Civic Intelligence

Upper Valley Waldorf School

990 • Fiscal year 2021 • EIN 03-0312346

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

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

65th percentile

0.18x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.28x

Higher debt load relative to revenue than 70% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

43rd percentile

8.9%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$63,541

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

30th percentile

1.2%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

25%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$4,339,471

Up $49,930 (+1.2%) from 2020

Net Assets

Up

$3,565,554

Up $249,607 (+7.5%) from 2020

Liabilities

Down

$773,917

Down $199,677 (-21%) from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin43rd percentile

Revenue

Up

$2,813,804

Up $559,522 (+25%) from 2020

Expenses

Up

$2,564,197

Up $235,072 (+10%) from 2020

Net Income

Up

$249,607

Up $324,450 (+434%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2021

Assets$4,339,471
Liabilities$773,917
Net Assets$3,565,554
Open 2021 Filing

Operations Trend

Revenue Growth62nd 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

2021

Revenue$2,813,804
Expenses$2,564,197
Net Income$249,607
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.2
Gross Receipts
$2,813,804
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.

The upper valley waldorf school prepares students to engage with a changing world, within a socially inclusive environment. Based upon rudolf steiner's insights into child development, the curriculum utilizes a rich approach in the realms of science, humanities, and arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,418,719$3,434,311▲ $15,592
Cash and Non-Interest-Bearing Accounts$664,155$787,003▲ $122,848
Savings and Temporary Cash Investments$73,637$76,379▲ $2,742
Prepaid Expenses and Deferred Charges$93,919$20,234▼ $73,685
Accounts Receivable$15,961$14,894▼ $1,067
Pledges and Grants Receivable$23,150$6,650▼ $16,500
Total Assets$4,289,541$4,339,471▲ $49,930
Liabilities
Mortgage Notes Payable Secured by Investment Property$429,108$403,293▼ $25,815
Deferred Revenue$276,837$290,773▲ $13,936
Other Liabilities$210,000$0▼ $210,000
Accounts Payable and Accrued Expenses$57,649$79,851▲ $22,202
Total Liabilities$973,594$773,917▼ $199,677
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,225,062$3,494,044▲ $268,982
Net Assets With Donor Restrictions$90,885$71,510▼ $19,375
Total Net Assets Fund Balance$3,315,947$3,565,554▲ $249,607
Total Liabilities and Net Assets / Fund Balance$4,289,541$4,339,471▲ $49,930

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,285,934$953,152$4,239,086
Equipment$31,877$323,089$354,966
Land$116,500-$116,500
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
June AlbrightHandwork Subject TeacherFT$48,857$14,684$63,541
Catherine Erin Castner-lordOrchestral Strings TeacherFT$40,968$15,566$56,534
Brian WolffAdministrative DirectorFT$23,282$440$23,722

Board Members and Trustees

NameTitle
Amy MorelBoard Chair
Elizabeth CraibBoard Member
Emily MaclauryBoard Member
Mike WelchBoard Member
Julie ThomSecretary
Heidi ThunbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$876,957
Program Service Revenue
$1,936,773
Investment Income
$5
Other Revenue
$69
All Other Contributions
$505,360
Change in Net Assets
$249,607

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,239,977
Revenue Not Reported on Financial Statements
$573,827
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$573,827
Total Revenue per Audited Statements
$2,239,977
Total Revenue per Form 990
$2,813,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,437,099
Grants and Similar Amounts Paid$573,827
Other Expenses$553,271
Total Fundraising Expense$38,537
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$774,525$144,959$24,614$944,098
Grants to Domestic Individuals$573,827--$573,827
Other Employee Benefits$166,661$45,246$5,565$217,472
Current Officers, Directors, Trustees, and Key Employees$120,148$58,521-$178,669
Depreciation Depletion$113,182$6,531$775$120,488
Payroll Taxes$76,248$18,381$2,231$96,860
Occupancy$44,039$2,541$302$46,882
Insurance$37,462$2,400$257$40,119
Interest$15,970$1,785$212$17,967
Advertising-$16,345-$16,345
Fees for Services Other-$14,910-$14,910
Fees for Services Accounting-$9,948-$9,948
Other Expenses$33,914$8,153$685$8,153
Office Expenses-$5,466-$5,466
Fees for Services Management-$3,885-$3,885
Fees for Services Legal-$2,404-$2,404
Travel$557$140-$697
Total Functional Expenses$2,149,042$376,618$38,537$2,564,197

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,564,197
Expenses per Audited Statements$1,990,370
Total Expenses per Audited Statements$1,990,370
Expenses Not Reported on Financial Statements$573,827
Other Expense Adjustments$573,827
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$69
Fundraising Direct Expenses$0
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 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

“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
Brian Wolff
Title
Administrative Director
Phone
8022962496
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Morel
Formed
1987
Legal Domicile
Vt
Voting Board Members
8
Independent Board Members
6
Employees
39
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 2018.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“FUNDRAISING EXPENSES”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid and tuition remission 573,827.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“FUNDRAISING EXPENSES”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid and tuition remission 573,827.”

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

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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/BOYAmt0429108
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0403293
IRS990/NetAssetsOrFundBalancesBOYAmt03315947
IRS990/NetAssetsOrFundBalancesEOYAmt03565554
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt069
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt069
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03225062
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03494044
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0302
IRS990/OccupancyGrp/ManagementAndGeneralAmt02541
IRS990/OccupancyGrp/ProgramServicesAmt044039
IRS990/OccupancyGrp/TotalAmt046882
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05466
IRS990/OfficeExpensesGrp/TotalAmt05466
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05565
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt045246
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0166661
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0217472
IRS990/OtherExpensesGrp/Desc0EQUIPMENT AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/FundraisingAmt03896
IRS990/OtherExpensesGrp/FundraisingAmt1685
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013316
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15773
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215914
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt38153
IRS990/OtherExpensesGrp/ProgramServicesAmt092462
IRS990/OtherExpensesGrp/ProgramServicesAmt1100047
IRS990/OtherExpensesGrp/ProgramServicesAmt233914
IRS990/OtherExpensesGrp/TotalAmt0109674
IRS990/OtherExpensesGrp/TotalAmt1106505
IRS990/OtherExpensesGrp/TotalAmt249828
IRS990/OtherExpensesGrp/TotalAmt38153
IRS990/OtherLiabilitiesGrp/BOYAmt0210000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt024614
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0144959
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0774525
IRS990/OtherSalariesAndWagesGrp/TotalAmt0944098
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02231
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018381
IRS990/PayrollTaxesGrp/ProgramServicesAmt076248
IRS990/PayrollTaxesGrp/TotalAmt096860
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt023150
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06650
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt093919
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020234
IRS990/PrincipalOfficerNm0AMY MOREL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01936513
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01936513
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1260
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0274041
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0641922
IRS990/PYInvestmentIncomeAmt012
IRS990/PYOtherExpensesAmt0473953
IRS990/PYOtherRevenueAmt06015
IRS990/PYProgramServiceRevenueAmt01974214
IRS990/PYRevenuesLessExpensesAmt0-74843
IRS990/PYSalariesCompEmpBnftPaidAmt01213250
IRS990/PYTotalExpensesAmt02329125
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02254282
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0249607
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01936773
IRS990/SavingsAndTempCashInvstGrp/BOYAmt073637
IRS990/SavingsAndTempCashInvstGrp/EOYAmt076379
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/BookValueAmt03285934
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0953152
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04239086
IRS990ScheduleD/EquipmentGrp/BookValueAmt031877
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0323089
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0354966
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0573827
IRS990ScheduleD/ExpensesSubtotalAmt01990370
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0116500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0116500
IRS990ScheduleD/OtherExpensesNotIncludedAmt0573827
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0573827
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0573827
IRS990ScheduleD/RevenueSubtotalAmt02239977
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 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FINANCIAL AID AND TUITION REMISSION 573,827.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4FINANCIAL AID AND TUITION REMISSION 573,827.
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/TotalBookValueLandBuildingsAmt03434311
IRS990ScheduleD/TotalExpensesPerForm990Amt02564197
IRS990ScheduleD/TotalRevenuePerForm990Amt02813804
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02239977
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01990370
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0IN ALL PRESENTATIONS, REFERENCE IS MADE TO OUR NON-DISCRIMINATORY POLICIES. WHERE TIME AND/OR SPACE DOES NOT PERMIT THE FULL TEXT TO BE PRESENTED, IT IS NOTED THAT THE FULL TEXT IS AVAILABLE UPON REQUEST.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FINANCIAL AID
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0573827
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0REDUCTION OF TUITION BILL BY FA AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt041
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE NAMES AND ADDRESSES OF THE RECIPIENTS ARE AVAILABLE AT THE UPPER VALLEY WALDORF SCHOOL BUSINESS OFFICE. TUITION BILL IS REDUCED BY FINANCIAL AID AWARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I PART 1
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT AND A BOARD REPRESENTATIVE REVIEW THE FORM 990 AND RELATED SCHEDULES PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S BOARD REVIEWS AND APPROVES THE COMPENSATION OF THE ADMINISTRATOR, THE FACULTY, AND THE SUPPORTING STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND ANNUAL TAX RETURN AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04289541
IRS990/TotalAssetsEOYAmt04339471
IRS990/TotalAssetsGrp/BOYAmt04289541
IRS990/TotalAssetsGrp/EOYAmt04339471
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0876957

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,339,471
Liabilities
$773,917
Net assets
$3,565,554
Revenue
$2,813,804
Expenses
$2,564,197
Net income
$249,607
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