Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
EIN 03-0330590 • 501(c)3 • East Montpelier, VT
Profile
Educational institution that serves children from early childhood through eighth grade. We deliver proven educational programs, guiding each student along a path that allows the child to grow into young adulthood with inner confidence, a love of learning, and the dynamic thinking required to promote social renewal. We seek to awaken and educate the whole child by equally engaging the mind, enlivening the imagination, and strengthening the will, in harmony with the natural stages of child development. This is accomplished by: integrating the arts into all aspects of the curriculum - foreign language, humanities, math and sciences creating an environment of safety and acceptance that seeks to recognize the special gifts of each child cultivating a living relationship between the land, our children, and the community where the joys and traditions of play, work, festivals and song unfold.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
59th percentile
Higher net margin than 59% of similar nonprofits.
Top Officer Pay
50th percentile
Higher top officer pay than 50% of similar nonprofits.
Top officer pay equals 2.4% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
74th percentile
Faster revenue growth than 74% of similar nonprofits.
Assets
Up$1,509,497
Up $302,423 (+25%) from 2024
Liabilities
Up$580,422
Up $92,222 (+19%) from 2024
Net Assets
Up$929,075
Up $210,201 (+29%) from 2024
Revenue
Up$2,353,820
Up $530,096 (+29%) from 2024
Expenses
Up$2,145,279
Up $194,402 (+10.0%) from 2024
Net Income
Up$208,541
Up $335,694 (+264%) from 2024
Most recent year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
Educational institution that serves children from early childhood through eighth grade. We deliver proven educational programs, guiding each student along a path that allows the child to grow into young adulthood with inner confidence, a love of learning, and the dynamic thinking required to promote social renewal. We seek to awaken and educate the whole child by equally engaging the mind, enlivening the imagination, and strengthening the will, in harmony with the natural stages of child development. This is accomplished by: integrating the arts into all aspects of the curriculum - foreign language, humanities, math and sciences creating an environment of safety and acceptance that seeks to recognize the special gifts of each child cultivating a living relationship between the land, our children, and the community where the joys and traditions of play, work, festivals and song unfold.
See organization's mission description in schedule o
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $718,874 | $929,075 | ▲ $210,201 |
| Land, Buildings, and Equipment, Net | $959,737 | $926,557 | ▼ $33,180 |
| Cash and Non-Interest-Bearing Accounts | $67,000 | $427,582 | ▲ $360,582 |
| Savings and Temporary Cash Investments | $102,122 | $99,778 | ▼ $2,344 |
| Accounts Receivable | $74,583 | $55,580 | ▼ $19,003 |
| Prepaid Expenses and Deferred Charges | $3,632 | - | - |
| Total Assets | $1,207,074 | $1,509,497 | ▲ $302,423 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $311,000 | $311,000 | → $0 |
| Other Liabilities | $169,057 | $253,496 | ▲ $84,439 |
| Accounts Payable and Accrued Expenses | $8,143 | $15,926 | ▲ $7,783 |
| Total Liabilities | $488,200 | $580,422 | ▲ $92,222 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $718,874 | $929,075 | ▲ $210,201 |
| Total Liabilities and Net Assets / Fund Balance | $1,207,074 | $1,509,497 | ▲ $302,423 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Leasehold Improvements | $301,402 | $326,009 | $627,411 |
| Other Land Buildings | $386,068 | $139,482 | $525,550 |
| Buildings | $164,087 | $154,166 | $318,253 |
| Land | $75,000 | - | $75,000 |
| Equipment | - | $23,856 | $23,856 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Madelief Welters | Administrati | FT | $56,260 | $56,260 |
| Name | Title |
|---|---|
| Annie Martin | Board Chair |
| Prairie Ruth-davis | Board Chair |
| Cait Petteys | Board Member |
| Jamie Renner | Board Member |
| Lisa Mase | Board Member |
| Maria Leon | Board Member |
| Matt Digiovanni | Board Member |
| Michelle Gullage | Board Member |
| Amanda Churchill Kipp | Secretary |
| Tyler Kimberley | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $1,503,996 |
| Other Expenses | $641,283 |
| Total Fundraising Expense | $18,754 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $993,737 | $280,285 | - | $1,274,022 |
| Fees for Services Other | $152,826 | $4,871 | - | $157,697 |
| Occupancy | $110,993 | $31,305 | - | $142,298 |
| Payroll Taxes | $110,687 | $31,219 | - | $141,906 |
| Current Officers, Directors, Trustees, and Key Employees | $20,408 | $34,985 | $2,916 | $58,309 |
| Office Expenses | $34,049 | $9,602 | - | $43,651 |
| Depreciation Depletion | $29,663 | $3,517 | - | $33,180 |
| Other Employee Benefits | $23,212 | $6,547 | - | $29,759 |
| Interest | $20,204 | $5,699 | - | $25,903 |
| Advertising | $2,121 | $598 | $15,838 | $18,557 |
| Insurance | $10,778 | $3,040 | - | $13,818 |
| Other Expenses | $85 | $30,164 | - | $85 |
| Total Functional Expenses | $1,684,693 | $441,832 | $18,754 | $2,145,279 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Loc-nsb | $100,000 |
| Secured Notes | $69,722 |
| Payroll Liabilities | $45,541 |
| Tuition Deposits | $34,050 |
| Accrued Expenses | $3,758 |
| Deposits | $425 |
“The treasurer reviews the 990 annually and a complete copy of the 990 is provided to the board of trustees to review prior to the filing of the return.”
“Independent board sets compensation using comparative wages.”
“Independent board sets compensation using comparative wages.”
“No documents available to the public”
“Educational institution that serves children from early childhood through eighth grade. We deliver proven educational programs, guiding each student along a path that allows the child to grow into young adulthood with inner confidence, a love of learning, and the dynamic thinking required to promote social renewal. We seek to awaken and educate the whole child by equally engaging the mind, enlivening the imagination, and strengthening the will, in harmony with the natural stages of child development. This is accomplished by: integrating the arts into all aspects of the curriculum - foreign language, humanities, math and sciences creating an environment of safety and acceptance that seeks to recognize the special gifts of each child cultivating a living relationship between the land, our children, and the community where the joys and traditions of play, work, festivals and song unfold.”
“A.founded in 2004, orchard valley is an independent waldorf school in central vermont, serving children aged three months through eighth grade. Orchard valley waldorf school is a vibrant and diverse learning community dedicated to nurturing our students' intellectual, social, and creative potential. Our school strives to offer a holistic education that aligns with the principles of waldorf education. It emphasizes the importance of fostering imagination, creativity, and a grounding connection to the natural world by engaging the children's heads, hands, and hearts in all their lessons and play. Orchard valley serves students on two campuses. In montpelier, at the child's garden campus, sweet clover nursery uses a combined waldorf and pickler methodology to serve children aged 3 months-3 years. Even at this young age, sweet clover emphasizes bodily autonomy and independence as children play inside their beautiful, cozy classrooms and outdoor spaces. Grace farm, our 55-acre campus in east montpelier, houses programs for ages 3.5 years through the 8th grade using waldorf teaching methods. All students are taught in a screen-free environment, and the curriculum heavily integrates our working farm and garden, along with music, the arts, and movement.”
“N/A”
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/Desc | 0 | A.FOUNDED IN 2004, ORCHARD VALLEY IS AN INDEPENDENT WALDORF SCHOOL IN CENTRAL VERMONT, SERVING CHILDREN AGED THREE MONTHS THROUGH EIGHTH GRADE. ORCHARD VALLEY WALDORF SCHOOL IS A VIBRANT AND DIVERSE LEARNING COMMUNITY DEDICATED TO NURTURING OUR STUDENTS' INTELLECTUAL, SOCIAL, AND CREATIVE POTENTIAL. OUR SCHOOL STRIVES TO OFFER A HOLISTIC EDUCATION THAT ALIGNS WITH THE PRINCIPLES OF WALDORF EDUCATION. IT EMPHASIZES THE IMPORTANCE OF FOSTERING IMAGINATION, CREATIVITY, AND A GROUNDING CONNECTION TO THE NATURAL WORLD BY ENGAGING THE CHILDREN'S HEADS, HANDS, AND HEARTS IN ALL THEIR LESSONS AND PLAY. ORCHARD VALLEY SERVES STUDENTS ON TWO CAMPUSES. IN MONTPELIER, AT THE CHILD'S GARDEN CAMPUS, SWEET CLOVER NURSERY USES A COMBINED WALDORF AND PICKLER METHODOLOGY TO SERVE CHILDREN AGED 3 MONTHS-3 YEARS. EVEN AT THIS YOUNG AGE, SWEET CLOVER EMPHASIZES BODILY AUTONOMY AND INDEPENDENCE AS CHILDREN PLAY INSIDE THEIR BEAUTIFUL, COZY CLASSROOMS AND OUTDOOR SPACES. GRACE FARM, OUR 55-ACRE CAMPUS IN EAST MONTPELIER, HOUSES PROGRAMS FOR AGES 3.5 YEARS THROUGH THE 8TH GRADE USING WALDORF TEACHING METHODS. ALL STUDENTS ARE TAUGHT IN A SCREEN-FREE ENVIRONMENT, AND THE CURRICULUM HEAVILY INTEGRATES OUR WORKING FARM AND GARDEN, ALONG WITH MUSIC, THE ARTS, AND MOVEMENT. |
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| IRS990/MissionDesc | 0 | EDUCATIONAL INSTITUTION THAT SERVES CHILDREN FROM EARLY CHILDHOOD THROUGH EIGHTH GRADE. WE DELIVER PROVEN EDUCATIONAL PROGRAMS, GUIDING EACH STUDENT ALONG A PATH THAT ALLOWS THE CHILD TO GROW INTO YOUNG ADULTHOOD WITH INNER CONFIDENCE, A LOVE OF LEARNING, AND THE DYNAMIC THINKING REQUIRED TO PROMOTE SOCIAL RENEWAL. WE SEEK TO AWAKEN AND EDUCATE THE WHOLE CHILD BY EQUALLY ENGAGING THE MIND, ENLIVENING THE IMAGINATION, AND STRENGTHENING THE WILL, IN HARMONY WITH THE NATURAL STAGES OF CHILD DEVELOPMENT. THIS IS ACCOMPLISHED BY: INTEGRATING THE ARTS INTO ALL ASPECTS OF THE CURRICULUM - FOREIGN LANGUAGE, HUMANITIES, MATH AND SCIENCES CREATING AN ENVIRONMENT OF SAFETY AND ACCEPTANCE THAT SEEKS TO RECOGNIZE THE SPECIAL GIFTS OF EACH CHILD CULTIVATING A LIVING RELATIONSHIP BETWEEN THE LAND, OUR CHILDREN, AND THE COMMUNITY WHERE THE JOYS AND TRADITIONS OF PLAY, WORK, FESTIVALS AND SONG UNFOLD. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EDUCATIONAL INSTITUTION THAT SERVES CHILDREN FROM EARLY CHILDHOOD THROUGH EIGHTH GRADE. WE DELIVER PROVEN EDUCATIONAL PROGRAMS, GUIDING EACH STUDENT ALONG A PATH THAT ALLOWS THE CHILD TO GROW INTO YOUNG ADULTHOOD WITH INNER CONFIDENCE, A LOVE OF LEARNING, AND THE DYNAMIC THINKING REQUIRED TO PROMOTE SOCIAL RENEWAL. WE SEEK TO AWAKEN AND EDUCATE THE WHOLE CHILD BY EQUALLY ENGAGING THE MIND, ENLIVENING THE IMAGINATION, AND STRENGTHENING THE WILL, IN HARMONY WITH THE NATURAL STAGES OF CHILD DEVELOPMENT. THIS IS ACCOMPLISHED BY: INTEGRATING THE ARTS INTO ALL ASPECTS OF THE CURRICULUM - FOREIGN LANGUAGE, HUMANITIES, MATH AND SCIENCES CREATING AN ENVIRONMENT OF SAFETY AND ACCEPTANCE THAT SEEKS TO RECOGNIZE THE SPECIAL GIFTS OF EACH CHILD CULTIVATING A LIVING RELATIONSHIP BETWEEN THE LAND, OUR CHILDREN, AND THE COMMUNITY WHERE THE JOYS AND TRADITIONS OF PLAY, WORK, FESTIVALS AND SONG UNFOLD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | A.FOUNDED IN 2004, ORCHARD VALLEY IS AN INDEPENDENT WALDORF SCHOOL IN CENTRAL VERMONT, SERVING CHILDREN AGED THREE MONTHS THROUGH EIGHTH GRADE. ORCHARD VALLEY WALDORF SCHOOL IS A VIBRANT AND DIVERSE LEARNING COMMUNITY DEDICATED TO NURTURING OUR STUDENTS' INTELLECTUAL, SOCIAL, AND CREATIVE POTENTIAL. OUR SCHOOL STRIVES TO OFFER A HOLISTIC EDUCATION THAT ALIGNS WITH THE PRINCIPLES OF WALDORF EDUCATION. IT EMPHASIZES THE IMPORTANCE OF FOSTERING IMAGINATION, CREATIVITY, AND A GROUNDING CONNECTION TO THE NATURAL WORLD BY ENGAGING THE CHILDREN'S HEADS, HANDS, AND HEARTS IN ALL THEIR LESSONS AND PLAY. ORCHARD VALLEY SERVES STUDENTS ON TWO CAMPUSES. IN MONTPELIER, AT THE CHILD'S GARDEN CAMPUS, SWEET CLOVER NURSERY USES A COMBINED WALDORF AND PICKLER METHODOLOGY TO SERVE CHILDREN AGED 3 MONTHS-3 YEARS. EVEN AT THIS YOUNG AGE, SWEET CLOVER EMPHASIZES BODILY AUTONOMY AND INDEPENDENCE AS CHILDREN PLAY INSIDE THEIR BEAUTIFUL, COZY CLASSROOMS AND OUTDOOR SPACES. GRACE FARM, OUR 55-ACRE CAMPUS IN EAST MONTPELIER, HOUSES PROGRAMS FOR AGES 3.5 YEARS THROUGH THE 8TH GRADE USING WALDORF TEACHING METHODS. ALL STUDENTS ARE TAUGHT IN A SCREEN-FREE ENVIRONMENT, AND THE CURRICULUM HEAVILY INTEGRATES OUR WORKING FARM AND GARDEN, ALONG WITH MUSIC, THE ARTS, AND MOVEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE TREASURER REVIEWS THE 990 ANNUALLY AND A COMPLETE COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES TO REVIEW PRIOR TO THE FILING OF THE RETURN. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | INDEPENDENT BOARD SETS COMPENSATION USING COMPARATIVE WAGES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | INDEPENDENT BOARD SETS COMPENSATION USING COMPARATIVE WAGES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 4A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 19 |
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