Civic Intelligence

Meadowbrook Waldorf Association

990 • Fiscal year 2018 • EIN 05-0383653

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Organization ProfileWWW.MEADOWBROOKSCHOOL.COM

View Organization Page

300 Kingstown RoadWest Kingston, RI 02892-1101

(401) 491-9570

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.32x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.87x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

58th percentile

6.2%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

46th percentile

$54,547

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

55th percentile

2.6%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

7.6%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$4,537,964

Up $114,747 (+2.6%) from 2017

Net Assets

Up

$3,080,104

Up $102,641 (+3.4%) from 2017

Liabilities

Up

$1,457,860

Up $12,106 (+0.8%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin58th percentile

Revenue

Up

$1,677,992

Up $118,684 (+7.6%) from 2017

Expenses

Up

$1,574,466

Up $96,115 (+6.5%) from 2017

Net Income

Up

$103,526

Up $22,569 (+28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $4,168,833Liabilities 2011: $1,684,189Net Assets 2011: $2,484,6442011Assets 2012: $4,257,254Liabilities 2012: $1,661,131Net Assets 2012: $2,596,1232012Assets 2013: $4,354,206Liabilities 2013: $1,553,305Net Assets 2013: $2,800,9012013Assets 2014: $4,363,335Liabilities 2014: $1,521,843Net Assets 2014: $2,841,4922014Assets 2015: $4,426,211Liabilities 2015: $1,530,987Net Assets 2015: $2,895,2242015Assets 2016: $4,383,542Liabilities 2016: $1,487,036Net Assets 2016: $2,896,5062016Assets 2017: $4,423,217Liabilities 2017: $1,445,754Net Assets 2017: $2,977,4632017Assets 2018: $4,537,964Liabilities 2018: $1,457,860Net Assets 2018: $3,080,1042018Assets 2019: $4,940,356Liabilities 2019: $379,661Net Assets 2019: $4,560,6952019Assets 2020: $8,512,521Liabilities 2020: $2,626,323Net Assets 2020: $5,886,1982020Assets 2021: $8,658,610Liabilities 2021: $2,489,570Net Assets 2021: $6,169,0402021Assets 2022: $9,204,859Liabilities 2022: $2,197,339Net Assets 2022: $7,007,5202022Assets 2023: $9,487,174Liabilities 2023: $2,238,074Net Assets 2023: $7,249,1002023Assets 2024: $9,799,195Liabilities 2024: $2,099,278Net Assets 2024: $7,699,9172024

Highlighted filing

2018

Assets$4,537,964
Liabilities$1,457,860
Net Assets$3,080,104
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $1,525,726Expenses 2011: $1,357,695Net Income 2011: $168,0312011Expenses 2012: $1,419,1452012Revenue 2013: $1,618,130Expenses 2013: $1,413,352Net Income 2013: $204,7782013Revenue 2014: $1,533,630Expenses 2014: $1,493,039Net Income 2014: $40,5912014Revenue 2015: $1,508,755Expenses 2015: $1,455,023Net Income 2015: $53,7322015Revenue 2016: $1,402,808Expenses 2016: $1,401,526Net Income 2016: $1,2822016Revenue 2017: $1,559,308Expenses 2017: $1,478,351Net Income 2017: $80,9572017Revenue 2018: $1,677,992Expenses 2018: $1,574,466Net Income 2018: $103,5262018Revenue 2019: $2,894,568Expenses 2019: $1,414,464Net Income 2019: $1,480,1042019Revenue 2020: $2,611,901Expenses 2020: $1,286,398Net Income 2020: $1,325,5032020Revenue 2021: $1,774,007Expenses 2021: $1,491,165Net Income 2021: $282,8422021Revenue 2022: $2,500,110Expenses 2022: $1,661,630Net Income 2022: $838,4802022Revenue 2023: $1,890,152Expenses 2023: $1,648,572Net Income 2023: $241,5802023Revenue 2024: $2,845,456Expenses 2024: $2,460,837Net Income 2024: $384,6192024

Highlighted filing

2018

Revenue$1,677,992
Expenses$1,574,466
Net Income$103,526
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$1,735,701
Mission and Program Overview

Mission

Educating children from early childhood through eighth grade based on a waldorf curriculum, a pedagogy developed by rudolf steiner.

Educating children from early childhood through eighth grade based on a waldorf curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,749,523$2,654,016▼ $95,507
Savings and Temporary Cash Investments$1,284,741$1,411,619▲ $126,878
Cash and Non-Interest-Bearing Accounts$320,008$274,306▼ $45,702
Other Notes and Loans Receivable, Net-$107,688-
Prepaid Expenses and Deferred Charges$67,695$83,036▲ $15,341
Accounts Receivable-$5,609-
Pledges and Grants Receivable$1,250$1,690▲ $440
Total Assets$4,423,217$4,537,964▲ $114,747
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,028,111$996,869▼ $31,242
Deferred Revenue$337,888$374,112▲ $36,224
Accounts Payable and Accrued Expenses$79,755$86,879▲ $7,124
Total Liabilities$1,445,754$1,457,860▲ $12,106
Net Assets / Fund Balance
Unrestricted Net Assets$2,942,454$2,938,883▼ $3,571
Temporarily Rstr Net Assets$35,009$141,221▲ $106,212
Total Net Assets Fund Balance$2,977,463$3,080,104▲ $102,641
Total Liabilities and Net Assets / Fund Balance$4,423,217$4,537,964▲ $114,747

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,996,316$855,475$2,851,791
Land$480,439-$480,439
Leasehold Improvements$119,479$282,627$402,106
Equipment$46,025$242,927$288,952
Other Land Buildings$11,757-$11,757
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia GoldmanTrustee/employeeFT$41,252$13,295$54,547
Jennifer FarrellyAdministratorFT$40,000$5,886$45,886
Kristina BovingFaculty ChairFT$41,250$3,597$44,847
Amy Lloyd RippeTrustee/employee-$3,375-$3,375

Board Members and Trustees

NameTitle
Tabitha JorgensenPresident
Lorna PerssonVice President
Stephen ThompsonTrustee
TOM O'BRIENTrustee
Doug PearceTrustee (as of 8/17)
Lisa RichterTrustee (as of 8/17)
Walt GallowayTrustee (up to 12/17)
Mikhail SagalSecretary
Douglas ReillyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$197,808
Program Service Revenue
$1,443,532
Investment Income
$6,785
Other Revenue
$29,867
All Other Contributions
$197,771
Change in Net Assets
$103,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,093,454
Other Expenses$481,012
Total Fundraising Expense$67,881
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$621,862$102,100$21,709$745,671
Other Employee Benefits$132,937$18,489$3,536$154,962
Current Officers, Directors, Trustees, and Key Employees$97,219$40,398$2,244$139,861
Depreciation Depletion$114,623$1,898$1,898$118,419
Occupancy$109,102$1,806$1,806$112,714
Office Expenses$61,490$19,914$357$81,761
Interest$52,160$864$864$53,888
Fees for Services Other$968$271$32,153$33,392
Pension Plan Contributions$25,363$5,772$1,105$32,240
Payroll Taxes$7,493$11,291$1,936$20,720
Insurance$16,490$273$273$17,036
Fees for Services Accounting-$12,690-$12,690
Advertising$12,277--$12,277
Other Expenses$709$738-$1,447
Fees for Services Legal-$863-$863
Total Functional Expenses$1,283,954$222,631$67,881$1,574,466
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$57,145
Fundraising Direct Expenses$41,210
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Faire$57,182$57,145$39,951$17,194
Total Events$57,182$57,145$41,210$15,935
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

“The form 990 is prepared by the external auditors and reviewed by management. Once all are satisfied with the form, it is finalized and a copy is sent to all board members. At the subsequent board meeting, the board is asked if they have any questions or comments and a general review of the form is conducted by management. Revisions, corrections, etc. Are made as necessary. Subsequent to this meeting the form is submitted to the irs.”

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

“Board members, employees, and committee members are required to review policy and sign on an annual basis. The board president monitors conflicts on the board. The administrator is responsible for employees and committee members potential conflicts.”

Form 990, Part VI, Section B, Line 15

“All full time employees are paid the same salary as determined by the board of trustees on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The school makes its governing documents (articles of association and by-laws) and its financial statements available upon request. The school will mail copies upon request or provide copies to those who come to the administrative office during normal business hours. The school charges for the copies in accordance with irs regulations.”

Filing and Contact Details

Filer

Filer Name
Meadowbrook Waldorf Association
EIN
05-0383653
Phone
4014919570
Address
300 KINGSTOWN ROAD, WEST KINGSTON, RI 02892-1101
Doing Business As
Meadowbrook Waldorf School

Signing Officer

Name
Jennifer Farrelly
Title
Administrator
Phone
4014919570
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Farrelly
Formed
1979
Legal Domicile
Ri
Voting Board Members
10
Independent Board Members
8
Employees
42
Volunteers
180

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
951 NORTH MAIN STREET, PROVIDENCE, RI 02904
Preparer
Deborah a Hopkins
Phone
4012742001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The school is exempt from income taxes as a public charity under section 501(c)(3) of the internal revenue code. Management believes that the school operates in a manner consistent with their tax-exempt status at both the state and federal levels. The school annually files irs form 990 - return of organizations exempt from income tax, reporting various information that the irs uses to monitor the activities of tax-exempt entities. These tax returns are subject to review by taxing authorities generally for a period of three years after they were filed. The school currently has no tax examinations in progress.”

Raw XML AppendixShowing 400 of 490 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE (UP TO 12/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE (AS OF 8/17)
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0273
IRS990/InsuranceGrp/ManagementAndGeneralAmt0273
IRS990/InsuranceGrp/ProgramServicesAmt016490
IRS990/InsuranceGrp/TotalAmt017036
IRS990/InterestGrp/FundraisingAmt0864
IRS990/InterestGrp/ManagementAndGeneralAmt0864
IRS990/InterestGrp/ProgramServicesAmt052160
IRS990/InterestGrp/TotalAmt053888
IRS990/InvestmentIncomeGrp/ExclusionAmt07189
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07189
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01381029
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02749523
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02654016
IRS990/LandBldgEquipCostOrOtherBssAmt04035045
IRS990/LegalDomicileStateCd0RI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt016499
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EDUCATING CHILDREN FROM EARLY CHILDHOOD THROUGH EIGHTH GRADE BASED ON A WALDORF CURRICULUM, A PEDAGOGY DEVELOPED BY RUDOLF STEINER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01028111
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0996869
IRS990/NetAssetsOrFundBalancesBOYAmt02977463
IRS990/NetAssetsOrFundBalancesEOYAmt03080104
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-404
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-404
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt015935
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt015935
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-885
IRS990/NoncashContributionsAmt013836
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01806
IRS990/OccupancyGrp/ManagementAndGeneralAmt01806
IRS990/OccupancyGrp/ProgramServicesAmt0109102
IRS990/OccupancyGrp/TotalAmt0112714
IRS990/OfficeExpensesGrp/FundraisingAmt0357
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019914
IRS990/OfficeExpensesGrp/ProgramServicesAmt061490
IRS990/OfficeExpensesGrp/TotalAmt081761
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03536
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018489
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0132937
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0154962
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2STUDENT EVENTS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03479
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11785
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2738
IRS990/OtherExpensesGrp/ProgramServicesAmt015228
IRS990/OtherExpensesGrp/ProgramServicesAmt110894
IRS990/OtherExpensesGrp/ProgramServicesAmt25139
IRS990/OtherExpensesGrp/ProgramServicesAmt3709
IRS990/OtherExpensesGrp/TotalAmt018707
IRS990/OtherExpensesGrp/TotalAmt112679
IRS990/OtherExpensesGrp/TotalAmt25139
IRS990/OtherExpensesGrp/TotalAmt31447
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-214
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014146
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013932
IRS990/OtherRevenueTotalAmt013932
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021709
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0102100
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0621862
IRS990/OtherSalariesAndWagesGrp/TotalAmt0745671
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0107688
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01936
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011291
IRS990/PayrollTaxesGrp/ProgramServicesAmt07493
IRS990/PayrollTaxesGrp/TotalAmt020720
IRS990/PensionPlanContributionsGrp/FundraisingAmt01105
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05772
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt025363
IRS990/PensionPlanContributionsGrp/TotalAmt032240
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01250
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01690
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt067695
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083036
IRS990/PrincipalOfficerNm0JENNIFER FARRELLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01443532
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01443532
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt080157
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03846
IRS990/PYOtherExpensesAmt0453289
IRS990/PYOtherRevenueAmt021460
IRS990/PYProgramServiceRevenueAmt01453845
IRS990/PYRevenuesLessExpensesAmt080957
IRS990/PYSalariesCompEmpBnftPaidAmt01025062
IRS990/PYTotalExpensesAmt01478351
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01559308
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0103526
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01457678
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01284741
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01411619
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01996316
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0855475
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02851791
IRS990ScheduleD/EquipmentGrp/BookValueAmt046025
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0242927
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0288952
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0480439
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0480439
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0119479
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0282627
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0402106
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011757
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011757
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE SCHOOL OPERATES IN A MANNER CONSISTENT WITH THEIR TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE SCHOOL ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE SCHOOL CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02654016
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/ExplanationTxt0MEADOWBROOK WALDORF SCHOOL PUBLISHES ITS NON-DISCRIMINATORY POLICY IN A LOCAL NEWSPAPER.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt037
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt037
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041210
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY FAIRE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01259
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01259
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057145
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015935
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039951
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt039951
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY MANAGEMENT. ONCE ALL ARE SATISFIED WITH THE FORM, IT IS FINALIZED AND A COPY IS SENT TO ALL BOARD MEMBERS. AT THE SUBSEQUENT BOARD MEETING, THE BOARD IS ASKED IF THEY HAVE ANY QUESTIONS OR COMMENTS AND A GENERAL REVIEW OF THE FORM IS CONDUCTED BY MANAGEMENT. REVISIONS, CORRECTIONS, ETC. ARE MADE AS NECESSARY. SUBSEQUENT TO THIS MEETING THE FORM IS SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS, EMPLOYEES, AND COMMITTEE MEMBERS ARE REQUIRED TO REVIEW POLICY AND SIGN ON AN ANNUAL BASIS. THE BOARD PRESIDENT MONITORS CONFLICTS ON THE BOARD. THE ADMINISTRATOR IS RESPONSIBLE FOR EMPLOYEES AND COMMITTEE MEMBERS POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL FULL TIME EMPLOYEES ARE PAID THE SAME SALARY AS DETERMINED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SCHOOL MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF ASSOCIATION AND BY-LAWS) AND ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE SCHOOL WILL MAIL COPIES UPON REQUEST OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. THE SCHOOL CHARGES FOR THE COPIES IN ACCORDANCE WITH IRS REGULATIONS.
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

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,537,964
Liabilities
$1,457,860
Net assets
$3,080,104
Revenue
$1,677,992
Expenses
$1,574,466
Net income
$103,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.80$2.10$7.70$2.85$2.46$0.38
2023Detailed filing. Detailed filing data is available for this year.$9.49$2.24$7.25$1.89$1.65$0.24
2022Detailed filing. Detailed filing data is available for this year.$9.20$2.20$7.01$2.50$1.66$0.84
2021Detailed filing. Detailed filing data is available for this year.$8.66$2.49$6.17$1.77$1.49$0.28
2020Detailed filing. Detailed filing data is available for this year.$8.51$2.63$5.89$2.61$1.29$1.33
2019Detailed filing. Detailed filing data is available for this year.$4.94$0.38$4.56$2.89$1.41$1.48
2018Detailed filing. Detailed filing data is available for this year.$4.54$1.46$3.08$1.68$1.57$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.42$1.45$2.98$1.56$1.48$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.38$1.49$2.90$1.40$1.40$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.43$1.53$2.90$1.51$1.46$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.36$1.52$2.84$1.53$1.49$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$1.55$2.80$1.62$1.41$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$1.66$2.60$1.42
2011Summary only. Only limited summary data is available for this year.$4.17$1.68$2.48$1.53$1.36$0.17