323,119▲ $105,141
Temporarily Rstr Net Assets$258,288$67,672▼ $190,616
Total Net Assets Fund Balance$3,476,266$3,390,791▼ $85,475
Total Liabilities and Net Assets / Fund Balance$4,241,437$4,303,191▲ $61,754

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,435,616$697,930$4,133,546
Equipment$10,807$313,619$324,426
Land$116,500-$116,500
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
June AlbrightFaculty RepresentativeFT$42,480$19,537$62,017
Carolyn Begley Term 82718Faculty RepresentativeFT$34,423$16,704$51,127
Christine ScherdingAdministrative DirectorFT$47,744$3,020$50,764
Julie Geoghegan Term 111718Board Member/ Board Vice Chair-$6,924$4,677$11,601

Board Members and Trustees

NameTitle
Melanie SheehanBoard Chair/secretary
Ted Manning Term 111718Board Member/ Board Chair
Julie ThomBoard Member/board Chair
Jon HuntingtonBoard Member/ Board Vice Chair
Amy MorelBoard Member
David JaacksBoard Member
Kate DalpraBoard Member
Mike WelchBoard Member
Lisa CosentinoSecretary/board Member
Keith MiloneTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Bread Loaf CorporationArchitectural & Engineering Services & BROUTE 7 SOUTH, Middlebury, VT 05753$102,218
Revenue and Support

Revenue Composition

Contributions and Grants
$246,342
Program Service Revenue
$1,886,883
Investment Income
$20
Other Revenue
$3,583
All Other Contributions
$246,342
Change in Net Assets
$-85,475

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$45,000Fair Market Value
Total Noncash Contributions1$45,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,518,844
Revenue Not Reported on Financial Statements
$617,984
Revenue Not Reported on Form 990
$877
Other Revenue Adjustments
$617,984
Total Revenue per Audited Statements
$1,519,721
Total Revenue per Form 990
$2,136,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,270,397
Grants and Similar Amounts Paid$617,984
Other Expenses$333,922
Total Fundraising Expense$23,735
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$714,171$113,908$10,920$838,999
Grants to Domestic Individuals$617,984--$617,984
Other Employee Benefits$157,685$35,739$2,524$195,948
Current Officers, Directors, Trustees, and Key Employees$107,652$54,482-$162,134
Depreciation Depletion$69,345$4,002$475$73,822
Payroll Taxes$59,720$12,743$853$73,316
Occupancy$35,526$2,050$243$37,819
Insurance$18,252$3,648$125$22,025
Interest$17,867$1,996$237$20,100
Fees for Services Other-$11,250$4,320$15,570
Travel$11,969$1,034-$13,003
Advertising-$9,185-$9,185
Fees for Services Legal-$9,028-$9,028
Fees for Services Accounting-$7,589-$7,589
Other Expenses$120$6,499$254$6,619
Office Expenses-$3,826-$3,826
Fees for Services Management-$2,499-$2,499
Total Functional Expenses$1,898,794$299,774$23,735$2,222,303

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,222,303
Total Expenses per Audited Statements$1,605,196
Expenses per Audited Statements$1,604,319
Expenses Not Reported on Financial Statements$617,984
Other Expense Adjustments$617,984
Expenses Not Reported on Form 990$877
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,460
Fundraising Direct Expenses$877
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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 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

“Management and a board representative review the form 990 and related schedules prior to filing”

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

“Management annually monitors the organization's conflict of interest policy that requires all board members, officers, and key employees to disclose any relationship that may present a conflict of interest and to recuse themselves from the discussion and the vote.”

Form 990, Part VI, Section B, Line 15

“The organization's board reviews and approves the compensation of the administrator, the faculty, and the supporting staff.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and annual tax return available for public inspection upon request”

Filing and Contact Details

Filer

Filer Name
Upper Valley Waldorf School
EIN
03-0312346
Phone
8022962496
Address
PO BOX 709, QUECHEE, VT 05059

Signing Officer

Name
Heidi Thunberg
Title
Interim Board Treasurer
Phone
8022962496
Signed
2020-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Thom
Formed
1987
Legal Domicile
Vt
Voting Board Members
10
Independent Board Members
9
Employees
55
Volunteers
190

Preparer

Firm
Tyler Simms & St Sauveur Cpas Pc
Address
19 MORGAN DRIVE, LEBANON, NH 03766
Preparer
James N Godfrey CPA
Phone
6036530044
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting standards codification subtopic 740-10, accounting for uncertainty in income taxes, addresses the accounting uncertainty of income taxes recognized in an enterprise's financial statements and prescribes a threshold of "more-likely-than-not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. Subtopic 740-10 also provides guidance on measurement classification, interest and penalties and disclosure. The school has determined that the provisions of subtopic 740-10 do not have a material effect on the school's financial statements. The school believes it is no longer subject to examinations for years prior to 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 877.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid and tuition remission 617,984.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 877.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid and tuition remission 617,984.”

Raw XML AppendixShowing 400 of 534 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt069743
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt049615
IRS990/AccountsReceivableGrp/BOYAmt04531
IRS990/AccountsReceivableGrp/EOYAmt020145
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE UPPER VALLEY WALDORF SCHOOL PREPARES STUDENTS TO ENGAGE WITH A CHANGING WORLD, IN A SOCIALLY INCLUSIVE ENVIRONMENT, USING CURRICULUM RICH IN THE SCIENCES, HUMANITIES, AND ARTS, BASED ON RUDOLF STEINER'S INSIGHTS INTO CHILD DEVELOPMENT.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt09185
IRS990/AdvertisingGrp/TotalAmt09185
IRS990/AllOtherContributionsAmt0246342
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANNE PARENT
IRS990/BooksInCareOfDetail/PhoneNum08022962496
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 709
IRS990/BooksInCareOfDetail/USAddress/CityNm0QUECHEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd005059
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0400823
IRS990/CashNonInterestBearingGrp/EOYAmt0529082
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt054482
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0107652
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0162134
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0102218
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0ROUTE 7 SOUTH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MIDDLEBURY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd005753
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BREAD LOAF CORPORATION
IRS990/ContractorCompensationGrp/ServicesDesc0ARCHITECTURAL & ENGINEERING SERVICES & B
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0246342
IRS990/CYGrantsAndSimilarPaidAmt0617984
IRS990/CYInvestmentIncomeAmt020
IRS990/CYOtherExpensesAmt0333922
IRS990/CYOtherRevenueAmt03583
IRS990/CYProgramServiceRevenueAmt01886883
IRS990/CYRevenuesLessExpensesAmt0-85475
IRS990/CYSalariesCompEmpBnftPaidAmt01270397
IRS990/CYTotalExpensesAmt02222303
IRS990/CYTotalFundraisingExpenseAmt023735
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02136828
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0218287
IRS990/DeferredRevenueGrp/EOYAmt0409351
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0475
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04002
IRS990/DepreciationDepletionGrp/ProgramServicesAmt069345
IRS990/DepreciationDepletionGrp/TotalAmt073822
IRS990/Desc0THE SCHOOL CONTINUED TO CULTIVATE A BALANCE OF INTELLECTUALL ACHIEVEMENT, SPIRITUAL GROWTH, PHYSICAL DEVELOPMENT, AND PERSONAL RESPONSIBILITY THROUGH A CLASSICAL EDUCATION THAT REFLECTS AN UNDERSTANDING OF THE GROWING CHILD. THE ORGANIZATION HAD 141 STUDENTS IN PRE-K THROUGH GRADE 8 ENROLLED IN THE PROGRAM.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt055
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01898794
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07589
IRS990/FeesForServicesAccountingGrp/TotalAmt07589
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09028
IRS990/FeesForServicesLegalGrp/TotalAmt09028
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt02499
IRS990/FeesForServicesManagementGrp/TotalAmt02499
IRS990/FeesForServicesOtherGrp/FundraisingAmt04320
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011250
IRS990/FeesForServicesOtherGrp/TotalAmt015570
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
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/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt316704
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt419537
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt94677
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt133020
IRS990/Form990PartVIISectionAGrp/PersonNm0MELANIE SHEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA COSENTINO
IRS990/Form990PartVIISectionAGrp/PersonNm2KEITH MILONE
IRS990/Form990PartVIISectionAGrp/PersonNm3CAROLYN BEGLEY TERM 82718
IRS990/Form990PartVIISectionAGrp/PersonNm4JUNE ALBRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm5JON HUNTINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID JAACKS
IRS990/Form990PartVIISectionAGrp/PersonNm7JULIE THOM
IRS990/Form990PartVIISectionAGrp/PersonNm8TED MANNING TERM 111718
IRS990/Form990PartVIISectionAGrp/PersonNm9JULIE GEOGHEGAN TERM 111718
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE WELCH
IRS990/Form990PartVIISectionAGrp/PersonNm11AMY MOREL
IRS990/Form990PartVIISectionAGrp/PersonNm12KATE DALPRA
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTINE SCHERDING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt334423
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt442480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt96924
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1347744
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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3FACULTY REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt4FACULTY REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER/ BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER/BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER/ BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER/ BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13ADMINISTRATIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt0877
IRS990/FundraisingGrossIncomeAmt04460
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0617984
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0617984
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0617984
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02137705
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0125
IRS990/InsuranceGrp/ManagementAndGeneralAmt03648
IRS990/InsuranceGrp/ProgramServicesAmt018252
IRS990/InsuranceGrp/TotalAmt022025
IRS990/InterestGrp/FundraisingAmt0237
IRS990/InterestGrp/ManagementAndGeneralAmt01996
IRS990/InterestGrp/ProgramServicesAmt017867
IRS990/InterestGrp/TotalAmt020100
IRS990/InvestmentIncomeGrp/ExclusionAmt020
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01011549
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03443402
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03562923
IRS990/LandBldgEquipCostOrOtherBssAmt04574472
IRS990/LegalDomicileStateCd0VT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE UPPER VALLEY WALDORF SCHOOL PREPARES STUDENTS TO ENGAGE WITH A CHANGING WORLD, IN A SOCIALLY INCLUSIVE ENVIRONMENT, USING CURRICULUM RICH IN THE SCIENCES, HUMANITIES, AND ARTS, BASED ON RUDOLF STEINER'S INSIGHTS INTO CHILD DEVELOPMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0477141
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0453434
IRS990/NetAssetsOrFundBalancesBOYAmt03476266
IRS990/NetAssetsOrFundBalancesEOYAmt03390791
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03583
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03583
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt045000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0243
IRS990/OccupancyGrp/ManagementAndGeneralAmt02050
IRS990/OccupancyGrp/ProgramServicesAmt035526
IRS990/OccupancyGrp/TotalAmt037819
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03826
IRS990/OfficeExpensesGrp/TotalAmt03826
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02524
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035739
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0157685
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0195948
IRS990/OtherExpensesGrp/Desc0EQUIPMENT AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/FundraisingAmt03784
IRS990/OtherExpensesGrp/FundraisingAmt1254
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12140
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210028
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36499
IRS990/OtherExpensesGrp/ProgramServicesAmt048109
IRS990/OtherExpensesGrp/ProgramServicesAmt137076
IRS990/OtherExpensesGrp/ProgramServicesAmt23318
IRS990/OtherExpensesGrp/ProgramServicesAmt3120
IRS990/OtherExpensesGrp/TotalAmt060021
IRS990/OtherExpensesGrp/TotalAmt139470
IRS990/OtherExpensesGrp/TotalAmt213346
IRS990/OtherExpensesGrp/TotalAmt36619
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010920
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0113908
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0714171
IRS990/OtherSalariesAndWagesGrp/TotalAmt0838999
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0853
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012743
IRS990/PayrollTaxesGrp/ProgramServicesAmt059720
IRS990/PayrollTaxesGrp/TotalAmt073316
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0133341
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt038941
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0107833
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt088245
IRS990/PrincipalOfficerNm0JULIE THOM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01883382
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12525
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01883382
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12525
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2976
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0266351
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0606588
IRS990/PYInvestmentIncomeAmt038
IRS990/PYOtherExpensesAmt0354138
IRS990/PYOtherRevenueAmt01287
IRS990/PYProgramServiceRevenueAmt02038984
IRS990/PYRevenuesLessExpensesAmt022885
IRS990/PYSalariesCompEmpBnftPaidAmt01323049
IRS990/PYTotalExpensesAmt02283775
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02306660
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-85475
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01886883
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0151507
IRS990/SavingsAndTempCashInvstGrp/EOYAmt063855
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03435616
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0697930
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04133546
IRS990ScheduleD/EquipmentGrp/BookValueAmt010807
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0313619
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0324426
IRS990ScheduleD/ExpensesNotReportedAmt0877
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0617984
IRS990ScheduleD/ExpensesSubtotalAmt01604319
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0116500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0116500
IRS990ScheduleD/OtherExpensesIncludedAmt0877
IRS990ScheduleD/OtherExpensesNotIncludedAmt0617984
IRS990ScheduleD/OtherRevenueAmt0877
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0617984
IRS990ScheduleD/RevenueNotReportedAmt0877
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0617984
IRS990ScheduleD/RevenueSubtotalAmt01518844
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING STANDARDS CODIFICATION SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ADDRESSES THE ACCOUNTING UNCERTAINTY OF INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON MEASUREMENT CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. THE SCHOOL HAS DETERMINED THAT THE PROVISIONS OF SUBTOPIC 740-10 DO NOT HAVE A MATERIAL EFFECT ON THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS FOR YEARS PRIOR TO 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 877.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FINANCIAL AID AND TUITION REMISSION 617,984.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES 877.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4FINANCIAL AID AND TUITION REMISSION 617,984.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03562923
IRS990ScheduleD/TotalExpensesPerForm990Amt02222303
IRS990ScheduleD/TotalRevenuePerForm990Amt02136828
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01519721
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01605196
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,303,191
Liabilities
$912,400
Net assets
$3,390,791
Revenue
$2,136,828
Expenses
$2,222,303
Net income
-$85,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.89$1.10$2.79$2.51$2.81$0.30
2023Detailed filing. Detailed filing data is available for this year.$4.03$0.93$3.09$2.52$2.83$0.30
2022Detailed filing. Detailed filing data is available for this year.$4.20$0.81$3.39$2.56$2.73$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.34$0.77$3.57$2.81$2.56$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.29$0.97$3.32$2.25$2.33$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.30$0.91$3.39$2.14$2.22$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.24$0.77$3.48$2.31$2.28$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.60$1.14$3.45$4.90$2.32$2.58
2016Detailed filing. Detailed filing data is available for this year.$1.91$1.04$0.87$2.28$2.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.89$1.11$0.78$2.18$2.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.77$1.06$0.71$2.06$1.95$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$1.02$0.61$1.90$1.94$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$1.10$0.65$1.90
2011Summary only. Only limited summary data is available for this year.$1.77$1.20$0.57$1.84$1.78$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$1.17$0.50$1.67