Civic Intelligence

Upper Valley Waldorf School

990 • Fiscal year 2024 • EIN 03-0312346

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

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

74th percentile

0.28x

Higher debt load relative to assets than 74% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.44x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$74,737

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.5%

Faster asset growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-0.4%

Faster revenue growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$3,886,026

Down $139,007 (-3.5%) from 2023

Net Assets

Down

$2,789,981

Down $300,329 (-9.7%) from 2023

Liabilities

Up

$1,096,045

Up $161,322 (+17%) from 2023

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin20th percentile

Revenue

Down

$2,511,730

Down $11,298 (-0.4%) from 2023

Expenses

Down

$2,812,059

Down $15,115 (-0.5%) from 2023

Net Income

Up

-$300,329

Up $3,817 (+1.3%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2024

Assets$3,886,026
Liabilities$1,096,045
Net Assets$2,789,981
Open 2024 Filing

Operations Trend

Revenue Growth34th 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

2024

Revenue$2,511,730
Expenses$2,812,059
Net Income-$300,329
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$2,511,961
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$3,222,863$3,183,683▼ $39,180
Cash and Non-Interest-Bearing Accounts$566,076$572,742▲ $6,666
Savings and Temporary Cash Investments$88,102$93,172▲ $5,070
Accounts Receivable$21,294$26,904▲ $5,610
Prepaid Expenses and Deferred Charges$126,698$9,525▼ $117,173
Total Assets$4,025,033$3,886,026▼ $139,007
Liabilities
Deferred Revenue$507,796$634,308▲ $126,512
Mortgage Notes Payable Secured by Investment Property$380,174$366,639▼ $13,535
Accounts Payable and Accrued Expenses$46,753$95,098▲ $48,345
Total Liabilities$934,723$1,096,045▲ $161,322
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,924,806$2,631,907▼ $292,899
Net Assets With Donor Restrictions$165,504$158,074▼ $7,430
Total Net Assets Fund Balance$3,090,310$2,789,981▼ $300,329
Total Liabilities and Net Assets / Fund Balance$4,025,033$3,886,026▼ $139,007

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,999,965$1,307,740$4,307,705
Equipment$46,024$252,520$298,544
Land$116,500-$116,500
Other Land Buildings$21,194-$21,194
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeannie SurrellOperations DirectorFT$46,752$27,985$74,737
Erin Castner-lordStrings TeacherFT$46,798$16,519$63,317
Julie GeoghanGrade 5/6 Teacher and AdminFT$58,345$352$58,697

Board Members and Trustees

NameTitle
Ruth PerkinsBoard Chair
Emily MaclauryVice Chair
Blair ButterfieldBoard Member
Chris BergBoard Member
Doug PilcherBoard Member
Jasper AlbrightBoard Member
Julia PellegrinoBoard Member
Matthew HoudeBoard Member
Lauren WhittleseySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$425,425
Program Service Revenue
$2,086,536
Investment Income
$-231
Other Revenue
$0
All Other Contributions
$250,575
Change in Net Assets
$-300,329

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,511,730
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-618,761
Total Revenue per Audited Statements
$1,892,969
Total Revenue per Form 990
$2,511,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,607,672
Grants and Similar Amounts Paid$618,761
Other Expenses$585,626
Total Fundraising Expense$65,580
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$922,136$120,231$46,994$1,089,361
Grants to Domestic Individuals$618,761--$618,761
Current Officers, Directors, Trustees, and Key Employees$104,268$95,028-$199,296
Other Employee Benefits$168,609$13,038$8,348$189,995
Depreciation Depletion$121,778$7,027$834$129,639
Payroll Taxes$91,221$17,783$4,356$113,360
Occupancy$56,774$3,276$389$60,439
Fees for Services Accounting-$47,100-$47,100
Insurance$25,440$4,993$174$30,607
Fees for Services Other-$25,696-$25,696
Pension Plan Contributions$13,243$1,752$665$15,660
Interest$11,450$1,280$152$12,882
Travel$7,897$3,202-$11,099
Advertising-$10,855-$10,855
Other Expenses$36,495$10,056$2,880$10,056
Office Expenses-$6,236-$6,236
Fees for Services Legal-$988-$988
Total Functional Expenses$2,345,882$400,597$65,580$2,812,059

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,812,059
Expenses per Audited Statements$2,193,298
Total Expenses per Audited Statements$2,193,298
Expenses Not Reported on Financial Statements$618,761
Other Expense Adjustments$618,761
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
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
Ruth Perkins
Title
Board Chair
Phone
8022962496
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ruth Perkins
Formed
1987
Legal Domicile
Vt
Voting Board Members
9
Independent Board Members
9
Employees
44
Volunteers
15

Preparer

Firm
Tss Advisors LLC
Address
19 MORGAN DRIVE, LEBANON, NH 03766
Preparer
Kyle M Potter 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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Financial aid and tuition remission -618,761.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid and tuition remission 618,761.”

Raw XML AppendixShowing 400 of 483 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.

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IRS990/InsuranceGrp/ManagementAndGeneralAmt04993
IRS990/InsuranceGrp/ProgramServicesAmt025440
IRS990/InsuranceGrp/TotalAmt030607
IRS990/InterestGrp/FundraisingAmt0152
IRS990/InterestGrp/ManagementAndGeneralAmt01280
IRS990/InterestGrp/ProgramServicesAmt011450
IRS990/InterestGrp/TotalAmt012882
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01560260
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03222863
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03183683
IRS990/LandBldgEquipCostOrOtherBssAmt04743943
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0231
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/BOYAmt0380174
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0366639
IRS990/NetAssetsOrFundBalancesBOYAmt03090310
IRS990/NetAssetsOrFundBalancesEOYAmt02789981
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-231
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-231
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02924806
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02631907
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0389
IRS990/OccupancyGrp/ManagementAndGeneralAmt03276
IRS990/OccupancyGrp/ProgramServicesAmt056774
IRS990/OccupancyGrp/TotalAmt060439
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06236
IRS990/OfficeExpensesGrp/TotalAmt06236
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08348
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013038
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0168609
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0189995
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT AND SUPPLIES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0788
IRS990/OtherExpensesGrp/FundraisingAmt12880
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06641
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17765
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt217650
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt310056
IRS990/OtherExpensesGrp/ProgramServicesAmt0115080
IRS990/OtherExpensesGrp/ProgramServicesAmt152730
IRS990/OtherExpensesGrp/ProgramServicesAmt236495
IRS990/OtherExpensesGrp/TotalAmt0122509
IRS990/OtherExpensesGrp/TotalAmt163375
IRS990/OtherExpensesGrp/TotalAmt254145
IRS990/OtherExpensesGrp/TotalAmt310056
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046994
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0120231
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0922136
IRS990/OtherSalariesAndWagesGrp/TotalAmt01089361
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04356
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017783
IRS990/PayrollTaxesGrp/ProgramServicesAmt091221
IRS990/PayrollTaxesGrp/TotalAmt0113360
IRS990/PensionPlanContributionsGrp/FundraisingAmt0665
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01752
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013243
IRS990/PensionPlanContributionsGrp/TotalAmt015660
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0126698
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09525
IRS990/PrincipalOfficerNm0RUTH PERKINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT ACTIVITIES AND
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02057888
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt128648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02057888
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt128648
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0353313
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0591487
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0605475
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02169715
IRS990/PYRevenuesLessExpensesAmt0-304146
IRS990/PYSalariesCompEmpBnftPaidAmt01630212
IRS990/PYTotalExpensesAmt02827174
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02523028
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-300329
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02086536
IRS990/SavingsAndTempCashInvstGrp/BOYAmt088102
IRS990/SavingsAndTempCashInvstGrp/EOYAmt093172
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/BookValueAmt02999965
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01307740
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04307705
IRS990ScheduleD/EquipmentGrp/BookValueAmt046024
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0252520
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0298544
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0618761
IRS990ScheduleD/ExpensesSubtotalAmt02193298
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0116500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0116500
IRS990ScheduleD/OtherExpensesNotIncludedAmt0618761
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021194
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021194
IRS990ScheduleD/OtherRevenueAmt0-618761
IRS990ScheduleD/RevenueNotReportedAmt0-618761
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02511730
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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FINANCIAL AID AND TUITION REMISSION -618,761.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FINANCIAL AID AND TUITION REMISSION 618,761.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03183683
IRS990ScheduleD/TotalExpensesPerForm990Amt02812059
IRS990ScheduleD/TotalRevenuePerForm990Amt02511730
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01892969
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02193298
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/NonCashAssistanceAmt0618761
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0REDUCTION OF TUITION BILL BY FA AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt070
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,886,026
Liabilities
$1,096,045
Net assets
$2,789,981
Revenue
$2,511,730
Expenses
$2,812,059
Net income
-$300,329
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