Civic Intelligence

Waldorf School at Moraine Farm Inc.

990 • Fiscal year 2016 • EIN 04-2861201

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 13, 2017

Organization Profilewaldorfmoraine.org

View Organization Page

701 Cabot StreetBeverly, MA 01915

(978) 927-8811

Siviq Scores

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

Liabilities / Assets

75th percentile

0.40x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.87x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

49th percentile

1.7%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$52,734

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

45th percentile

0.2%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-0.9%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$4,314,825

Up $7,015 (+0.2%) from 2015

Net Assets

Up

$2,589,158

Up $34,739 (+1.4%) from 2015

Liabilities

Down

$1,725,667

Down $27,724 (-1.6%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin49th percentile

Revenue

Down

$1,985,512

Down $18,858 (-0.9%) from 2015

Expenses

Up

$1,950,773

Up $41,799 (+2.2%) from 2015

Net Income

Down

$34,739

Down $60,657 (-64%) from 2015

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: $993,911Liabilities 2010: $123,928Net Assets 2010: $869,9832010Assets 2011: $3,449,664Liabilities 2011: $2,115,915Net Assets 2011: $1,333,7492011Assets 2012: $3,759,191Liabilities 2012: $1,845,642Net Assets 2012: $1,913,5492012Assets 2013: $3,745,734Liabilities 2013: $1,859,258Net Assets 2013: $1,886,4762013Assets 2014: $4,289,181Liabilities 2014: $1,830,158Net Assets 2014: $2,459,0232014Assets 2015: $4,307,810Liabilities 2015: $1,753,391Net Assets 2015: $2,554,4192015Assets 2016: $4,314,825Liabilities 2016: $1,725,667Net Assets 2016: $2,589,1582016Assets 2017: $3,576,136Liabilities 2017: $1,622,090Net Assets 2017: $1,954,0462017Assets 2018: $3,625,222Liabilities 2018: $1,602,610Net Assets 2018: $2,022,6122018Assets 2019: $3,224,676Liabilities 2019: $1,498,135Net Assets 2019: $1,726,5412019Assets 2020: $3,155,249Liabilities 2020: $1,682,257Net Assets 2020: $1,472,9922020Assets 2021: $3,306,970Liabilities 2021: $1,865,223Net Assets 2021: $1,441,7472021Assets 2022: $3,535,958Liabilities 2022: $1,812,800Net Assets 2022: $1,723,1582022Assets 2023: $3,374,821Liabilities 2023: $1,736,707Net Assets 2023: $1,638,1142023Assets 2024: $2,934,566Liabilities 2024: $1,690,549Net Assets 2024: $1,244,0172024

Highlighted filing

2016

Assets$4,314,825
Liabilities$1,725,667
Net Assets$2,589,158
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,354,2832010Expenses 2011: $1,365,1392011Expenses 2012: $1,549,4312012Revenue 2013: $1,651,399Expenses 2013: $1,678,472Net Income 2013: -$27,0732013Revenue 2014: $2,264,889Expenses 2014: $1,692,342Net Income 2014: $572,5472014Revenue 2015: $2,004,370Expenses 2015: $1,908,974Net Income 2015: $95,3962015Revenue 2016: $1,985,512Expenses 2016: $1,950,773Net Income 2016: $34,7392016Revenue 2017: $1,337,339Expenses 2017: $1,972,451Net Income 2017: -$635,1122017Revenue 2018: $1,956,403Expenses 2018: $1,888,284Net Income 2018: $68,1192018Revenue 2019: $1,593,638Expenses 2019: $1,889,709Net Income 2019: -$296,0712019Revenue 2020: $1,384,669Expenses 2020: $1,638,218Net Income 2020: -$253,5492020Revenue 2021: $1,701,362Expenses 2021: $1,732,607Net Income 2021: -$31,2452021Revenue 2022: $2,082,039Expenses 2022: $1,800,628Net Income 2022: $281,4112022Revenue 2023: $1,991,219Expenses 2023: $2,076,263Net Income 2023: -$85,0442023Revenue 2024: $1,965,105Expenses 2024: $2,274,133Net Income 2024: -$309,0282024

Highlighted filing

2016

Revenue$1,985,512
Expenses$1,950,773
Net Income$34,739
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 13, 2017
Return Version
2015v3.0
Gross Receipts
$1,991,542
Mission and Program Overview

Mission

The mission of waldorf school at moraine farm is to help students discover and develop the individual capacities so that they can fully engage in the world and contribute meaningfully to society. We aim to cultivate clarity of thinking, compassion and moral strength, and purposeful action in our students. Our educational approach is founded on the time-tested insights into human development applied by waldorf schools throughout the world. We integrate a rich age-appropriate curriculum in the humanities, math and science, with music, visual and practical arts and movement. We work to make lessons active, filled with imagination and connected with practical life. We recognize that the heart of education is the relationship between teacher and students, which grows and changes to meet the distinct development stages of the child building community is also vital to our mission. Faculty, parents, alumni, and friends collaborate to tend and grow the school, modeling the lifelong learning.

The mission of waldorf school at moraine farm is to help students discover and develop their individual capacities so that they can fully engage in the world and contribute meaningfully to society. We aim to cultivate clarity of thinking, compassion and moral strength, and purposeful action in our students.our educational approach is founded on the time-tested insights into human development applied by waldorf schools throughout the world. We integrate a rich, age-appropriate curriculum in the humanities, math and science, with music, visual and practical arts and movement. We work to make lessons active, filled with imagination and connected with practical life. We recognize that the heart of education is the relationship between teacher and students, which grows and changes to meet the distinct developmental stages of the child.building community is also vital to our mission. Faculty, parents, alumni, and friends collaborate to tend and grow the school, modeling the lifelong learning

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,204,222$3,184,753▼ $19,469
Savings and Temporary Cash Investments$951,923$972,440▲ $20,517
Cash and Non-Interest-Bearing Accounts$89,739$133,355▲ $43,616
Prepaid Expenses and Deferred Charges$50,392$11,152▼ $39,240
Inventories for Sale or Use$8,411$8,609▲ $198
Accounts Receivable$3,123$4,516▲ $1,393
Total Assets$4,307,810$4,314,825▲ $7,015
Liabilities
Tax Exempt Bond Liabilities$1,660,496$1,599,381▼ $61,115
Deferred Revenue$24,873$68,170▲ $43,297
Other Liabilities$58,900$45,300▼ $13,600
Accounts Payable and Accrued Expenses$9,122$12,816▲ $3,694
Total Liabilities$1,753,391$1,725,667▼ $27,724
Net Assets / Fund Balance
Unrestricted Net Assets$1,715,473$1,715,473→ $0
Temporarily Rstr Net Assets$838,946$873,685▲ $34,739
Total Net Assets Fund Balance$2,554,419$2,589,158▲ $34,739
Total Liabilities and Net Assets / Fund Balance$4,307,810$4,314,825▲ $7,015

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,412,265$434,965$2,847,230
Land$739,050-$739,050
Equipment$33,438$73,818$107,256
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan VietsADMIN./EX OFFICIO (As of 8/12/15)FT$30,000$22,734$52,734
Susan WhiteADMIN./EX OFFICIO (Until 07/08/15FT$49,519$2,476$51,995
Sabrina BabcockTeacher/trusteeFT$50,056-$50,056
Heather Collis-puroTrustee/teacherFT$38,200-$38,200
Luciano SappiaTreasurerPT-$30,500$30,500
Laura FreysingerTrustee/teacherFT$2,265-$2,265

Board Members and Trustees

NameTitle
Cathy KennedyPresident/board Chair
Pam FantiniSECRETARY (As of 5/11/16)/TRUSTEE
Jonathan CoscoSECRETARY (Until 05/11/16)/TRUSTEE
Jonathan PooreTrustee
Marc HazelTrustee
Suzanne WrightTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$805,596
Program Service Revenue
$1,178,047
Investment Income
$781
Other Revenue
$1,088
All Other Contributions
$805,596
Change in Net Assets
$34,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,985,512
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,985,512
Total Revenue per Form 990
$1,985,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,350,691
Other Expenses$600,082
Total Fundraising Expense$62,992
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$674,700$214,006$28,288$916,994
Current Officers, Directors, Trustees, and Key Employees$94,365$72,019-$166,384
Other Employee Benefits$86,808$34,303-$121,111
Depreciation Depletion$91,581$10,176-$101,757
Occupancy$88,895$9,877-$98,772
Payroll Taxes$60,724$21,836$2,160$84,720
Fees for Services Other$50,858$11,910-$62,768
Interest-$58,973-$58,973
Advertising-$52,318-$52,318
Insurance$21,173$19,507-$40,680
Pension Plan Contributions$25,196$9,957-$35,153
All Other Expenses$9,233$17,729-$26,962
Comp Disqual Persons$26,329--$26,329
Fees for Services Accounting-$20,530-$20,530
Office Expenses-$17,399-$17,399
Other Expenses$13,955-$32,544$13,955
Fees for Services Legal-$1,952-$1,952
Total Functional Expenses$1,315,289$572,492$62,992$1,950,773

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,950,773
Total Expenses per Audited Statements$1,950,773
Total Expenses per Form 990$1,950,773
Expenses Not Reported on Financial Statements$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Cathy KennedyPresident/board ChairTuitionNo$49,973
Marc HazelTrusteeTuitionNo$38,942
Jonathan CoscoSecretary/trusteeTuitionNo$29,944
Suzanne WrightTrusteeTuitionNo$20,454
Susan SappiaSpouse of Treasurer/trusteePayrollNo$11,970
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Enrollment Deposits$45,300

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2010-09-17$1,800,000To acquire and renovate new school building.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$1,800,000-$200,619-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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
Yes
Business relationship with organization members
Yes
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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 A, line 4

“The organization's bylaws were amended and restated to update the trustee term limitation allowing a third consecutive three year terms if board determines exceptional circumstances warrant the uninterrupted services of a trustee, generally not to exceed an additional three years of service.”

Form 990, Part VI, Section B, line 11

“Form 990, section b, line 11 - the board of directors reviews, and approves the form 990 before it is filed”

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

“The board shall adopt, and all trustees shall abide by, a written policy to identify, disclose and avoid actual and potential conflicts between the personal interests of trustees and the interests of the school. Any potential conflicts identified or disclosed are reviewed by the board and individual is recused from any related decisions in connection with the conflict of interest identified or disclosed.”

Form 990, Part VI, Section C, line 19

“The 990 is available on the ma attorney general website or upon request. The process is the same as prior years. The organization uses an audit committee for oversight.”

Filing and Contact Details

Filer

Filer Name
Waldorf School at Moraine Farm Inc
EIN
04-2861201
Phone
9789278811
Address
701 CABOT STREET, BEVERLY, MA 01915

Signing Officer

Name
Luciano Sappia
Title
Treasurer
Phone
9789271901
Signed
2017-01-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Luciano Sappia
Formed
1985
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
3
Employees
43
Volunteers
0

Preparer

Firm
Ryan & Coscia
Address
256 ESSEX STREET, SALEM, MA 01970
Preparer
Ryan Coscia Pc
Phone
9797441760
Supplemental Narrative

Additional Explanations

Form 990 Part X11 Line 2C

“The process is the same as prior years. The organization uses an audit committee for oversight”

Raw XML AppendixShowing 400 of 528 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/ActivityOrMissionDesc0THE MISSION OF WALDORF SCHOOL AT MORAINE FARM IS TO HELP STUDENTS DISCOVER AND DEVELOP THEIR INDIVIDUAL CAPACITIES SO THAT THEY CAN FULLY ENGAGE IN THE WORLD AND CONTRIBUTE MEANINGFULLY TO SOCIETY. WE AIM TO CULTIVATE CLARITY OF THINKING, COMPASSION AND MORAL STRENGTH, AND PURPOSEFUL ACTION IN OUR STUDENTS.OUR EDUCATIONAL APPROACH IS FOUNDED ON THE TIME-TESTED INSIGHTS INTO HUMAN DEVELOPMENT APPLIED BY WALDORF SCHOOLS THROUGHOUT THE WORLD. WE INTEGRATE A RICH, AGE-APPROPRIATE CURRICULUM IN THE HUMANITIES, MATH AND SCIENCE, WITH MUSIC, VISUAL AND PRACTICAL ARTS AND MOVEMENT. WE WORK TO MAKE LESSONS ACTIVE, FILLED WITH IMAGINATION AND CONNECTED WITH PRACTICAL LIFE. WE RECOGNIZE THAT THE HEART OF EDUCATION IS THE RELATIONSHIP BETWEEN TEACHER AND STUDENTS, WHICH GROWS AND CHANGES TO MEET THE DISTINCT DEVELOPMENTAL STAGES OF THE CHILD.BUILDING COMMUNITY IS ALSO VITAL TO OUR MISSION. FACULTY, PARENTS, ALUMNI, AND FRIENDS COLLABORATE TO TEND AND GROW THE SCHOOL, MODELING THE LIFELONG LEARNING
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY (As of 5/11/16)/TRUSTEE
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IRS990/MissionDesc0THE MISSION OF WALDORF SCHOOL AT MORAINE FARM IS TO HELP STUDENTS DISCOVER AND DEVELOP THEIR INDIVIDUAL CAPACITIES SO THAT THEY CAN FULLY ENGAGE IN THE WORLD AND CONTRIBUTE MEANINGFULLY TO SOCIETY. WE AIM TO CULTIVATE CLARITY OF THINKING, COMPASSION AND MORAL STRENGTH, AND PURPOSEFUL ACTION IN OUR STUDENTS.OUR EDUCATIONAL APPROACH IS FOUNDED ON THE TIME-TESTED INSIGHTS INTO HUMAN DEVELOPMENT APPLIED BY WALDORF SCHOOLS THROUGHOUT THE WORLD. WE INTEGRATE A RICH, AGE-APPROPRIATE CURRICULUM IN THE HUMANITIES, MATH AND SCIENCE, WITH MUSIC, VISUAL AND PRACTICAL ARTS AND MOVEMENT. WE WORK TO MAKE LESSONS ACTIVE, FILLED WITH IMAGINATION AND CONNECTED WITH PRACTICAL LIFE. WE RECOGNIZE THAT THE HEART OF EDUCATION IS THE RELATIONSHIP BETWEEN TEACHER AND STUDENTS, WHICH GROWS AND CHANGES TO MEET THE DISTINCT DEVELOPMENTAL STAGES OF THE CHILD.BUILDING COMMUNITY IS ALSO VITAL TO OUR MISSION. FACULTY, PARENTS, ALUMNI, AND FRIENDS COLLABORATE TO TEND AND GROW THE SCHOOL, MODELING THE LIFELONG LEARNING
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The school's non-discrimination policy is stated on the organization's website. The following position statements of the Association of Waldorf Schools of North America (AWSNA) have been adopted by Waldorf School at Moraine Farm: Waldorf schools are independent schools, which are designed to educate all children, regardless of their cultural or religious backgrounds. The pedagogical method is comprehensive, and, as part of its task, seeks to bring recognition and understanding to any world culture or religion. The Waldorf School, founded in 1919 by Rudolf Steiner, is not part of any church. Waldorf schools are committed to developing the human potential of each child to its fullest. Admission to the schools is open to everyone, without regard to race, sex, creed, religion, national origin, or ethnicity. In company with many other tuition-based independent schools, Waldorf schools are actively seeking ways to increase the economic and ethnic diversity of their student populations. It is a fundamental goal of our education to bring students to an understanding and experience of the common humanity of all the world's peoples, transcending the stereotypes, prejudices, and divisive barriers of classification by sex, race and nationality. We most emphatically reject racism in all its forms, and embrace the principles of common humanity expressed by the founder of Waldorf education, Rudolf Steiner: "[We] must cast aside the division into races. [We] must seek to unite people of all races and nations, and to bridge the divisions and differences between various groups of people. " In addition, Waldorf School at Moraine Farm adheres to the Non-Discriminatory Policy as to Students, as drafted by the Association of Independent Schools of New England (AISNE).
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0To acquire and renovate new school building.
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,314,825
Liabilities
$1,725,667
Net assets
$2,589,158
Revenue
$1,985,512
Expenses
$1,950,773
Net income
$34,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$1.69$1.24$1.97$2.27$0.31
2023Detailed filing. Detailed filing data is available for this year.$3.37$1.74$1.64$1.99$2.08$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.54$1.81$1.72$2.08$1.80$0.28
2021Detailed filing. Detailed filing data is available for this year.$3.31$1.87$1.44$1.70$1.73$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.16$1.68$1.47$1.38$1.64$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.22$1.50$1.73$1.59$1.89$0.30
2018Detailed filing. Detailed filing data is available for this year.$3.63$1.60$2.02$1.96$1.89$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.58$1.62$1.95$1.34$1.97$0.64
2016Detailed filing. Detailed filing data is available for this year.$4.31$1.73$2.59$1.99$1.95$0.03
2015Summary only. Only limited summary data is available for this year.$4.31$1.75$2.55$2.00$1.91$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.29$1.83$2.46$2.26$1.69$0.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$1.86$1.89$1.65$1.68$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$1.85$1.91$1.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$2.12$1.33$1.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.12$0.87$1.35