Civic Intelligence

Mountain Laurel Waldorf School Judith Jaeckel

990 • Fiscal year 2021 • EIN 14-1641716

Jul 01, 2020 to Jun 30, 2021 • Filed on May 17, 2021

16 South Chestnut StreetNew Paltz, NY 12561

(845) 255-0033

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.85x

Higher debt load relative to assets than 92% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

0.97x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

44th percentile

9.0%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$76,842

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

46th percentile

7.5%

Faster asset growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

44%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,037,592

Up $141,627 (+7.5%) from 2020

Net Assets

Up

$312,857

Up $118,458 (+61%) from 2020

Liabilities

Up

$1,724,735

Up $23,169 (+1.4%) from 2020

Revenue

Up

$1,775,654

Up $544,563 (+44%) from 2020

Expenses

Up

$1,615,133

Up $340,139 (+27%) from 2020

Net Income

Up

$160,521

Up $204,424 (+466%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $900,459Liabilities 2011: $651,140Net Assets 2011: $249,3192011Assets 2012: $842,400Liabilities 2012: $700,006Net Assets 2012: $142,3942012Assets 2013: $1,130,310Liabilities 2013: $988,781Net Assets 2013: $141,5292013Assets 2014: $1,128,335Liabilities 2014: $967,369Net Assets 2014: $160,9662014Assets 2015: $1,167,658Liabilities 2015: $941,877Net Assets 2015: $225,7812015Assets 2016: $1,168,254Liabilities 2016: $890,271Net Assets 2016: $277,9832016Assets 2017: $1,834,926Liabilities 2017: $1,569,211Net Assets 2017: $265,7152017Assets 2018: $1,745,640Liabilities 2018: $1,534,941Net Assets 2018: $210,6992018Assets 2019: $2,036,961Liabilities 2019: $1,823,211Net Assets 2019: $213,7502019Assets 2020: $1,895,965Liabilities 2020: $1,701,566Net Assets 2020: $194,3992020Assets 2021: $2,037,592Liabilities 2021: $1,724,735Net Assets 2021: $312,8572021Assets 2022: $2,114,170Liabilities 2022: $1,676,017Net Assets 2022: $438,1532022Assets 2023: $2,375,929Liabilities 2023: $1,529,240Net Assets 2023: $846,6892023Assets 2024: $2,263,343Liabilities 2024: $1,530,514Net Assets 2024: $732,8292024

Highlighted filing

2021

Assets$2,037,592
Liabilities$1,724,735
Net Assets$312,857

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,248,503Expenses 2011: $1,257,290Net Income 2011: -$8,7872011Expenses 2012: $1,346,0812012Revenue 2013: $1,266,466Expenses 2013: $1,267,329Net Income 2013: -$8632013Revenue 2014: $1,236,782Expenses 2014: $1,217,345Net Income 2014: $19,4372014Revenue 2015: $1,326,261Expenses 2015: $1,261,447Net Income 2015: $64,8142015Revenue 2016: $1,425,584Expenses 2016: $1,373,427Net Income 2016: $52,1572016Revenue 2017: $1,259,408Expenses 2017: $1,272,671Net Income 2017: -$13,2632017Revenue 2018: $1,389,757Expenses 2018: $1,444,773Net Income 2018: -$55,0162018Revenue 2019: $1,552,652Expenses 2019: $1,549,601Net Income 2019: $3,0512019Revenue 2020: $1,231,091Expenses 2020: $1,274,994Net Income 2020: -$43,9032020Revenue 2021: $1,775,654Expenses 2021: $1,615,133Net Income 2021: $160,5212021Revenue 2022: $1,829,493Expenses 2022: $1,717,151Net Income 2022: $112,3422022Revenue 2023: $2,688,924Expenses 2023: $2,271,804Net Income 2023: $417,1202023Revenue 2024: $2,227,975Expenses 2024: $2,331,771Net Income 2024: -$103,7962024

Highlighted filing

2021

Revenue$1,775,654
Expenses$1,615,133
Net Income$160,521
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 17, 2021
Return Version
2020v4.2
Gross Receipts
$1,819,614
Mission and Program Overview

Mission

To build the foundation of a free human being. Guided by the philosophy of rudolf steiner.teachers inspire insightful thinking, empathy for all, and a love of meaningful work.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,434,723$1,407,550▼ $27,173
Cash and Non-Interest-Bearing Accounts$365,866$554,559▲ $188,693
Accounts Receivable$90,588$65,284▼ $25,304
Prepaid Expenses and Deferred Charges$4,788$5,660▲ $872
Inventories for Sale or Use-$4,539-
Total Assets$1,895,965$2,037,592▲ $141,627
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,089,946$1,051,509▼ $38,437
Deferred Revenue$209,550$518,994▲ $309,444
Accounts Payable and Accrued Expenses$27,314$80,760▲ $53,446
Unsecured Notes Loans Payable$374,756$73,472▼ $301,284
Total Liabilities$1,701,566$1,724,735▲ $23,169
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$194,399$312,857▲ $118,458
Total Net Assets Fund Balance$194,399$312,857▲ $118,458
Total Liabilities and Net Assets / Fund Balance$1,895,965$2,037,592▲ $141,627

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,248,370$834,961$2,083,331
Land$152,500-$152,500
Other Land Buildings$6,680$129,455$136,135
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan RamatyLead AdministratorFT$76,842$76,842
Theodore LundinTrustee-$46,110$46,110
Mark BernsteinTrustee-$28,800$28,800
Patricia JacobsonSecretary-$5,918$5,918

Board Members and Trustees

NameTitle
David GandinPresident
Kivan PasanjpeTrustee
Livia VanauerTrustee
Saleh EljamalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$471,657
Program Service Revenue
$1,304,861
Investment Income
$0
Other Revenue
$-864
All Other Contributions
$228,139
Change in Net Assets
$160,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,195,392
Other Expenses$380,991
Grants and Similar Amounts Paid$38,750
Total Fundraising Expense$4,581
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$748,059$135,094-$883,153
Current Officers, Directors, Trustees, and Key Employees$72,910$84,760-$157,670
Other Employee Benefits$64,007$17,014-$81,021
Payroll Taxes$58,103$15,445-$73,548
All Other Expenses$62,535$3,502-$66,037
Depreciation Depletion$39,002$4,334-$43,336
Grants to Domestic Individuals$38,750--$38,750
Interest$34,209$3,801-$38,010
Insurance$27,670$3,075-$30,745
Other Expenses$19,351$2,403$4,581$21,754
Fees for Services Accounting-$13,782-$13,782
Office Expenses$12,190$1,355-$13,545
Advertising-$11,308-$11,308
Travel$4,950--$4,950
Information Technology$3,939--$3,939
Fees for Services Other-$2,569-$2,569
Total Functional Expenses$1,298,926$311,626$4,581$1,615,133
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,509
Fundraising Direct Expenses$2,287
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
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
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 2

Two of the board members are married - david gandin and patricia jacobson

Form 990, Part VI, Section B, Line 11B

The return is reviewed and approved by the board before it is filed

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

The conflict of interest policy is reviewed annually by the board of directors

Form 990, Part VI, Section B, Line 15A

Salaries are reviewed annually by the board of directors and compared to similar local organizations

Form 990, Part VI, Section C, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Mount Laurel Waldorf School
EIN
14-1641716
Phone
8452550033
Address
16 SOUTH CHESTNUT STREET, NEW PALTZ, NY 12561

Signing Officer

Name
Mark Bernstein
Title
Trustee
Phone
8452550033
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Bernstein
Formed
1983
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
3
Employees
37
Volunteers
0

Preparer

Firm
Dan a Schwartz CPA
Address
10 W PROSPECT STREET SUITE 401, NANUET, NY 10954
Preparer
Dan a Schwartz CPA
Phone
2126343933
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IRS990/PayrollTaxesGrp/TotalAmt073548
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04788
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05660
IRS990/PrincipalOfficerNm0MARK BERNSTEIN
IRS990/PriorPeriodAdjustmentsAmt0-42063
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01304861
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01304861
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0251575
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0334746
IRS990/PYOtherRevenueAmt011951
IRS990/PYProgramServiceRevenueAmt0967565
IRS990/PYRevenuesLessExpensesAmt0-43903
IRS990/PYSalariesCompEmpBnftPaidAmt0940248
IRS990/PYTotalExpensesAmt01274994
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01231091
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0160521
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-8377
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01304861
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/BookValueAmt01248370
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0834961
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02083331
IRS990ScheduleD/LandGrp/BookValueAmt0152500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0152500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06680
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0129455
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0136135
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01407550
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL RECEIVES PAR FUNDING FROM NEW YORK STATE
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 6
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AND TUITION ASSISTANCE BASED ON DOCUMENTED FINANCIAL NEED.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt038750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0TUITION SCOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WRITTEN APPLICATIONS ARE REQUIRED. APPLICATIONS ARE REVIEWED AND APPROVED BY BOARD OF DIRECTORS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE BOARD MEMBERS ARE MARRIED - DAVID GANDIN AND PATRICIA JACOBSON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS REVIEWED AND APPROVED BY THE BOARD BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALARIES ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND COMPARED TO SIMILAR LOCAL ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01895965
IRS990/TotalAssetsEOYAmt02037592
IRS990/TotalAssetsGrp/BOYAmt01895965
IRS990/TotalAssetsGrp/EOYAmt02037592
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0471657
IRS990/TotalEmployeeCnt037
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04581
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0311626
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01298926
IRS990/TotalFunctionalExpensesGrp/TotalAmt01615133
IRS990/TotalGrossUBIAmt0-8377
IRS990/TotalLiabilitiesBOYAmt01701566
IRS990/TotalLiabilitiesEOYAmt01724735
IRS990/TotalLiabilitiesGrp/BOYAmt01701566
IRS990/TotalLiabilitiesGrp/EOYAmt01724735
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0194399
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0312857
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01298926
IRS990/TotalProgramServiceRevenueAmt01304861
IRS990/TotalReportableCompFromOrgAmt0157670
IRS990/TotalRevenueGrp/ExclusionAmt07222
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01305152
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01775654
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-8377
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01895965
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02037592
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04950
IRS990/TravelGrp/TotalAmt04950
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0374756
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt073472
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016 SOUTH CHESTNUT STREET
IRS990/USAddress/CityNm0NEW PALTZ
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012561
IRS990/VotingMembersGoverningBodyCnt08

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.26$1.53$0.73$2.23$2.33$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.38$1.53$0.85$2.69$2.27$0.42
2022Detailed filing. Detailed filing data is available for this year.$2.11$1.68$0.44$1.83$1.72$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.04$1.72$0.31$1.78$1.62$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.90$1.70$0.19$1.23$1.27$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.04$1.82$0.21$1.55$1.55$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.75$1.53$0.21$1.39$1.44$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.83$1.57$0.27$1.26$1.27$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.89$0.28$1.43$1.37$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.94$0.23$1.33$1.26$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.97$0.16$1.24$1.22$0.02
2013Summary only. Only limited summary data is available for this year.$1.13$0.99$0.14$1.27$1.27$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.70$0.14$1.35
2011Summary only. Only limited summary data is available for this year.$0.90$0.65$0.25$1.25$1.26$0.01