Civic Intelligence

The Research Institute for Waldorf

EIN 04-3562886 • 501(c)3 • Hudson, NY

View Organization Page

Profile

The institute is organized to engage in research into the background, philosophy, curriculum, methodology, applications and effectiveness of waldorf education, including the publication and distribution of books, pamphlets, science kits and other classroom materials, promotional materials and flyers related to waldorf education.

351 Fairview Avenue Suite 625Hudson, NY 12534-1271

www.waldorflibrary.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.28x

Higher debt load relative to assets than 81% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.20x

Higher debt load relative to revenue than 82% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2024

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE B • $500k-$1M nonprofits • Source year 2024

Asset Growth

15th percentile

-17%

Faster asset growth than 15% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-8.8%

Faster revenue growth than 26% of similar nonprofits.

NTEE B • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$389,526

Down $77,862 (-17%) from 2023

Liabilities

Up

$109,434

Up $2,725 (+2.6%) from 2023

Net Assets

Down

$280,092

Down $80,587 (-22%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin16th percentile

Revenue

Down

$555,530

Down $53,437 (-8.8%) from 2023

Expenses

Up

$651,612

Up $50,293 (+8.4%) from 2023

Net Income

Down

-$96,082

Down $103,730 (-1356%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $274,969Liabilities 2011: $5,719Net Assets 2011: $269,2502011Assets 2012: $338,759Liabilities 2012: $0Net Assets 2012: $338,7592012Assets 2013: $307,951Liabilities 2013: $0Net Assets 2013: $307,9512013Assets 2014: $641,384Liabilities 2014: $24,522Net Assets 2014: $616,8622014Assets 2015: $629,460Liabilities 2015: $38,204Net Assets 2015: $591,2562015Assets 2016: $466,134Liabilities 2016: $53,942Net Assets 2016: $412,1922016Assets 2017: $252,162Liabilities 2017: $60,075Net Assets 2017: $192,0872017Assets 2018: $237,748Liabilities 2018: $58,956Net Assets 2018: $178,7922018Assets 2019: $322,877Liabilities 2019: $85,525Net Assets 2019: $237,3522019Assets 2020: $363,478Liabilities 2020: $158,427Net Assets 2020: $205,0512020Assets 2021: $448,326Liabilities 2021: $231,149Net Assets 2021: $217,1772021Assets 2022: $510,649Liabilities 2022: $161,918Net Assets 2022: $348,7312022Assets 2023: $467,388Liabilities 2023: $106,709Net Assets 2023: $360,6792023Assets 2024: $389,526Liabilities 2024: $109,434Net Assets 2024: $280,0922024

Highlighted filing

2024

Assets$389,526
Liabilities$109,434
Net Assets$280,092
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $170,755Expenses 2011: $176,950Net Income 2011: -$6,1952011Expenses 2012: $163,8302012Revenue 2013: $163,650Expenses 2013: $194,458Net Income 2013: -$30,8082013Revenue 2014: $954,599Expenses 2014: $645,688Net Income 2014: $308,9112014Revenue 2015: $684,409Expenses 2015: $691,782Net Income 2015: -$7,3732015Revenue 2016: $694,442Expenses 2016: $873,506Net Income 2016: -$179,0642016Revenue 2017: $566,372Expenses 2017: $756,979Net Income 2017: -$190,6072017Revenue 2018: $683,169Expenses 2018: $696,464Net Income 2018: -$13,2952018Revenue 2019: $658,331Expenses 2019: $599,771Net Income 2019: $58,5602019Revenue 2020: $517,697Expenses 2020: $549,998Net Income 2020: -$32,3012020Revenue 2021: $629,426Expenses 2021: $617,558Net Income 2021: $11,8682021Revenue 2022: $722,948Expenses 2022: $552,638Net Income 2022: $170,3102022Revenue 2023: $608,967Expenses 2023: $601,319Net Income 2023: $7,6482023Revenue 2024: $555,530Expenses 2024: $651,612Net Income 2024: -$96,0822024

Highlighted filing

2024

Revenue$555,530
Expenses$651,612
Net Income-$96,082
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$389,526
Liabilities
$109,434
Net assets
$280,092
Revenue
$555,530
Expenses
$651,612
Net income
-$96,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.90$1.09$2.80$5.56$6.52$0.96
2023Detailed filing. Detailed filing data is available for this year.$4.67$1.07$3.61$6.09$6.01$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.11$1.62$3.49$7.23$5.53$1.70
2021Detailed filing. Detailed filing data is available for this year.$4.48$2.31$2.17$6.29$6.18$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.63$1.58$2.05$5.18$5.50$0.32
2019Summary only. Only limited summary data is available for this year.$3.23$0.86$2.37$6.58$6.00$0.59
2018Summary only. Only limited summary data is available for this year.$2.38$0.59$1.79$6.83$6.96$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.52$0.60$1.92$5.66$7.57$1.91
2016Detailed filing. Detailed filing data is available for this year.$4.66$0.54$4.12$6.94$8.74$1.79
2015Detailed filing. Detailed filing data is available for this year.$6.29$0.38$5.91$6.84$6.92$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.41$0.25$6.17$9.55$6.46$3.09
2013Summary only. Only limited summary data is available for this year.$3.08$0.00$3.08$1.64$1.94$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.00$3.39$1.64
2011Summary only. Only limited summary data is available for this year.$2.75$0.06$2.69$1.71$1.77$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Mar 1, 2025
Return Version
2023v6.0
Gross Receipts
$555,530
Mission and Program Overview

Mission

The institute is organized to engage in research into the background, philosophy, curriculum, methodology, applications and effectiveness of waldorf education, including the publication and distribution of books, pamphlets, science kits and other classroom materials, promotional materials and flyers related to waldorf education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$192,401$146,036▼ $46,365
Inventories for Sale or Use$156,914$128,385▼ $28,529
Accounts Receivable$50,158$60,595▲ $10,437
Cash and Non-Interest-Bearing Accounts$64,582$52,863▼ $11,719
Prepaid Expenses and Deferred Charges$3,333$1,647▼ $1,686
Total Assets$467,388$389,526▼ $77,862
Liabilities
Deferred Revenue$104,891$84,562▼ $20,329
Other Liabilities$1,009$14,727▲ $13,718
Accounts Payable and Accrued Expenses$809$10,145▲ $9,336
Total Liabilities$106,709$109,434▲ $2,725
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$360,679$280,092▼ $80,587
Total Net Assets Fund Balance$360,679$280,092▼ $80,587
Total Liabilities and Net Assets / Fund Balance$467,388$389,526▼ $77,862

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$15,372$15,372
Compensation and Service Providers
Top Officer Pay57th percentile

Board Members and Trustees

NameTitle
Virginia FlynnPresident
George RussellBoard Member
Jost SchierenBoard Member
Leonore RussellBoard Member
Virginia McwilliamBoard Member
Wilfried SommerBoard Member
Douglas GerwinDirector
Natalie AdamsSecretary
Stephen BloomquistTreasurer
Elan LeibnerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$365,455
Program Service Revenue
$189,723
Investment Income
$352
Other Revenue
$0
All Other Contributions
$350,877
Change in Net Assets
$-96,082

Audited Revenue Reconciliation

Revenue per Audited Statements
$555,530
Revenue Not Reported on Form 990
$15,495
Total Revenue per Audited Statements
$571,025
Total Revenue per Form 990
$555,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$331,397
Other Expenses$320,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$275,549$19,830-$295,379
Office Expenses$27,549$14,261-$41,810
Other Expenses$26,925--$26,925
Fees for Services Other-$23,992-$23,992
Payroll Taxes$21,410$1,520-$22,930
Occupancy-$14,690-$14,690
Advertising$14,316--$14,316
Pension Plan Contributions$13,088--$13,088
All Other Expenses$13,016--$13,016
Insurance$5,155--$5,155
Travel$1,781--$1,781
Interest-$626-$626
Total Functional Expenses$576,693$74,919$0$651,612

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$651,612
Total Expenses per Audited Statements$651,612
Total Expenses per Form 990$651,612
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$9,425
Accrued Liabilities$5,302
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Page 6, Part VI, Line 2

“George russell leonore russell director director family”

Form 990, Page 6, Part VI, Line 11B

“Management reviews form 990 and related schedules in relation to financial statements before filing”

Form 990, Page 6, Part VI, Line 12C

“Organization monitors conflict of interest policy at board meetings”

Form 990, Page 6, Part VI, Line 15A

“Management and others are reviewed in relation to pre established goals and comparable compensation.”

Form 990, Page 6, Part VI, Line 15B

“Management and others are reviewed in relation to pre established goals and comparable compensation.”

Form 990, Page 6, Part VI, Line 19

“Documents are available at organization office upon request”

Filing and Contact Details

Filer

Filer Name
The Research Institute for Waldorf
EIN
04-3562886
Phone
5188289999
Address
351 FAIRVIEW AVENUE SUITE 625, HUDSON, NY 12534-1271

Signing Officer

Name
Douglas Gerwin
Title
Director
Phone
6036542566
Signed
2025-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virginia Flynn
Formed
2001
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
5

Preparer

Firm
Penchansky & Coii Pllc
Address
1650 ELM ST SUITE 302, MANCHESTER, NH 03101
Preparer
Adam M Lord CPA
Phone
6036472400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The institute is organized to engage in research into the background, philosophy, curriculum, methodology, applications and effectiveness of waldorf education, including the publication and distribution of books, pamphlets, science kits and other classroom materials, promotional materials and flyers related to waldorf education.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTE IS ORGANIZED TO ENGAGE IN RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GEORGE RUSSELL LEONORE RUSSELL DIRECTOR DIRECTOR FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT REVIEWS FORM 990 AND RELATED SCHEDULES IN RELATION TO FINANCIAL STATEMENTS BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION MONITORS CONFLICT OF INTEREST POLICY AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MANAGEMENT AND OTHERS ARE REVIEWED IN RELATION TO PRE ESTABLISHED GOALS AND COMPARABLE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MANAGEMENT AND OTHERS ARE REVIEWED IN RELATION TO PRE ESTABLISHED GOALS AND COMPARABLE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE AT ORGANIZATION OFFICE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RESEARCH INSTITUTE FOR WALDORF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION INC
ReturnHeader/Filer/BusinessNameControlTxt0RESE
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM M LORD CPA
ReturnHeader/ReturnTs02025-03-18T10:01:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01

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